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Compliance Officer - Private Banking Compliance 100% (f/m/d) at BANK JULIUS BAER CO LTD
Zurich, Zurich, Switzerland - Full Time
Skills Needed
Compliance, Kyc, Aml, Client Onboarding, Financial Crime, Regulatory Knowledge, Analytical Skills, Communication Skills, Organizational Skills, Problem Solving, Teamwork, Integrity, Discretion, It Skills, Emerging Markets Knowledge, Language Proficiency
Specialization
Candidates should have a Bachelor's degree and 3-5 years of experience in Compliance functions. Knowledge of the Swiss regulatory environment and proficiency in English are essential, with additional language skills being desirable.
Experience Required
Minimum 2 year(s)
IN_Senior Associate_Corporate Banking_FS Tech_Advisory_Mumbai at pwc
Mumbai, maharashtra, India - Full Time
Skills Needed
Trade Finance, Supply Chain Finance, Cash Management, Product Management, Transaction Banking Products, Requirements Gathering, Process Modelling, Workflow Modelling, Use Cases, User Story Definition, Requirements Analysis, Liaison, Functional Support, Project Management, Change Management, Release Management
Specialization
Candidates must have strong domain knowledge in Corporate Banking products with approximately 5 to 10 years of relevant experience, preferably from Big 4, Banks, NBFCs, Fintech, or IT Consulting. Essential requirements include hands-on experience in defining processes and gathering requirements for Trade Finance, Supply Chain Finance, and Cash Management systems.
Experience Required
Minimum 5 year(s)
Part-Time Universal Banker (20 Hours), Sunset | Doheny Branch at Citi
West Hollywood, California, United States - Full Time
Skills Needed
Customer Service, Sales, Account Opening, Financial Transactions, Communication Skills, Problem Solving, Risk Assessment, Regulatory Compliance
Specialization
Candidates should have 1-3 years of relevant experience, preferably in retail banking. Clear written and verbal communication skills are essential for this role.
Part- Time Universal Banker (20 Hours), Gardena Valley Branch at Citi
Gardena, California, United States - Full Time
Skills Needed
Customer Service, Sales, Account Opening, Financial Transactions, Communication Skills, Problem Solving, Risk Assessment, Regulatory Compliance, Team Collaboration, Service Delivery, Promotional Campaigns, Customer Loyalty, Complaint Resolution, Operational Controls, Ethical Judgment, Marketing Events
Specialization
Candidates should have 1-3 years of relevant experience, preferably in retail banking. Strong written and verbal communication skills are essential.
Global Banking & Markets, Digital Assets, Analyst, Hong Kong at Goldman Sachs
Hong Kong, Hong Kong Island, Hong Kong S.A.R. - Full Time
Skills Needed
Financial Services, Digital Assets, Blockchain Technology, Interpersonal Skills, Communication Skills, Attention To Detail, Creative Thinking, Problem Solving, Team Player, Adaptability, Market Understanding, Client Interaction, Capital Markets, Trading Products, Regulatory Compliance, Strategic Thinking
Specialization
Candidates should have 1-3 years of experience in financial services, ideally from a leading investment bank or similar institution. A passion for digital assets and strong communication skills are essential.
Experience Required
Minimum 2 year(s)
Asst Product Sales Manager-BRANCH BANKING-POS (Point of Sale) at Kotak Mahindra Bank
Chennai, tamil nadu, India - Full Time
Skills Needed
Sales, Merchant Acquisition, Client Acquisition, Relationship Management, Lead Generation, Negotiation, Kyc Compliance, Performance Reporting, Sales Trend Analysis, Digital Payment Solutions, Pos Terminals, Bharat Qr, Market Opportunity Identification, Service Standards, Strategic Initiatives, Business Growth
Specialization
The role requires a proactive sales professional who can identify market opportunities and deliver customized payment solutions. Understanding merchant needs and ensuring compliance with KYC norms are also essential.
Experience Required
Minimum 2 year(s)
Premier Relationship Manager-Digital Banking Kotak 811-Sales at Kotak Mahindra Bank
Bangalore, karnataka, India - Full Time
Skills Needed
Customer Orientation, Relationship Management, Sales, Banking Products, Consultative Approach, High Energy, Customer Satisfaction, Proactive Communication
Specialization
The role requires strong customer orientation and a consultative approach to relationship management. High energy and the ability to work closely with internal teams are essential.
Experience Required
Minimum 2 year(s)
Premier Acquisition Manager - Business Banking-RL Sales-Sales at Kotak Mahindra Bank
New Delhi, delhi, India - Full Time
Skills Needed
Business Banking, Sales Strategies, Client Retention, High Value Clients, Team Collaboration, Impactful Leadership
Experience Required
Minimum 2 year(s)
Part Time Universal Banker (20 Hours), Inner Richmond Branch at Citi
San Francisco, California, United States - Full Time
Skills Needed
Account Opening, Customer Service, Financial Transactions, Sales Opportunities, Complaint Resolution, Operational Controls, Communication Skills, Retail Banking
Specialization
1-3 years of relevant experience in Retail Banking or a similar field is required. Candidates must demonstrate clear written and verbal communication skills and have a high school diploma or equivalent.
Premier Acquisition Manager - Business Banking-RL Sales-Sales at Kotak Mahindra Bank
Mumbai, maharashtra, India - Full Time
Skills Needed
Business Banking, Client Acquisition, Relationship Building, Strategic Planning, Sales, High Net Worth Individuals, Corporate Entities, Deal Closing
Specialization
The job requires a strong focus on acquiring high-net-worth individuals and corporate entities. Candidates should have experience in developing strategic plans and closing deals.
Experience Required
Minimum 2 year(s)
Premier Acquisition Manager - Business Banking-RL Sales-Sales at Kotak Mahindra Bank
Mumbai, maharashtra, India - Full Time
