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Senior Branch Premier Banker- Glen Burnie, MD at Wells Fargo
Glen Burnie, Maryland, United States - Full Time
Skills Needed
Relationship Management, Financial Planning, Customer Acquisition, Risk Management, Portfolio Management, Credit Strategies, Investment Guidance, Digital Banking Adoption, Customer Service, Business Banking, Home Lending, Compliance, Strategic Outreach, Financial Discovery, Collaboration, Communication
Specialization
Requires at least 4 years of customer service experience and 3 years of experience in relationship building and product recommendation. Must obtain or possess FINRA Series 6, 63, and State Insurance licenses, along with SAFE registration.
Experience Required
Minimum 5 year(s)
Sachbearbeiter Bank (m/w/d) Compliance / AML at TAS ToolBox GmbH
Berlin, Berlin, Germany - Full Time
Skills Needed
N/A
BankOnBuffalo, Universal Associate, Full-Time at CNB Financial Corporation
Town of Orchard Park, New York, United States - Full Time
Skills Needed
Customer Service, Communication, Teamwork, Leadership, Integrity, Collaboration, Problem Solving, Cash Management, Sales, Financial Solutions, Digital Literacy, Ethics, Respect, Inclusion, Innovation, Professionalism
Specialization
Candidates must have a high school diploma or GED, with related experience preferred. Strong communication skills and the ability to utilize technology are essential for this role.
Global Investment Banking -TMT, Vice President at JPMC Candidate Experience page
Singapore, , Singapore - Full Time
Skills Needed
Mergers & Acquisitions, Divestitures, Restructurings, Equity Capital Markets, Debt Capital Markets, Financial Projection Modeling, Client Relationship Management, Cross Border Transactions, Corporate Finance, Deal Execution, Client Negotiations, Tmt Sector Coverage, Mandarin Proficiency, Analytical Skills, Communication Skills, Writing Skills
Specialization
Requires a bachelor's degree in Finance, Economics, or Business with at least 7 years of relevant investment banking experience. Candidates should be proficient in corporate finance and ECM/M&A execution, with preferred experience in the TMT sector and Mandarin language skills.
Experience Required
Minimum 5 year(s)
Engineering Manager - Banking Platform (m/f/x) at Scalable GmbH
Berlin, Berlin, Germany - Full Time
Skills Needed
Java, Kotlin, Cloud Infrastructure, Event Based Asynchronous Architectures, Distributed Architectures, Restful Api Design, Engineering Management, Agile Methodologies, Backend Development, Technical Leadership, Analytical Thinking, Stakeholder Communication
Specialization
Requires a university degree in computer science or a related field and previous experience as a backend developer with Java or Kotlin. Strong expertise in distributed architectures and a passion for technical excellence and people management are essential.
Experience Required
Minimum 5 year(s)
Engineering Manager - Banking Platform (m/f/x) at Scalable GmbH
Munich, Bavaria, Germany - Full Time
Skills Needed
Engineering Management, Java, Kotlin, Cloud Infrastructure, Event Based Architecture, Restful Api Design, Distributed Architectures, Agile Methodology, Technical Leadership, Product Management Collaboration, Backend Development, Analytical Thinking
Specialization
Requires a university degree in computer science or a related field and previous experience as a backend developer with Java or Kotlin. Strong leadership potential and a deep understanding of distributed architectures and API design are essential.
Experience Required
Minimum 5 year(s)
Senior Consultant - Retail Banking & Digital at Sia Partners - Canada
Paris, Ile-de-France, France - Full Time
Skills Needed
Strategic Framing, Project Management, Client Relationship Management, Retail Banking Strategy, Digital Transformation, Operational Steering, Team Leadership, Market Analysis, Regulatory Compliance, Product Development, Customer Segmentation, Business Development
Specialization
Candidates should hold a degree from a top engineering or business school with ideally over 2 years of experience in consulting or banking. Fluency in both French and professional English is indispensable.
Experience Required
Minimum 2 year(s)
Credit Analyst, Real Estate & Corporate Banking at Raymond James
Toronto, Ontario, Canada - Full Time
Skills Needed
Credit Analysis, Underwriting, Financial Statement Analysis, Real Estate Valuation, Cash Flow Modeling, Due Diligence, Portfolio Management, Rent Roll Analysis, Financial Projections, Risk Management, Communication Skills, Organizational Skills
Specialization
Candidates must have a bachelor's degree in Business, Finance, or a related field and 2-3 years of experience with a commercial real estate lender. Proficiency in interpreting rent rolls, operating statements, and financial projections is required.
Experience Required
Minimum 2 year(s)
.NET System Analyst - Core Banking & Payments at Unison Group
Singapore, , Singapore - Full Time
Skills Needed
Core Banking, Swift, Paynow, Duitnow, Promptpay, Business Analysis, Functional Specification, As400, Sibs, Rpg/Rpgle, Asp.Net Mvc, C#, Web Api, Entity Framework, Ibm Mq, Agile/Waterfall
Specialization
Requires a Bachelor's degree and at least 6 years of experience as a System or Business Analyst in the banking sector. Must have strong expertise in payment systems (SWIFT, PayNow, etc.) and technical proficiency in AS400, C#, or SIBS.
Experience Required
Minimum 5 year(s)
CNB Bank, nCino Platform Administrator, Remote at CNB Financial Corporation
