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Wealth Advisor at STRIDE BANK NA
Oklahoma City, Oklahoma, United States - Full Time
Skills Needed
Financial Planning, Investment Management, Relationship Management, Client Service, Estate And Gift Taxes, Trust Structures, Income Tax Planning, Philanthropy, Networking, Fiduciary Responsibility, Cash Flow Analysis, Financial Market Analysis
Specialization
A bachelor's degree in Finance, Economics, or Business and at least 5 years of client-facing financial services experience are required. Professional certifications such as CFA, CFP, CPA, or JD are preferred.
Experience Required
Minimum 5 year(s)
Teller - Full Time at Northwest Bank
Tonawanda, New York, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Financial Wellness, Problem Resolution, Transaction Processing, Referral Identification, Microsoft Office, Compliance, Risk Management, Communication, Active Listening, Analytical Thinking, Time Management, Teamwork, Teller Systems, Dual Control Processes
Specialization
A high school diploma or equivalent is preferred, along with experience in customer service and cash handling. Candidates should possess strong communication skills and the ability to navigate banking software and Microsoft Office.
Full-Time Teller at ChoiceOne Bank
Solon Township, Michigan, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Banking Transactions, Sales Referrals, Communication Skills, Technical Skills, Attention To Detail, Adaptability, Punctuality, Bank Secrecy Act Compliance, Usa Patriot Act Compliance, Atm Balancing
Specialization
Candidates must have a High School diploma or GED and preferably at least 6 months of cash handling experience. The role requires strong communication skills and the ability to work in a physical office environment.
Teller / Customer Service Representative - Moorhead South Hornbachers - Par at Gate City Bank
Moorhead, Minnesota, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Banking Transactions, Relationship Building, Attention To Detail, Sales, Account Opening
Specialization
Requires a high school diploma or equivalent. Preference is given to candidates with 1-2 years of experience in customer service, retail, or cash handling.
Teller - Part-time at Northwest Bank
Lakewood, New York, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Transaction Processing, Problem Resolution, Financial Needs Analysis, Dual Control Balancing, Microsoft Office, Compliance Adherence, Risk Management, Communication Skills, Active Listening, Analytical Thinking, Time Management, Teamwork, Teller System Knowledge, Professionalism
Specialization
A high school diploma or equivalent is preferred, along with experience in customer service and cash handling. Candidates should possess strong communication skills and the ability to navigate banking software and Microsoft Office.
Universal Banker (Windward, Kailua, Kaneohe) at Bank of Hawaii
Kailua, Hawaii, United States - Full Time
Skills Needed
Customer Service, Financial Sales, Cash Handling, Relationship Building, Risk Management, Problem Solving, Consultative Solutions, Technology Literacy, Communication, Accuracy & Efficiency, Product Knowledge, Compliance
Specialization
Requires a high school diploma and at least 2 years of experience in consumer sales, marketing, or customer service. Candidates must be able to handle cash, stand for long periods, and work flexible hours including weekends and holidays.
Experience Required
Minimum 2 year(s)
Part-Time Float Teller at ChoiceOne Bank
Wolf Lake, Michigan, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Banking Transactions, Sales Referrals, Communication Skills, Technical Skills, Attention To Detail, Adaptability, Punctuality, Dependability, Initiative, Regulatory Compliance
Specialization
Candidates must have a High School diploma or GED. A minimum of 6 months of cash handling experience is preferred.
Program Operations Manager at MANNA FoodBank