Skills Needed
Business Banking, Client Acquisition, Relationship Building, Strategic Planning, Sales, High Net Worth Individuals, Corporate Entities, Deal Closing
Specialization
The job requires a focus on acquiring high-net-worth individuals and corporate entities. Strong relationship-building and strategic planning skills are essential.
Experience Required
Minimum 2 year(s)
Premier Acquisition Manager - Business Banking-RL Sales-Sales at Kotak Mahindra Bank
, gujarat, India - Full Time
Skills Needed
Client Acquisition, Business Banking, Portfolio Expansion, High Net Worth Individuals, Corporate Entities, Strategic Planning, Relationship Building, Deal Closing, Sales Strategy
Specialization
The role requires a focus on business development within banking, targeting high-value clients through strategic planning and relationship management. Success in this position contributes directly to the bank's overall growth.
Experience Required
Minimum 2 year(s)
Quality Assurance Specialist | FinTech Core Banking Systems at Advantage FSE
Dimos Alimos, Attica, Greece - Full Time
Skills Needed
Quality Assurance, Test Plans, Test Scripts, Test Cases, Defect Documentation, Problem Reporting, Client Acceptance Tests, User Manuals, Product Release Documentation, Application Training Material, Analytical Thinking, Problem Solving, Organizational Skills, Team Collaboration, Attention To Detail, Customer Orientation
Specialization
Candidates should have a minimum bachelor's degree in IT studies, with a master's degree preferred. Proficiency in Greek and English at C1 level is required, and knowledge of additional languages is a plus.
Experience Required
Minimum 2 year(s)
Premier Acquisition Manager - Business Banking-RL Sales-Sales at Kotak Mahindra Bank
, gujarat, India - Full Time
Skills Needed
Client Acquisition, Business Banking, Portfolio Expansion, High Net Worth Individuals, Corporate Entities, Strategic Planning, Relationship Building, Deal Closing, Sales Strategy
Specialization
The role requires a focus on business development within banking, specifically targeting high-value clients like high-net-worth individuals and corporations. Success depends on strategic planning, relationship management, and effective sales execution to drive portfolio growth.
Experience Required
Minimum 2 year(s)
Premier Acquisition Manager - Business Banking-RL Sales-Sales at Kotak Mahindra Bank
, gujarat, India - Full Time
Skills Needed
Client Acquisition, Business Development, Relationship Building, Deal Closing, Strategic Planning, Business Banking, High Net Worth Individuals, Corporate Entities
Specialization
The role requires the ability to develop and execute strategic plans aimed at identifying and targeting potential clients within the business banking sector. Success in this position hinges on effectively building strong relationships and achieving deal closures to contribute to the bank's growth.
Experience Required
Minimum 2 year(s)
Premier Acquisition Manager - Business Banking-RL Sales-Sales at Kotak Mahindra Bank
, , - Full Time
Skills Needed
Customer Orientation, High Energy, Business Banking, Client Management, Cross Selling, Relationship Building, Revenue Generation, Sourcing New Clients
Specialization
Candidates should have strong customer orientation and high energy levels. Prior experience in sourcing and managing business banking clients is also required.
Experience Required
Minimum 2 year(s)
Premier Acquisition Manager - Business Banking-RL Sales-Sales at Kotak Mahindra Bank
Hyderabad, Telangana, India - Full Time
Skills Needed
Customer Orientation, High Energy, Business Banking, Client Management, Cross Selling, Relationship Building
Specialization
Candidates should have strong customer orientation and high energy levels. Prior experience in sourcing and managing business banking clients is also required.
Experience Required
Minimum 2 year(s)
Asst Product Sales Manager-BRANCH BANKING-POS (Point of Sale) at Kotak Mahindra Bank
, gujarat, India - Full Time
Skills Needed
Sales, Merchant Acquiring, Digital Payment Solutions, Client Acquisition, Relationship Management, Lead Generation, Negotiation, Kyc Compliance, Performance Reporting, Sales Trend Analysis, Strategic Initiatives, Business Growth, Team Collaboration, Market Opportunities, Customized Solutions, Service Standards
Specialization
The position requires a proactive sales professional with experience in the Merchant Acquiring vertical. Candidates should be able to analyze sales trends and contribute to strategic initiatives that enhance revenue and client retention.
Experience Required
Minimum 2 year(s)
Premier Acquisition Manager - Business Banking-RL Sales-Sales at Kotak Mahindra Bank
, gujarat, India - Full Time
Skills Needed
Client Acquisition, Relationship Building, Strategic Planning, Sales, Business Banking, High Net Worth Individuals, Corporate Entities, Deal Closing
Specialization
The job requires a focus on acquiring high-net-worth individuals and corporate entities. Strong relationship-building and strategic planning skills are essential for success in this role.
Experience Required
Minimum 2 year(s)
Personal Banker/Financial Services Representative (Santa Ana) at CALIFORNIA FEDERAL CREDIT UNION
Santa Ana, California, United States - Full Time
Skills Needed
Strong Communication, Member Service, Sales Results, Time Management, Organizational Skills, New Accounts, Lending Policies, Sales Techniques, Personal Computers, Consumer Loans, Business Development, Member Relationships, Loan Documentation, Follow Up, Customer Inquiries, Problem Resolution
Specialization
Candidates must have two to three years of experience in financial institutions, particularly in new accounts, sales, and consumer loan origination. A high school education or equivalent is required, along with strong communication and organizational skills.
Experience Required
Minimum 2 year(s)
Compliance Officer - Private Banking Compliance 100% (f/m/d) at BANK JULIUS BAER CO LTD
Zurich, Zurich, Switzerland -
Full Time