Clearfield, Pennsylvania, United States - Full Time
Skills Needed
Ncino Platform Administration, Salesforce Administration, Lending Workflow Optimization, Retail Consumer Lending, Commercial Lending, Platform Governance, Change Management, Technical Documentation, User Access Management, Regulatory Compliance, Data Governance, System Configuration
Specialization
Requires a bachelor's degree in a technology-related program or 1-3 years of platform administration experience. Preference is given to candidates with Salesforce or nCino certifications and a general understanding of banking and lending.
Experience Required
Minimum 2 year(s)
Private Banking Relationship Manager (Reno, NV) at Zions Bancorporation
Reno, Nevada, United States - Full Time
Skills Needed
Relationship Management, Credit Analysis, Loan Structuring, Financial Planning, Sales, Portfolio Management, Client Acquisition, Interpersonal Communication, Microsoft Word, Microsoft Excel, Wealth Management, Investment Referrals
Specialization
Requires a Bachelor's degree and experience in lending, banking products, and financial planning. Preferred candidates have over 10 years of banking experience and hold securities licenses such as Series 7 or 66.
Experience Required
Minimum 10 year(s)
Senior Specialist, Private Banking Team Lead at BNY
New York, New York, United States - Full Time
Skills Needed
Client Onboarding, Relationship Management, Kyc, Aml, Cip, Due Diligence, Risk Management, Private Banking, Wealth Management, Deposit Products, Lending Products, Complex Account Structures, Cross Functional Coordination, Operational Execution, Regulatory Compliance, Documentation Management
Specialization
Candidates should ideally have over 10 years of experience in operational or client services within private banking or financial services. Proficiency in regulatory onboarding requirements and experience handling complex entity structures like trusts and LLCs are required.
Experience Required
Minimum 10 year(s)
Member Service Representative/Personal Banker at Jovia Financial Credit Union
Rockville Centre, New York, United States - Full Time
Skills Needed
Customer Service, Cross Selling, Financial Transaction Processing, Member Relations, Communication Skills, Computer Skills, Negotiable Instruments Knowledge, Problem Solving, Sales, Financial Needs Analysis
Specialization
Candidates need a bachelor's degree or at least 18 months of relevant experience in the financial or customer service industry. Required attributes include strong communication skills, computer proficiency, and a professional, self-motivated personality.
Experience Required
Minimum 2 year(s)
Associate Personal Banker (SAFE) - Crown Farm at Wells Fargo
Gaithersburg, Maryland, United States - Full Time
Skills Needed
Relationship Building, Customer Service, Cash Handling, Financial Product Knowledge, Digital Banking Tools, Risk Management, Compliance, Active Listening, Outreach, Account Opening, Credit Applications, Collaboration
Specialization
Requires at least 6 months of customer interaction experience and the ability to work a schedule that includes Saturdays. SAFE registration is required at the time of employment.
Relationship Manager - Corporate Banking & VASP at Zanders United Kingdom
Dubai, Dubai, United Arab Emirates - Full Time
Skills Needed
N/A
Banking - Relationship Manager/Sr Relationship at High Street Resources
dubai, Dubai, United Arab Emirates - Full Time
Skills Needed
N/A
Associate / Senior Associate, Banking & Finance at Allens
City of Brisbane, Queensland, Australia - Full Time
Skills Needed
Banking & Finance Law, Project Finance, Acquisition Finance, Leverage Finance, Property Finance, Corporate Financing, Legal Documentation, Structuring, Mentoring, Networking
Specialization
Requires several years of experience in a Banking & Finance team within a large local or international law firm. Candidates should have exposure to project, leverage, acquisition, property, or corporate finance transactions.
Experience Required
Minimum 2 year(s)
Bankkaufmann/-frau als Client Service Manager at Auretas family trust GmbH
Hamburg, , Germany - Full Time
Skills Needed
Wealth Management, Asset Accounting, Reporting, Client Relationship Management, Capital Market Products, Data Analysis, Process Optimization, Onboarding, Ms Office 365, Excel, Sharepoint, Expersoft, Financial Controlling, Risk Assessment, Communication Skills
Specialization
Candidates should have a degree in economics with a focus on finance or accounting, ideally at a Master's level, and relevant experience in wealth management or private banking. Proficiency in capital market products, analytical thinking, and strong MS Office skills are required.
Experience Required
Minimum 2 year(s)
Business Banking Relationship Manager Trainee at BMO Financial
Toronto, Ontario, Canada - Full Time
Skills Needed
N/A
Intern – Transaction Banking Department (M/F) at Bank of China Luxembourg
Luxembourg, , Luxembourg - Full Time
Skills Needed
Trade Finance, Cash Management, Financial Analysis, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Analytical Skills, Communication Skills, English Fluency, Chinese Language
Specialization
Requires a bachelor's degree or higher in Finance, Accounting, Banking, or a related business field. Candidates must be fluent in English and possess a valid EU resident card and university internship agreement.
Senior Branch Premier Banker- Glen Burnie, MD at Wells Fargo
Glen Burnie, Maryland, United States -
Full Time


