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Data Engineer at Environment Bank
, , United Kingdom - Full Time
Skills Needed
Python, Sql, Etl, Apis, Data Modelling, Microsoft Power Platform, Azure, Snowflake, Streamlit, Github, Data Management, Version Control, Quality Assurance, Time Management, Organisational Skills, Problem Solving
Specialization
Essential requirements include being a self-starter with a curious mindset, experience with Python, SQL, API integration, data modelling, ETL, Snowflake, and data visualization tools like Streamlit. A Bachelor's degree in a relevant field or equivalent professional experience is also required.
Experience Required
Minimum 2 year(s)
Associate Infrastructure Engineer at World Bank Group
Chennai, tamil nadu, India - Full Time
Skills Needed
Storage Engineering, Backup Automation, Python, Aws, Azure, Oci, Infrastructure As Code, Terraform, Cohesity, Pure Storage, Unix/Linux, Networking, Observability, Security, Service Management, Automation
Specialization
Candidates must have a Master's degree with 5 years of relevant experience or a Bachelor's degree with a minimum of 7 years of relevant experience. Hands-on expertise with cloud storage services and automation tools is required.
Experience Required
Minimum 5 year(s)
Teller at WESTAMERICA BANK
San Rafael, California, United States - Full Time
Skills Needed
Customer Service, Sales Promotion, Cross Selling, Compliance Adherence, Accuracy, Cash Handling, Operational Tasks Support, Security Procedures, Decision Making, Communication, Math Skills, Asset Protection
Specialization
Candidates must possess good customer relations and basic math skills to perform the essential functions of the job effectively. The role requires meeting standards for accuracy and compliance while handling daily operational tasks and protecting bank assets.
Mortgage Specialist at Bank of Montreal
Toronto, Ontario, Canada - Full Time
Skills Needed
Sales, Relationship Management, Customer Service, Negotiation, Mortgage Lending, Marketing, Cross Selling, Up Selling, Analytical Skills, Problem Solving, Communication, Teamwork, Self Management, Lending, Origination
Specialization
Candidates typically need 3 to 5 years of relevant experience, often combined with a post-secondary degree, and must possess an in-depth understanding of the mortgage lending process and regulatory requirements. Strong skills in interpersonal interaction, sales, customer service, negotiation, and self-management are essential.
Experience Required
Minimum 2 year(s)
Branch Manager at CBI Bank & Trust
Washington, Iowa, United States - Full Time
Skills Needed
Sales, Customer Service, Loan Origination, Deposit Growth, Cross Selling, Account Opening, Relationship Management, Sales Tracking, Communication, Computer Skills, Math Skills, Attention To Detail, Organization, Multi Tasking, Bank Policies, Regulatory Compliance
Specialization
Candidates must possess over five years of experience in sales and/or customer service, coupled with exceptional communication skills and general computer and math proficiency. Strong organizational skills, attention to detail, the ability to multi-task, and deep knowledge of bank products are also required.
Experience Required
Minimum 5 year(s)
Assistant Branch Manager - Rockwall North, Texas at South State Bank
Rockwall, Texas, United States - Full Time
Skills Needed
Customer Service, Sales, Leadership, Communication, Problem Solving, Organizational Skills, Interpersonal Skills, Banking Regulations, Team Management, Financial Services, Compliance, Coaching, Training, Technology Proficiency, Conflict Resolution, Customer Relationship Management
Specialization
Candidates should have a high school diploma or equivalent, with a preference for a bachelor's degree and at least three years of experience in customer service, sales, or branch management. Strong leadership, communication, and organizational skills are essential, along with a solid understanding of banking regulations.
Experience Required
Minimum 2 year(s)
Business Analyst at Capitec Bank Ltd
Stellenbosch, Western Cape, South Africa - Full Time
Skills Needed
Analytical Skills, Interpersonal Skills, Relationship Management Skills, Communication Skills, Facilitation Skills, Negotiation Skills, Planning Skills, Organising Skills, Coordination Skills
Specialization
Candidates should have a minimum of 7 years of experience as a Business Analyst in various contexts. A Master's degree in Business Administration is preferred, along with knowledge of business processes and project management principles.
