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Relationship Manager (Commercial Banking - China Desk) at United Overseas Bank Limited Co
Bangkok, , Thailand - Full Time
Skills Needed
Relationship Management, Commercial Banking, Financial Analysis, Credit Assessment, Trade Finance, Foreign Exchange, Cash Management, Mandarin Chinese, Corporate Banking, Business Development, Risk Management, Negotiation, Communication, Analytical Skills, Problem Solving, Regulatory Compliance
Specialization
Requires a bachelor's degree in a business-related field and at least 5 years of relationship management experience in commercial banking. Proficiency in Mandarin Chinese and a strong understanding of the Chinese business environment are essential.
Experience Required
Minimum 5 year(s)
Staff Engineer, Business Analyst (Core banking-DMS) at Nagarro
, , India - Full Time
Skills Needed
Business Analysis, System Analysis, Banking, Financial Services, Finacle, Deposits Management Systems, Accounting, Reconciliation, Regulatory Reporting, Data Mapping, Stakeholder Management, Excel, Ms Visio, Requirement Gathering, Sit, Uat
Specialization
Candidates must have 5+ years of experience as a System or Business Analyst within the banking or financial services sector. Proficiency in Deposits Management Systems like Finacle and experience with accounting or reporting domains are required.
Experience Required
Minimum 5 year(s)
Part-Time Associate Relationship Banker - Rangeline at QCR Holdings, Inc.
Joplin, Missouri, United States - Full Time
Skills Needed
Client Service, Cash Handling, Account Management, Cross Selling, Data Entry, Critical Thinking, Interpersonal Communication, Written Communication, Banking Software, Microsoft 365, Relationship Building, Regulatory Compliance
Specialization
Requires a high school diploma and one year of experience in banking or client service with cash handling. Candidates must possess strong communication skills and the ability to use banking software and Microsoft 365.
Customer Service Rep(07897) - 12501 Burbank Boulevard at DOMINOS PIZZA FRANCHISE
Los Angeles, California, United States - Full Time
Skills Needed
Customer Service, Order Processing, Inventory Management, Basic Mathematics, Verbal Communication, Written Communication, Computer Literacy, Time Management, Physical Stamina, Driving
Specialization
Must possess basic math skills for monetary transactions and the ability to communicate effectively with customers. Requires physical capability to lift up to 50 pounds, stand for long periods, and drive for deliveries.
0160 - Fairbanks AK - Sr Sales Specialist Full Time at REI Rehabilitative Ergonomics Inc
Fairbanks, Alaska, United States - Full Time
Skills Needed
Retail Sales, Customer Service, Inventory Management, Visual Merchandising, Staff Training, Mentoring, Relationship Building, Problem Solving, Goal Setting, Prioritization, Communication, Leadership
Specialization
Preferred experience in retail sales and customer service with the ability to work a flexible schedule. Candidates should possess strong communication skills, sound judgment for problem solving, and a passion for the outdoors.
Experience Required
Minimum 2 year(s)
Client Relationship Representative (Universal Banker) at First Merchants Corporation
Huntington, Indiana, United States - Full Time
Skills Needed
Customer Service, Sales, Relationship Management, Cash Handling, Account Opening, Loan Processing, Financial Product Knowledge, Problem Resolution, Operational Compliance, Digital Banking Tools, Crm Software, Multi Tasking, Communication, Banking Regulations, Team Collaboration
Specialization
Candidates must have a high school diploma or equivalent and at least one year of experience in banking, sales, or a related field. The position requires S.A.F.E Act registration and the ability to perform operational tasks in a fast-paced environment.
Client Relationship Representative (Universal Banker) at First Merchants Corporation
Fort Wayne, Indiana, United States - Full Time
Skills Needed
Customer Service, Sales, Relationship Management, Cash Handling, Account Opening, Loan Processing, Financial Product Knowledge, Digital Banking Tools, Problem Resolution, Operational Compliance, Crm Software, Teleconsulting, Business Development, Banking Regulations, Multi Tasking
Specialization
Candidates must have a high school diploma or equivalent and at least one year of experience in banking or sales. Additionally, the role requires S.A.F.E Act registration and the ability to obtain a Notary Public designation.