Start Date

Immediate

Expiry Date

03 Oct, 26

Salary

60.0

Posted On

05 Jul, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Relationship Management, Financial Planning, Customer Acquisition, Risk Management, Portfolio Management, Credit Strategies, Investment Guidance, Digital Banking Adoption, Customer Service, Business Banking, Home Lending, Compliance, Strategic Outreach, Financial Discovery, Collaboration, Communication

Industry

Financial Services

Description
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once again ranked in the top three – making us the #1 financial services employer – on the 2026 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our National Branch Network. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach. This role is designed for growth-oriented professionals who lead with advice to acquire and deepen relationships through meaningful discovery and translate customer goals into comprehensive financial strategies. You will own and actively grow a defined book of business, leveraging goals based planning, and prudent risk oversight to deliver integrated solutions across deposits, investments, credit, home lending, and business banking. In addition, you’ll help customers with everyday banking needs-opening accounts, handling service requests, and ensuring a seamless experience making it easier for them to manage their banking with confidence. Success in this role is driven by strong relationship acumen, proactive customer engagement, and seamless collaboration with internal partners across Wealth, Home Lending, and Business Banking to deliver a differentiated customer experience. Wells Fargo rewards behaviors that consistently create long term customer value and support customers in making informed financial decisions. You’ll be supported with digital tools, industry leading training, ongoing coaching, and backed by one of the most recognized brands in banking. This role offers a clear platform for career growth for experienced professionals who excel at building trust, managing a portfolio, and delivering holistic, multi product solutions. In this role you will: Proactively acquire new affluent consumer and business customers while deepening existing relationships through strategic outreach, referrals, and pre-planned customer appointments Lead discovery‑driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments Serve as the primary financial partner delivering comprehensive, multi‑product guidance and ongoing reviews across life stages and evolving financial needs Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency Serve as an active member of the branch team by advising colleagues on relationship development and the management of complex client needs Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomes The Senior Branch Premier Banker LP (license pending) role is a temporary position until employee has successfully completed licensing requirements and SAFE registration. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role. Employees hired into the Senior Branch Premier Banker LP role who are not fully licensed will participate in the Branch Network Licensed Banker program Required Qualifications: 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education 3+ years of experience building and maintaining effective relationships with customers and partners 3+ years of experience recommending products and services Desired Qualifications: Experience recommending financial products and translating customer goals into clear, actionable recommendations Demonstrated ability to proactively source, acquire, and deepen relationships through proactive outreach and building strong internal partnership to support the customer experience Proven experience managing a book-of-business, documentation of planning conversations, and consistent follow-through to drive retention and growth across deposits, lending, and investments Experience coaching or supporting peers to strengthen team performance and customer impact Demonstrated ability to communicate clearly and confidently, listen with empathy, and build credibility and trust quickly with others Financial services industry experience in one or a combination of the following: consumer, home lending, business banking, or investments 3+ years of experience in a licensed financial services position Successfully completed Financial Industry Regulatory Authority (FINRA)Series 6 and 63 exams (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration State Insurance license(s) Job Expectations: Ability to work a schedule that will include most Saturdays This role requires FINRA Series 6 and Series 63 (or FINRA recognized equivalents), and State Insurance license(s) which must be active or completed within a designated timeframe. For any FINRA qualification exams earned after Sept. 30, 2018, the Securities Industry Essentials (SIE) exam is also required For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. Wyoming allows referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. Requirements may change based on current state regulations Obtaining and maintaining required FINRA licenses is necessary for continued employment. This role also requires meeting enhanced financial fitness and criminal background standards. Wells Fargo will begin the FINRA review process once an offer is accepted SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date. Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply This position is not eligible for Visa sponsorship Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $34.00 - $60.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 5 Jul 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.1 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 33 on Fortune’s 2025 rankings of America’s largest corporations. News, insights, and perspectives from Wells Fargo are also available at Wells Fargo Stories. Additional information may be found at: wellsfargo.com wellsfargojobs.com For questions on how to search and apply, visit frequently asked questions.

