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VP, Systems & Data Analyst at Poppy Bank
Santa Rosa, California, United States - Full Time
Skills Needed
Data Analytics, Systems Optimization, Ai Strategy, Project Management, Data Pipeline Design, Financial Reporting, Automation, Data Governance, Data Architecture, System Integration, Business Intelligence, Regulatory Reporting, Machine Learning, Strategic Leadership, Stakeholder Management, Self Service Analytics
Specialization
Requires a Bachelor's degree in a quantitative or technical field and 8-10+ years of experience in data analytics or banking technology. Preference is given to candidates with direct experience in Fiserv DNA, Prologue, Axiom Reporting, and regulated financial environments.
Experience Required
Minimum 10 year(s)
Accounting Specialist at F & M Bank
Timberville, Virginia, United States - Full Time
Skills Needed
Accounts Payable, Credit Card Reconciliation, Federal Reserve Account Balancing, 1099 Preparation, Financial Reporting, Audit Documentation, Microsoft Excel, Microsoft Word, Communication, Problem Solving, Organization, Confidentiality
Specialization
Requires a one-year certificate from a college or technical school and at least six months of related experience. Proficiency in Microsoft Office and the ability to handle confidential financial information are essential.
Branch Manager at Poppy Bank
Los Angeles, California, United States - Full Time
Skills Needed
Branch Management, Sales Leadership, Customer Service, Staff Development, Regulatory Compliance, Operational Quality Control, Relationship Building, Performance Management, Budget Monitoring, Community Relations, Risk Management, Strategic Planning, Microsoft Word, Microsoft Excel, Microsoft Outlook, Banking Software
Specialization
Candidates must have at least 7 years of experience in a branch environment, including 5 years of branch management and 3 years managing complex accounts. Proficiency in Microsoft Office and a valid California driver's license are required.
Experience Required
Minimum 5 year(s)
Commercial Loan Processor - Clewiston, FL at First Bank
Clewiston, Florida, United States - Full Time
Skills Needed
Loan Processing, Underwriting, Commercial Real Estate Lending, Loan Documentation, Financial Analysis, Compliance, Ms Word, Excel, Access, Powerpoint, Time Management, Problem Solving, Interpersonal Communication, Attention To Detail, Organizational Skills, Loan Servicing
Specialization
Candidates must have a high school diploma or GED and 2-5 years of relevant experience in loan administration or commercial real estate lending. Proficiency in Microsoft Office and strong analytical and communication skills are required.
Experience Required
Minimum 2 year(s)
Branch Manager at Poppy Bank
San Jose, California, United States - Full Time
Skills Needed
Branch Management, Sales Leadership, Customer Service, Staff Development, Regulatory Compliance, Operational Oversight, Performance Management, Relationship Building, Budget Monitoring, Community Relations, Risk Management, Strategic Planning, Microsoft Word, Microsoft Excel, Microsoft Outlook, Banking Software
Specialization
Candidates must have at least 7 years of experience in a branch environment, including 5 years of branch management and 3 years managing complex accounts. Proficiency in Microsoft Office and a valid California driver's license are required, with a Notary Public certification preferred.
Experience Required
Minimum 10 year(s)
Branch Manager at Poppy Bank
Roseville, California, United States - Full Time
Skills Needed
Branch Management, Sales Leadership, Customer Service, Staff Development, Regulatory Compliance, Operational Quality Control, Relationship Building, Performance Management, Budget Monitoring, Community Relations, Business Networking, Risk Management, Microsoft Word, Microsoft Excel, Microsoft Outlook, Banking Software
Specialization
Candidates must have at least 7 years of experience in a branch environment, including 5 years of branch management and 3 years managing complex accounts. Proficiency in Microsoft Office and a valid California driver's license are required.
