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Vertriebscontroller im Bankenumfeld (m/w/d) at MY Humancapital GmbH
München, Brandenburg, Germany - Full Time
Skills Needed
Sales Controlling, Data Analysis, Reporting, Kpi Analysis, Forecasting, Bi Tools, Erp Systems, Database Management, Strategic Consulting, Workflow Optimization, German Language Proficiency, Customer Orientation
Specialization
Requires a qualification as a bank clerk or similar certification in controlling/sales with sound experience in sales controlling and data analysis. Proficiency in BI tools, ERP systems, and fluent German are essential.
Experience Required
Minimum 2 year(s)
Customer Banking Specialist - North Sydney at Commonwealth Bank
Sydney, New South Wales, Australia - Full Time
Skills Needed
Customer Service, Financial Services, Communication Skills, Problem Solving, Digital Banking, Risk Management, Financial Health Checks, Credit Product Processing
Specialization
Candidates should have proven experience in customer service, ideally within financial services, retail, or hospitality. Strong communication skills and the ability to provide holistic financial solutions in a busy retail environment are required.
Experience Required
Minimum 2 year(s)
Business Analyst Banking & Finance (m/w/d) at Lucke EDV GmbH
Wuppertal, North Rhine-Westphalia, Germany - Full Time
Skills Needed
Business Analysis, Requirements Engineering, Banking Processes, Bpmn, User Stories, Scrum, Kanban, Jira, Confluence, Core Banking, Payment Transactions, Securities Business, Depot Management, Account Management, Regulatory Compliance, Stakeholder Management
Specialization
Requires a degree in Business Informatics, Business Administration, Banking, or a similar field with experience as a Business Analyst or Consultant in financial services. Proficiency in requirements engineering, agile methodologies (Scrum/Kanban), and fluent German (C1) are essential.
Experience Required
Minimum 2 year(s)
Senior Full Stack Java Engineer (Banking) at HCLTech
Sydney, Virginia, Australia - Full Time
Skills Needed
N/A
Commercial Banking - Customer Service Specialist at Northwest Bank
Lake Oswego, Oregon, United States - Full Time
Skills Needed
Customer Service, Treasury Management, Deposit Account Opening, Cip/Cdd/Edd Compliance, Financial Transaction Processing, Fraud Detection, Online Banking Troubleshooting, Time Management, Problem Solving, Project Management, Basic Math, Windows Software, Word Processing, Spreadsheet Applications, Oral And Written Communication, Interpersonal Skills
Specialization
Requires a Bachelor's degree or at least one year of experience in customer service relations. Preferred candidates possess knowledge of treasury services, deposit policies, and strong computer proficiency.
Money Processing Teller (Maui Processing Teller) at Bank of Hawaii
Kahului, Hawaii, United States - Full Time
Skills Needed
Organization, Communication, Customer Experience, Scheduling, Task Management, Technology Literacy, Money Processing, Compliance
Specialization
Requires a High School Diploma or G.E.D. and 0 to 2 years of related experience.
Treasury Services Specialist at ChoiceOne Bank
Kent City, Michigan, United States - Full Time
Skills Needed
Treasury Services, Ach Origination, Online Wires, Bill Pay, Positive Pay, Business Remote Deposit Capture, Customer Service, Problem Solving, Communication, Product Training, Internal Auditing, Bank Secrecy Act, Usa Patriot Act, Banking Regulations, Reporting, E Commerce Products
Specialization
Requires a High School Diploma or GED, with a Bachelor's degree in a business-related major and experience in Treasury or Retail Banking preferred. Candidates must demonstrate strong communication, problem-solving, and customer service competencies.
Experience Required
Minimum 2 year(s)
Treasury Services Specialist at ChoiceOne Bank
Fenton, Michigan, United States - Full Time
Skills Needed
Treasury Services, Ach Origination, Online Wires, Bill Pay, Positive Pay, Business Remote Deposit Capture, Customer Service, Problem Solving, Communication, Product Training, Internal Auditing, Bank Secrecy Act, Usa Patriot Act, Banking Regulations, Reporting, E Commerce Products
Specialization
Requires a High School Diploma or GED, with a Bachelor's degree in a business-related major and experience in Treasury or Retail Banking preferred. Candidates must possess strong communication, problem-solving, and customer service skills.
