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Financial Planner at Bank of Montreal
Northeastern Manitoulin and the Islands, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Investment Advice, Sales, Client Relationship Management, Business Development, Needs Assessment, Referrals, Performance Target Achievement, Relationship Management, Data Analysis, Problem Solving, Communication, Collaboration, Influence, Regulatory Compliance
Specialization
Candidates typically need between 3-5 years of relevant experience along with a post-secondary degree in a related field, or an equivalent combination of education and experience. Applicants must also meet all required regulatory and governing body licensing and registration requirements for a Financial Planner in the province or territory of employment.
Experience Required
Minimum 2 year(s)
Senior Data Analytics Engineer at Bank of Montreal
Toronto, Ontario, Canada - Full Time
Skills Needed
Python, Sas, Sql, Power Bi, Dax, M Code, Sql Server, Etl Pipelines, Dimensional Modeling, Data Warehousing, Aws, Redshift, Glue, Apache Spark, Hadoop, Data Architecture
Specialization
Candidates should have 4-6+ years of experience in data engineering or analytics and a post-secondary degree in a related field. Proficiency in Python, SQL, SAS, and cloud platforms like AWS is required, along with strong skills in dimensional modeling and SQL Server optimization.
Experience Required
Minimum 5 year(s)
Associate Director at Bank of Montreal
Toronto, Ontario, Canada - Full Time
Skills Needed
Account Management, Credit Decisions, Deal Structure, Portfolio Management, Credit Underwriting, Compliance Monitoring, Financial Models, Analytical Tools, Risk Appetite, Lending Authorizations, Deal Closings, Business Development, Stakeholder Relationship Building, Ms Office Suite, Communication, Problem Solving
Specialization
Candidates typically need 5 to 7 years of relevant experience along with a post-secondary degree in a related field, or an equivalent combination of education and experience. Required competencies include in-depth skills in MS Office, verbal/written communication, collaboration, analytical problem-solving, influence, and data-driven decision making.
Experience Required
Minimum 5 year(s)
Mortgage Officer at Dream First Bank
Garden City, Kansas, United States - Full Time
Skills Needed
Loan Applications, Financial Documentation, Credit Analysis, Mortgage Products Knowledge, Lending Regulations, Market Trends, Relationship Building, Customer Service, Sales Goal Achievement, Interpersonal Skills, Communication Skills, Lead Generation, Underwriting Procedures, Closing Procedures, Nmls Registration
Specialization
Candidates are preferred to have prior experience in mortgage lending or financial services, along with strong interpersonal and communication skills necessary for lead generation and relationship building. A key requirement is knowledge of mortgage loan products, underwriting, and closing procedures, along with mandatory NMLS registration or the ability to obtain it.
Experience Required
Minimum 2 year(s)
Teller On-Call at WESTAMERICA BANK
Vallejo, California, United States - Full Time
Skills Needed
Customer Service, Sales Promotion, Cross Selling, Compliance, Cash Handling, Accuracy, Communication, Decision Making, Problem Solving, Time Management, Attention To Detail
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 for long periods, occasional lifting up to 25 pounds, and mandatory travel to other assigned branches.
Analyst, Financial Institutions Group (FIG) - Investment Banking at Bank of Montreal
New York, New York, United States - Full Time
Skills Needed
Financial Modeling, Due Diligence, Client Presentations, Deal Teams, Pitch Books, Financial Analysis, Risk Assessment, Accounting, Investment Banking, Industry Expertise, Technical Concepts, Communication, Teamwork, Analytical Abilities, Computer Skills, Judgment
Specialization
Candidates need a Bachelor's degree in Finance, Economics, Business, or a related field with outstanding academic achievement, preferably with 0-3 years of investment banking experience, particularly in FIG. Strong analytical, accounting, finance, communication skills, and the ability to thrive in a fast-paced environment are essential.