Performance Testing Lead - JMeter | Gatling | Banking at CodeNinja
Riyadh, Riyadh Region, Saudi Arabia - Full Time
Skills Needed
Performance Testing, Jmeter, Gatling, Loadrunner, Banking Transaction Modelling, Capacity Planning, Appdynamics, Hp Bsm, Ci Pipelines, Sla Definition, Performance Engineering, Test Strategy
Specialization
Requires over 11 years of performance engineering experience, with at least 4 years specifically in the banking or financial services sector. Expert proficiency in JMeter or Gatling and experience with APM tools like AppDynamics are essential.
Experience Required
Minimum 10 year(s)
ILLUMINATE Summer Internship in Banking Back-Office at Luminor Group
Riga, Riga, Latvia - Full Time
Skills Needed
Financial Analysis, Data Analysis, Credit Management, Loan Servicing, Process Improvement, Contract Management, Supplier Management, Administrative Support, Communication, Analytical Thinking, Time Management, Attention To Detail, Problem Solving, Ms Office, Banking Operations
Specialization
Candidates should have an interest in finance, economics, law, or related fields and possess strong analytical, communication, and organizational skills. Fluency in English and Latvian is required for most roles, along with a proactive attitude and the ability to work both independently and in a team.
ERIEBANK, Mortgage Operations Manager, Officer, Hybrid at CNB Financial Corporation
Erie, Pennsylvania, United States - Full Time
Skills Needed
Mortgage Loan Processing, Loan Closing, Pipeline Management, Regulatory Compliance, Quality Control, Leadership, Financial Analysis, Risk Assessment, Los Systems, Empower, Trid, Ecoa, Hmda, Respa, Interpersonal Communication, Digital Literacy
Specialization
Requires a high school diploma or GED and at least 5 years of experience with extensive knowledge of TRID, ECOA, HMDA, and RESPA. Must be proficient in LOS systems like Empower and possess strong financial analysis skills for calculating loan-to-value and debt-to-income ratios.
Experience Required
Minimum 5 year(s)
Service-Spezialist/in für Bankkunden in Athen (m/w/d) at Job Traveler
Municipality of Athens, Attica, Greece - Full Time
Skills Needed
German Language Proficiency, English Language Proficiency, Customer Service, Communication Skills, Digital Tool Proficiency, Problem Solving, Banking Support, Data Management
Specialization
Candidates must have very good German and good English skills along with a strong service orientation. Proficiency with digital tools and the ability to handle challenging customer situations are required.
Contract Assistant, Private Banking (Loan Operations) at Bank of China (Hong Kong) Limited
, , - Full Time
Skills Needed
Credit Documentation, Loan Disbursement, System Operation, Security Documents, Collateral Documents, Legal Procedures, Ms Word, Excel
Specialization
Candidates must hold a Higher Diploma or above and possess experience in handling loan disbursement documentation and system operations, preferably within private banking or corporate client settings. Proficiency in general computer applications like MS Word and Excel, along with Chinese input methods, written Chinese, and English, is required.
Investment Specialist-Kotak Private Banking-GIFT City at Kotak Mahindra Bank
Gandhinagar, gujarat, India - Full Time
Skills Needed
Investment Advisory, Private Banking, Wealth Management, Offshore Investments, Lrs, Fema Regulations, Asset Allocation, Portfolio Construction, Business Development, Relationship Management, Market Analysis, Financial Compliance, Client Engagement, Risk Profiling, Structured Products, Investment Products
Specialization
Candidates must have 5–12 years of relevant experience in investments, private banking, or wealth management with a strong understanding of offshore structures and regulatory frameworks. A graduate degree is mandatory, while professional qualifications like MBA, CA, CFA, or CFP are preferred.