Experience Required
Minimum 2 year(s)
nCino & Salesforce System Administrator at Bank of Clarke
Berryville, Virginia, United States - Full Time
Skills Needed
Salesforce Configuration, Ncino Implementation, Business Analysis, Technical Consulting, Data Architecture, Soql, Workbench, Data Loader, Agile Methodology, Scrum, Crm, Approval Processes, Automation, Security Configuration, Stakeholder Management, System Debugging
Specialization
Requires a Bachelor's degree or 2+ years of experience as a Salesforce Administrator or Analyst, along with Salesforce Platform Administrator and App Builder certifications. Proficiency in Salesforce configuration and analytical problem-solving is essential.
Experience Required
Minimum 2 year(s)
Special Assets Manager at Bank of Clarke
Winchester, Virginia, United States - Full Time
Skills Needed
Asset Recovery, Collections Management, Credit Risk Mitigation, Loan Restructuring, Regulatory Compliance, Portfolio Analysis, Financial Reporting, Team Leadership, Negotiation, Risk Assessment, Bankruptcy Law, Foreclosure Law, Commercial Lending, Impairment Analysis, Vendor Management, Strategic Planning
Specialization
Requires a Bachelor's degree in finance or a related field and 7-10 years of experience in commercial credit, collections, or special assets. Must have proven experience managing criticized credits, complex loan workouts, and a strong knowledge of bankruptcy and foreclosure laws.
Experience Required
Minimum 5 year(s)
EMPLEADOS/AS PARTICULARES/STORE - RED - CONTRIBUIDOR INDIVIDUAL at CAIXABANK S.A.
Benavente, Castile and León, Spain - Full Time
Skills Needed
Customer Service Quality, Commercial Systematics, Customer Relationship Management, Product Combination Sales, Closing Sales, Negotiation, Banking Products, Financial Services, Communication, Empathy, Change Management, Result Orientation, Anti Money Laundering Regulations, Ai Literacy, Commercial Tools
Specialization
Requires proven experience in an office network and proficiency in the entity's digital services. Candidates must possess strong commercial analysis skills, active listening, and a results-oriented mindset.
Experience Required
Minimum 2 year(s)
Senior Ag/Commercial Loan Processor - Martin County at Profinium Bank
Fairmont, Minnesota, United States - Full Time
Skills Needed
Loan Processing, Agricultural Lending, Commercial Lending, Attention To Detail, Customer Service, Verbal & Written Communication, Peer Leadership, Independent Judgement, Teamwork, Numerical Aptitude, Jack Henry Core System, Laserpro, Ucc Lien Searches, Collateral Perfection, Loan Documentation, Account Management
Specialization
Requires a high school diploma and at least one year of related bank experience in loan operations or support. Proficiency in office software is required, with experience in Jack Henry and Laserpro preferred.
Experience Required
Minimum 2 year(s)
Application Administrator IT at Bank of Hawaii
Honolulu, Hawaii, United States - Full Time
Skills Needed
Application Support, Application Administration, Database Knowledge, It Infrastructure, Analytical Thinking, Problem Solving, Time Management, Communication, Collaboration, Financial Systems
Specialization
Requires a bachelor's degree in IT or equivalent experience with 3 to 5 years of experience in application support. Candidates must possess strong analytical skills and the ability to work flexible hours including evenings and weekends.
Experience Required
Minimum 2 year(s)
GESTION DE CLIENTES II GEST. BANCA PREMIER CONNECTA HOR. LAB. SING. TURNO 2 at CAIXABANK S.A.
Murcia, Region of Murcia, Spain - Full Time
Skills Needed
Portfolio Management, Digital Sales, Customer Relationship Management, Financial Advisory, Risk Analysis, Digital Onboarding, Credit Risk Management, Multi Channel Customer Service, Commercial Planning, Digital Transformation
Specialization
Requires experience in commercial portfolio management and mandatory MIFID, LCCI, and IDD certifications. Candidates must have knowledge of Premier Banking protocols, retail banking products, and delinquency management.