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Responsibilities
Manage and grow a book of business by providing comprehensive financial strategies and multi-product solutions to affluent customers. Collaborate with internal partners in Wealth, Home Lending, and Business Banking to deliver integrated financial services and drive customer retention.
Senior Branch Premier Banker- Glen Burnie, MD at Wells Fargo
Glen Burnie, Maryland, United States - Full Time
Skills Needed
Relationship Management, Financial Planning, Customer Acquisition, Risk Management, Portfolio Management, Credit Strategies, Investment Guidance, Digital Banking Adoption, Customer Service, Business Banking, Home Lending, Compliance, Strategic Outreach, Financial Discovery, Collaboration, Communication
Specialization
Requires at least 4 years of customer service experience and 3 years of experience in relationship building and product recommendation. Must obtain or possess FINRA Series 6, 63, and State Insurance licenses, along with SAFE registration.
Experience Required
Minimum 5 year(s)
Sachbearbeiter Bank (m/w/d) Compliance / AML at TAS ToolBox GmbH
Berlin, Berlin, Germany - Full Time
Skills Needed
N/A
BankOnBuffalo, Universal Associate, Full-Time at CNB Financial Corporation
Town of Orchard Park, New York, United States - Full Time
Skills Needed
Customer Service, Communication, Teamwork, Leadership, Integrity, Collaboration, Problem Solving, Cash Management, Sales, Financial Solutions, Digital Literacy, Ethics, Respect, Inclusion, Innovation, Professionalism
Specialization
Candidates must have a high school diploma or GED, with related experience preferred. Strong communication skills and the ability to utilize technology are essential for this role.
Global Investment Banking -TMT, Vice President at JPMC Candidate Experience page
Singapore, , Singapore - Full Time
Skills Needed
Mergers & Acquisitions, Divestitures, Restructurings, Equity Capital Markets, Debt Capital Markets, Financial Projection Modeling, Client Relationship Management, Cross Border Transactions, Corporate Finance, Deal Execution, Client Negotiations, Tmt Sector Coverage, Mandarin Proficiency, Analytical Skills, Communication Skills, Writing Skills
Specialization
Requires a bachelor's degree in Finance, Economics, or Business with at least 7 years of relevant investment banking experience. Candidates should be proficient in corporate finance and ECM/M&A execution, with preferred experience in the TMT sector and Mandarin language skills.
Experience Required
Minimum 5 year(s)
Engineering Manager - Banking Platform (m/f/x) at Scalable GmbH
Berlin, Berlin, Germany - Full Time
Skills Needed
Java, Kotlin, Cloud Infrastructure, Event Based Asynchronous Architectures, Distributed Architectures, Restful Api Design, Engineering Management, Agile Methodologies, Backend Development, Technical Leadership, Analytical Thinking, Stakeholder Communication
Specialization
Requires a university degree in computer science or a related field and previous experience as a backend developer with Java or Kotlin. Strong expertise in distributed architectures and a passion for technical excellence and people management are essential.
Experience Required
Minimum 5 year(s)
Engineering Manager - Banking Platform (m/f/x) at Scalable GmbH
Munich, Bavaria, Germany - Full Time
Skills Needed
Engineering Management, Java, Kotlin, Cloud Infrastructure, Event Based Architecture, Restful Api Design, Distributed Architectures, Agile Methodology, Technical Leadership, Product Management Collaboration, Backend Development, Analytical Thinking
Specialization
Requires a university degree in computer science or a related field and previous experience as a backend developer with Java or Kotlin. Strong leadership potential and a deep understanding of distributed architectures and API design are essential.