Experience Required
Minimum 5 year(s)
Private Client Banker - Magnolia Branch - Seattle, WA at JPMC Candidate Experience page
Seattle, Washington, United States - Full Time
Skills Needed
Relationship Management, Financial Advice, Client Acquisition, Banking Operations, Regulatory Compliance, Communication Skills, Sales, Customer Service, Financial Planning, Nmls Registration, Investment Knowledge
Specialization
Candidates must have at least one year of branch banking or financial services experience and possess or be willing to obtain required FINRA and state licenses. The role requires adherence to regulatory standards, including Dodd-Frank and NMLS registration, and the ability to work flexible branch hours.
Relationship Banker - Dallas Metro Market - Dallas, TX at JPMC Candidate Experience page
Dallas, Texas, United States - Full Time
Skills Needed
Client Relationship Management, Sales, Financial Knowledge, Consultative Communication, Client Experience, Issue Resolution, Attention To Detail, Risk Management, Compliance, Technology Solutions Education, Product Knowledge, Collaboration, Hospitality, Time Management, Regulatory Adherence, Licensing
Specialization
Candidates must have at least one year of proven sales experience in Retail Banking or Financial Services, demonstrating success in client acquisition and relationship deepening. Minimum requirements also include obtaining necessary licenses (SIE, Series 6, state registration, Life licenses) within 180 days if not already held, and the ability to work branch hours including weekends and some evenings.
Acquisition Manager-Business Banking-RL SALES-Sales at Kotak Mahindra Bank
Mumbai, maharashtra, India - Full Time
Skills Needed
Banking, Retail Liabilities, Sales, Leadership, Financial Instruments, Customer Service, Product Development, P&L Management, Regulatory Compliance, Cross Selling, Branch Administration, Market Analysis
Specialization
Candidates must have at least 6 years of banking experience, with 3-4 years specifically in retail liabilities and a strong background in sales. An MBA, CA, or CAIB qualification is required, along with leadership skills and a deep understanding of financial markets.
Experience Required
Minimum 5 year(s)
Personal Banking Advisor (Seventeenth Street Office) at Reliance Savings Bank
Logan Township, Pennsylvania, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Relationship Building, Problem Solving, Professional Communication, Computer Proficiency, Financial Services, Operational Tasks
Specialization
Candidates must have a high school diploma and at least two years of strong customer service experience. Required abilities include professional communication, computer proficiency, and the physical capacity to stand for long periods and lift up to 25 lbs.
Experience Required
Minimum 2 year(s)
Investment Specialist-Kotak Private Banking-GIFT City at Kotak Mahindra Bank
Gandhinagar, gujarat, India - Full Time
Skills Needed
Investment Advisory, Private Banking, Wealth Management, Offshore Investments, Lrs, Fema Regulations, Asset Allocation, Portfolio Construction, Business Development, Relationship Management, Market Analysis, Financial Compliance, Client Engagement, Investment Products, Risk Profiling
Specialization
Candidates must have 5–12 years of relevant experience in investments, private banking, or wealth management with a strong understanding of offshore structures and regulatory frameworks. A graduate degree is mandatory, while an MBA, CA, CFA, or equivalent professional certification is highly preferred.
Experience Required
Minimum 5 year(s)
Float Bank Sales and Service Representative (Teller) at First Citizens Bank
Hope Mills, North Carolina, United States - Full Time
Skills Needed
Interpersonal Communication, Customer Service, Adaptability, Teamwork, Flexibility, Agility, Financial Literacy, Retail Banking Knowledge, Transaction Processing, Sales Referrals
Specialization
Requires a High School Diploma or GED and at least 6 months of customer service experience. Knowledge of retail banking products and financial literacy is preferred.
Float Bank Sales and Service Representative (Teller) at First Citizens Bank
Wilmington, North Carolina, United States - Full Time
Skills Needed
Interpersonal Communication, Customer Service, Adaptability, Teamwork, Flexibility, Agility, Financial Literacy, Retail Banking Knowledge, Transaction Processing, Sales Referrals
Specialization
Requires a High School Diploma or GED and at least 6 months of customer service experience. Knowledge of retail banking products and financial literacy is preferred.