Mills River, North Carolina, United States - Full Time
Skills Needed
Program Management, Inventory Management, Purchase Planning, Staff Supervision, Budget Management, Data Analysis, Logistics Coordination, Procurement, Project Management, Microsoft Office Suite, Meeting Facilitation, Strategic Planning
Specialization
Requires a combination of education and experience, such as a high school diploma with 5+ years of experience or an associate degree with 2 years of experience. Candidates must possess strong analytical, communication, and leadership skills, along with a valid driver's license.
Experience Required
Minimum 5 year(s)
Senior Auditor - Operations & Support at Bank of Jordan
Amman, Amman, Jordan - Full Time
Skills Needed
Internal Auditing, Operational Auditing, Risk Management, Internal Control Methodologies, Financial Analysis, Analytical Thinking, Critical Thinking, Stakeholder Engagement, Audit Software, Microsoft Office, Compliance Monitoring, Report Writing
Specialization
Requires a bachelor's degree in finance, accounting, or business with at least 5 years of internal auditing experience in the banking industry. Professional certifications like CIA or CISA are preferred, along with fluency in English.
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 Selling, Customer Experience, Financial Advisory, Portfolio Management, Digital Banking Services, Negotiation, Risk Management, Anti Money Laundering, Customer Relationship Management, Financial Product Knowledge, Ai Literacy, Sales Closing
Specialization
Requires perseverance, initiative, and strong relational selling skills with a customer-centric approach. Must have proficiency in digital banking services and a deep understanding of financial products and regulatory compliance.
Experience Required
Minimum 2 year(s)
Float Teller at ChoiceOne Bank
Five Points, Michigan, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Financial Transactions, Sales Referrals, Banking Regulations, Communication Skills, Technical Skills, Attention To Detail, Adaptability, Punctuality, Dependability, Initiative
Specialization
Candidates must have a High School diploma or GED and preferably at least 6 months of cash handling experience. The role requires the ability to work in an office environment and travel to various branch locations.
Call Center CRA - Entry at Provident Bank
Riverside, California, United States - Full Time
Skills Needed
Customer Service, Cross Selling, Inbound Call Handling, Microsoft Word, Microsoft Excel, Microsoft Outlook, Written Communication, Verbal Communication, Organizational Skills, Data Entry
Specialization
Requires a high school diploma or equivalent and a valid California driver's license with auto insurance. Candidates must possess strong communication skills, computer proficiency in Microsoft Office, and an aptitude for numbers.
Commercial Credit Analyst at Bluestone Bank
Raynham, Massachusetts, United States - Full Time
Skills Needed
Financial Analysis, Credit Underwriting, Risk Rating, Commercial Credit Analysis, Ms Word, Ms Excel, Written Communication, Verbal Communication
Specialization
Candidates must have a bachelor's degree in business, finance, or accounting. A minimum of two years of credit analysis experience, or one year as a Junior Commercial Credit Analyst, is required.
Experience Required
Minimum 2 year(s)
Collections Specialist I at ChoiceOne Bank
Kent City, Michigan, United States - Full Time
Skills Needed
Debt Collection, Customer Communication, Repayment Planning, Repossession Processing, Legal Filing, General Ledger Balancing, Regulatory Compliance, Crm Software, Microsoft Office, Written Communication, Oral Communication, Judgment, Project Management, Initiative, Technical Skills, Quality Control
Specialization
Requires a high school diploma or GED, with a bachelor's degree in a business-related field preferred. Candidates must have two to three years of collections experience and proficiency in PC operations.
Experience Required