Assistant Branch Manager at South State Bank
Grapevine, Texas, United States - Full Time
Skills Needed
Branch Management, Sales Management, Customer Service, Operational Compliance, Security Procedures, Relationship Management, Revenue Maximization, Team Leadership, Financial Services, Product Initiatives
Specialization
The role requires a professional capable of supporting branch administration and driving sales initiatives. Candidates should be able to foster team success while maintaining the bank's values of integrity and excellence.
Experience Required
Minimum 2 year(s)
Trust Officer at Bank of Montreal
London, Ontario, Canada - Full Time
Skills Needed
Trust Administration, Excel, Trust Tax, Trust Accounting, Investment Management, Fiduciary Laws, Communication Skills, Collaboration Skills, Analytical Skills, Problem Solving, Influence Skills, Data Driven Decision Making
Specialization
Candidates should have 4-6 years of relevant experience and a post-secondary degree in a related field, preferably in Finance or a legal/accounting area. Strong knowledge of Trust Administration processes and fiduciary laws is essential.
Experience Required
Minimum 5 year(s)
Program Coordinator-Food Access at VERMONT FOODBANK
Brattleboro, Vermont, United States - Full Time
Skills Needed
Program Coordination, Event Management, Volunteer Coordination, Community Engagement, Logistics Coordination, Technical Assistance, Data Management, Reporting, Communication, Conflict Resolution, Project Management, Systems Thinking, Problem Solving, Critical Thinking, Customer Service, Food Safety
Specialization
Candidates should have 0-2 years of experience in volunteer coordination, community engagement, or a related field, along with a bachelor's degree or equivalent work experience. Strong organizational skills, the ability to travel regularly, and a valid driver's license are required.
Assistant Branch Manager at South State Bank
Grapevine, Texas, United States - Full Time
Skills Needed
Branch Management, Sales Management, Customer Service, Operational Compliance, Security Procedures, Relationship Management, Revenue Maximization, Team Leadership, Financial Services, Product Initiatives, Promotional Campaigns
Specialization
The role requires a professional capable of supporting branch administration and coordinating promotional campaigns. Candidates must demonstrate the ability to minimize operational losses and customer attrition while fostering a positive team environment.
Experience Required
Minimum 2 year(s)
Treasury Management Sales Analyst II - McKinney, TX at South State Bank
McKinney, Texas, United States - Full Time
Skills Needed
Treasury Management Products, Sales Support, Rfp Assembly, Pricing Coordination, Proforma Analysis, Competitor Analysis, Relationship Reviews, Online Security, Regulatory Compliance, Subject Matter Expertise, Cash Flow Analysis, Commercial Clients, Middle Market Clients, Cross Sell Opportunities, Problem Analysis, Data Analysis
Specialization
Candidates must possess a Bachelor's degree or equivalent experience, along with five years of banking experience, including 5+ years in related Treasury Management sales, product, or support roles. Essential qualifications include demonstrated ability to understand complex commercial client cash flow needs, strong communication skills, expertise in data analysis, and proficiency with the MS Office suite.
Experience Required
Minimum 5 year(s)
Accounting Manager at One Florida Bank
Orlando, Florida, United States - Full Time
Skills Needed
General Ledger Maintenance, Journal Entry Review, Reconciliations, Process Development, Regulatory Reporting, Month End Closing, Financial Analysis, Internal Controls, Gaap Compliance, Financial Statement Preparation, Tax Audit Support, Intercompany Entries, Ad Hoc Reporting, Call Report Preparation, Supervisory Skills, Advanced Excel
Specialization
Candidates must possess a Bachelor's degree in accounting and have a minimum of 5 years of accounting experience, including required experience with a financial institution and previous management experience. The role demands thorough knowledge of basic accounting procedures, strong analytical skills, and proficiency with general ledger functions and advanced Excel features.
Experience Required
Minimum 5 year(s)
Payroll Specialist at South State Bank
Winter Haven, Florida, United States - Full Time
Skills Needed
Payroll Processing, Time Entry Validation, Payroll Imports, Sox Compliance, Payroll Reconciliation, State Law Compliance, W 2 Processing, Customer Service, Workday, Excel, Tax Management, Analytical Thinking, Problem Solving, Process Following, Organization, Professional Communication
Specialization
Candidates should possess a minimum of three years of experience in payroll or finance, with a preferred degree in Human Resources, Accounting, or Finance. Experience with Workday and Excel is preferred, and strong tax management experience is highly desired.