Experience Required
Minimum 2 year(s)
Community Development Mortgage Loan Officer at ChoiceOne Bank
Troy, Michigan, United States - Full Time
Skills Needed
Mortgage Loan Origination, Cra Compliance, Lmi Lending, Community Outreach, Relationship Management, Fha Guidelines, Conventional Lending, Governmental Lending, Project Management, Public Speaking, Analytical Skills, Microsoft Office, Underwriting Coordination, Financial Education, Risk Management, Regulatory Compliance
Specialization
Requires a bachelor's degree and at least 3 years of experience in community and diversity mortgage loan origination. Must hold or be eligible for NMLS registration and possess strong knowledge of FHA, HUD, and CRA guidelines.
Experience Required
Minimum 2 year(s)
GESTOR/A PERSONAL A DISTANCIA - CONNECTA - PREMIER - CONTRIBUIDOR INDIVIDUA at CAIXABANK S.A.
Murcia, Region of Murcia, Spain - Full Time
Skills Needed
Portfolio Management, Digital Sales, Customer Relationship Management, Credit Risk Analysis, Digital Onboarding, Financial Consulting, Npl Management, Multichannel Customer Service, Commercial Planning, Private Banking Products, Mifid Certification, Lcci Certification, Idd Certification, Digital Transformation, Commercial Systems, Risk Monitoring
Specialization
Requires experience in commercial portfolio management and mandatory MIFID, LCCI, and IDD certifications. Candidates must have knowledge of Premier banking protocols, private banking products, and the management of non-performing loans (NPLs).
Experience Required
Minimum 2 year(s)
Portfolio Manager at Preferred Bank
Irvine, California, United States - Full Time
Skills Needed
Underwriting, Loan Portfolio Management, Commercial Real Estate Lending, Financial Analysis, Risk Rating, Client Relationship Management, Loan Structuring, Loan Pricing, Compliance Tracking, Communication Skills, Leadership, Decision Making, Problem Solving
Specialization
A bachelor's degree in business administration or a related field is preferred. Candidates must have a minimum of 5 years of underwriting experience in lending or commercial real estate.
Experience Required
Minimum 5 year(s)
Financial Crimes Risk Signal Analyst at STRIDE BANK NA
Oklahoma City, Oklahoma, United States - Full Time
Skills Needed
Sql, Powerbi, Risk Signal Validation, Bsa/Aml Compliance, Fraud Detection, Data Quality Assessment, Transaction Monitoring, Kri/Kpi Development, Data Lineage, Root Cause Analysis, Audit Documentation, Financial Crime Governance, Case Investigation, Analytical Thinking, Regulatory Compliance, Data Visualization
Specialization
Requires a bachelor's degree in a related field and 3-5 years of experience in fraud/AML analytics or compliance. Proficiency in SQL and PowerBI is necessary, with CAMS or CAFP certifications preferred.
Experience Required
Minimum 2 year(s)
Branch Manager and Relationship Specialist at Five Star Bank
Elk Grove, California, United States - Full Time
Skills Needed
Branch Operations, Client Service, Problem Solving, Staff Training, Regulatory Compliance, Cash Management, Account Servicing, Risk Management, Communication Skills, Attention To Detail, Microsoft Word, Microsoft Excel, Microsoft Outlook, Teamwork, Organizational Skills, Technical Capacity
Specialization
Candidates must have thorough knowledge of branch operations and proficiency in Microsoft Office tools. A high school diploma or equivalent is required, along with superior customer service and communication skills.
Experience Required
Minimum 5 year(s)
GESTION DE CLIENTES I GEST. BANCA PERSONAL BANCA PARTICULARES HOR. LAB. SI at CAIXABANK S.A.
Girona, Catalonia, Spain - Full Time
Skills Needed
Relational Sales, Customer Experience, Financial Advisory, Portfolio Management, Digital Banking Services, Customer Relationship Management, Negotiation, Compliance, Risk Management, Ai Literacy, Financial Products, Cross Selling
Specialization
Requires perseverance, initiative, and strong relational sales skills with a focus on the customer. Must have proficiency in digital banking services and a deep knowledge of financial products and regulatory compliance.
