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Private Banking Specialist at XP Inc.
São Paulo, São Paulo, Brazil - Full Time
Skills Needed
Valid Series 7 License, Financial Markets Experience, Organizational Skills, Communication Skills, Analytical Skills, Proactive Mindset, Detail Oriented, Results Driven, Knowledge Of Financial Products, Investment Strategies, Client Onboarding Experience, Engagement Processes, Collaboration Skills
Specialization
Candidates should possess a valid Series 7 license and experience in financial markets, preferably within a broker-dealer environment. Strong organizational, communication, and analytical skills are essential, along with a proactive and results-driven mindset.
Experience Required
Minimum 2 year(s)
Universal Banker (Level 1) at Standard Bank - UK
, Western Cape, South Africa - Full Time
Skills Needed
Sales, Customer Service, Banking Operations, Account Management, Problem Solving, Financial Advisory, Regulatory Compliance, Cross Selling, Upselling, Client Relationship Management, Product Knowledge, Transaction Processing, Generating New Business, Building Sales Pipeline, Revenue Growth, Client Satisfaction
Specialization
Candidates must have a National Certificate in Banking and 3-5 years of experience in banking or financial services. A proven sales background and strong knowledge of banking products and operations are essential.
Experience Required
Minimum 2 year(s)
Credit Investigator - BANK at Octal Philippines Inc.
Pasig, National Capital District, Philippines - Full Time
Skills Needed
Credit Analysis, Financial Information Analysis, Credit Reporting, Regulatory Compliance, Customer Service, Research Skills, Analytical Skills, Investigative Skills, Communication Skills, Fieldwork, Computer Proficiency, Driver's License
Specialization
Candidates must have a bachelor's degree in any 4-year course and relevant experience. They should possess good communication skills and be willing to perform fieldwork and other related tasks.
Experience Required
Minimum 2 year(s)
Kundenberater (m/w/d) Bank at PRIME HR Agentur®
München, Brandenburg, Germany - Full Time
Skills Needed
Customer Consultation, Real Estate Financing, Product Development, Risk Assessment, Client Acquisition, Coaching, Training, Financial Products Knowledge
Specialization
We are looking for individuals who think outside the box and have a clear view of risks and opportunities. A completed training as a bank clerk and several years of practical experience in private customer care are required.
Experience Required
Minimum 5 year(s)
AML - KYC Analyst- Banking at VAM Systems
Doha, Doha, Qatar - Full Time
Skills Needed
Kyc, Aml, Banking Operations, Customer Due Diligence, Data Validation, Regulatory Compliance, Internal Compliance, Finance, Business Administration, Accounting
Specialization
A bachelor's degree in finance, business administration, accounting, or a related field is required. 1-3 years of experience in banking operations or KYC is preferred.
Experience Required
Minimum 2 year(s)
Banker - South Windsor, CT at PeoplesBank
South Windsor, Connecticut, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Attention To Detail, Time Management, Communication, Interpersonal Skills, Integrity, Adaptability, Problem Solving, Team Collaboration, Financial Solutions, Regulatory Compliance, Training, Community Engagement, Relationship Building, Multitasking
Specialization
A high school diploma is required, with an associate degree preferred. Six months to one year of related experience is needed, or a combination of education and experience.
Part-Time Community Banker at New Tripoli Bank
Emmaus, Pennsylvania, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Cash Handling, Transaction Processing, Fraud Prevention, Cross Selling, Compliance, Attention To Detail, Organizational Skills, Communication, Team Coordination, Problem Solving, Time Management, Bsa Reporting, Financial Transactions, Product Promotion
Specialization
Candidates should be able to perform a variety of banking duties accurately and efficiently, including processing transactions and maintaining compliance with bank policies. Strong customer service skills and the ability to build relationships are essential.
Personal Banker - Regional at Valley Bank
Totowa, New Jersey, United States - Full Time
Skills Needed
Customer Service, Communication, Analytical Skills, Problem Solving, Decision Making, Interpersonal Skills, Detail Oriented, Organizational Skills, Technology Proficiency, Sales Skills, Financial Analysis, Adaptability, Compliance Knowledge, Cash Handling, Product Knowledge, Team Collaboration
Specialization
Candidates must have a High School Diploma or GED and at least 1 year of experience in branch banking. An Associate's or Bachelor's degree in a related field is preferred, along with strong customer service and communication skills.