Experience Required
Minimum 2 year(s)
Teller II - Rockwall North, Texas at South State Bank
Rockwall, Texas, United States - Full Time
Skills Needed
Cash Handling, Sales, Customer Service, Interpersonal Skills, Computer Skills, Transaction Processing, Risk Management, Regulatory Compliance, Customer Facing Technology, Training, Balancing Transactions, Security Procedures, Audit Procedures, Vault Responsibilities, Check Cashing, Loan Account Servicing
Specialization
Candidates must have more than 18 months of experience, demonstrating expertise in Teller I functions and the ability to perform Teller II duties, including cash handling, sales, and customer service. A High School diploma or equivalent is required, along with good interpersonal and computer skills, and the ability to understand and speak English.
Experience Required
Minimum 2 year(s)
Customer Care Representative I - Must reside within 100 miles of Englewood, at South State Bank
Winter Haven, Florida, United States - Full Time
Skills Needed
Active Listening, Critical Thinking, Problem Solving, Customer Retention, Compliance, Inbound Calls, Digital Banking Support, Debit Card Support, Multi Factor Authentication, Customer Authentication, Pc Skills, Empathy, Time Management, Goal Orientation, Interpersonal Skills
Specialization
Candidates must reside within 100 miles of Englewood, CO, and possess a High School Diploma or equivalent, along with previous inbound call center customer service experience, preferably in financial services. Strong computer skills, excellent verbal and listening skills, and the ability to remain professional under stress are mandatory.
Human Resources / Office Manager at Saint Louis Bank
Ladue, Missouri, United States - Full Time
Skills Needed
Human Resources, Payroll, Recruitment, Employee Relations, Compliance, Organizational Skills, Interpersonal Skills, Communication Skills, Attention To Detail, Conflict Resolution, Data Accuracy, Labor Laws, Hr Best Practices, Facilities Management, Security Management, Meeting Organization
Specialization
The ideal candidate should have proven experience as an HR Manager or in a similar role, particularly in the banking or financial services industry. Strong knowledge of labor laws, HR best practices, and excellent interpersonal and communication skills are essential.
Experience Required
Minimum 5 year(s)
BSA Analyst at WESTAMERICA BANK
Fairfield, California, United States - Full Time
Skills Needed
Analytical Skills, Communication Skills, Research Skills, Investigative Skills, Organizational Skills, Microsoft Word, Microsoft Excel, Microsoft Access
Specialization
Candidates should have two years of branch banking experience with knowledge of BSA/AML regulations. Proficiency in Microsoft Office and strong analytical and communication skills are required.
Experience Required
Minimum 2 year(s)
Teller at Dream First Bank
Hugoton, Kansas, United States - Full Time
Skills Needed
Customer Service, Team Player, Detail Oriented, Communication, Problem Solving, Initiative, Accountability, Reliability, Creativity, Adaptability
Specialization
Candidates should possess a 'can do' attitude and be open to constructive criticism. They should also demonstrate accountability, reliability, and a commitment to personal and professional growth.
Specialist: Talent Acquisition at Capitec Bank Ltd
Stellenbosch, Western Cape, South Africa - Full Time
Skills Needed
Talent Acquisition, Recruitment, Stakeholder Management, Interviewing, Competency Based Interviewing, Candidate Response Handling, Recruitment Methodologies, Assessment Interpretation, Hiring Frameworks, Talent Advisory, Data Analysis, Market Trends, Process Optimization, Compliance
Specialization
Candidates need 2-3 years of experience in Talent Acquisition, ideally supporting technology and data roles, with proven success managing full-cycle recruitment in a target-driven setting. Strong stakeholder management and confidence in advising decisions using data and structured evaluation methods are essential.