Experience Required
Minimum 5 year(s)
Centralized Funding Specialist at First Bank
Greensboro, North Carolina, United States - Full Time
Skills Needed
Loan Funding, Commercial Lending, Wire Transfers, Loan Reconciliation, Document Review, Compliance, Microsoft Excel, Microsoft Word, Microsoft Outlook, Onbase Workflow, Ewire, Interpersonal Communication, Time Management, Attention To Detail, Bank Operations, Customer Relations
Specialization
Candidates should have a high school diploma or GED, with some college preferred and 2-4 years of experience in the banking or lending industry. Proficiency in Microsoft Office and specialized banking software, along with strong organizational and communication skills, is required.
Experience Required
Minimum 2 year(s)
Assistant Branch Manager at First Bank
Charlotte, North Carolina, United States - Full Time
Skills Needed
Branch Operations, Customer Service, New Account Opening, Cash Handling, Cross Selling, Vault Management, Compliance, Leadership, Time Management, Interpersonal Communication, Problem Solving, Financial Reporting
Specialization
Requires a high school diploma or GED and experience in a business or financial environment. Must possess intermediate knowledge of bank operations, federal regulations, and proficiency in computer software.
Experience Required
Minimum 2 year(s)
Universal Banker - Operations & Lending Specialist at F & M Bank
Village of Palmyra, New York, United States - Full Time
Skills Needed
Cash Handling, Deposit Operations, Loan Processing, Regulatory Compliance, Account Reconciliation, Fraud Mitigation, Customer Service, Wire Transfers, Ach Originations, Ucc 1 Filings, Collateral Perfection, Loan Servicing
Specialization
The candidate must be able to fluidly switch between transaction processing, account management, and credit operations. Strict adherence to regulatory compliance and accuracy in financial documentation is required.
Experience Required
Minimum 2 year(s)
Service Desk Administrator II at Hanmi Bank
Los Angeles, California, United States - Full Time
Skills Needed
Technical Support, Hardware Troubleshooting, Software Administration, Case Management, System Configuration, Patch Management, Customer Service, Banking Compliance, Network Administration, Word Processing, Spreadsheet Software, Interpersonal Communication, Incident Response, Vendor Management, Technical Instruction, Reporting
Specialization
Requires a high school diploma or associate degree with 3-4 years of related technical experience. Must possess strong troubleshooting skills, basic knowledge of banking compliance, and exceptional communication abilities.
Experience Required
Minimum 2 year(s)
Officer Mortgage Operations at Scotiabank
Bogota, Bogota D.C., Colombia - Full Time
Skills Needed
Mortgage Servicing, Data Verification, Compliance Monitoring, Service Level Agreements, Case Correspondence, Microsoft Office, English Proficiency, Risk Management, Anti Money Laundering, Customer Service, Administrative Support, Reporting
Specialization
Requires a high school diploma and at least 2 years of relevant working experience. Candidates must possess basic computer skills and an advanced level of English (B2-C1).
Experience Required
Minimum 2 year(s)
Customer Support Specialist I at First Bank
Wilmington, North Carolina, United States - Full Time
Skills Needed
Customer Service, Problem Solving, Communication, Time Management, Active Listening, Conflict Resolution, Documentation, Multi Tasking, Bank Operations, Online Banking, Technical Support, Attention To Detail, Teamwork, Confidentiality, Organizational Skills, Interpersonal Skills
Specialization
Candidates should have a high school diploma or equivalent and experience in a business environment, preferably in the financial industry. Strong communication skills and the ability to work independently are essential.
VP, Systems & Reports Analyst at Poppy Bank
Santa Rosa, California, United States - Full Time
Skills Needed
Core Banking Systems Administration, Custom Report Generation, Project Management, System Configuration, Troubleshooting, Technical Support, Requirement Gathering, Audit Documentation, Vendor Management, System Validation Testing, Security Protocols, Business Process Streamlining
Specialization
Candidates need a minimum of 5 years of analyst experience with core banking systems and a bachelor's degree or equivalent experience. A PMP certification and proficiency in writing custom reports and using project management tools are preferred.