Retail Banking Direct RBWM at HSBC Securities Services Luxembourg
, , Mexico - Full Time
Skills Needed
Customer Orientation, Sales, Teamwork, Results Focus, Problem Solving, Situational Management, Negotiation Skills, Communication Skills, Adaptability, Organization, Punctuality, Relationship Building, Financial Products Knowledge, Client Needs Assessment, Portfolio Management, Market Knowledge
Specialization
A bachelor's degree in Economic-Administrative or Financial areas or Engineering is required, along with a minimum of 4 years of experience in customer service and sales, preferably in the financial sector. Knowledge of Premier products and AMIB 1 certification are also necessary.
Experience Required
Minimum 5 year(s)
Commercial Banking Officer at Global Credit Union
, , - Full Time
Skills Needed
Business Development, Sales, Marketing Strategies, Relationship Management, Communication Skills, Problem Solving, Networking, Credit Union Services, Training, Market Research, Proposal Development, Portfolio Growth, Lead Generation, Customer Feedback, Budget Management, Cross Selling
Specialization
A bachelor's degree in a related field is required, along with three years of relevant experience in business development or sales. Candidates should possess excellent communication skills and a thorough understanding of credit union products and services.
Experience Required
Minimum 2 year(s)
Senior Relationship Banker at Pentucket Bank
Salem, New Hampshire, United States - Full Time
Skills Needed
Customer Service, Communication, Math Skills, Organizational Skills, Problem Solving, Teamwork, Attention To Detail, Critical Thinking, Cash Handling, Regulatory Compliance, Relationship Management, Sales Skills, Mentoring, Training, Time Management, Adaptability
Specialization
Candidates must have a high school diploma or equivalent and a minimum of 3 years of retail or customer service experience. Strong organizational skills and a demonstrated commitment to customer service are essential.
Experience Required
Minimum 2 year(s)
Bank Operations Specialist at Idaho First Bank
Boise, Idaho, United States - Full Time
Skills Needed
Customer Service, Communication Skills, Attention To Detail, Microsoft Word, Microsoft Excel, Math Skills, Fraud Monitoring, Bank Secrecy Act, Anti Money Laundering, Account Maintenance, Data Accuracy, Problem Solving, Documentation, Scanning, Operational Support, Compliance
Specialization
Candidates must possess effective communication skills and the ability to handle complex problems. A high school diploma or GED and one year of related experience in cash handling or customer service at a financial institution are required.
Manager, Banking Alliances at Razorpay Software Private Limited
Bengaluru, karnataka, India - Full Time
Skills Needed
Ecosystem Collaboration, Relationship Management, Partnership Development, Business Strategy, Technical Conversations, Analytical Skills, Cross Functional Collaboration, Problem Solving, Merchant Acquiring, Banking Partnerships, Revenue Growth, Implementation Planning, Performance Monitoring, Vendor Management, Financial Analysis, Adaptability, Networking
Specialization
Candidates should have 6-8 years of overall experience, with at least 4 years in the merchant acquiring space, and an established network with banks in the North Region. The ideal candidate is a high-energy self-starter with strong analytical capabilities and the ability to influence cross-functional teams.
Experience Required
Minimum 5 year(s)
VP, Retail Banking Manager at CBI Bank Trust
Galesburg, Illinois, United States - Full Time
Skills Needed
Leadership, Sales Strategy, Coaching, Performance Monitoring, Customer Experience, Regulatory Compliance, Team Development, Financial Analysis, Community Engagement, Problem Solving, Interpersonal Skills, Banking Products, Market Planning, Talent Development, Cross Market Collaboration, Operational Excellence
Specialization
Candidates must have a bachelor's degree in a relevant field and at least 8 years of progressive experience in retail banking, including multi-branch management. Strong leadership, communication, and analytical skills are essential.