Experience Required
Minimum 2 year(s)
Fraud & AML Specialist at Idaho First Bank
Boise, Idaho, United States - Full Time
Skills Needed
Fraud Monitoring, Fraud Detection, Investigations, Case Management, Transaction Monitoring, Risk Mitigation, Customer Due Diligence, Enhanced Due Diligence, Analytical Skills, Judgment, Communication Skills, Pattern Recognition
Specialization
Candidates need 2 to 3 or more years of experience in fraud detection, investigations, or financial crimes within banking or fintech, along with familiarity with transaction monitoring tools. A strong preference is given to those experienced with digital banking and online account opening environments, alongside working knowledge of BSA/AML concepts.
Experience Required
Minimum 2 year(s)
Financial Planner at Bank of Montreal
Northeastern Manitoulin and the Islands, Ontario, Canada -
Full Time


Start Date

Immediate

Expiry Date

16 May, 26

Salary

80300.0

Posted On

15 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Financial Planning, Investment Advice, Sales, Client Relationship Management, Business Development, Needs Assessment, Referrals, Performance Target Achievement, Relationship Management, Data Analysis, Problem Solving, Communication, Collaboration, Influence, Regulatory Compliance

Industry

Financial Services

Description
Application Deadline: 02/27/2026 Address: 2017 Long Lake Road Job Family Group: Retail Banking Sales & Service Join BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO® Financial Planner can offer you all that and much more. Expect to fill an important and rewarding role – helping your customers achieve their financial goals. You will be provided with industry-leading training, support as well as a portfolio of clients that you can continue to build lasting relationships. As a BMO Financial Planner you will be part of a collaborative team and have access to a strong support network to be able to achieve your full potential. Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions indirectly through referrals to business partners. Takes a lead in proactively engaging with new and existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities. Implements business development strategies to acquire new business (outbound calling campaigns and cultivating branch referrals). Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community. Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments). Supports the achievement of sales and performance targets. Develops and implements a relationship management plan to meet the needs of client. Responds to customer investment requests to fulfill investment product needs aligned with the customer’s goals and refers the customer to partners where appropriate. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Executes work to deliver timely, accurate, and efficient service. Introduces clients to investment strategies and works with clients to set goals and make real financial progress using appropriate guidance tools. Probes to understand customer personal investment and banking needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Looks for ways to contribute to the ongoing improvement of the overall business results and customer experience delivered. Maintains current knowledge of personal investment products, practices, and trends and integrates into customer conversations. May work at multiple branches and through various channels based on market needs to deliver the desired customer experience and achieve overall business objectives. Builds effective relationships with internal/external stakeholders. Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements. Focus may be on a business/group. Thinks creatively and proposes new solutions. Exercises judgment to identify, diagnose, and solve problems within given rules. Works mostly independently. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 3-5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Must meet the regulatory / governing body licensing and registration requirements of a Financial Planner in the province or territory of employment. Advanced working knowledge of financial industry. Specialized knowledge from education and/or business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Starting salary is $55,000 plus upward commission potential ​ Salary: $43,200.00 - $80,300.00 Pay Type: Salaried & Commission The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position. BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Responsibilities
The Financial Planner will provide financial and investment planning advice, determining client needs and offering solutions through the sale of managed products and services like mutual funds and retirement savings plans. Responsibilities also include proactively engaging with customers, implementing business development strategies to acquire new business, and supporting the achievement of sales and performance targets.
Financial Planner at Bank of Montreal
Northeastern Manitoulin and the Islands, Ontario, Canada - Full Time
Skills Needed
Financial Planning, Investment Advice, Sales, Client Relationship Management, Business Development, Needs Assessment, Referrals, Performance Target Achievement, Relationship Management, Data Analysis, Problem Solving, Communication, Collaboration, Influence, Regulatory Compliance
Specialization
Candidates typically need between 3-5 years of relevant experience along with a post-secondary degree in a related field, or an equivalent combination of education and experience. Applicants must also meet all required regulatory and governing body licensing and registration requirements for a Financial Planner in the province or territory of employment.