Experience Required
Minimum 5 year(s)
Treasury Management Operations Support I-III at Poppy Bank
Roseville, California, United States - Full Time
Skills Needed
Treasury Management, Client Onboarding, Ach Processing, Remote Deposit Capture, Positive Pay, Cash Management, Relationship Management, Technical Support, Financial Analysis, Risk Management, Microsoft Office Suite, Crm Reporting, Compliance, Mentoring, Communication Skills, Time Management
Specialization
Requires 1 to 5 years of experience in banking or treasury management depending on the level (I, II, or III). Proficiency in Microsoft Office and technical support skills are required, with a preference for ACH Accredited Professional certification.
Experience Required
Minimum 2 year(s)
Commercial Relationship Manager at F & M Bank
Warrenton, Virginia, United States - Full Time
Skills Needed
Financial Analysis, Relationship Management, Commercial Lending, Credit Evaluation, Risk Management, Loan Documentation, Real Estate Appraisal, Business Development, Regulatory Compliance, Customer Service, Financial Planning, Portfolio Management
Specialization
Candidates must have a Bachelor's degree in Finance or Business and at least four years of lending and bank management experience. Proficiency in lending regulations, real estate laws, and NMLS registration is required.
Experience Required
Minimum 5 year(s)
Teller/Customer Service Representative at First Bank
Fort Myers Shores, Florida, United States - Full Time
Skills Needed
Customer Service, Sales, Interpersonal Communication, Account Maintenance, Cross Selling, Fraud Detection, Problem Resolution, Computer Proficiency, Organizational Skills, Banking Operations
Specialization
Candidates should have a High School Diploma or GED and preferably one to three years of banking experience. Strong communication, sales, and computer skills are required to effectively manage customer relationships.
Experience Required
Minimum 2 year(s)
BSA Analyst at Hanmi Bank
Los Angeles, California, United States - Full Time
Skills Needed
Bsa Compliance, Aml Monitoring, Ofac Screening, Kyc Procedures, Sar Filing, Ctr Reporting, Enhanced Due Diligence, Financial Analysis, Regulatory Compliance, Risk Assessment, Technical Writing, Spreadsheet Software, Interpersonal Communication, Research, Attention To Detail, Problem Solving
Specialization
Requires a Bachelor's degree in Accounting, Finance, or Business Administration, or at least one year of related experience in the financial industry. Candidates must possess working knowledge of suspicious activity typologies and basic proficiency in computer and mathematical operations.
Senior Investment & Personal Banking Specialist-Granby, QC at Scotiabank
Montreal, Quebec, Canada - Full Time
Skills Needed
Financial Planning, Investment Sales, Credit Products, Relationship Management, Financial Advice, Customer Experience, Sales Management, Mutual Funds Sales
Specialization
Requires at least two years of experience selling investment and credit products and demonstrated sales management ability. Must hold a mutual funds license and be working towards a CIFP Diploma in Financial Planning or equivalent.
Experience Required
Minimum 2 year(s)
Cajero/a Unico/a (Eve) at Scotiabank
, Nuevo León, Mexico - Full Time
Skills Needed
Customer Service, Cash Handling, Banking Operations, Client Relationship Management, Results Orientation, Communication Skills
Specialization
Seeking individuals with a passion for customer service and a results-oriented mindset. Candidates should have a desire for professional development within the banking sector.
Conseiller.ère Principal, gestion des services bancaire-Granby, QC at Scotiabank
Montreal, Quebec, Canada - Full Time
Skills Needed
Financial Planning, Investment Sales, Credit Product Sales, Customer Relationship Management, Financial Analysis, Sales Management, Client Advisory, Strategic Planning
Specialization
Requires a minimum of two years of experience in investment and credit product sales. Candidates must be pursuing or hold a mutual fund sales license and a CIFP financial planning diploma or equivalent.