Experience Required
Minimum 10 year(s)
Universal Banker (Level 1) at Standard Bank - UK
Stellenbosch Local Municipality, Western Cape, South Africa - Full Time
Skills Needed
Sales, Customer Service, Banking Operations, Client Relationship Management, Problem Solving, Financial Advisory, Regulatory Compliance, Cross Selling, Upselling, Account Management, Transaction Processing, Product Knowledge, Generating New Business, Revenue Growth, Sales Pipeline Development, Client Satisfaction
Specialization
Candidates must have a National Certificate in Banking and 3-5 years of experience in banking or financial services. A strong sales background and in-depth knowledge of banking operations and products are essential.
Experience Required
Minimum 2 year(s)
Senior Relationship Banker at SIMON
The Woodlands, Texas, United States - Full Time
Skills Needed
Customer Service, Financial Solutions, Marketing, Outbound Calling, Networking, Team Leadership, Compliance, Problem Resolution, Account Management, Loan Processing, Communication, Sales, Relationship Building, Technology Utilization, Client Engagement, Needs Assessment
Specialization
Candidates must have a high school diploma or GED and two years of customer-facing, goal-oriented experience. Registration with the National Mortgage Licensing System and Registry (NMLS) is required after employment.
Experience Required
Minimum 2 year(s)
Bank Operations Specialist at Evergreen National Bank
Evergreen, Colorado, United States - Full Time
Skills Needed
Banking Regulations, Compliance Standards, Analytical Skills, Problem Solving Skills, Organizational Skills, Attention To Detail, Customer Service, Verbal Communication, Microsoft Office Suite, Excel Spreadsheets, Operational Efficiency, Team Collaboration, Confidential Information Handling, Financial Reporting, Auditing, Quality Checks
Specialization
Candidates should have an understanding of banking regulations and compliance standards, along with proficiency in banking software and Microsoft Office Suite. Strong analytical, problem-solving, and organizational skills are essential, along with exceptional customer service abilities.
Bankhal Medewerker - Breda at Rabobank
Breda, North Brabant, Netherlands - Full Time
Skills Needed
Customer Focused, Flexible, Strong Communication, Quick Learner, Commercial Mindset, Affinity With Banking, Experience With Customer Contact, Tech Savvy, Result Oriented
Specialization
Candidates should have a strong affinity for the banking sector and excellent command of the Dutch language. Experience in customer contact and a flexible, communicative nature are essential.
Private Banking Specialist at XP Inc.
São Paulo, São Paulo, Brazil - Full Time
Skills Needed
Client Engagement, Financial Markets, Organizational Skills, Communication Skills, Analytical Skills, Proactive Mindset, Detail Oriented, Results Driven, Financial Products Knowledge, Investment Strategies, Client Onboarding, Collaboration Skills
Specialization
Candidates must possess a valid Series 7 license and have experience in financial markets, preferably within a broker-dealer environment. Strong organizational, communication, and analytical skills are essential, along with a proactive and results-driven mindset.
Experience Required
Minimum 2 year(s)
Manager, Bank On Coalition at BRANCHES INC
, Florida, United States - Full Time
Skills Needed
Stakeholder Engagement, Community Organizing, Coalition Management, Public Speaking, Grant Writing, Budget Management, Financial Empowerment, Data Analysis, Interpersonal Skills, Communication Skills, Relationship Building, Program Management, Marketing Strategy, Training, Networking, Financial Inclusion
Specialization
Candidates should have a minimum of 5 years of relevant experience working with various stakeholders and at least 2 years of program management experience. Strong communication skills and a background in community organizing or coalition management are essential.
Experience Required
Minimum 5 year(s)
Private Banking Specialist at XP Inc.