Minimum 2 year(s)
Full-Time Assistant Branch Manager | Grand Blanc North at ChoiceOne Bank
Grand Blanc, Michigan, United States - Full Time
Skills Needed
Sales Leadership, Relationship Management, Cross Selling, Loan Processing, Staff Coaching, Financial Services, Credit Services, Performance Management, Regulatory Compliance, Communication, Delegation, Project Management, Judgment, Initiative, Customer Service, Business Planning
Specialization
Requires a high school diploma and either a bachelor's degree in a business-related major or two years of successful sales experience. A minimum of three to five years of experience in banking is required, along with NMLS designation.
Experience Required
Minimum 2 year(s)
Collections Specialist I at ChoiceOne Bank
Fenton, Michigan, United States - Full Time
Skills Needed
Debt Collection, Customer Communication, Repayment Planning, Repossession Process, Legal Filing, General Ledger Balancing, Regulatory Compliance, Crm Software, Microsoft Office, Written Communication, Oral Communication, Judgment, Project Management, Initiative, Technical Skills, Quality Control
Specialization
Requires a high school diploma or GED, with a bachelor's degree in a business-related field preferred. Candidates must have two to three years of collections experience and proficiency in PC operations and Microsoft Office.
Experience Required
Minimum 2 year(s)
Teller - Part Time at Northwest Bank
Grand Island, New York, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Transaction Processing, Problem Resolution, Financial Wellness, Referral Identification, Microsoft Office, Dual Control Processes, Compliance, Risk Management, Communication, Active Listening, Analytical Thinking, Time Management, Teamwork, Teller Systems
Specialization
A high school diploma or equivalent is preferred, along with experience in customer service and cash handling. Candidates should possess strong communication skills and the ability to navigate banking software and compliance procedures.
Consumer Collections Specialist at Five Star Bank
Rochester, New York, United States - Full Time
Skills Needed
Debt Collection, Financial Counseling, Negotiation, Skip Tracing, Customer Service, Microsoft Office, Excel, Analytical Thinking, Communication Skills, Problem Solving, Regulatory Compliance, Risk Analysis
Specialization
Requires a high school diploma and at least 2 years of experience in collections, banking, or customer service. Candidates must possess strong communication skills and a working knowledge of Microsoft Office and collection regulations.
Experience Required
Minimum 2 year(s)
Fitness Coordinator at East Bank Club
Chicago, Illinois, United States - Full Time
Skills Needed
Administrative Support, Member Engagement, Fitness Testing, Customer Service, Time Management, Conflict Management, Microsoft Office, Sales, Scheduling, Communication, Organization, Fitvue, Staff Supervision, Promotional Outreach, Inventory Management, Cpr/Aed
Specialization
Candidates must be authorized to work in the USA and hold a current CPR/AED certification. Experience in fitness clubs, hospitality, or customer service is required, along with proficiency in Microsoft Office.
Experience Required
Minimum 2 year(s)
Records Management Clerk II at Bank of Hawaii
Honolulu, Hawaii, United States - Full Time
Skills Needed
Records Management, Document Scanning, Data Retrieval, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Written Communication, Verbal Communication, Analytical Thinking, Detail Oriented, Organization, Time Management, Teamwork, Compliance, Data Entry
Specialization
Requires a high school diploma and 2-3 years of records management experience, including experience with debit and credit entries. Must be proficient in Microsoft Office and capable of performing physical tasks like lifting 30 pounds.
Experience Required
Minimum 2 year(s)
Wealth Advisor at STRIDE BANK NA
Oklahoma City, Oklahoma, United States -
Full Time