Experience Required
Minimum 2 year(s)
VP, Systems & Data Analyst at Poppy Bank
Santa Rosa, California, United States -
Full Time


Start Date

Immediate

Expiry Date

01 Sep, 26

Salary

150000.0

Posted On

03 Jun, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Data Analytics, Systems Optimization, AI Strategy, Project Management, Data Pipeline Design, Financial Reporting, Automation, Data Governance, Data Architecture, System Integration, Business Intelligence, Regulatory Reporting, Machine Learning, Strategic Leadership, Stakeholder Management, Self-Service Analytics

Industry

Banking

Description
Description The VP, Systems & Data Analyst will serve as the Bank’s owner of projects regarding the Bank’s data, reporting, and analytics, responsible for defining and executing a forward-looking AI-enabled data strategy. This role combines hands-on systems expertise with strategic leadership, driving the integration, optimization, and evolution of core platforms—including Fiserv DNA, Prologue, and Axiom Reporting—to deliver scalable insights and operational excellence. This individual will lead the transformation of data into a competitive advantage, building a culture of self-service analytics, automation, and intelligent decision-making across the Bank. The role will identify, evaluate, and implement emerging technologies that enhance reporting, forecasting, and operational efficiency while ensuring the Bank remains ahead of the curve in a rapidly evolving landscape. This position requires that the individual work in office, independently, and with minimal supervision. Ensures compliance within all Bank policies and procedures, as well as all applicable state and federal banking regulations. Essential Duties and Responsibilities: Diagnose and find ways to improve the Bank’s reporting ecosystem, integrating and optimizing systems such as DNA, Prologue, CRMBI, Business Analytics Cognos, Baker Hill, Ncontracts and Axiom Reporting to ensure accuracy, scalability, and timeliness Design and implement end-to-end data pipelines and reporting frameworks that reduce manual effort and improve data availability across the organization Lead research, evaluation, and implementation of emerging AI tools, identifying high-impact opportunities to leverage AI, machine learning, and automation across Finance, Operations, and Risk Identify and eliminate inefficiencies across reporting and operational workflows through automation and system integration Partner across Operations, Accounting, IT, Compliance, and Lending to streamline processes and improve data-driven execution Champion a self-service analytics culture, enabling business users with intuitive dashboards, tools, and training Ensure data is not only accurate and controlled but also accessible and actionable across the Bank Collaborate with senior leadership to define and prioritize high-impact data initiatives aligned with strategic objectives Operate with a high degree of ownership and independence, driving bank-wide initiatives without extensive oversight Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed Other duties as assigned Supervisory Responsibilities: This role operates as an independent, high-impact contributor with Bank-wide influence and has no direct supervisory responsibilities. Qualifications: Bachelor’s degree in a quantitative, technical, or analytical discipline (or equivalent practical experience) 8-10+ years of experience in data analytics, financial systems, or banking technology environments Strong hands-on experience with data analysis, reporting, and systems optimization Proven ability to translate complex datasets into actionable business insights Demonstrated experience leading high-impact data or reporting initiatives independently Strong project management and organizational skills with the ability to manage multiple priorities Ability to multi-task in a fast-paced environment Direct experience with Fiserv DNA, Prologue, and Axiom Reporting preferred Experience in banking or regulated financial environments, including exposure to regulatory reporting preferred Familiarity with AI/ML tools, automation platforms, or advanced analytics frameworks preferred Experience in data governance, data architecture, or system integrations preferred Physical/Mental Demands and Work Environment: The incumbent in the course of performing this position frequently spends time writing, typing, speaking, listening, operating basic business equipment, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, walking, standing, reading documents or instruments, detailed work, problem solving, client contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and frequent interruptions. The incumbent for this position will occasionally lift up to 15 pounds, pull, squat, kneel and reach. The incumbent is in a non-confined office-type setting in which they are free to move about at will. The work environment is typically quiet to a moderate noise level. Travel: There will be occasional local, out-of-area, and overnight travel. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Management reserves the right to change this position description at any time. Requirements See qualifications above. Poppy Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. For San Francisco Postings, review 2026 Fair Chance Ordinance. 2026 CA Privacy Notice to Applicants/Employees
Responsibilities
The VP, Systems & Data Analyst is responsible for defining and executing an AI-enabled data strategy and optimizing core banking platforms to deliver scalable insights. This role leads the transformation of data into a competitive advantage through automation, self-service analytics, and the implementation of emerging technologies.