São Paulo, São Paulo, Brazil -
Full Time

Start Date

Immediate

Expiry Date

24 Dec, 25

Salary

0.0

Posted On

25 Sep, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Valid Series 7 License, Financial Markets Experience, Organizational Skills, Communication Skills, Analytical Skills, Proactive Mindset, Detail-oriented, Results-driven, Knowledge of Financial Products, Investment Strategies, Client Onboarding Experience, Engagement Processes, Collaboration Skills

Industry

Financial Services

Description
Sobre nós ​ A XP Inc. é uma das maiores instituições financeiras independente do Brasil, dona das marcas XP, Rico, Clear, XP Educação, InfoMoney, entre outras. Com mais de 4,6 milhões de clientes ativos e um valor superior a R$ 1,1 trilhão de ativos sob custódia, há 24 anos vem transformando o mercado financeiro para melhorar a vida das pessoas. Com uma cultura marcante guiada por quatro valores - Sonho Grande, Espírito Empreendedor, Foco no Cliente e Mente Aberta - a XP Inc. está sempre em busca dos melhores talentos que tem ambição de fazer o impossível. 🚀 Join Our Dream at XP Investments Miami! At XP Investments Miami, we believe in big dreams, entrepreneurship, and an open-minded culture that empowers every team member to innovate and grow. We’re on a mission to redefine financial markets and create exceptional client experiences — and we want YOU to be part of this journey! We’re excited to announce an opening for an Associate, Financial Advisor role. This position is ideal for someone who is proactive, organized, and passionate about engaging clients and driving results. Position: Associate, Financial Advisor Location: Miami Department: Financial Markets – Broker-Dealer Firm 🎯 What You’ll Do: • Manage and engage a portfolio of clients. • Proactively reach out to clients to educate them about market opportunities • Develop metrics and reporting tools to track client engagement and progress • Collaborate with financial advisors and internal teams to ensure smooth client onboarding and support • Maintain compliance with regulatory requirements and keep accurate client records 🔍 What We’re Looking For: • Valid Series 7 license • Experience in financial markets, preferably within a broker-dealer environment • Strong organizational, communication, and analytical skills • Proactive, detail-oriented, and results-driven mindset • Knowledge of financial products and investment strategies • Experience with client onboarding and engagement processes • Team player with strong collaboration skills What We Offer: •Dynamic and growing financial services environment • Supportive and collaborative culture • Competitive compensation and benefits • Opportunities for professional growth and development Ready to make an impact and grow with us? Apply now and be part of a team that values your ideas and ambition! Saiba mais sobre nosso dia a dia no Instagram e no LinkedIn. Confira nossas avaliações no Glassdoor. ⏳ Etapas do Processo Triagem inicial: Análise do currículo para verificar a adequação às qualificações e requisitos da vaga. Testes gerais: Avaliação do alinhamento cultural com o teste da Mindsight e teste de raciocínio lógico da Predictive Index. Vídeo entrevista: Uma oportunidade para nos conhecermos melhor e entender suas motivações e experiências. Entrevista com a equipe de Recrutamento: Discussão sobre as expectativas em relação à vaga e aos objetivos profissionais. Avaliação técnica: Entrevista focado nas habilidades específicas necessárias para a função. Entrevista com a liderança: Uma conversa para discutir sua visão e como você pode contribuir para a equipe e a empresa. Entrevista com colegas de trabalho: Interação com futuros pares para avaliar a sinergia e o trabalho em equipe. Entrevista focada em cultura: Exploração dos valores e princípios da empresa para garantir um bom encaixe cultural. Oferta: Apresentação da proposta de trabalho, incluindo detalhes sobre remuneração e benefícios. Benefícios: Saúde e bem-estar: Plano de saúde sem coparticipação (inclusive, para dependentes) Plano odontológico Wellhub (Gympass) Zenklub Seguro de Vida iFood Benefícios (VA e VR flexível) Vale Transporte New Value (clube de benefícios) Licença parental: maternidade de 6 meses e paternidade de 20 dias. Auxílio Creche Vida Financeira Fundos de Investimentos Exclusivos Assessoria de Investimentos Cartão XP Visa Infinite sem anuidade Crédito (consignado, home equity, CCB Imobiliário, etc.) Modelo de Trabalho Presencial Flexível O nosso modelo de trabalho varia de acordo com a função, podendo ser totalmente presencial para frentes de negócio e mais flexível para outras equipes. Seguimos um modelo com mais frequência presencial, mas sempre guiado por flexibilidade e autonomia com a responsabilidade da nossa cultura empreendedora. Aqui na XP Inc., valorizamos as interações pessoais e acreditamos no uso do escritório como uma ferramenta para potencializar nossas relações no trabalho.