Relationship Manager (Commercial Banking - China Desk) at United Overseas Bank Limited Co
Bangkok, , Thailand -
Full Time

Start Date

Immediate

Expiry Date

06 Jul, 26

Salary

0.0

Posted On

07 Apr, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Relationship management, Commercial banking, Financial analysis, Credit assessment, Trade finance, Foreign exchange, Cash management, Mandarin Chinese, Corporate banking, Business development, Risk management, Negotiation, Communication, Analytical skills, Problem-solving, Regulatory compliance

Industry

Banking

Description
About UOB United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values – Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers. Job Description Job Summary Responsible for managing and growing a portfolio of Chinese corporate clients within UOB (Thai)'s Commercial Banking division, fostering strong relationships, and providing comprehensive financial solutions to meet their business needs and facilitate cross-border transactions between Thailand and China. Job Responsibilities Develop and manage a portfolio of commercial clients, focusing on Chinese-owned enterprises and businesses with significant operations or interests in China. Identify and pursue new business opportunities, actively prospecting and acquiring new clients for the China Desk. Conduct thorough financial analysis and credit assessments to structure appropriate lending facilities and financial solutions for clients. Provide expert advice on cross-border trade finance, foreign exchange, cash management, and other relevant banking products and services. Build and maintain strong, long-term relationships with key decision-makers within client organizations. Collaborate closely with internal stakeholders, including product specialists, credit risk, and legal teams, to deliver seamless and integrated solutions. Stay abreast of economic developments, market trends, and regulatory changes in both Thailand and China that may impact clients. Prepare and present credit proposals and reports to relevant committees for approval. Ensure compliance with all internal policies, procedures, and external regulatory requirements. Achieve agreed-upon sales targets and performance metrics for revenue generation and client acquisition. Job Qualifications Bachelor's degree in Business Administration, Finance, Economics, or a related field. Minimum of 5 years of experience in relationship management within commercial banking, with a proven track record of managing corporate clients. Strong understanding of the Chinese business environment, cultural nuances, and market dynamics. Proficiency in Mandarin Chinese (both written and spoken) is essential to effectively communicate with Chinese clients. Excellent communication, negotiation, and interpersonal skills. Strong analytical and problem-solving abilities, with a solid understanding of financial statements and credit analysis. Ability to work independently and as part of a team in a fast-paced environment. Knowledge of banking products and services relevant to commercial clients, including trade finance, treasury, and cash management. Familiarity with regulatory requirements in the Thai banking sector. Remark: The Bank requires the checking and collection of criminal records for candidates of this position in order to verify qualifications and/or disqualifications for the job position in accordance with the Bank’s policy. Additional Requirements Develop, Engage, Execute, Strategise Be a Part of the UOB Family UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application. Apply now and make a Difference Together, Let’s Build the Future of ASEAN We value our people and invest in them as we look to fulfil our purpose of building the future of ASEAN. We seek to create a collaborative and progressive environment for them to succeed in their careers for the long term. Explore career opportunities with us today. UOB is rated as one of the world's top banks, ranked 'Aa1' by Moody's Investors Service and 'AA-' by both S&P Global and Fitch Ratings. With a global network of 500 branches and offices across 19 countries in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, Thailand and Vietnam, as well as branches and offices throughout the region. Career Site: UOB Career site

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Responsibilities
Manage and grow a portfolio of Chinese corporate clients by providing comprehensive financial solutions and facilitating cross-border transactions. Build strong relationships with key decision-makers while collaborating with internal teams to deliver integrated banking services.