Experience Required
Minimum 10 year(s)
Senior Customer Success Manager - UK at IntelligenceBank
London, England, United Kingdom - Full Time
Skills Needed
Account Management, Account Support, Client Relationship Management, Technical Configuration, Troubleshooting, Training, Upselling, Crm, Salesforce, Implementation Support, Project Management, Communication Skills, Problem Solving, Time Management, Attention To Detail, Marketing Operations
Specialization
Essential qualifications include previous Account Management, Customer Service, or Support delivery experience within a SaaS, software, or professional services consulting business. Candidates must be energetic, motivated, highly autonomous yet a team player, possessing excellent communication skills and strong time, priority management, and problem-solving abilities.
Experience Required
Minimum 5 year(s)
Vice President, AI Strategy and Change Management at Bank of Montreal
Toronto, Ontario, Canada - Full Time
Skills Needed
Ai Strategy, Change Management, Digital Transformation, Curriculum Development, Stakeholder Management, Communication Skills, Data Science, Training Programs, Cross Functional Collaboration, Organizational Change, Ethical Practices, Ai Technologies, Process Redesign, Community Building, Innovation, Performance Measurement
Specialization
Candidates should have over 5 years of experience in financial services, consulting, or technology, focusing on AI strategy and change management. A strong understanding of AI technologies and experience in curriculum design or workforce upskilling is also required.
Experience Required
Minimum 5 year(s)
Senior Manager, Project and Change Risk Management at Bank of Montreal
Toronto, Ontario, Canada - Full Time
Skills Needed
Risk Management, Internal Control Framework, Regulatory Compliance, Governance, Change Management, Stakeholder Management, Strategic Input, Subject Matter Expert, Data Analysis, Reporting, Process Improvement, Issue Identification, Resource Management, Policy Interpretation, Control Testing, Communication Strategy
Specialization
Candidates typically need 7+ years of relevant experience along with a post-secondary degree in a related field, or an equivalent combination of education and experience. Preferred experience includes risk management, audit, compliance, governance, or project management, along with expert-level analytical, communication, and influence skills.
Experience Required
Minimum 5 year(s)
Digital Customer Experience Manager at Heritage Bank NA
Sioux Falls, South Dakota, United States - Full Time
Skills Needed
Team Management, Customer Experience Management, Digital Banking Platforms, Communication, Interpersonal Skills, Relationship Building, Inspiring Teams, White Glove Service, Mortgage Processes, Consumer Lending, Digital Cx Strategies, Operational Excellence, Financial Education, Kpi Tracking, Confidentiality, Bsa Compliance
Specialization
Candidates must have at least 3 years of combined experience in team management within banking or financial services, coupled with customer experience management focused on digital banking platforms. Required skills include exceptional communication, relationship building, team inspiration, experience managing teams delivering white glove service, and familiarity with mortgage and consumer lending processes.
Experience Required
Minimum 2 year(s)
Commercial Business Partner at IntelligenceBank
Southbank, Victoria, Australia - Full Time
Skills Needed
Financial Analysis, Saas Metrics, Forecasting, Bi Tools, Process Improvement, Contract Management, Sales Guidance, Customer Success Guidance, Ai Tools, Payroll Management, Financial Reconciliations, Audit Support, Financial Modelling, Stakeholder Engagement, Time Management, Project Management
Specialization
The ideal candidate should have experience in the enterprise SaaS space and possess a CA or CPA qualification, along with advanced proficiency in Salesforce and Xero. Strong technical skills in financial modeling, BI tool development, and multi-region payroll management are essential for success in this role.
Experience Required
Minimum 5 year(s)
Customer Service Representative at Bank of Montreal
Burnaby, British Columbia, Canada - Full Time
Skills Needed
Customer Service, Financial Solutions, Sales, Referrals, Transaction Handling, Inquiry Resolution, Digital Guidance, Needs Assessment, Problem Solving, Risk Management, Compliance, Cash Management, Interpersonal Skills, Rapport Building, Communication Skills, Organization Skills
Specialization
No prior experience is necessary, although a post-secondary degree or certification in a related field is desirable. Candidates must be passionate about customer service, resourceful self-starters, and possess strong interpersonal skills, including the ability to build rapport and solve problems flexibly.
Teller at WESTAMERICA BANK
Pleasanton, California, United States - Full Time
Skills Needed
Customer Service, Sales, Compliance, Communication, Accuracy, Decision Making, Cash Handling, Cross Selling, Problem Solving, Time Management
Specialization
Candidates must possess good customer relations and basic math skills to accurately count and dispense funds while recognizing cross-selling opportunities. The role requires meeting attendance guidelines, adhering to compliance standards, and demonstrating sound judgment in protecting bank assets.