Responsibilities
Manage and engage a portfolio of clients while proactively reaching out to educate them about market opportunities. Collaborate with financial advisors and internal teams to ensure smooth client onboarding and support.
Private Banking Specialist at XP Inc.
São Paulo, São Paulo, Brazil - Full Time
Skills Needed
Valid Series 7 License, Financial Markets Experience, Organizational Skills, Communication Skills, Analytical Skills, Proactive Mindset, Detail Oriented, Results Driven, Knowledge Of Financial Products, Investment Strategies, Client Onboarding Experience, Engagement Processes, Collaboration Skills
Specialization
Candidates should possess a valid Series 7 license and experience in financial markets, preferably within a broker-dealer environment. Strong organizational, communication, and analytical skills are essential, along with a proactive and results-driven mindset.
Experience Required
Minimum 2 year(s)
Universal Banker (Level 1) at Standard Bank - UK
, Western Cape, South Africa - Full Time
Skills Needed
Sales, Customer Service, Banking Operations, Account Management, Problem Solving, Financial Advisory, Regulatory Compliance, Cross Selling, Upselling, Client Relationship Management, Product Knowledge, Transaction Processing, Generating New Business, Building Sales Pipeline, Revenue Growth, Client Satisfaction
Specialization
Candidates must have a National Certificate in Banking and 3-5 years of experience in banking or financial services. A proven sales background and strong knowledge of banking products and operations are essential.
Experience Required
Minimum 2 year(s)
Credit Investigator - BANK at Octal Philippines Inc.
Pasig, National Capital District, Philippines - Full Time
Skills Needed
Credit Analysis, Financial Information Analysis, Credit Reporting, Regulatory Compliance, Customer Service, Research Skills, Analytical Skills, Investigative Skills, Communication Skills, Fieldwork, Computer Proficiency, Driver's License
Specialization
Candidates must have a bachelor's degree in any 4-year course and relevant experience. They should possess good communication skills and be willing to perform fieldwork and other related tasks.
Experience Required
Minimum 2 year(s)
Kundenberater (m/w/d) Bank at PRIME HR Agentur®
München, Brandenburg, Germany - Full Time
Skills Needed
Customer Consultation, Real Estate Financing, Product Development, Risk Assessment, Client Acquisition, Coaching, Training, Financial Products Knowledge
Specialization
We are looking for individuals who think outside the box and have a clear view of risks and opportunities. A completed training as a bank clerk and several years of practical experience in private customer care are required.
Experience Required
Minimum 5 year(s)
AML - KYC Analyst- Banking at VAM Systems
Doha, Doha, Qatar - Full Time
Skills Needed
Kyc, Aml, Banking Operations, Customer Due Diligence, Data Validation, Regulatory Compliance, Internal Compliance, Finance, Business Administration, Accounting
Specialization
A bachelor's degree in finance, business administration, accounting, or a related field is required. 1-3 years of experience in banking operations or KYC is preferred.
Experience Required
Minimum 2 year(s)
Banker - South Windsor, CT at PeoplesBank
South Windsor, Connecticut, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Attention To Detail, Time Management, Communication, Interpersonal Skills, Integrity, Adaptability, Problem Solving, Team Collaboration, Financial Solutions, Regulatory Compliance, Training, Community Engagement, Relationship Building, Multitasking
Specialization
A high school diploma is required, with an associate degree preferred. Six months to one year of related experience is needed, or a combination of education and experience.
Part-Time Community Banker at New Tripoli Bank
Emmaus, Pennsylvania, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Cash Handling, Transaction Processing, Fraud Prevention, Cross Selling, Compliance, Attention To Detail, Organizational Skills, Communication, Team Coordination, Problem Solving, Time Management, Bsa Reporting, Financial Transactions, Product Promotion
Specialization
Candidates should be able to perform a variety of banking duties accurately and efficiently, including processing transactions and maintaining compliance with bank policies. Strong customer service skills and the ability to build relationships are essential.