Experience Required
Minimum 2 year(s)
Senior Data Analytics Engineer at Bank of Montreal
Toronto, Ontario, Canada - Full Time
Skills Needed
Python, Sas, Sql, Power Bi, Dax, M Code, Sql Server, Etl Pipelines, Dimensional Modeling, Data Warehousing, Aws, Redshift, Glue, Apache Spark, Hadoop, Data Architecture
Specialization
Candidates should have 4-6+ years of experience in data engineering or analytics and a post-secondary degree in a related field. Proficiency in Python, SQL, SAS, and cloud platforms like AWS is required, along with strong skills in dimensional modeling and SQL Server optimization.
Experience Required
Minimum 5 year(s)
Associate Director at Bank of Montreal
Toronto, Ontario, Canada - Full Time
Skills Needed
Account Management, Credit Decisions, Deal Structure, Portfolio Management, Credit Underwriting, Compliance Monitoring, Financial Models, Analytical Tools, Risk Appetite, Lending Authorizations, Deal Closings, Business Development, Stakeholder Relationship Building, Ms Office Suite, Communication, Problem Solving
Specialization
Candidates typically need 5 to 7 years of relevant experience along with a post-secondary degree in a related field, or an equivalent combination of education and experience. Required competencies include in-depth skills in MS Office, verbal/written communication, collaboration, analytical problem-solving, influence, and data-driven decision making.
Experience Required
Minimum 5 year(s)
Mortgage Officer at Dream First Bank
Garden City, Kansas, United States - Full Time
Skills Needed
Loan Applications, Financial Documentation, Credit Analysis, Mortgage Products Knowledge, Lending Regulations, Market Trends, Relationship Building, Customer Service, Sales Goal Achievement, Interpersonal Skills, Communication Skills, Lead Generation, Underwriting Procedures, Closing Procedures, Nmls Registration
Specialization
Candidates are preferred to have prior experience in mortgage lending or financial services, along with strong interpersonal and communication skills necessary for lead generation and relationship building. A key requirement is knowledge of mortgage loan products, underwriting, and closing procedures, along with mandatory NMLS registration or the ability to obtain it.
Experience Required
Minimum 2 year(s)
Teller On-Call at WESTAMERICA BANK
Vallejo, California, United States - Full Time
Skills Needed
Customer Service, Sales Promotion, Cross Selling, Compliance, Cash Handling, Accuracy, Communication, Decision Making, Problem Solving, Time Management, Attention To Detail
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 for long periods, occasional lifting up to 25 pounds, and mandatory travel to other assigned branches.
Analyst, Financial Institutions Group (FIG) - Investment Banking at Bank of Montreal
New York, New York, United States - Full Time
Skills Needed
Financial Modeling, Due Diligence, Client Presentations, Deal Teams, Pitch Books, Financial Analysis, Risk Assessment, Accounting, Investment Banking, Industry Expertise, Technical Concepts, Communication, Teamwork, Analytical Abilities, Computer Skills, Judgment
Specialization
Candidates need a Bachelor's degree in Finance, Economics, Business, or a related field with outstanding academic achievement, preferably with 0-3 years of investment banking experience, particularly in FIG. Strong analytical, accounting, finance, communication skills, and the ability to thrive in a fast-paced environment are essential.
Assistant Branch Manager at South State Bank
Grapevine, Texas, United States - Full Time
Skills Needed
Branch Management, Sales Management, Customer Service, Operational Compliance, Security Procedures, Relationship Management, Revenue Maximization, Team Leadership, Financial Services, Product Initiatives
Specialization
The role requires a professional capable of supporting branch administration and driving sales initiatives. Candidates should be able to foster team success while maintaining the bank's values of integrity and excellence.
Experience Required
Minimum 2 year(s)
Trust Officer at Bank of Montreal
London, Ontario, Canada - Full Time
Skills Needed
Trust Administration, Excel, Trust Tax, Trust Accounting, Investment Management, Fiduciary Laws, Communication Skills, Collaboration Skills, Analytical Skills, Problem Solving, Influence Skills, Data Driven Decision Making
Specialization
Candidates should have 4-6 years of relevant experience and a post-secondary degree in a related field, preferably in Finance or a legal/accounting area. Strong knowledge of Trust Administration processes and fiduciary laws is essential.