VP, Systems & Data Analyst at Poppy Bank
Santa Rosa, California, United States - Full Time
Skills Needed
Data Analytics, Systems Optimization, Ai Strategy, Project Management, Data Pipeline Design, Financial Reporting, Automation, Data Governance, Data Architecture, System Integration, Business Intelligence, Regulatory Reporting, Machine Learning, Strategic Leadership, Stakeholder Management, Self Service Analytics
Specialization
Requires a Bachelor's degree in a quantitative or technical field and 8-10+ years of experience in data analytics or banking technology. Preference is given to candidates with direct experience in Fiserv DNA, Prologue, Axiom Reporting, and regulated financial environments.
Experience Required
Minimum 10 year(s)
Accounting Specialist at F & M Bank
Timberville, Virginia, United States - Full Time
Skills Needed
Accounts Payable, Credit Card Reconciliation, Federal Reserve Account Balancing, 1099 Preparation, Financial Reporting, Audit Documentation, Microsoft Excel, Microsoft Word, Communication, Problem Solving, Organization, Confidentiality
Specialization
Requires a one-year certificate from a college or technical school and at least six months of related experience. Proficiency in Microsoft Office and the ability to handle confidential financial information are essential.
Branch Manager at Poppy Bank
Los Angeles, California, United States - Full Time
Skills Needed
Branch Management, Sales Leadership, Customer Service, Staff Development, Regulatory Compliance, Operational Quality Control, Relationship Building, Performance Management, Budget Monitoring, Community Relations, Risk Management, Strategic Planning, Microsoft Word, Microsoft Excel, Microsoft Outlook, Banking Software
Specialization
Candidates must have at least 7 years of experience in a branch environment, including 5 years of branch management and 3 years managing complex accounts. Proficiency in Microsoft Office and a valid California driver's license are required.
Experience Required
Minimum 5 year(s)
Commercial Loan Processor - Clewiston, FL at First Bank
Clewiston, Florida, United States - Full Time
Skills Needed
Loan Processing, Underwriting, Commercial Real Estate Lending, Loan Documentation, Financial Analysis, Compliance, Ms Word, Excel, Access, Powerpoint, Time Management, Problem Solving, Interpersonal Communication, Attention To Detail, Organizational Skills, Loan Servicing
Specialization
Candidates must have a high school diploma or GED and 2-5 years of relevant experience in loan administration or commercial real estate lending. Proficiency in Microsoft Office and strong analytical and communication skills are required.
Experience Required
Minimum 2 year(s)
Branch Manager at Poppy Bank
San Jose, California, United States - Full Time
Skills Needed
Branch Management, Sales Leadership, Customer Service, Staff Development, Regulatory Compliance, Operational Oversight, Performance Management, Relationship Building, Budget Monitoring, Community Relations, Risk Management, Strategic Planning, Microsoft Word, Microsoft Excel, Microsoft Outlook, Banking Software
Specialization
Candidates must have at least 7 years of experience in a branch environment, including 5 years of branch management and 3 years managing complex accounts. Proficiency in Microsoft Office and a valid California driver's license are required, with a Notary Public certification preferred.
Experience Required
Minimum 10 year(s)
Branch Manager at Poppy Bank
Roseville, California, United States - Full Time
Skills Needed
Branch Management, Sales Leadership, Customer Service, Staff Development, Regulatory Compliance, Operational Quality Control, Relationship Building, Performance Management, Budget Monitoring, Community Relations, Business Networking, Risk Management, Microsoft Word, Microsoft Excel, Microsoft Outlook, Banking Software
Specialization
Candidates must have at least 7 years of experience in a branch environment, including 5 years of branch management and 3 years managing complex accounts. Proficiency in Microsoft Office and a valid California driver's license are required.