Experience Required
Minimum 2 year(s)
Vertriebscontroller im Bankenumfeld (m/w/d) at MY Humancapital GmbH
München, Brandenburg, Germany -
Full Time

Start Date

Immediate

Expiry Date

02 Oct, 26

Salary

0.0

Posted On

04 Jul, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Sales Controlling, Data Analysis, Reporting, KPI Analysis, Forecasting, BI Tools, ERP Systems, Database Management, Strategic Consulting, Workflow Optimization, German Language Proficiency, Customer Orientation

Industry

Staffing and Recruiting

Description
Im Auftrag unseres Partnerunternehmens in München suchen wir Sie zum nächstmöglichen Zeitpunkt als „Vertriebscontroller im Bankenumfeld (m/w/d)“. Aufgaben Als Vertriebscontroller im Bankenumfeld (m/w/d) erstellen Sie datenbasierte Reports, Kundenpotenzial-Analysen und Forecasts, um die Vertriebsstrategie zu stärken Dabei überwachen Sie Vertriebskennzahlen, analysieren Soll-Ist-Abweichungen und unterstützen bei der Zielerreichung Sie beraten das Vertriebsmanagement strategisch bei der Definition relevanter Handlungsfelder und begleiten Zielplanungsprozesse Außerdem liefern Sie kontinuierlich Steuerungsdaten und KPI-Analysen zur Optimierung des Vertriebserfolgs Sie sind verantwortlich für die technische und inhaltliche Betreuung der Vertriebs- und Erfolgserfassungssysteme inklusive Workflow-Optimierung und Datenintegration Qualifikation Sie bringen eine Ausbildung zum Bankkaufmann (m/w/d), Sparkassenkaufmann (m/w/d), eine Weiterbildung zum Bankfachwirt (m/w/d) oder eine vergleichbare Qualifikation im Bereich Controlling/Vertrieb mit Sie verfügen über fundierte Erfahrung im Vertriebscontrolling, Datenanalyse und Reporting, idealerweise im Sparkassen- oder Bankenumfeld Idealerweise haben Sie sicher im Umgang mit Datenbanken, BI-Tools oder ERP-Systemen gearbeitet und Erfahrung mit Vertriebssystemen gesammelt Sie arbeiten analytisch, strukturiert und ergebnisorientiert; Ihre Kommunikationsstärke, Teamfähigkeit und Kundenorientierung zeichnen Sie aus Sehr gute Deutschkenntnisse zeichnen Sie aus Benefits Langfristige Jobmöglichkeit: Das Unternehmen sucht langfristige Unterstützung im Rahmen einer unbefristeten Festanstellung Work-Life-Balance: Freuen Sie sich auf flexible Arbeitszeiten mit anteiliger Homeoffice-Möglichkeit Zentrale Lage: Das Unternehmen befindet sich im Herzen Münchens Wertschätzende Arbeitskultur: Die Abteilung legt großen Wert auf ein positives Miteinander. Sie erwartet eine Du-Kultur und ein spürbares Vertrauen der Führungskräfte Modernes Umfeld: Sie erwartet eine moderne Arbeitsumgebung, mit neuesten Gerätschaften Weiterentwicklung: Das Unternehmen bietet zahlreiche Weiterbildungs- und Entwicklungsmöglichkeiten Sie finden das Stellenprofil interessant? Dann freuen wir uns auf Ihre Bewerbung. Senden Sie uns Ihre Unterlagen. Für Rückfragen steht Ihnen Veronica Wild gerne unter 089 954 287 106 zur Verfügung.
Responsibilities
The role involves creating data-based reports, customer potential analyses, and forecasts to strengthen sales strategies. Additionally, the candidate will monitor KPIs, advise sales management strategically, and maintain sales tracking systems.