Experience Required
Minimum 5 year(s)
Program Coordinator-Food Access at VERMONT FOODBANK
Brattleboro, Vermont, United States - Full Time
Skills Needed
Program Coordination, Event Management, Volunteer Coordination, Community Engagement, Logistics Coordination, Technical Assistance, Data Management, Reporting, Communication, Conflict Resolution, Project Management, Systems Thinking, Problem Solving, Critical Thinking, Customer Service, Food Safety
Specialization
Candidates should have 0-2 years of experience in volunteer coordination, community engagement, or a related field, along with a bachelor's degree or equivalent work experience. Strong organizational skills, the ability to travel regularly, and a valid driver's license are required.
Assistant Branch Manager at South State Bank
Grapevine, Texas, United States - Full Time
Skills Needed
Branch Management, Sales Management, Customer Service, Operational Compliance, Security Procedures, Relationship Management, Revenue Maximization, Team Leadership, Financial Services, Product Initiatives, Promotional Campaigns
Specialization
The role requires a professional capable of supporting branch administration and coordinating promotional campaigns. Candidates must demonstrate the ability to minimize operational losses and customer attrition while fostering a positive team environment.
Experience Required
Minimum 2 year(s)
Treasury Management Sales Analyst II - McKinney, TX at South State Bank
McKinney, Texas, United States - Full Time
Skills Needed
Treasury Management Products, Sales Support, Rfp Assembly, Pricing Coordination, Proforma Analysis, Competitor Analysis, Relationship Reviews, Online Security, Regulatory Compliance, Subject Matter Expertise, Cash Flow Analysis, Commercial Clients, Middle Market Clients, Cross Sell Opportunities, Problem Analysis, Data Analysis
Specialization
Candidates must possess a Bachelor's degree or equivalent experience, along with five years of banking experience, including 5+ years in related Treasury Management sales, product, or support roles. Essential qualifications include demonstrated ability to understand complex commercial client cash flow needs, strong communication skills, expertise in data analysis, and proficiency with the MS Office suite.
Experience Required
Minimum 5 year(s)
Accounting Manager at One Florida Bank
Orlando, Florida, United States - Full Time
Skills Needed
General Ledger Maintenance, Journal Entry Review, Reconciliations, Process Development, Regulatory Reporting, Month End Closing, Financial Analysis, Internal Controls, Gaap Compliance, Financial Statement Preparation, Tax Audit Support, Intercompany Entries, Ad Hoc Reporting, Call Report Preparation, Supervisory Skills, Advanced Excel
Specialization
Candidates must possess a Bachelor's degree in accounting and have a minimum of 5 years of accounting experience, including required experience with a financial institution and previous management experience. The role demands thorough knowledge of basic accounting procedures, strong analytical skills, and proficiency with general ledger functions and advanced Excel features.
Experience Required
Minimum 5 year(s)
Payroll Specialist at South State Bank
Winter Haven, Florida, United States - Full Time
Skills Needed
Payroll Processing, Time Entry Validation, Payroll Imports, Sox Compliance, Payroll Reconciliation, State Law Compliance, W 2 Processing, Customer Service, Workday, Excel, Tax Management, Analytical Thinking, Problem Solving, Process Following, Organization, Professional Communication
Specialization
Candidates should possess a minimum of three years of experience in payroll or finance, with a preferred degree in Human Resources, Accounting, or Finance. Experience with Workday and Excel is preferred, and strong tax management experience is highly desired.
Experience Required
Minimum 2 year(s)
Teller II - Rockwall North, Texas at South State Bank
Rockwall, Texas, United States - Full Time
Skills Needed
Cash Handling, Sales, Customer Service, Interpersonal Skills, Computer Skills, Transaction Processing, Risk Management, Regulatory Compliance, Customer Facing Technology, Training, Balancing Transactions, Security Procedures, Audit Procedures, Vault Responsibilities, Check Cashing, Loan Account Servicing
Specialization
Candidates must have more than 18 months of experience, demonstrating expertise in Teller I functions and the ability to perform Teller II duties, including cash handling, sales, and customer service. A High School diploma or equivalent is required, along with good interpersonal and computer skills, and the ability to understand and speak English.