Client Service Associate at Bank of Montreal
Oakville, Ontario, Canada - Full Time
Skills Needed
Client Service, Administration, Relationship Management, Marketing Coordination, Portfolio Review Preparation, Account Maintenance, Trade Execution, Inquiry Resolution, Report Generation, Database Management, Compliance, Coaching, Problem Solving, Communication, Organization, Collaboration
Specialization
Candidates typically need 3 to 5 years of relevant experience or equivalent education, along with advanced knowledge of investment and administrative processes, proprietary products, and compliance regulations. Specialized knowledge in areas like Insurance, Trust/Estate services, or Financial Planning is considered an asset, and all necessary licensing requirements must be met.
Experience Required
Minimum 2 year(s)
Wealth Planning Consultant/Sr Wealth Planning Consultant at Bank of Montreal
London, Ontario, Canada - Full Time
Skills Needed
Wealth Planning, Financial Planning, Client Focus, Investment Advice, Asset Consolidation, Sales Strategy, Knowledge Management, Goal Based Discovery, Taxation, Estate & Trust Planning, Succession Planning, Communication, Collaboration, Analytical Skills, Problem Solving, Influence
Specialization
The Wealth Planning Consultant (WPC) requires a minimum of 1-3 years of relevant experience and a post-secondary degree, while the Sr. Consultant (SWPC) needs 3-5 years of experience and a degree, with experience selling to HNW clients or Investment Advisors being necessary. Designations like CFP are an asset, alongside deep technical proficiency and in-depth skills in communication, collaboration, analysis, and influence.
Experience Required
Minimum 2 year(s)
Teller On-Call at WESTAMERICA BANK
, California, United States - Full Time
Skills Needed
Customer Service, Sales Promotion, Cross Selling, Accuracy, Compliance, Cash Handling, Operational Support, Security Procedures, Decision Making, Communication, Math Skills, Time Management
Specialization
Candidates must possess good customer relations and basic math skills, along with the ability to accurately count and dispense funds while maintaining service standards. The position requires standing and walking for long periods, occasional lifting up to 25 pounds, and mandatory travel to other assigned branches.
Teller at WESTAMERICA BANK
Santa Rosa, California, United States - Full Time
Skills Needed
Customer Service, Sales, Compliance, Communication, Accuracy, Decision Making, Cash Handling, Cross Selling, Problem Solving, Time Management, Attention To Detail, Regulatory Knowledge
Specialization
Candidates must possess good customer relations and basic math skills, along with the ability to accurately count and dispense funds while maintaining service standards. The role requires physical stamina, including standing for long periods, and mental acuity for recognizing sales opportunities and responding positively to challenging customers.
Senior Implementation Specialist at IntelligenceBank
Southbank, Victoria, Australia - Full Time
Skills Needed
Platform Configuration, Implementation Management, Stakeholder Management, Project Tracking, Client Workshops, Product Expertise, Solution Documentation, Troubleshooting, Training Delivery, Saas Experience, Problem Solving, Scoping, Business Analysis, Customer Service, Ms Office, Adaptability
Specialization
Candidates should have experience managing implementation projects within a fast-moving SaaS company, possessing strong scoping, business analysis, and stakeholder management abilities across different levels. The ideal person is a resourceful, outcome-oriented team player with technical expertise and strong client-facing communication skills.
Experience Required
Minimum 5 year(s)
Customer Support Coordinator - SaaS at IntelligenceBank
Southbank, Victoria, Australia - Full Time
Skills Needed
Helpdesk Management, Technical Support, Troubleshooting, Platform Configuration, Requirements Gathering, Html, Css, Javascript, Product Training, Product Expertise, Jira, Salesforce, Communication, Mediation, Negotiation, Time Management
Specialization
The ideal candidate should have prior experience supporting SaaS solutions for enterprise clients and possess strong problem-solving and excellent communication skills. Required technical skills include proven web development coding skills in HTML, CSS, and JavaScript.