Vertriebscontroller im Bankenumfeld (m/w/d) at MY Humancapital GmbH
München, Brandenburg, Germany - Full Time
Skills Needed
Sales Controlling, Data Analysis, Reporting, Kpi Analysis, Forecasting, Bi Tools, Erp Systems, Database Management, Strategic Consulting, Workflow Optimization, German Language Proficiency, Customer Orientation
Specialization
Requires a qualification as a bank clerk or similar certification in controlling/sales with sound experience in sales controlling and data analysis. Proficiency in BI tools, ERP systems, and fluent German are essential.
Experience Required
Minimum 2 year(s)
Customer Banking Specialist - North Sydney at Commonwealth Bank
Sydney, New South Wales, Australia - Full Time
Skills Needed
Customer Service, Financial Services, Communication Skills, Problem Solving, Digital Banking, Risk Management, Financial Health Checks, Credit Product Processing
Specialization
Candidates should have proven experience in customer service, ideally within financial services, retail, or hospitality. Strong communication skills and the ability to provide holistic financial solutions in a busy retail environment are required.
Experience Required
Minimum 2 year(s)
Business Analyst Banking & Finance (m/w/d) at Lucke EDV GmbH
Wuppertal, North Rhine-Westphalia, Germany - Full Time
Skills Needed
Business Analysis, Requirements Engineering, Banking Processes, Bpmn, User Stories, Scrum, Kanban, Jira, Confluence, Core Banking, Payment Transactions, Securities Business, Depot Management, Account Management, Regulatory Compliance, Stakeholder Management
Specialization
Requires a degree in Business Informatics, Business Administration, Banking, or a similar field with experience as a Business Analyst or Consultant in financial services. Proficiency in requirements engineering, agile methodologies (Scrum/Kanban), and fluent German (C1) are essential.
Experience Required
Minimum 2 year(s)
Senior Full Stack Java Engineer (Banking) at HCLTech
Sydney, Virginia, Australia - Full Time
Skills Needed
N/A
Commercial Banking - Customer Service Specialist at Northwest Bank
Lake Oswego, Oregon, United States - Full Time
Skills Needed
Customer Service, Treasury Management, Deposit Account Opening, Cip/Cdd/Edd Compliance, Financial Transaction Processing, Fraud Detection, Online Banking Troubleshooting, Time Management, Problem Solving, Project Management, Basic Math, Windows Software, Word Processing, Spreadsheet Applications, Oral And Written Communication, Interpersonal Skills
Specialization
Requires a Bachelor's degree or at least one year of experience in customer service relations. Preferred candidates possess knowledge of treasury services, deposit policies, and strong computer proficiency.
Money Processing Teller (Maui Processing Teller) at Bank of Hawaii
Kahului, Hawaii, United States - Full Time
Skills Needed
Organization, Communication, Customer Experience, Scheduling, Task Management, Technology Literacy, Money Processing, Compliance
Specialization
Requires a High School Diploma or G.E.D. and 0 to 2 years of related experience.
Treasury Services Specialist at ChoiceOne Bank
Kent City, Michigan, United States - Full Time
Skills Needed
Treasury Services, Ach Origination, Online Wires, Bill Pay, Positive Pay, Business Remote Deposit Capture, Customer Service, Problem Solving, Communication, Product Training, Internal Auditing, Bank Secrecy Act, Usa Patriot Act, Banking Regulations, Reporting, E Commerce Products
Specialization
Requires a High School Diploma or GED, with a Bachelor's degree in a business-related major and experience in Treasury or Retail Banking preferred. Candidates must demonstrate strong communication, problem-solving, and customer service competencies.
Experience Required
Minimum 2 year(s)
Treasury Services Specialist at ChoiceOne Bank
Fenton, Michigan, United States - Full Time
Skills Needed
Treasury Services, Ach Origination, Online Wires, Bill Pay, Positive Pay, Business Remote Deposit Capture, Customer Service, Problem Solving, Communication, Product Training, Internal Auditing, Bank Secrecy Act, Usa Patriot Act, Banking Regulations, Reporting, E Commerce Products
Specialization
Requires a High School Diploma or GED, with a Bachelor's degree in a business-related major and experience in Treasury or Retail Banking preferred. Candidates must possess strong communication, problem-solving, and customer service skills.