Experience Required
Minimum 2 year(s)
Customer Care Representative I - Must reside within 100 miles of Englewood, at South State Bank
Winter Haven, Florida, United States - Full Time
Skills Needed
Active Listening, Critical Thinking, Problem Solving, Customer Retention, Compliance, Inbound Calls, Digital Banking Support, Debit Card Support, Multi Factor Authentication, Customer Authentication, Pc Skills, Empathy, Time Management, Goal Orientation, Interpersonal Skills
Specialization
Candidates must reside within 100 miles of Englewood, CO, and possess a High School Diploma or equivalent, along with previous inbound call center customer service experience, preferably in financial services. Strong computer skills, excellent verbal and listening skills, and the ability to remain professional under stress are mandatory.
Human Resources / Office Manager at Saint Louis Bank
Ladue, Missouri, United States - Full Time
Skills Needed
Human Resources, Payroll, Recruitment, Employee Relations, Compliance, Organizational Skills, Interpersonal Skills, Communication Skills, Attention To Detail, Conflict Resolution, Data Accuracy, Labor Laws, Hr Best Practices, Facilities Management, Security Management, Meeting Organization
Specialization
The ideal candidate should have proven experience as an HR Manager or in a similar role, particularly in the banking or financial services industry. Strong knowledge of labor laws, HR best practices, and excellent interpersonal and communication skills are essential.
Experience Required
Minimum 5 year(s)
BSA Analyst at WESTAMERICA BANK
Fairfield, California, United States - Full Time
Skills Needed
Analytical Skills, Communication Skills, Research Skills, Investigative Skills, Organizational Skills, Microsoft Word, Microsoft Excel, Microsoft Access
Specialization
Candidates should have two years of branch banking experience with knowledge of BSA/AML regulations. Proficiency in Microsoft Office and strong analytical and communication skills are required.
Experience Required
Minimum 2 year(s)
Teller at Dream First Bank
Hugoton, Kansas, United States - Full Time
Skills Needed
Customer Service, Team Player, Detail Oriented, Communication, Problem Solving, Initiative, Accountability, Reliability, Creativity, Adaptability
Specialization
Candidates should possess a 'can do' attitude and be open to constructive criticism. They should also demonstrate accountability, reliability, and a commitment to personal and professional growth.
Specialist: Talent Acquisition at Capitec Bank Ltd
Stellenbosch, Western Cape, South Africa - Full Time
Skills Needed
Talent Acquisition, Recruitment, Stakeholder Management, Interviewing, Competency Based Interviewing, Candidate Response Handling, Recruitment Methodologies, Assessment Interpretation, Hiring Frameworks, Talent Advisory, Data Analysis, Market Trends, Process Optimization, Compliance
Specialization
Candidates need 2-3 years of experience in Talent Acquisition, ideally supporting technology and data roles, with proven success managing full-cycle recruitment in a target-driven setting. Strong stakeholder management and confidence in advising decisions using data and structured evaluation methods are essential.
Experience Required
Minimum 2 year(s)
Fraud & AML Specialist at Idaho First Bank
Boise, Idaho, United States - Full Time
Skills Needed
Fraud Monitoring, Fraud Detection, Investigations, Case Management, Transaction Monitoring, Risk Mitigation, Customer Due Diligence, Enhanced Due Diligence, Analytical Skills, Judgment, Communication Skills, Pattern Recognition
Specialization
Candidates need 2 to 3 or more years of experience in fraud detection, investigations, or financial crimes within banking or fintech, along with familiarity with transaction monitoring tools. A strong preference is given to those experienced with digital banking and online account opening environments, alongside working knowledge of BSA/AML concepts.
Experience Required
Minimum 2 year(s)
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