Start Date

Immediate

Expiry Date

21 Apr, 26

Salary

0.0

Posted On

21 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Compliance, KYC, AML, Client Onboarding, Financial Crime, Regulatory Knowledge, Analytical Skills, Communication Skills, Organizational Skills, Problem-Solving, Teamwork, Integrity, Discretion, IT Skills, Emerging Markets Knowledge, Language Proficiency

Industry

Banking

Description
At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. The Compliance Officer will perform high-risk client on-boarding reviews, including detailed assessments of Know Your Customer (KYC) and Financial Crime risks. They will also support relationship managers and management in implementing, advising, and supervising Compliance matters, conduct AML investigations, and review local policies and procedures when required. Additionally, they will collaborate with key stakeholders, instill a Compliance culture in employees, and support Compliance projects and audits. YOUR CHALLENGE Performing high-risk client on-boarding reviews, including detailed assessments of Know Your Customer (KYC) and Financial Crime risks Supporting relationship managers and management in implementing, advising, and supervising Compliance matters Conducting Anti-Money Laundering (AML) investigations when necessary Reviewing local policies and procedures when required Identifying and investigating serious cases of non-compliance Collaborating with key stakeholders within and outside Compliance Instilling a Compliance culture in employees to mitigate legal, regulatory, sanctions, and reputational risks Supporting Compliance projects and following up on internal and regulatory audits Providing training and training materials on Compliance and AML topics YOUR PROFILE Bachelor's degree (preferably in law, economics, business administration, or a banking-related subject) At least 3-5 years of experience in client onboarding, audit, or Compliance functions Knowledge of the Swiss regulatory environment, particularly AML regulations, and client documentation standards Sound knowledge of Emerging Markets (Middle East, Africa, Central & Eastern Europe, Israel, Greece, Cyprus, Turkey) and/or Asia Good knowledge of MS Office and a flair for IT Strong personality with good organizational, operational, and communication skills Ability to work under pressure, with excellent analytical, teamwork, and problem-solving skills Proficient in writing concise assessments, with a strong sense of integrity and discretion Independent, efficient, and meticulous work method, with solution-oriented thinking Fluency in English is essential. Proficiency in any of the following languages – Greek, Hebrew, Arabic, or Turkish – is highly desirable We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site. Is this not quite what you are looking for? Set up a job alert by creating a candidate account here. The international reference in wealth management Julius Baer is the leading Swiss wealth management group. We focus on servicing and advising sophisticated private clients from around the world, taking into account what truly matters to them – in their business and personal life, today and for future generations. Headquartered in Zurich, we are present in around 60 locations worldwide, including Bangkok, Dubai, Dublin, Frankfurt, Geneva, Hong Kong, London, Luxembourg, Madrid, Mexico City, Milan, Monaco, Mumbai, Santiago de Chile, Shanghai, Singapore, Tel Aviv, and Tokyo. Why join Julius Baer? At Julius Baer our employees enjoy the benefits of a global company with the support and collegiality of a much smaller one. We are growing quickly, but we remain dedicated to maintaining our accessible structure with flat hierarchies, and approachable and supportive leaders. With offices around the world, we offer an international and stimulating work environment and the opportunity to work with a diverse team of highly motivated colleagues, bringing the best of the bank to our clients. Our core values of Care, Passion, and Excellence define the tone of how we interact with each other and our partners. Committed to your success Whether nurturing young talent with our renowned apprentice scheme, enabling ambitious university graduates to put theory into practice with our Graduate Programme, or providing first-class opportunities for experienced professionals, we look after our employees. We believe in continuous learning as a company and as individuals, which is why we put a focus on the health and well-being of our employees and offer flexible working options, a wide array of benefits, and extensive career development programmes. For more information visit www.juliusbaer.com or contact us via the Contact Form. For recruiting agents, please see the additional information here.