Personal Banker - Regional at Valley Bank
Totowa, New Jersey, United States - Full Time
Skills Needed
Customer Service, Communication, Analytical Skills, Problem Solving, Decision Making, Interpersonal Skills, Detail Oriented, Organizational Skills, Technology Proficiency, Sales Skills, Financial Analysis, Adaptability, Compliance Knowledge, Cash Handling, Product Knowledge, Team Collaboration
Specialization
Candidates must have a High School Diploma or GED and at least 1 year of experience in branch banking. An Associate's or Bachelor's degree in a related field is preferred, along with strong customer service and communication skills.
Retail Banking Direct RBWM at HSBC Securities Services Luxembourg
, , Mexico - Full Time
Skills Needed
Customer Orientation, Sales, Teamwork, Results Focus, Problem Solving, Situational Management, Negotiation Skills, Communication Skills, Adaptability, Organization, Punctuality, Relationship Building, Financial Products Knowledge, Client Needs Assessment, Portfolio Management, Market Knowledge
Specialization
A bachelor's degree in Economic-Administrative or Financial areas or Engineering is required, along with a minimum of 4 years of experience in customer service and sales, preferably in the financial sector. Knowledge of Premier products and AMIB 1 certification are also necessary.
Experience Required
Minimum 5 year(s)
Commercial Banking Officer at Global Credit Union
, , - Full Time
Skills Needed
Business Development, Sales, Marketing Strategies, Relationship Management, Communication Skills, Problem Solving, Networking, Credit Union Services, Training, Market Research, Proposal Development, Portfolio Growth, Lead Generation, Customer Feedback, Budget Management, Cross Selling
Specialization
A bachelor's degree in a related field is required, along with three years of relevant experience in business development or sales. Candidates should possess excellent communication skills and a thorough understanding of credit union products and services.
Experience Required
Minimum 2 year(s)
Senior Relationship Banker at Pentucket Bank
Salem, New Hampshire, United States - Full Time
Skills Needed
Customer Service, Communication, Math Skills, Organizational Skills, Problem Solving, Teamwork, Attention To Detail, Critical Thinking, Cash Handling, Regulatory Compliance, Relationship Management, Sales Skills, Mentoring, Training, Time Management, Adaptability
Specialization
Candidates must have a high school diploma or equivalent and a minimum of 3 years of retail or customer service experience. Strong organizational skills and a demonstrated commitment to customer service are essential.
Experience Required
Minimum 2 year(s)
Bank Operations Specialist at Idaho First Bank
Boise, Idaho, United States - Full Time
Skills Needed
Customer Service, Communication Skills, Attention To Detail, Microsoft Word, Microsoft Excel, Math Skills, Fraud Monitoring, Bank Secrecy Act, Anti Money Laundering, Account Maintenance, Data Accuracy, Problem Solving, Documentation, Scanning, Operational Support, Compliance
Specialization
Candidates must possess effective communication skills and the ability to handle complex problems. A high school diploma or GED and one year of related experience in cash handling or customer service at a financial institution are required.
Manager, Banking Alliances at Razorpay Software Private Limited
Bengaluru, karnataka, India - Full Time
Skills Needed
Ecosystem Collaboration, Relationship Management, Partnership Development, Business Strategy, Technical Conversations, Analytical Skills, Cross Functional Collaboration, Problem Solving, Merchant Acquiring, Banking Partnerships, Revenue Growth, Implementation Planning, Performance Monitoring, Vendor Management, Financial Analysis, Adaptability, Networking
Specialization
Candidates should have 6-8 years of overall experience, with at least 4 years in the merchant acquiring space, and an established network with banks in the North Region. The ideal candidate is a high-energy self-starter with strong analytical capabilities and the ability to influence cross-functional teams.