Experience Required
Minimum 5 year(s)
Senior Consultant - Retail Banking & Digital at Sia Partners - Canada
Paris, Ile-de-France, France - Full Time
Skills Needed
Strategic Framing, Project Management, Client Relationship Management, Retail Banking Strategy, Digital Transformation, Operational Steering, Team Leadership, Market Analysis, Regulatory Compliance, Product Development, Customer Segmentation, Business Development
Specialization
Candidates should hold a degree from a top engineering or business school with ideally over 2 years of experience in consulting or banking. Fluency in both French and professional English is indispensable.
Experience Required
Minimum 2 year(s)
Credit Analyst, Real Estate & Corporate Banking at Raymond James
Toronto, Ontario, Canada - Full Time
Skills Needed
Credit Analysis, Underwriting, Financial Statement Analysis, Real Estate Valuation, Cash Flow Modeling, Due Diligence, Portfolio Management, Rent Roll Analysis, Financial Projections, Risk Management, Communication Skills, Organizational Skills
Specialization
Candidates must have a bachelor's degree in Business, Finance, or a related field and 2-3 years of experience with a commercial real estate lender. Proficiency in interpreting rent rolls, operating statements, and financial projections is required.
Experience Required
Minimum 2 year(s)
.NET System Analyst - Core Banking & Payments at Unison Group
Singapore, , Singapore - Full Time
Skills Needed
Core Banking, Swift, Paynow, Duitnow, Promptpay, Business Analysis, Functional Specification, As400, Sibs, Rpg/Rpgle, Asp.Net Mvc, C#, Web Api, Entity Framework, Ibm Mq, Agile/Waterfall
Specialization
Requires a Bachelor's degree and at least 6 years of experience as a System or Business Analyst in the banking sector. Must have strong expertise in payment systems (SWIFT, PayNow, etc.) and technical proficiency in AS400, C#, or SIBS.
Experience Required
Minimum 5 year(s)
CNB Bank, nCino Platform Administrator, Remote at CNB Financial Corporation
Clearfield, Pennsylvania, United States - Full Time
Skills Needed
Ncino Platform Administration, Salesforce Administration, Lending Workflow Optimization, Retail Consumer Lending, Commercial Lending, Platform Governance, Change Management, Technical Documentation, User Access Management, Regulatory Compliance, Data Governance, System Configuration
Specialization
Requires a bachelor's degree in a technology-related program or 1-3 years of platform administration experience. Preference is given to candidates with Salesforce or nCino certifications and a general understanding of banking and lending.
Experience Required
Minimum 2 year(s)
Private Banking Relationship Manager (Reno, NV) at Zions Bancorporation
Reno, Nevada, United States - Full Time
Skills Needed
Relationship Management, Credit Analysis, Loan Structuring, Financial Planning, Sales, Portfolio Management, Client Acquisition, Interpersonal Communication, Microsoft Word, Microsoft Excel, Wealth Management, Investment Referrals
Specialization
Requires a Bachelor's degree and experience in lending, banking products, and financial planning. Preferred candidates have over 10 years of banking experience and hold securities licenses such as Series 7 or 66.
Experience Required
Minimum 10 year(s)
Senior Specialist, Private Banking Team Lead at BNY
New York, New York, United States - Full Time
Skills Needed
Client Onboarding, Relationship Management, Kyc, Aml, Cip, Due Diligence, Risk Management, Private Banking, Wealth Management, Deposit Products, Lending Products, Complex Account Structures, Cross Functional Coordination, Operational Execution, Regulatory Compliance, Documentation Management
Specialization