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Responsibilities
The Compliance Officer will perform high-risk client onboarding reviews and conduct AML investigations. They will also support relationship managers in implementing Compliance matters and instill a Compliance culture within the organization.
Compliance Officer - Private Banking Compliance 100% (f/m/d) at BANK JULIUS BAER CO LTD
Zurich, Zurich, Switzerland - Full Time
Skills Needed
Compliance, Kyc, Aml, Client Onboarding, Financial Crime, Regulatory Knowledge, Analytical Skills, Communication Skills, Organizational Skills, Problem Solving, Teamwork, Integrity, Discretion, It Skills, Emerging Markets Knowledge, Language Proficiency
Specialization
Candidates should have a Bachelor's degree and 3-5 years of experience in Compliance functions. Knowledge of the Swiss regulatory environment and proficiency in English are essential, with additional language skills being desirable.
Experience Required
Minimum 2 year(s)
IN_Senior Associate_Corporate Banking_FS Tech_Advisory_Mumbai at pwc
Mumbai, maharashtra, India - Full Time
Skills Needed
Trade Finance, Supply Chain Finance, Cash Management, Product Management, Transaction Banking Products, Requirements Gathering, Process Modelling, Workflow Modelling, Use Cases, User Story Definition, Requirements Analysis, Liaison, Functional Support, Project Management, Change Management, Release Management
Specialization
Candidates must have strong domain knowledge in Corporate Banking products with approximately 5 to 10 years of relevant experience, preferably from Big 4, Banks, NBFCs, Fintech, or IT Consulting. Essential requirements include hands-on experience in defining processes and gathering requirements for Trade Finance, Supply Chain Finance, and Cash Management systems.
Experience Required
Minimum 5 year(s)
Part-Time Universal Banker (20 Hours), Sunset | Doheny Branch at Citi
West Hollywood, California, United States - Full Time
Skills Needed
Customer Service, Sales, Account Opening, Financial Transactions, Communication Skills, Problem Solving, Risk Assessment, Regulatory Compliance
Specialization
Candidates should have 1-3 years of relevant experience, preferably in retail banking. Clear written and verbal communication skills are essential for this role.
Part- Time Universal Banker (20 Hours), Gardena Valley Branch at Citi
Gardena, California, United States - Full Time
Skills Needed
Customer Service, Sales, Account Opening, Financial Transactions, Communication Skills, Problem Solving, Risk Assessment, Regulatory Compliance, Team Collaboration, Service Delivery, Promotional Campaigns, Customer Loyalty, Complaint Resolution, Operational Controls, Ethical Judgment, Marketing Events
Specialization
Candidates should have 1-3 years of relevant experience, preferably in retail banking. Strong written and verbal communication skills are essential.
Global Banking & Markets, Digital Assets, Analyst, Hong Kong at Goldman Sachs
Hong Kong, Hong Kong Island, Hong Kong S.A.R. - Full Time
Skills Needed
Financial Services, Digital Assets, Blockchain Technology, Interpersonal Skills, Communication Skills, Attention To Detail, Creative Thinking, Problem Solving, Team Player, Adaptability, Market Understanding, Client Interaction, Capital Markets, Trading Products, Regulatory Compliance, Strategic Thinking
Specialization
Candidates should have 1-3 years of experience in financial services, ideally from a leading investment bank or similar institution. A passion for digital assets and strong communication skills are essential.
Experience Required
Minimum 2 year(s)
Asst Product Sales Manager-BRANCH BANKING-POS (Point of Sale) at Kotak Mahindra Bank
Chennai, tamil nadu, India - Full Time
Skills Needed
Sales, Merchant Acquisition, Client Acquisition, Relationship Management, Lead Generation, Negotiation, Kyc Compliance, Performance Reporting, Sales Trend Analysis, Digital Payment Solutions, Pos Terminals, Bharat Qr, Market Opportunity Identification, Service Standards, Strategic Initiatives, Business Growth
