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Client portfolios Manager for the investor department at Be The Bank
Netanya, Center District, Israel - Full Time
Skills Needed
Sales, Finance, Portfolio Management, Upselling, Communication Skills, Interpersonal Skills, Persuasion, Multitasking, Outbound Calling
Specialization
Candidates must have proven experience in phone-based sales and strong interpersonal communication skills. A background in finance is considered an advantage for this position.
Experience Required
Minimum 2 year(s)
Assistant Branch Manager at Savers Bank
Grafton, Massachusetts, United States - Full Time
Skills Needed
Leadership, Coaching, Retail Banking Operations, Financial Regulations, Cross Selling, Banking Software, Crm Systems, Microsoft Office, Transaction Processing, Account Management, Customer Relationship Management, Compliance Monitoring, Cash Management, Staff Supervision, Audit Readiness, Risk Management
Specialization
Candidates should ideally hold a bachelor's degree in Business or Finance and possess 5+ years of progressive banking experience, including 2 years in leadership. Proficiency in retail banking regulations, NMLS registration, and strong coaching abilities are preferred.
Experience Required
Minimum 5 year(s)
Undergraduate Intern - International Banking Intern at Amerantbank
Miramar, Florida, United States - Full Time
Skills Needed
International Banking, Commercial Banking, Regulatory Compliance, Client Onboarding, Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Spanish Fluency, Customer Service, Administrative Support, Time Management, Interpersonal Communication, Written Communication, Verbal Communication, Attention To Detail, Organization
Specialization
Candidates must have at least two years of college education in Business, Finance, or a related field and be fluent in Spanish. Proficiency in Microsoft Office and strong professional communication skills are required.
Entry-Level Legal Assistant - NY 2026 at Milbank LLP
New York, New York, United States - Full Time
Skills Needed
Case File Management, Legal Research, Document Coding, Ucc Filings, Corporate Formation, Electronic Filing, Cite Checking, Bluebooking, Notarization, Proofreading, Closing Coordination, Microsoft Office, Adobe Acrobat, Communication Skills, Organizational Skills, Critical Thinking
Specialization
A 4-year college degree is required by the start date, along with proficiency in Microsoft Office and Adobe Acrobat. Candidates must possess strong organizational skills and be willing to become a notary public within six months of employment.
Embedded Finance Program Manager at COGENT BANK
Lake Mary, Florida, United States - Full Time
Skills Needed
Program Management, Embedded Finance, Fintech, Payment Systems, Ach, Rtp, Fednow, Banking Infrastructure, Vendor Management, Operational Readiness, Process Documentation, Risk Management, Compliance, Stakeholder Management, Project Planning, Governance Frameworks
Specialization
Candidates must have 7+ years of experience in banking, fintech, or program management with strong expertise in payment systems like ACH, RTP, and FedNow. Proven ability to design governance frameworks and manage complex technology implementations is required.
Experience Required
Minimum 5 year(s)
Commercial Loan Officer at Pillar Bank
Village of Baldwin, Wisconsin, United States - Full Time
Skills Needed
Commercial Loan Management, Agriculture Loan Management, Risk Analysis, Financial Analysis, Portfolio Growth, Client Relationship Management, Regulatory Compliance, Loan Pre Qualification, Business Development, Customer Service
Specialization
Requires a Bachelor's degree in Business, Finance, Economics, or a related field. Preference is given to candidates with 3 to 5 years of experience in Agribusiness or Agriculture credit.
Experience Required
Minimum 2 year(s)
Service Specialist at Taylor Bank
Pocomoke City, Maryland, United States - Full Time
Skills Needed
Customer Service, Banking Operations, Transaction Handling, Account Maintenance, Digital Banking Navigation, Communication Skills, Microsoft Word, Microsoft Excel, Professionalism
Specialization
A high school diploma is required, while an associate degree and prior banking experience are preferred. Candidates must possess strong communication skills and familiarity with Microsoft Office Suite.
Customer Support Agent at Choice Bank
West Fargo, North Dakota, United States - Full Time
Skills Needed
Customer Service, Call Center Operations, Banking Processes, Cash Management, Online Banking, Bill Pay, Debit Card Support, Conflict Resolution, Customer Education, Risk And Compliance, Communication, Problem Solving
Specialization
Requires 0 to 1 years of experience in customer service, call centers, or banking, or equivalent education in a related field. A high school diploma or equivalent is required.
Talent Development Manager (Litigation) at Milbank LLP
New York, New York, United States - Full Time
Skills Needed
Talent Development, Litigation Management, Associate Staffing, Career Counseling, Onboarding, Performance Evaluation, Professional Development, Interpersonal Communication, Leadership, Time Management, Organizational Skills, Presentation Skills
Specialization
Candidates must possess a JD degree and have four to eight years of law firm experience, preferably in litigation at a peer firm. Strong leadership, communication, and organizational skills are required to handle time-sensitive issues.
Experience Required
Minimum 5 year(s)
Financial Advisor at BDO Unibank
Makati, Metro Manila, Philippines - Full Time
Skills Needed
Financial Planning, Life Insurance Sales, Customer Service, Effective Communication, Empathy, Sales, Marketing
Specialization
Requires a Bachelor's degree in any course. Experience in sales, marketing, or customer service is considered an advantage.
Client Service Associate at BDO Unibank
Cagayan De Oro City, Northern Mindanao, Philippines - Full Time
Skills Needed
Customer Service, Banking Operations, Transaction Processing, Effective Communication, Foreign Exchange, Remittances, Compliance