Start Date

Immediate

Expiry Date

03 Oct, 26

Salary

0.0

Posted On

05 Jul, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Financial Planning, Investment Management, Relationship Management, Client Service, Estate and Gift Taxes, Trust Structures, Income Tax Planning, Philanthropy, Networking, Fiduciary Responsibility, Cash Flow Analysis, Financial Market Analysis

Industry

Banking

Description
Job DetailsJob Location: OKC-Gaillardia - Oklahoma City, OK 73142Position Type: Full TimeEducation Level: 4 Year DegreeTravel Percentage: NegligibleJob Shift: DayJob Category: BankingThe Wealth Advisor is responsible for fostering new and existing client relationships by providing high-level customer service, proactively identifying strategic investment opportunities, and driving financial planning by gathering and analyzing data to create robust financial plans that meet clients’ financial goals. PRINCIPAL DUTIES AND RESPONSIBILITIES Partners with clients to identify, understand, and refine their financial goals; educates them on available financial services and investment opportunities. Analyzes clients’ financial status and develops recommendations that help them work towards well-defined financial objectives. Ensures client satisfaction and retention by developing and implementing appropriate financial solutions, building meaningful and long-lasting relationships. Acts as a fiduciary, placing clients’ interests and outcomes first. Conducts regular reviews with clients to update their financial plans as needed. Develops a professional network to drive business; proactively seeks new client opportunities. Leverages knowledge of the Bank’s internal systems for financial planning and cash flow analysis to drive business objectives. Ensures compliance with all relevant regulations and standards. Keeps current with financial markets, industry trends, and relevant regulatory updates, to advise internal teams and leadership when needed. Non-Essential Functions: Performs other duties as assigned.QualificationsEDUCATION AND/OR EXPERIENCE Bachelor’s degree in Finance, Economics, Business Administration, or a related field, required. 5+ years’ experience in client-facing financial services role, required. CFA, CFP, CPA, or JD, preferred. KNOWLEDGE, SKILLS, AND ABILITIES Strong knowledge of estate and gift taxes, philanthropy, trust structures, insurance, income tax planning, and investment management. Strong understanding of wealth management concepts, investment opportunities, and financial markets. Prior success selling financial services. Excellent networking, relationship management, and client service skills. Excellent verbal, written, and interpersonal communication skills. Ability to communicate complex financial solutions to clients. Ability to work independently and in a team environment.
Responsibilities
The Wealth Advisor manages client relationships by creating robust financial plans and identifying strategic investment opportunities. They act as a fiduciary to ensure client goals are met while proactively seeking new business opportunities.
Wealth Advisor at STRIDE BANK NA
Oklahoma City, Oklahoma, United States - Full Time
Skills Needed
Financial Planning, Investment Management, Relationship Management, Client Service, Estate And Gift Taxes, Trust Structures, Income Tax Planning, Philanthropy, Networking, Fiduciary Responsibility, Cash Flow Analysis, Financial Market Analysis
Specialization
A bachelor's degree in Finance, Economics, or Business and at least 5 years of client-facing financial services experience are required. Professional certifications such as CFA, CFP, CPA, or JD are preferred.
Experience Required
Minimum 5 year(s)
Teller - Full Time at Northwest Bank
Tonawanda, New York, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Financial Wellness, Problem Resolution, Transaction Processing, Referral Identification, Microsoft Office, Compliance, Risk Management, Communication, Active Listening, Analytical Thinking, Time Management, Teamwork, Teller Systems, Dual Control Processes
Specialization
A high school diploma or equivalent is preferred, along with experience in customer service and cash handling. Candidates should possess strong communication skills and the ability to navigate banking software and Microsoft Office.
Full-Time Teller at ChoiceOne Bank
Solon Township, Michigan, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Banking Transactions, Sales Referrals, Communication Skills, Technical Skills, Attention To Detail, Adaptability, Punctuality, Bank Secrecy Act Compliance, Usa Patriot Act Compliance, Atm Balancing
Specialization
Candidates must have a High School diploma or GED and preferably at least 6 months of cash handling experience. The role requires strong communication skills and the ability to work in a physical office environment.
Teller / Customer Service Representative - Moorhead South Hornbachers - Par at Gate City Bank