Experience Required
Minimum 2 year(s)
Data Engineer at Environment Bank
, , United Kingdom -
Full Time

Start Date

Immediate

Expiry Date

31 May, 26

Salary

0.0

Posted On

02 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Python, SQL, ETL, APIs, Data Modelling, Microsoft Power Platform, Azure, Snowflake, Streamlit, GitHub, Data Management, Version Control, Quality Assurance, Time Management, Organisational Skills, Problem Solving

Industry

Environmental Services

Description
About us At Environment Bank, we’re working together to help restore natural habitats across England. With thousands of acres of new habitat creation already underway, our projects are delivering biodiversity gains and helping vital ecosystems to recover and flourish. Our diverse team includes ecologists, land managers, habitat specialists, geospatial analysts, planning advisors, account managers, digital creatives, legal experts, and more. From our habitat specialists to our sales and marketing teams, everyone at Environment Bank is a champion for our values, working towards our goal of reversing biodiversity loss. Environment Bank is a market-leading organisation in a sector that’s experiencing rapid growth. We’ve already built a highly skilled team of experts and we’re actively looking to expand our team in the coming months. We’re incredibly proud of all we achieved so far and we’re still growing. If you'd like to be part of a driven organisation that's making a real difference, find your next role with the team at Environment Bank. About the role The Data Engineer will play a crucial role in helping the Environment Bank meet its strategic objectives around integration and data reporting. This position is development focused, working closely with teams across the business to streamline data pipelines and improve task efficiency. This individual will focus on setting up automated ETL workflows, analysing data and producing visually appealing and user-friendly reports, and supporting internal and external stakeholders fulfil their data requirements. Responsibilities Work collaboratively on the development of our central cloud-based data platform (Snowflake) Develop and maintain ETL and data integration tools for data flows and pipelines Create and maintain reports and dashboards for a variety of audiences around the business, and the underlying data platform environment Innovate and streamline existing data integrations and processes by identifying gaps and improvements, and designing solutions Mentor and upskill team members Provide data and platform related technical support across the business Create, maintain, and update documentation EDI & Belonging At the heart of Environment Bank are the people, who make it all possible. We employ individuals, who share the same passion to live our Environment Bank mission and values. At Environment Bank we believe that fostering a diverse, equitable, and inclusive workplace makes us more innovative, dynamic, and competitive. We welcome individuals from all backgrounds, ethnicities, cultures, and experiences. We are committed to creating an environment where everyone is valued and respected, free from discrimination based on race, religion, sexual orientation, age, marital status, disability, gender identity or expression, or any other legally protected status. Essential Self-starter with curious mindset, a desire to help colleagues through problem solving and learning new skills Desire to be part of a team supporting our nature recovery work Experience with programming languages (Python, SQL) maintaining, creating or integrating APIs and data modelling Experience with ETL and data platform integrating (Microsoft Power Platform, Azure, APIs, custom code integrations) Experience with Snowflake cloud data platform and the development environment Experience visualising data using dashboards to communicate to a variety of audiences (e.g. Streamlit) Strong understanding of data management, version control (GitHub) and quality assurance/ quality control Strong attention to detail, time management and organisational skills Ability to work collaboratively and independently as part of a fully remote team Ability to manage multiple tasks and projects in fast-paced environment Bachelor’s degree in a relevant or related field (e.g. Computer Science, Data Science, Maths etc.), or equivalent professional experience or qualification Desirable Experience within the ecology or environmental sector, with an awareness of Biodiversity Net Gain and nature restoration Understanding of spatial data integration Experience with our other wider systems architecture (e.g. HubSpot, Asana, Azure, and others) As an organisation, we believe that work should be fulfilling, inspiring, and balanced, so we’re creating a space where our team can thrive, both personally and professionally – providing flexible working arrangements, mental wellbeing support, and more. We offer... 🎁 Performance-based annual bonus up to 10% of salary 💸 Pension scheme with employer-matched contributions at 6% of salary 🏖️ 30 days of annual leave, plus paid bank holidays, birthday, and wellbeing day ➕ Option to purchase 5 additional days of annual leave after probation 🏡 Remote and hybrid flexible working options 💼 Regional and departmental team co-working days 🌞 Expenses-paid whole company meet twice a year 🎗️ Team fundraising and charity events 🎓 Ongoing career development with training and mentoring 🩺 Medical cash back scheme to cover everyday healthcare costs ‍🧠 Employee assistance mental wellbeing support ❤️‍🩹️ Enhanced sickness pay allowance
Responsibilities
The Data Engineer will focus on development, working with business teams to streamline data pipelines and improve efficiency by setting up automated ETL workflows. Responsibilities include developing the central cloud-based data platform, creating reports/dashboards, and supporting stakeholder data requirements.