Specialization
The role requires a proactive sales professional who can identify market opportunities and deliver customized payment solutions. Understanding merchant needs and ensuring compliance with KYC norms are also essential.
Experience Required
Minimum 2 year(s)
Premier Relationship Manager-Digital Banking Kotak 811-Sales at Kotak Mahindra Bank
Bangalore, karnataka, India - Full Time
Skills Needed
Customer Orientation, Relationship Management, Sales, Banking Products, Consultative Approach, High Energy, Customer Satisfaction, Proactive Communication
Specialization
The role requires strong customer orientation and a consultative approach to relationship management. High energy and the ability to work closely with internal teams are essential.
Experience Required
Minimum 2 year(s)
Premier Acquisition Manager - Business Banking-RL Sales-Sales at Kotak Mahindra Bank
New Delhi, delhi, India - Full Time
Skills Needed
Business Banking, Sales Strategies, Client Retention, High Value Clients, Team Collaboration, Impactful Leadership
Experience Required
Minimum 2 year(s)
Part Time Universal Banker (20 Hours), Inner Richmond Branch at Citi
San Francisco, California, United States - Full Time
Skills Needed
Account Opening, Customer Service, Financial Transactions, Sales Opportunities, Complaint Resolution, Operational Controls, Communication Skills, Retail Banking
Specialization
1-3 years of relevant experience in Retail Banking or a similar field is required. Candidates must demonstrate clear written and verbal communication skills and have a high school diploma or equivalent.
Premier Acquisition Manager - Business Banking-RL Sales-Sales at Kotak Mahindra Bank
Mumbai, maharashtra, India - Full Time
Skills Needed
Business Banking, Client Acquisition, Relationship Building, Strategic Planning, Sales, High Net Worth Individuals, Corporate Entities, Deal Closing
Specialization
The job requires a strong focus on acquiring high-net-worth individuals and corporate entities. Candidates should have experience in developing strategic plans and closing deals.
Experience Required
Minimum 2 year(s)
Premier Acquisition Manager - Business Banking-RL Sales-Sales at Kotak Mahindra Bank
Mumbai, maharashtra, India - Full Time
Skills Needed
Business Banking, Client Acquisition, Relationship Building, Strategic Planning, Sales, High Net Worth Individuals, Corporate Entities, Deal Closing
Specialization
The job requires a focus on acquiring high-net-worth individuals and corporate entities. Strong relationship-building and strategic planning skills are essential.
Experience Required
Minimum 2 year(s)
Premier Acquisition Manager - Business Banking-RL Sales-Sales at Kotak Mahindra Bank
, gujarat, India - Full Time
Skills Needed
Client Acquisition, Business Banking, Portfolio Expansion, High Net Worth Individuals, Corporate Entities, Strategic Planning, Relationship Building, Deal Closing, Sales Strategy
Specialization
The role requires a focus on business development within banking, targeting high-value clients through strategic planning and relationship management. Success in this position contributes directly to the bank's overall growth.
Experience Required
Minimum 2 year(s)
Quality Assurance Specialist | FinTech Core Banking Systems at Advantage FSE
Dimos Alimos, Attica, Greece - Full Time
Skills Needed
Quality Assurance, Test Plans, Test Scripts, Test Cases, Defect Documentation, Problem Reporting, Client Acceptance Tests, User Manuals, Product Release Documentation, Application Training Material, Analytical Thinking, Problem Solving, Organizational Skills, Team Collaboration, Attention To Detail, Customer Orientation
Specialization
Candidates should have a minimum bachelor's degree in IT studies, with a master's degree preferred. Proficiency in Greek and English at C1 level is required, and knowledge of additional languages is a plus.
Experience Required
Minimum 2 year(s)
Premier Acquisition Manager - Business Banking-RL Sales-Sales at Kotak Mahindra Bank
, gujarat, India - Full Time
Skills Needed