Relationship Manager (Commercial Banking - China Desk) at United Overseas Bank Limited Co
Bangkok, , Thailand - Full Time
Skills Needed
Relationship Management, Commercial Banking, Financial Analysis, Credit Assessment, Trade Finance, Foreign Exchange, Cash Management, Mandarin Chinese, Corporate Banking, Business Development, Risk Management, Negotiation, Communication, Analytical Skills, Problem Solving, Regulatory Compliance
Specialization
Requires a bachelor's degree in a business-related field and at least 5 years of relationship management experience in commercial banking. Proficiency in Mandarin Chinese and a strong understanding of the Chinese business environment are essential.
Experience Required
Minimum 5 year(s)
Staff Engineer, Business Analyst (Core banking-DMS) at Nagarro
, , India - Full Time
Skills Needed
Business Analysis, System Analysis, Banking, Financial Services, Finacle, Deposits Management Systems, Accounting, Reconciliation, Regulatory Reporting, Data Mapping, Stakeholder Management, Excel, Ms Visio, Requirement Gathering, Sit, Uat
Specialization
Candidates must have 5+ years of experience as a System or Business Analyst within the banking or financial services sector. Proficiency in Deposits Management Systems like Finacle and experience with accounting or reporting domains are required.
Experience Required
Minimum 5 year(s)
Part-Time Associate Relationship Banker - Rangeline at QCR Holdings, Inc.
Joplin, Missouri, United States - Full Time
Skills Needed
Client Service, Cash Handling, Account Management, Cross Selling, Data Entry, Critical Thinking, Interpersonal Communication, Written Communication, Banking Software, Microsoft 365, Relationship Building, Regulatory Compliance
Specialization
Requires a high school diploma and one year of experience in banking or client service with cash handling. Candidates must possess strong communication skills and the ability to use banking software and Microsoft 365.
Customer Service Rep(07897) - 12501 Burbank Boulevard at DOMINOS PIZZA FRANCHISE
Los Angeles, California, United States - Full Time
Skills Needed
Customer Service, Order Processing, Inventory Management, Basic Mathematics, Verbal Communication, Written Communication, Computer Literacy, Time Management, Physical Stamina, Driving
Specialization
Must possess basic math skills for monetary transactions and the ability to communicate effectively with customers. Requires physical capability to lift up to 50 pounds, stand for long periods, and drive for deliveries.
0160 - Fairbanks AK - Sr Sales Specialist Full Time at REI Rehabilitative Ergonomics Inc
Fairbanks, Alaska, United States - Full Time
Skills Needed
Retail Sales, Customer Service, Inventory Management, Visual Merchandising, Staff Training, Mentoring, Relationship Building, Problem Solving, Goal Setting, Prioritization, Communication, Leadership
Specialization
Preferred experience in retail sales and customer service with the ability to work a flexible schedule. Candidates should possess strong communication skills, sound judgment for problem solving, and a passion for the outdoors.
Experience Required
Minimum 2 year(s)
Client Relationship Representative (Universal Banker) at First Merchants Corporation
Huntington, Indiana, United States - Full Time
Skills Needed
Customer Service, Sales, Relationship Management, Cash Handling, Account Opening, Loan Processing, Financial Product Knowledge, Problem Resolution, Operational Compliance, Digital Banking Tools, Crm Software, Multi Tasking, Communication, Banking Regulations, Team Collaboration
Specialization
Candidates must have a high school diploma or equivalent and at least one year of experience in banking, sales, or a related field. The position requires S.A.F.E Act registration and the ability to perform operational tasks in a fast-paced environment.
Client Relationship Representative (Universal Banker) at First Merchants Corporation
Fort Wayne, Indiana, United States - Full Time
Skills Needed
Customer Service, Sales, Relationship Management, Cash Handling, Account Opening, Loan Processing, Financial Product Knowledge, Digital Banking Tools, Problem Resolution, Operational Compliance, Crm Software, Teleconsulting, Business Development, Banking Regulations, Multi Tasking
Specialization
Candidates must have a high school diploma or equivalent and at least one year of experience in banking or sales. Additionally, the role requires S.A.F.E Act registration and the ability to obtain a Notary Public designation.