Data Engineer at Environment Bank
, , United Kingdom - Full Time
Skills Needed
Python, Sql, Etl, Apis, Data Modelling, Microsoft Power Platform, Azure, Snowflake, Streamlit, Github, Data Management, Version Control, Quality Assurance, Time Management, Organisational Skills, Problem Solving
Specialization
Essential requirements include being a self-starter with a curious mindset, experience with Python, SQL, API integration, data modelling, ETL, Snowflake, and data visualization tools like Streamlit. A Bachelor's degree in a relevant field or equivalent professional experience is also required.
Experience Required
Minimum 2 year(s)
Associate Infrastructure Engineer at World Bank Group
Chennai, tamil nadu, India - Full Time
Skills Needed
Storage Engineering, Backup Automation, Python, Aws, Azure, Oci, Infrastructure As Code, Terraform, Cohesity, Pure Storage, Unix/Linux, Networking, Observability, Security, Service Management, Automation
Specialization
Candidates must have a Master's degree with 5 years of relevant experience or a Bachelor's degree with a minimum of 7 years of relevant experience. Hands-on expertise with cloud storage services and automation tools is required.
Experience Required
Minimum 5 year(s)
Teller at WESTAMERICA BANK
San Rafael, California, United States - Full Time
Skills Needed
Customer Service, Sales Promotion, Cross Selling, Compliance Adherence, Accuracy, Cash Handling, Operational Tasks Support, Security Procedures, Decision Making, Communication, Math Skills, Asset Protection
Specialization
Candidates must possess good customer relations and basic math skills to perform the essential functions of the job effectively. The role requires meeting standards for accuracy and compliance while handling daily operational tasks and protecting bank assets.
Mortgage Specialist at Bank of Montreal
Toronto, Ontario, Canada - Full Time
Skills Needed
Sales, Relationship Management, Customer Service, Negotiation, Mortgage Lending, Marketing, Cross Selling, Up Selling, Analytical Skills, Problem Solving, Communication, Teamwork, Self Management, Lending, Origination
Specialization
Candidates typically need 3 to 5 years of relevant experience, often combined with a post-secondary degree, and must possess an in-depth understanding of the mortgage lending process and regulatory requirements. Strong skills in interpersonal interaction, sales, customer service, negotiation, and self-management are essential.
Experience Required
Minimum 2 year(s)
Branch Manager at CBI Bank & Trust
Washington, Iowa, United States - Full Time
Skills Needed
Sales, Customer Service, Loan Origination, Deposit Growth, Cross Selling, Account Opening, Relationship Management, Sales Tracking, Communication, Computer Skills, Math Skills, Attention To Detail, Organization, Multi Tasking, Bank Policies, Regulatory Compliance
Specialization
Candidates must possess over five years of experience in sales and/or customer service, coupled with exceptional communication skills and general computer and math proficiency. Strong organizational skills, attention to detail, the ability to multi-task, and deep knowledge of bank products are also required.
Experience Required
Minimum 5 year(s)
Assistant Branch Manager - Rockwall North, Texas at South State Bank
Rockwall, Texas, United States - Full Time
Skills Needed
Customer Service, Sales, Leadership, Communication, Problem Solving, Organizational Skills, Interpersonal Skills, Banking Regulations, Team Management, Financial Services, Compliance, Coaching, Training, Technology Proficiency, Conflict Resolution, Customer Relationship Management
Specialization
Candidates should have a high school diploma or equivalent, with a preference for a bachelor's degree and at least three years of experience in customer service, sales, or branch management. Strong leadership, communication, and organizational skills are essential, along with a solid understanding of banking regulations.
Experience Required
Minimum 2 year(s)
Business Analyst at Capitec Bank Ltd
Stellenbosch, Western Cape, South Africa - Full Time
Skills Needed
Analytical Skills, Interpersonal Skills, Relationship Management Skills, Communication Skills, Facilitation Skills, Negotiation Skills, Planning Skills, Organising Skills, Coordination Skills
Specialization
Candidates should have a minimum of 7 years of experience as a Business Analyst in various contexts. A Master's degree in Business Administration is preferred, along with knowledge of business processes and project management principles.