Experience Required
Minimum 2 year(s)
nCino & Salesforce System Administrator at Bank of Clarke
Berryville, Virginia, United States - Full Time
Skills Needed
Salesforce Configuration, Ncino Implementation, Business Analysis, Technical Consulting, Data Architecture, Soql, Workbench, Data Loader, Agile Methodology, Scrum, Crm, Approval Processes, Automation, Security Configuration, Stakeholder Management, System Debugging
Specialization
Requires a Bachelor's degree or 2+ years of experience as a Salesforce Administrator or Analyst, along with Salesforce Platform Administrator and App Builder certifications. Proficiency in Salesforce configuration and analytical problem-solving is essential.
Experience Required
Minimum 2 year(s)
Special Assets Manager at Bank of Clarke
Winchester, Virginia, United States - Full Time
Skills Needed
Asset Recovery, Collections Management, Credit Risk Mitigation, Loan Restructuring, Regulatory Compliance, Portfolio Analysis, Financial Reporting, Team Leadership, Negotiation, Risk Assessment, Bankruptcy Law, Foreclosure Law, Commercial Lending, Impairment Analysis, Vendor Management, Strategic Planning
Specialization
Requires a Bachelor's degree in finance or a related field and 7-10 years of experience in commercial credit, collections, or special assets. Must have proven experience managing criticized credits, complex loan workouts, and a strong knowledge of bankruptcy and foreclosure laws.
Experience Required
Minimum 5 year(s)
EMPLEADOS/AS PARTICULARES/STORE - RED - CONTRIBUIDOR INDIVIDUAL at CAIXABANK S.A.
Benavente, Castile and León, Spain - Full Time
Skills Needed
Customer Service Quality, Commercial Systematics, Customer Relationship Management, Product Combination Sales, Closing Sales, Negotiation, Banking Products, Financial Services, Communication, Empathy, Change Management, Result Orientation, Anti Money Laundering Regulations, Ai Literacy, Commercial Tools
Specialization
Requires proven experience in an office network and proficiency in the entity's digital services. Candidates must possess strong commercial analysis skills, active listening, and a results-oriented mindset.
Experience Required
Minimum 2 year(s)
Senior Ag/Commercial Loan Processor - Martin County at Profinium Bank
Fairmont, Minnesota, United States - Full Time
Skills Needed
Loan Processing, Agricultural Lending, Commercial Lending, Attention To Detail, Customer Service, Verbal & Written Communication, Peer Leadership, Independent Judgement, Teamwork, Numerical Aptitude, Jack Henry Core System, Laserpro, Ucc Lien Searches, Collateral Perfection, Loan Documentation, Account Management
Specialization
Requires a high school diploma and at least one year of related bank experience in loan operations or support. Proficiency in office software is required, with experience in Jack Henry and Laserpro preferred.
Experience Required
Minimum 2 year(s)
Application Administrator IT at Bank of Hawaii
Honolulu, Hawaii, United States - Full Time
Skills Needed
Application Support, Application Administration, Database Knowledge, It Infrastructure, Analytical Thinking, Problem Solving, Time Management, Communication, Collaboration, Financial Systems
Specialization
Requires a bachelor's degree in IT or equivalent experience with 3 to 5 years of experience in application support. Candidates must possess strong analytical skills and the ability to work flexible hours including evenings and weekends.
Experience Required
Minimum 2 year(s)
GESTION DE CLIENTES II GEST. BANCA PREMIER CONNECTA HOR. LAB. SING. TURNO 2 at CAIXABANK S.A.
Murcia, Region of Murcia, Spain - Full Time
Skills Needed
Portfolio Management, Digital Sales, Customer Relationship Management, Financial Advisory, Risk Analysis, Digital Onboarding, Credit Risk Management, Multi Channel Customer Service, Commercial Planning, Digital Transformation
Specialization
Requires experience in commercial portfolio management and mandatory MIFID, LCCI, and IDD certifications. Candidates must have knowledge of Premier Banking protocols, retail banking products, and delinquency management.