Performance Testing Lead - JMeter | Gatling | Banking at CodeNinja
Riyadh, Riyadh Region, Saudi Arabia - Full Time
Skills Needed
Performance Testing, Jmeter, Gatling, Loadrunner, Banking Transaction Modelling, Capacity Planning, Appdynamics, Hp Bsm, Ci Pipelines, Sla Definition, Performance Engineering, Test Strategy
Specialization
Requires over 11 years of performance engineering experience, with at least 4 years specifically in the banking or financial services sector. Expert proficiency in JMeter or Gatling and experience with APM tools like AppDynamics are essential.
Experience Required
Minimum 10 year(s)
ILLUMINATE Summer Internship in Banking Back-Office at Luminor Group
Riga, Riga, Latvia - Full Time
Skills Needed
Financial Analysis, Data Analysis, Credit Management, Loan Servicing, Process Improvement, Contract Management, Supplier Management, Administrative Support, Communication, Analytical Thinking, Time Management, Attention To Detail, Problem Solving, Ms Office, Banking Operations
Specialization
Candidates should have an interest in finance, economics, law, or related fields and possess strong analytical, communication, and organizational skills. Fluency in English and Latvian is required for most roles, along with a proactive attitude and the ability to work both independently and in a team.
ERIEBANK, Mortgage Operations Manager, Officer, Hybrid at CNB Financial Corporation
Erie, Pennsylvania, United States - Full Time
Skills Needed
Mortgage Loan Processing, Loan Closing, Pipeline Management, Regulatory Compliance, Quality Control, Leadership, Financial Analysis, Risk Assessment, Los Systems, Empower, Trid, Ecoa, Hmda, Respa, Interpersonal Communication, Digital Literacy
Specialization
Requires a high school diploma or GED and at least 5 years of experience with extensive knowledge of TRID, ECOA, HMDA, and RESPA. Must be proficient in LOS systems like Empower and possess strong financial analysis skills for calculating loan-to-value and debt-to-income ratios.
Experience Required
Minimum 5 year(s)
Service-Spezialist/in für Bankkunden in Athen (m/w/d) at Job Traveler
Municipality of Athens, Attica, Greece - Full Time
Skills Needed
German Language Proficiency, English Language Proficiency, Customer Service, Communication Skills, Digital Tool Proficiency, Problem Solving, Banking Support, Data Management
Specialization
Candidates must have very good German and good English skills along with a strong service orientation. Proficiency with digital tools and the ability to handle challenging customer situations are required.
Contract Assistant, Private Banking (Loan Operations) at Bank of China (Hong Kong) Limited
, , - Full Time
Skills Needed
Credit Documentation, Loan Disbursement, System Operation, Security Documents, Collateral Documents, Legal Procedures, Ms Word, Excel
Specialization
Candidates must hold a Higher Diploma or above and possess experience in handling loan disbursement documentation and system operations, preferably within private banking or corporate client settings. Proficiency in general computer applications like MS Word and Excel, along with Chinese input methods, written Chinese, and English, is required.
Investment Specialist-Kotak Private Banking-GIFT City at Kotak Mahindra Bank
Gandhinagar, gujarat, India - Full Time
Skills Needed
Investment Advisory, Private Banking, Wealth Management, Offshore Investments, Lrs, Fema Regulations, Asset Allocation, Portfolio Construction, Business Development, Relationship Management, Market Analysis, Financial Compliance, Client Engagement, Risk Profiling, Structured Products, Investment Products
Specialization
Candidates must have 5–12 years of relevant experience in investments, private banking, or wealth management with a strong understanding of offshore structures and regulatory frameworks. A graduate degree is mandatory, while professional qualifications like MBA, CA, CFA, or CFP are preferred.