Experience Required
Minimum 10 year(s)
Senior Customer Success Manager - UK at IntelligenceBank
London, England, United Kingdom - Full Time
Skills Needed
Account Management, Account Support, Client Relationship Management, Technical Configuration, Troubleshooting, Training, Upselling, Crm, Salesforce, Implementation Support, Project Management, Communication Skills, Problem Solving, Time Management, Attention To Detail, Marketing Operations
Specialization
Essential qualifications include previous Account Management, Customer Service, or Support delivery experience within a SaaS, software, or professional services consulting business. Candidates must be energetic, motivated, highly autonomous yet a team player, possessing excellent communication skills and strong time, priority management, and problem-solving abilities.
Experience Required
Minimum 5 year(s)
Vice President, AI Strategy and Change Management at Bank of Montreal
Toronto, Ontario, Canada - Full Time
Skills Needed
Ai Strategy, Change Management, Digital Transformation, Curriculum Development, Stakeholder Management, Communication Skills, Data Science, Training Programs, Cross Functional Collaboration, Organizational Change, Ethical Practices, Ai Technologies, Process Redesign, Community Building, Innovation, Performance Measurement
Specialization
Candidates should have over 5 years of experience in financial services, consulting, or technology, focusing on AI strategy and change management. A strong understanding of AI technologies and experience in curriculum design or workforce upskilling is also required.
Experience Required
Minimum 5 year(s)
Senior Manager, Project and Change Risk Management at Bank of Montreal
Toronto, Ontario, Canada - Full Time
Skills Needed
Risk Management, Internal Control Framework, Regulatory Compliance, Governance, Change Management, Stakeholder Management, Strategic Input, Subject Matter Expert, Data Analysis, Reporting, Process Improvement, Issue Identification, Resource Management, Policy Interpretation, Control Testing, Communication Strategy
Specialization
Candidates typically need 7+ years of relevant experience along with a post-secondary degree in a related field, or an equivalent combination of education and experience. Preferred experience includes risk management, audit, compliance, governance, or project management, along with expert-level analytical, communication, and influence skills.
Experience Required
Minimum 5 year(s)
Digital Customer Experience Manager at Heritage Bank NA
Sioux Falls, South Dakota, United States - Full Time
Skills Needed
Team Management, Customer Experience Management, Digital Banking Platforms, Communication, Interpersonal Skills, Relationship Building, Inspiring Teams, White Glove Service, Mortgage Processes, Consumer Lending, Digital Cx Strategies, Operational Excellence, Financial Education, Kpi Tracking, Confidentiality, Bsa Compliance
Specialization
Candidates must have at least 3 years of combined experience in team management within banking or financial services, coupled with customer experience management focused on digital banking platforms. Required skills include exceptional communication, relationship building, team inspiration, experience managing teams delivering white glove service, and familiarity with mortgage and consumer lending processes.
Experience Required
Minimum 2 year(s)
Commercial Business Partner at IntelligenceBank
Southbank, Victoria, Australia - Full Time
Skills Needed
Financial Analysis, Saas Metrics, Forecasting, Bi Tools, Process Improvement, Contract Management, Sales Guidance, Customer Success Guidance, Ai Tools, Payroll Management, Financial Reconciliations, Audit Support, Financial Modelling, Stakeholder Engagement, Time Management, Project Management
Specialization
The ideal candidate should have experience in the enterprise SaaS space and possess a CA or CPA qualification, along with advanced proficiency in Salesforce and Xero. Strong technical skills in financial modeling, BI tool development, and multi-region payroll management are essential for success in this role.
Experience Required
Minimum 5 year(s)
Customer Service Representative at Bank of Montreal
Burnaby, British Columbia, Canada - Full Time
Skills Needed
Customer Service, Financial Solutions, Sales, Referrals, Transaction Handling, Inquiry Resolution, Digital Guidance, Needs Assessment, Problem Solving, Risk Management, Compliance, Cash Management, Interpersonal Skills, Rapport Building, Communication Skills, Organization Skills
Specialization
No prior experience is necessary, although a post-secondary degree or certification in a related field is desirable. Candidates must be passionate about customer service, resourceful self-starters, and possess strong interpersonal skills, including the ability to build rapport and solve problems flexibly.