Moorhead, Minnesota, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Banking Transactions, Relationship Building, Attention To Detail, Sales, Account Opening
Specialization
Requires a high school diploma or equivalent. Preference is given to candidates with 1-2 years of experience in customer service, retail, or cash handling.
Teller - Part-time at Northwest Bank
Lakewood, New York, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Transaction Processing, Problem Resolution, Financial Needs Analysis, Dual Control Balancing, Microsoft Office, Compliance Adherence, Risk Management, Communication Skills, Active Listening, Analytical Thinking, Time Management, Teamwork, Teller System Knowledge, Professionalism
Specialization
A high school diploma or equivalent is preferred, along with experience in customer service and cash handling. Candidates should possess strong communication skills and the ability to navigate banking software and Microsoft Office.
Universal Banker (Windward, Kailua, Kaneohe) at Bank of Hawaii
Kailua, Hawaii, United States - Full Time
Skills Needed
Customer Service, Financial Sales, Cash Handling, Relationship Building, Risk Management, Problem Solving, Consultative Solutions, Technology Literacy, Communication, Accuracy & Efficiency, Product Knowledge, Compliance
Specialization
Requires a high school diploma and at least 2 years of experience in consumer sales, marketing, or customer service. Candidates must be able to handle cash, stand for long periods, and work flexible hours including weekends and holidays.
Experience Required
Minimum 2 year(s)
Part-Time Float Teller at ChoiceOne Bank
Wolf Lake, Michigan, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Banking Transactions, Sales Referrals, Communication Skills, Technical Skills, Attention To Detail, Adaptability, Punctuality, Dependability, Initiative, Regulatory Compliance
Specialization
Candidates must have a High School diploma or GED. A minimum of 6 months of cash handling experience is preferred.
Program Operations Manager at MANNA FoodBank
Mills River, North Carolina, United States - Full Time
Skills Needed
Program Management, Inventory Management, Purchase Planning, Staff Supervision, Budget Management, Data Analysis, Logistics Coordination, Procurement, Project Management, Microsoft Office Suite, Meeting Facilitation, Strategic Planning
Specialization
Requires a combination of education and experience, such as a high school diploma with 5+ years of experience or an associate degree with 2 years of experience. Candidates must possess strong analytical, communication, and leadership skills, along with a valid driver's license.
Experience Required
Minimum 5 year(s)
Senior Auditor - Operations & Support at Bank of Jordan
Amman, Amman, Jordan - Full Time
Skills Needed
Internal Auditing, Operational Auditing, Risk Management, Internal Control Methodologies, Financial Analysis, Analytical Thinking, Critical Thinking, Stakeholder Engagement, Audit Software, Microsoft Office, Compliance Monitoring, Report Writing
Specialization
Requires a bachelor's degree in finance, accounting, or business with at least 5 years of internal auditing experience in the banking industry. Professional certifications like CIA or CISA are preferred, along with fluency in English.
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 Selling, Customer Experience, Financial Advisory, Portfolio Management, Digital Banking Services, Negotiation, Risk Management, Anti Money Laundering, Customer Relationship Management, Financial Product Knowledge, Ai Literacy, Sales Closing
Specialization
Requires perseverance, initiative, and strong relational selling skills with a customer-centric approach. Must have proficiency in digital banking services and a deep understanding of financial products and regulatory compliance.
Experience Required
Minimum 2 year(s)
Float Teller at ChoiceOne Bank
Five Points, Michigan, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Financial Transactions, Sales Referrals, Banking Regulations, Communication Skills, Technical Skills, Attention To Detail, Adaptability, Punctuality, Dependability, Initiative
Specialization
Candidates must have a High School diploma or GED and preferably at least 6 months of cash handling experience. The role requires the ability to work in an office environment and travel to various branch locations.
Call Center CRA - Entry at Provident Bank
Riverside, California, United States - Full Time
Skills Needed
Customer Service, Cross Selling, Inbound Call Handling, Microsoft Word, Microsoft Excel, Microsoft Outlook, Written Communication, Verbal Communication, Organizational Skills, Data Entry
Specialization
Requires a high school diploma or equivalent and a valid California driver's license with auto insurance. Candidates must possess strong communication skills, computer proficiency in Microsoft Office, and an aptitude for numbers.
Commercial Credit Analyst at Bluestone Bank