Experience Required
Minimum 5 year(s)
Private Client Banker - Magnolia Branch - Seattle, WA at JPMC Candidate Experience page
Seattle, Washington, United States - Full Time
Skills Needed
Relationship Management, Financial Advice, Client Acquisition, Banking Operations, Regulatory Compliance, Communication Skills, Sales, Customer Service, Financial Planning, Nmls Registration, Investment Knowledge
Specialization
Candidates must have at least one year of branch banking or financial services experience and possess or be willing to obtain required FINRA and state licenses. The role requires adherence to regulatory standards, including Dodd-Frank and NMLS registration, and the ability to work flexible branch hours.
Relationship Banker - Dallas Metro Market - Dallas, TX at JPMC Candidate Experience page
Dallas, Texas, United States - Full Time
Skills Needed
Client Relationship Management, Sales, Financial Knowledge, Consultative Communication, Client Experience, Issue Resolution, Attention To Detail, Risk Management, Compliance, Technology Solutions Education, Product Knowledge, Collaboration, Hospitality, Time Management, Regulatory Adherence, Licensing
Specialization
Candidates must have at least one year of proven sales experience in Retail Banking or Financial Services, demonstrating success in client acquisition and relationship deepening. Minimum requirements also include obtaining necessary licenses (SIE, Series 6, state registration, Life licenses) within 180 days if not already held, and the ability to work branch hours including weekends and some evenings.
Acquisition Manager-Business Banking-RL SALES-Sales at Kotak Mahindra Bank
Mumbai, maharashtra, India - Full Time
Skills Needed
Banking, Retail Liabilities, Sales, Leadership, Financial Instruments, Customer Service, Product Development, P&L Management, Regulatory Compliance, Cross Selling, Branch Administration, Market Analysis
Specialization
Candidates must have at least 6 years of banking experience, with 3-4 years specifically in retail liabilities and a strong background in sales. An MBA, CA, or CAIB qualification is required, along with leadership skills and a deep understanding of financial markets.
Experience Required
Minimum 5 year(s)
Personal Banking Advisor (Seventeenth Street Office) at Reliance Savings Bank
Logan Township, Pennsylvania, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Relationship Building, Problem Solving, Professional Communication, Computer Proficiency, Financial Services, Operational Tasks
Specialization
Candidates must have a high school diploma and at least two years of strong customer service experience. Required abilities include professional communication, computer proficiency, and the physical capacity to stand for long periods and lift up to 25 lbs.
Experience Required
Minimum 2 year(s)
Investment Specialist-Kotak Private Banking-GIFT City at Kotak Mahindra Bank
Gandhinagar, gujarat, India - Full Time
Skills Needed
Investment Advisory, Private Banking, Wealth Management, Offshore Investments, Lrs, Fema Regulations, Asset Allocation, Portfolio Construction, Business Development, Relationship Management, Market Analysis, Financial Compliance, Client Engagement, Investment Products, Risk Profiling
Specialization
Candidates must have 5–12 years of relevant experience in investments, private banking, or wealth management with a strong understanding of offshore structures and regulatory frameworks. A graduate degree is mandatory, while an MBA, CA, CFA, or equivalent professional certification is highly preferred.
Experience Required
Minimum 5 year(s)
Float Bank Sales and Service Representative (Teller) at First Citizens Bank
Hope Mills, North Carolina, United States - Full Time
Skills Needed
Interpersonal Communication, Customer Service, Adaptability, Teamwork, Flexibility, Agility, Financial Literacy, Retail Banking Knowledge, Transaction Processing, Sales Referrals
Specialization
Requires a High School Diploma or GED and at least 6 months of customer service experience. Knowledge of retail banking products and financial literacy is preferred.
Float Bank Sales and Service Representative (Teller) at First Citizens Bank
Wilmington, North Carolina, United States - Full Time
Skills Needed
Interpersonal Communication, Customer Service, Adaptability, Teamwork, Flexibility, Agility, Financial Literacy, Retail Banking Knowledge, Transaction Processing, Sales Referrals
Specialization
Requires a High School Diploma or GED and at least 6 months of customer service experience. Knowledge of retail banking products and financial literacy is preferred.