Experience Required
Minimum 5 year(s)
Centralized Funding Specialist at First Bank
Greensboro, North Carolina, United States - Full Time
Skills Needed
Loan Funding, Commercial Lending, Wire Transfers, Loan Reconciliation, Document Review, Compliance, Microsoft Excel, Microsoft Word, Microsoft Outlook, Onbase Workflow, Ewire, Interpersonal Communication, Time Management, Attention To Detail, Bank Operations, Customer Relations
Specialization
Candidates should have a high school diploma or GED, with some college preferred and 2-4 years of experience in the banking or lending industry. Proficiency in Microsoft Office and specialized banking software, along with strong organizational and communication skills, is required.
Experience Required
Minimum 2 year(s)
Assistant Branch Manager at First Bank
Charlotte, North Carolina, United States - Full Time
Skills Needed
Branch Operations, Customer Service, New Account Opening, Cash Handling, Cross Selling, Vault Management, Compliance, Leadership, Time Management, Interpersonal Communication, Problem Solving, Financial Reporting
Specialization
Requires a high school diploma or GED and experience in a business or financial environment. Must possess intermediate knowledge of bank operations, federal regulations, and proficiency in computer software.
Experience Required
Minimum 2 year(s)
Universal Banker - Operations & Lending Specialist at F & M Bank
Village of Palmyra, New York, United States - Full Time
Skills Needed
Cash Handling, Deposit Operations, Loan Processing, Regulatory Compliance, Account Reconciliation, Fraud Mitigation, Customer Service, Wire Transfers, Ach Originations, Ucc 1 Filings, Collateral Perfection, Loan Servicing
Specialization
The candidate must be able to fluidly switch between transaction processing, account management, and credit operations. Strict adherence to regulatory compliance and accuracy in financial documentation is required.
Experience Required
Minimum 2 year(s)
Service Desk Administrator II at Hanmi Bank
Los Angeles, California, United States - Full Time
Skills Needed
Technical Support, Hardware Troubleshooting, Software Administration, Case Management, System Configuration, Patch Management, Customer Service, Banking Compliance, Network Administration, Word Processing, Spreadsheet Software, Interpersonal Communication, Incident Response, Vendor Management, Technical Instruction, Reporting
Specialization
Requires a high school diploma or associate degree with 3-4 years of related technical experience. Must possess strong troubleshooting skills, basic knowledge of banking compliance, and exceptional communication abilities.
Experience Required
Minimum 2 year(s)
Officer Mortgage Operations at Scotiabank
Bogota, Bogota D.C., Colombia - Full Time
Skills Needed
Mortgage Servicing, Data Verification, Compliance Monitoring, Service Level Agreements, Case Correspondence, Microsoft Office, English Proficiency, Risk Management, Anti Money Laundering, Customer Service, Administrative Support, Reporting
Specialization
Requires a high school diploma and at least 2 years of relevant working experience. Candidates must possess basic computer skills and an advanced level of English (B2-C1).
Experience Required
Minimum 2 year(s)
Customer Support Specialist I at First Bank
Wilmington, North Carolina, United States - Full Time
Skills Needed
Customer Service, Problem Solving, Communication, Time Management, Active Listening, Conflict Resolution, Documentation, Multi Tasking, Bank Operations, Online Banking, Technical Support, Attention To Detail, Teamwork, Confidentiality, Organizational Skills, Interpersonal Skills
Specialization
Candidates should have a high school diploma or equivalent and experience in a business environment, preferably in the financial industry. Strong communication skills and the ability to work independently are essential.
VP, Systems & Reports Analyst at Poppy Bank
Santa Rosa, California, United States - Full Time
Skills Needed
Core Banking Systems Administration, Custom Report Generation, Project Management, System Configuration, Troubleshooting, Technical Support, Requirement Gathering, Audit Documentation, Vendor Management, System Validation Testing, Security Protocols, Business Process Streamlining
Specialization
Candidates need a minimum of 5 years of analyst experience with core banking systems and a bachelor's degree or equivalent experience. A PMP certification and proficiency in writing custom reports and using project management tools are preferred.