Raynham, Massachusetts, United States - Full Time
Skills Needed
Financial Analysis, Credit Underwriting, Risk Rating, Commercial Credit Analysis, Ms Word, Ms Excel, Written Communication, Verbal Communication
Specialization
Candidates must have a bachelor's degree in business, finance, or accounting. A minimum of two years of credit analysis experience, or one year as a Junior Commercial Credit Analyst, is required.
Experience Required
Minimum 2 year(s)
Collections Specialist I at ChoiceOne Bank
Kent City, Michigan, United States - Full Time
Skills Needed
Debt Collection, Customer Communication, Repayment Planning, Repossession Processing, Legal Filing, General Ledger Balancing, Regulatory Compliance, Crm Software, Microsoft Office, Written Communication, Oral Communication, Judgment, Project Management, Initiative, Technical Skills, Quality Control
Specialization
Requires a high school diploma or GED, with a bachelor's degree in a business-related field preferred. Candidates must have two to three years of collections experience and proficiency in PC operations.
Experience Required
Minimum 2 year(s)
Full-Time Assistant Branch Manager | Grand Blanc North at ChoiceOne Bank
Grand Blanc, Michigan, United States - Full Time
Skills Needed
Sales Leadership, Relationship Management, Cross Selling, Loan Processing, Staff Coaching, Financial Services, Credit Services, Performance Management, Regulatory Compliance, Communication, Delegation, Project Management, Judgment, Initiative, Customer Service, Business Planning
Specialization
Requires a high school diploma and either a bachelor's degree in a business-related major or two years of successful sales experience. A minimum of three to five years of experience in banking is required, along with NMLS designation.
Experience Required
Minimum 2 year(s)
Collections Specialist I at ChoiceOne Bank
Fenton, Michigan, United States - Full Time
Skills Needed
Debt Collection, Customer Communication, Repayment Planning, Repossession Process, Legal Filing, General Ledger Balancing, Regulatory Compliance, Crm Software, Microsoft Office, Written Communication, Oral Communication, Judgment, Project Management, Initiative, Technical Skills, Quality Control
Specialization
Requires a high school diploma or GED, with a bachelor's degree in a business-related field preferred. Candidates must have two to three years of collections experience and proficiency in PC operations and Microsoft Office.
Experience Required
Minimum 2 year(s)
Teller - Part Time at Northwest Bank
Grand Island, New York, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Transaction Processing, Problem Resolution, Financial Wellness, Referral Identification, Microsoft Office, Dual Control Processes, Compliance, Risk Management, Communication, Active Listening, Analytical Thinking, Time Management, Teamwork, Teller Systems
Specialization
A high school diploma or equivalent is preferred, along with experience in customer service and cash handling. Candidates should possess strong communication skills and the ability to navigate banking software and compliance procedures.
Consumer Collections Specialist at Five Star Bank
Rochester, New York, United States - Full Time
Skills Needed
Debt Collection, Financial Counseling, Negotiation, Skip Tracing, Customer Service, Microsoft Office, Excel, Analytical Thinking, Communication Skills, Problem Solving, Regulatory Compliance, Risk Analysis
Specialization
Requires a high school diploma and at least 2 years of experience in collections, banking, or customer service. Candidates must possess strong communication skills and a working knowledge of Microsoft Office and collection regulations.
Experience Required
Minimum 2 year(s)
Fitness Coordinator at East Bank Club
Chicago, Illinois, United States - Full Time
Skills Needed
Administrative Support, Member Engagement, Fitness Testing, Customer Service, Time Management, Conflict Management, Microsoft Office, Sales, Scheduling, Communication, Organization, Fitvue, Staff Supervision, Promotional Outreach, Inventory Management, Cpr/Aed
Specialization
Candidates must be authorized to work in the USA and hold a current CPR/AED certification. Experience in fitness clubs, hospitality, or customer service is required, along with proficiency in Microsoft Office.
Experience Required
Minimum 2 year(s)
Records Management Clerk II at Bank of Hawaii
Honolulu, Hawaii, United States - Full Time
Skills Needed
Records Management, Document Scanning, Data Retrieval, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Written Communication, Verbal Communication, Analytical Thinking, Detail Oriented, Organization, Time Management, Teamwork, Compliance, Data Entry
Specialization
Requires a high school diploma and 2-3 years of records management experience, including experience with debit and credit entries. Must be proficient in Microsoft Office and capable of performing physical tasks like lifting 30 pounds.
Experience Required
Minimum 2 year(s)