Experience Required
Minimum 5 year(s)
VP, Retail Banking Manager at CBI Bank Trust
Galesburg, Illinois, United States - Full Time
Skills Needed
Leadership, Sales Strategy, Coaching, Performance Monitoring, Customer Experience, Regulatory Compliance, Team Development, Financial Analysis, Community Engagement, Problem Solving, Interpersonal Skills, Banking Products, Market Planning, Talent Development, Cross Market Collaboration, Operational Excellence
Specialization
Candidates must have a bachelor's degree in a relevant field and at least 8 years of progressive experience in retail banking, including multi-branch management. Strong leadership, communication, and analytical skills are essential.
Experience Required
Minimum 10 year(s)
Universal Banker (Level 1) at Standard Bank - UK
Stellenbosch Local Municipality, Western Cape, South Africa - Full Time
Skills Needed
Sales, Customer Service, Banking Operations, Client Relationship Management, Problem Solving, Financial Advisory, Regulatory Compliance, Cross Selling, Upselling, Account Management, Transaction Processing, Product Knowledge, Generating New Business, Revenue Growth, Sales Pipeline Development, Client Satisfaction
Specialization
Candidates must have a National Certificate in Banking and 3-5 years of experience in banking or financial services. A strong sales background and in-depth knowledge of banking operations and products are essential.
Experience Required
Minimum 2 year(s)
Senior Relationship Banker at SIMON
The Woodlands, Texas, United States - Full Time
Skills Needed
Customer Service, Financial Solutions, Marketing, Outbound Calling, Networking, Team Leadership, Compliance, Problem Resolution, Account Management, Loan Processing, Communication, Sales, Relationship Building, Technology Utilization, Client Engagement, Needs Assessment
Specialization
Candidates must have a high school diploma or GED and two years of customer-facing, goal-oriented experience. Registration with the National Mortgage Licensing System and Registry (NMLS) is required after employment.
Experience Required
Minimum 2 year(s)
Bank Operations Specialist at Evergreen National Bank
Evergreen, Colorado, United States - Full Time
Skills Needed
Banking Regulations, Compliance Standards, Analytical Skills, Problem Solving Skills, Organizational Skills, Attention To Detail, Customer Service, Verbal Communication, Microsoft Office Suite, Excel Spreadsheets, Operational Efficiency, Team Collaboration, Confidential Information Handling, Financial Reporting, Auditing, Quality Checks
Specialization
Candidates should have an understanding of banking regulations and compliance standards, along with proficiency in banking software and Microsoft Office Suite. Strong analytical, problem-solving, and organizational skills are essential, along with exceptional customer service abilities.
Bankhal Medewerker - Breda at Rabobank
Breda, North Brabant, Netherlands - Full Time
Skills Needed
Customer Focused, Flexible, Strong Communication, Quick Learner, Commercial Mindset, Affinity With Banking, Experience With Customer Contact, Tech Savvy, Result Oriented
Specialization
Candidates should have a strong affinity for the banking sector and excellent command of the Dutch language. Experience in customer contact and a flexible, communicative nature are essential.
Private Banking Specialist at XP Inc.
São Paulo, São Paulo, Brazil - Full Time
Skills Needed
Client Engagement, Financial Markets, Organizational Skills, Communication Skills, Analytical Skills, Proactive Mindset, Detail Oriented, Results Driven, Financial Products Knowledge, Investment Strategies, Client Onboarding, Collaboration Skills
Specialization
Candidates must possess a valid Series 7 license and have experience in financial markets, preferably within a broker-dealer environment. Strong organizational, communication, and analytical skills are essential, along with a proactive and results-driven mindset.
Experience Required
Minimum 2 year(s)
Manager, Bank On Coalition at BRANCHES INC
, Florida, United States - Full Time
Skills Needed
Stakeholder Engagement, Community Organizing, Coalition Management, Public Speaking, Grant Writing, Budget Management, Financial Empowerment, Data Analysis, Interpersonal Skills, Communication Skills, Relationship Building, Program Management, Marketing Strategy, Training, Networking, Financial Inclusion
Specialization
Candidates should have a minimum of 5 years of relevant experience working with various stakeholders and at least 2 years of program management experience. Strong communication skills and a background in community organizing or coalition management are essential.
Experience Required
Minimum 5 year(s)