Experience Required
Minimum 5 year(s)
Treasury Management Operations Support I-III at Poppy Bank
Roseville, California, United States - Full Time
Skills Needed
Treasury Management, Client Onboarding, Ach Processing, Remote Deposit Capture, Positive Pay, Cash Management, Relationship Management, Technical Support, Financial Analysis, Risk Management, Microsoft Office Suite, Crm Reporting, Compliance, Mentoring, Communication Skills, Time Management
Specialization
Requires 1 to 5 years of experience in banking or treasury management depending on the level (I, II, or III). Proficiency in Microsoft Office and technical support skills are required, with a preference for ACH Accredited Professional certification.
Experience Required
Minimum 2 year(s)
Commercial Relationship Manager at F & M Bank
Warrenton, Virginia, United States - Full Time
Skills Needed
Financial Analysis, Relationship Management, Commercial Lending, Credit Evaluation, Risk Management, Loan Documentation, Real Estate Appraisal, Business Development, Regulatory Compliance, Customer Service, Financial Planning, Portfolio Management
Specialization
Candidates must have a Bachelor's degree in Finance or Business and at least four years of lending and bank management experience. Proficiency in lending regulations, real estate laws, and NMLS registration is required.
Experience Required
Minimum 5 year(s)
Teller/Customer Service Representative at First Bank
Fort Myers Shores, Florida, United States - Full Time
Skills Needed
Customer Service, Sales, Interpersonal Communication, Account Maintenance, Cross Selling, Fraud Detection, Problem Resolution, Computer Proficiency, Organizational Skills, Banking Operations
Specialization
Candidates should have a High School Diploma or GED and preferably one to three years of banking experience. Strong communication, sales, and computer skills are required to effectively manage customer relationships.
Experience Required
Minimum 2 year(s)
BSA Analyst at Hanmi Bank
Los Angeles, California, United States - Full Time
Skills Needed
Bsa Compliance, Aml Monitoring, Ofac Screening, Kyc Procedures, Sar Filing, Ctr Reporting, Enhanced Due Diligence, Financial Analysis, Regulatory Compliance, Risk Assessment, Technical Writing, Spreadsheet Software, Interpersonal Communication, Research, Attention To Detail, Problem Solving
Specialization
Requires a Bachelor's degree in Accounting, Finance, or Business Administration, or at least one year of related experience in the financial industry. Candidates must possess working knowledge of suspicious activity typologies and basic proficiency in computer and mathematical operations.
Senior Investment & Personal Banking Specialist-Granby, QC at Scotiabank
Montreal, Quebec, Canada - Full Time
Skills Needed
Financial Planning, Investment Sales, Credit Products, Relationship Management, Financial Advice, Customer Experience, Sales Management, Mutual Funds Sales
Specialization
Requires at least two years of experience selling investment and credit products and demonstrated sales management ability. Must hold a mutual funds license and be working towards a CIFP Diploma in Financial Planning or equivalent.
Experience Required
Minimum 2 year(s)
Cajero/a Unico/a (Eve) at Scotiabank
, Nuevo León, Mexico - Full Time
Skills Needed
Customer Service, Cash Handling, Banking Operations, Client Relationship Management, Results Orientation, Communication Skills
Specialization
Seeking individuals with a passion for customer service and a results-oriented mindset. Candidates should have a desire for professional development within the banking sector.
Conseiller.ère Principal, gestion des services bancaire-Granby, QC at Scotiabank
Montreal, Quebec, Canada - Full Time
Skills Needed
Financial Planning, Investment Sales, Credit Product Sales, Customer Relationship Management, Financial Analysis, Sales Management, Client Advisory, Strategic Planning
Specialization
Requires a minimum of two years of experience in investment and credit product sales. Candidates must be pursuing or hold a mutual fund sales license and a CIFP financial planning diploma or equivalent.
Experience Required
Minimum 2 year(s)
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