Experience Required
Minimum 2 year(s)
Community Development Mortgage Loan Officer at ChoiceOne Bank
Troy, Michigan, United States - Full Time
Skills Needed
Mortgage Loan Origination, Cra Compliance, Lmi Lending, Community Outreach, Relationship Management, Fha Guidelines, Conventional Lending, Governmental Lending, Project Management, Public Speaking, Analytical Skills, Microsoft Office, Underwriting Coordination, Financial Education, Risk Management, Regulatory Compliance
Specialization
Requires a bachelor's degree and at least 3 years of experience in community and diversity mortgage loan origination. Must hold or be eligible for NMLS registration and possess strong knowledge of FHA, HUD, and CRA guidelines.
Experience Required
Minimum 2 year(s)
GESTOR/A PERSONAL A DISTANCIA - CONNECTA - PREMIER - CONTRIBUIDOR INDIVIDUA at CAIXABANK S.A.
Murcia, Region of Murcia, Spain - Full Time
Skills Needed
Portfolio Management, Digital Sales, Customer Relationship Management, Credit Risk Analysis, Digital Onboarding, Financial Consulting, Npl Management, Multichannel Customer Service, Commercial Planning, Private Banking Products, Mifid Certification, Lcci Certification, Idd Certification, Digital Transformation, Commercial Systems, Risk Monitoring
Specialization
Requires experience in commercial portfolio management and mandatory MIFID, LCCI, and IDD certifications. Candidates must have knowledge of Premier banking protocols, private banking products, and the management of non-performing loans (NPLs).
Experience Required
Minimum 2 year(s)
Portfolio Manager at Preferred Bank
Irvine, California, United States - Full Time
Skills Needed
Underwriting, Loan Portfolio Management, Commercial Real Estate Lending, Financial Analysis, Risk Rating, Client Relationship Management, Loan Structuring, Loan Pricing, Compliance Tracking, Communication Skills, Leadership, Decision Making, Problem Solving
Specialization
A bachelor's degree in business administration or a related field is preferred. Candidates must have a minimum of 5 years of underwriting experience in lending or commercial real estate.
Experience Required
Minimum 5 year(s)
Financial Crimes Risk Signal Analyst at STRIDE BANK NA
Oklahoma City, Oklahoma, United States - Full Time
Skills Needed
Sql, Powerbi, Risk Signal Validation, Bsa/Aml Compliance, Fraud Detection, Data Quality Assessment, Transaction Monitoring, Kri/Kpi Development, Data Lineage, Root Cause Analysis, Audit Documentation, Financial Crime Governance, Case Investigation, Analytical Thinking, Regulatory Compliance, Data Visualization
Specialization
Requires a bachelor's degree in a related field and 3-5 years of experience in fraud/AML analytics or compliance. Proficiency in SQL and PowerBI is necessary, with CAMS or CAFP certifications preferred.
Experience Required
Minimum 2 year(s)
Branch Manager and Relationship Specialist at Five Star Bank
Elk Grove, California, United States - Full Time
Skills Needed
Branch Operations, Client Service, Problem Solving, Staff Training, Regulatory Compliance, Cash Management, Account Servicing, Risk Management, Communication Skills, Attention To Detail, Microsoft Word, Microsoft Excel, Microsoft Outlook, Teamwork, Organizational Skills, Technical Capacity
Specialization
Candidates must have thorough knowledge of branch operations and proficiency in Microsoft Office tools. A high school diploma or equivalent is required, along with superior customer service and communication skills.
Experience Required
Minimum 5 year(s)
GESTION DE CLIENTES I GEST. BANCA PERSONAL BANCA PARTICULARES HOR. LAB. SI at CAIXABANK S.A.
Girona, Catalonia, Spain - Full Time
Skills Needed
Relational Sales, Customer Experience, Financial Advisory, Portfolio Management, Digital Banking Services, Customer Relationship Management, Negotiation, Compliance, Risk Management, Ai Literacy, Financial Products, Cross Selling
Specialization
Requires perseverance, initiative, and strong relational sales skills with a focus on the customer. Must have proficiency in digital banking services and a deep knowledge of financial products and regulatory compliance.
Experience Required
Minimum 2 year(s)