Teller at WESTAMERICA BANK
Pleasanton, California, United States - Full Time
Skills Needed
Customer Service, Sales, Compliance, Communication, Accuracy, Decision Making, Cash Handling, Cross Selling, Problem Solving, Time Management
Specialization
Candidates must possess good customer relations and basic math skills to accurately count and dispense funds while recognizing cross-selling opportunities. The role requires meeting attendance guidelines, adhering to compliance standards, and demonstrating sound judgment in protecting bank assets.
Client Service Associate at Bank of Montreal
Oakville, Ontario, Canada - Full Time
Skills Needed
Client Service, Administration, Relationship Management, Marketing Coordination, Portfolio Review Preparation, Account Maintenance, Trade Execution, Inquiry Resolution, Report Generation, Database Management, Compliance, Coaching, Problem Solving, Communication, Organization, Collaboration
Specialization
Candidates typically need 3 to 5 years of relevant experience or equivalent education, along with advanced knowledge of investment and administrative processes, proprietary products, and compliance regulations. Specialized knowledge in areas like Insurance, Trust/Estate services, or Financial Planning is considered an asset, and all necessary licensing requirements must be met.
Experience Required
Minimum 2 year(s)
Wealth Planning Consultant/Sr Wealth Planning Consultant at Bank of Montreal
London, Ontario, Canada - Full Time
Skills Needed
Wealth Planning, Financial Planning, Client Focus, Investment Advice, Asset Consolidation, Sales Strategy, Knowledge Management, Goal Based Discovery, Taxation, Estate & Trust Planning, Succession Planning, Communication, Collaboration, Analytical Skills, Problem Solving, Influence
Specialization
The Wealth Planning Consultant (WPC) requires a minimum of 1-3 years of relevant experience and a post-secondary degree, while the Sr. Consultant (SWPC) needs 3-5 years of experience and a degree, with experience selling to HNW clients or Investment Advisors being necessary. Designations like CFP are an asset, alongside deep technical proficiency and in-depth skills in communication, collaboration, analysis, and influence.
Experience Required
Minimum 2 year(s)
Teller On-Call at WESTAMERICA BANK
, California, United States - Full Time
Skills Needed
Customer Service, Sales Promotion, Cross Selling, Accuracy, Compliance, Cash Handling, Operational Support, Security Procedures, Decision Making, Communication, Math Skills, Time Management
Specialization
Candidates must possess good customer relations and basic math skills, along with the ability to accurately count and dispense funds while maintaining service standards. The position requires standing and walking for long periods, occasional lifting up to 25 pounds, and mandatory travel to other assigned branches.
Teller at WESTAMERICA BANK
Santa Rosa, California, United States - Full Time
Skills Needed
Customer Service, Sales, Compliance, Communication, Accuracy, Decision Making, Cash Handling, Cross Selling, Problem Solving, Time Management, Attention To Detail, Regulatory Knowledge
Specialization
Candidates must possess good customer relations and basic math skills, along with the ability to accurately count and dispense funds while maintaining service standards. The role requires physical stamina, including standing for long periods, and mental acuity for recognizing sales opportunities and responding positively to challenging customers.
Senior Implementation Specialist at IntelligenceBank
Southbank, Victoria, Australia - Full Time
Skills Needed
Platform Configuration, Implementation Management, Stakeholder Management, Project Tracking, Client Workshops, Product Expertise, Solution Documentation, Troubleshooting, Training Delivery, Saas Experience, Problem Solving, Scoping, Business Analysis, Customer Service, Ms Office, Adaptability
Specialization
Candidates should have experience managing implementation projects within a fast-moving SaaS company, possessing strong scoping, business analysis, and stakeholder management abilities across different levels. The ideal person is a resourceful, outcome-oriented team player with technical expertise and strong client-facing communication skills.
Experience Required
Minimum 5 year(s)
Customer Support Coordinator - SaaS at IntelligenceBank
Southbank, Victoria, Australia - Full Time
Skills Needed
Helpdesk Management, Technical Support, Troubleshooting, Platform Configuration, Requirements Gathering, Html, Css, Javascript, Product Training, Product Expertise, Jira, Salesforce, Communication, Mediation, Negotiation, Time Management
Specialization
The ideal candidate should have prior experience supporting SaaS solutions for enterprise clients and possess strong problem-solving and excellent communication skills. Required technical skills include proven web development coding skills in HTML, CSS, and JavaScript.
Experience Required
Minimum 2 year(s)