Candidates should ideally have over 10 years of experience in operational or client services within private banking or financial services. Proficiency in regulatory onboarding requirements and experience handling complex entity structures like trusts and LLCs are required.
Experience Required
Minimum 10 year(s)
Member Service Representative/Personal Banker at Jovia Financial Credit Union
Rockville Centre, New York, United States - Full Time
Skills Needed
Customer Service, Cross Selling, Financial Transaction Processing, Member Relations, Communication Skills, Computer Skills, Negotiable Instruments Knowledge, Problem Solving, Sales, Financial Needs Analysis
Specialization
Candidates need a bachelor's degree or at least 18 months of relevant experience in the financial or customer service industry. Required attributes include strong communication skills, computer proficiency, and a professional, self-motivated personality.
Experience Required
Minimum 2 year(s)
Associate Personal Banker (SAFE) - Crown Farm at Wells Fargo
Gaithersburg, Maryland, United States - Full Time
Skills Needed
Relationship Building, Customer Service, Cash Handling, Financial Product Knowledge, Digital Banking Tools, Risk Management, Compliance, Active Listening, Outreach, Account Opening, Credit Applications, Collaboration
Specialization
Requires at least 6 months of customer interaction experience and the ability to work a schedule that includes Saturdays. SAFE registration is required at the time of employment.
Relationship Manager - Corporate Banking & VASP at Zanders United Kingdom
Dubai, Dubai, United Arab Emirates - Full Time
Skills Needed
N/A
Banking - Relationship Manager/Sr Relationship at High Street Resources
dubai, Dubai, United Arab Emirates - Full Time
Skills Needed
N/A
Associate / Senior Associate, Banking & Finance at Allens
City of Brisbane, Queensland, Australia - Full Time
Skills Needed
Banking & Finance Law, Project Finance, Acquisition Finance, Leverage Finance, Property Finance, Corporate Financing, Legal Documentation, Structuring, Mentoring, Networking
Specialization
Requires several years of experience in a Banking & Finance team within a large local or international law firm. Candidates should have exposure to project, leverage, acquisition, property, or corporate finance transactions.
Experience Required
Minimum 2 year(s)
Bankkaufmann/-frau als Client Service Manager at Auretas family trust GmbH
Hamburg, , Germany - Full Time
Skills Needed
Wealth Management, Asset Accounting, Reporting, Client Relationship Management, Capital Market Products, Data Analysis, Process Optimization, Onboarding, Ms Office 365, Excel, Sharepoint, Expersoft, Financial Controlling, Risk Assessment, Communication Skills
Specialization
Candidates should have a degree in economics with a focus on finance or accounting, ideally at a Master's level, and relevant experience in wealth management or private banking. Proficiency in capital market products, analytical thinking, and strong MS Office skills are required.
Experience Required
Minimum 2 year(s)
Business Banking Relationship Manager Trainee at BMO Financial
Toronto, Ontario, Canada - Full Time
Skills Needed
N/A
Intern – Transaction Banking Department (M/F) at Bank of China Luxembourg
Luxembourg, , Luxembourg - Full Time
Skills Needed
Trade Finance, Cash Management, Financial Analysis, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Analytical Skills, Communication Skills, English Fluency, Chinese Language
Specialization
Requires a bachelor's degree or higher in Finance, Accounting, Banking, or a related business field. Candidates must be fluent in English and possess a valid EU resident card and university internship agreement.
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