Client Acquisition, Business Banking, Portfolio Expansion, High Net Worth Individuals, Corporate Entities, Strategic Planning, Relationship Building, Deal Closing, Sales Strategy
Specialization
The role requires a focus on business development within banking, specifically targeting high-value clients like high-net-worth individuals and corporations. Success depends on strategic planning, relationship management, and effective sales execution to drive portfolio growth.
Experience Required
Minimum 2 year(s)
Premier Acquisition Manager - Business Banking-RL Sales-Sales at Kotak Mahindra Bank
, gujarat, India - Full Time
Skills Needed
Client Acquisition, Business Development, Relationship Building, Deal Closing, Strategic Planning, Business Banking, High Net Worth Individuals, Corporate Entities
Specialization
The role requires the ability to develop and execute strategic plans aimed at identifying and targeting potential clients within the business banking sector. Success in this position hinges on effectively building strong relationships and achieving deal closures to contribute to the bank's growth.
Experience Required
Minimum 2 year(s)
Premier Acquisition Manager - Business Banking-RL Sales-Sales at Kotak Mahindra Bank
, , - Full Time
Skills Needed
Customer Orientation, High Energy, Business Banking, Client Management, Cross Selling, Relationship Building, Revenue Generation, Sourcing New Clients
Specialization
Candidates should have strong customer orientation and high energy levels. Prior experience in sourcing and managing business banking clients is also required.
Experience Required
Minimum 2 year(s)
Premier Acquisition Manager - Business Banking-RL Sales-Sales at Kotak Mahindra Bank
Hyderabad, Telangana, India - Full Time
Skills Needed
Customer Orientation, High Energy, Business Banking, Client Management, Cross Selling, Relationship Building
Specialization
Candidates should have strong customer orientation and high energy levels. Prior experience in sourcing and managing business banking clients is also required.
Experience Required
Minimum 2 year(s)
Asst Product Sales Manager-BRANCH BANKING-POS (Point of Sale) at Kotak Mahindra Bank
, gujarat, India - Full Time
Skills Needed
Sales, Merchant Acquiring, Digital Payment Solutions, Client Acquisition, Relationship Management, Lead Generation, Negotiation, Kyc Compliance, Performance Reporting, Sales Trend Analysis, Strategic Initiatives, Business Growth, Team Collaboration, Market Opportunities, Customized Solutions, Service Standards
Specialization
The position requires a proactive sales professional with experience in the Merchant Acquiring vertical. Candidates should be able to analyze sales trends and contribute to strategic initiatives that enhance revenue and client retention.
Experience Required
Minimum 2 year(s)
Premier Acquisition Manager - Business Banking-RL Sales-Sales at Kotak Mahindra Bank
, gujarat, India - Full Time
Skills Needed
Client Acquisition, Relationship Building, Strategic Planning, Sales, Business Banking, High Net Worth Individuals, Corporate Entities, Deal Closing
Specialization
The job requires a focus on acquiring high-net-worth individuals and corporate entities. Strong relationship-building and strategic planning skills are essential for success in this role.
Experience Required
Minimum 2 year(s)
Personal Banker/Financial Services Representative (Santa Ana) at CALIFORNIA FEDERAL CREDIT UNION
Santa Ana, California, United States - Full Time
Skills Needed
Strong Communication, Member Service, Sales Results, Time Management, Organizational Skills, New Accounts, Lending Policies, Sales Techniques, Personal Computers, Consumer Loans, Business Development, Member Relationships, Loan Documentation, Follow Up, Customer Inquiries, Problem Resolution
Specialization
Candidates must have two to three years of experience in financial institutions, particularly in new accounts, sales, and consumer loan origination. A high school education or equivalent is required, along with strong communication and organizational skills.
Experience Required
Minimum 2 year(s)