Specialization
Requires a bachelor's degree, preferably in a business course. While open to fresh graduates, preference is given to candidates with at least one year of experience in commercial or universal bank branch operations.
BSA Analyst at PeoplesBank
, , - Full Time
Skills Needed
Bank Secrecy Act, Anti Money Laundering, Customer Due Diligence, Enhanced Due Diligence, Regulatory Reporting, Ofac Monitoring, Fraud Detection, Risk Management, Attention To Detail, Organizational Skills, Written Communication, Verbal Communication, Analytical Thinking, Compliance Auditing, Spreadsheet Applications, Word Processing
Specialization
Candidates must have a high school diploma or equivalent along with specialized coursework in regulatory compliance. Strong organizational skills, attention to detail, and the ability to comprehend governmental regulations are required.
Talent Acquisition Partner at Equity Bank
Wichita, Kansas, United States - Full Time
Skills Needed
Full Cycle Recruiting, Sourcing, Candidate Screening, Talent Pipeline Development, Stakeholder Management, Market Analysis, Employer Branding, Interview Facilitation, Compliance, Data Driven Decision Making, Microsoft Office, Paycor, Applicant Tracking Systems, Communication Skills, Analytical Thinking, Organization
Specialization
Candidates should possess a bachelor's degree or equivalent experience, along with a background in agency staffing or HR. Proficiency in Microsoft applications and strong communication and analytical skills are required.
Experience Required
Minimum 2 year(s)
Senior Universal Banker (Float) - Eastern Region at Savers Bank
Southbridge, Massachusetts, United States - Full Time
Skills Needed
Customer Service, Consultative Selling, Relationship Building, Cash Handling, Branch Operations, Banking Software, Crm Systems, Financial Regulations, Compliance, Transaction Processing, Account Maintenance, Fraud Monitoring, Loan Processing, Digital Banking, Bsa Reporting, Cross Selling
Specialization
Candidates must have a high school diploma and at least 2 years of relationship selling experience within a bank or credit union. Proficiency in banking software, CRM tools, and knowledge of financial regulations are required.
Experience Required
Minimum 2 year(s)
Mortgage Loan Servicer at Choice Bank
Bismarck, North Dakota, United States - Full Time
Skills Needed
Mortgage Servicing, Loan Documentation, Escrow Management, Customer Service, Problem Solving, Analytical Thinking, Microsoft Word, Microsoft Excel, Microsoft Access, Communication Skills, Attention To Detail, Organizational Skills, Time Management, Interpersonal Skills, Decision Making, Loan Administration
Specialization
Requires 2 to 4 years of relevant experience with a strong understanding of mortgage servicing processes and systems. Candidates must possess excellent communication skills and the ability to manage multiple priorities with high accuracy.
Experience Required
Minimum 2 year(s)
Client Service Specialist at COGENT BANK
Coral Gables, Florida, United States - Full Time
Skills Needed
Cash Handling, Client Service, Banking Software, Regulatory Compliance, Cross Selling, Problem Resolution, Communication Skills, Multitasking, Time Management, Bsa/Aml Compliance, Account Management, Financial Transactions
Specialization
Candidates must have a high school diploma and at least one year of teller and client service experience. Proficiency in banking software and knowledge of regulatory compliance practices are required.
Experience Required
Minimum 2 year(s)
Junior AP Accountant at Milbank LLP
New York, New York, United States - Full Time
Skills Needed
Accounts Payable, Invoice Processing, Expense Reimbursements, Microsoft Excel, Pivot Tables, Vlookups, Nested Sumifs, Microsoft Word, Analytical Skills, Problem Solving, Attention To Detail, Organizational Skills
Specialization
A bachelor's degree in Accounting or Finance is preferred, along with at least one year of AP experience. Proficiency in Microsoft Excel and the ability to work under tight deadlines are required.
Service Specialist at Taylor Bank
Ocean City, Maryland, United States - Full Time
Skills Needed
Customer Service, Banking Operations, Transaction Handling, Account Maintenance, Digital Banking Navigation, Communication Skills, Microsoft Word, Microsoft Excel, Product Referrals, Administrative Support
Specialization
A high school diploma is required, while an associate degree and prior banking experience are preferred. Candidates must possess strong communication skills and familiarity with Microsoft Office Suite.
Service Specialist at Taylor Bank
Ocean City, Maryland, United States - Full Time
Skills Needed
Customer Service, Banking Transactions, Account Maintenance, Digital Banking Navigation, Communication Skills, Microsoft Word, Microsoft Excel, Professional Appearance
Specialization
A high school diploma is required, while an associate degree and prior banking experience are preferred. Candidates must possess strong communication skills and familiarity with Microsoft Office Suite.
Legal Research Clerk at Equity Bank
Wichita, Kansas, United States - Full Time
Skills Needed
Legal Research, Document Review, Banking Systems, Document Management, Written Communication, Organization, Attention To Detail, Confidentiality, Legal Process Terminology, Compliance
Specialization
Requires a high school diploma, with an associate degree or paralegal certificate preferred. Preference is given to candidates with two years of experience in the banking or finance industry and knowledge of legal process terminology.
Experience Required
Minimum 2 year(s)
Client portfolios Manager for the investor department at Be The Bank
Netanya, Center District, Israel -
Full Time


Start Date

Immediate

Expiry Date

18 Jul, 26

Salary

25000.0

Posted On

19 Apr, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Sales, Finance, Portfolio management, Upselling, Communication skills, Interpersonal skills, Persuasion, Multitasking, Outbound calling

Industry

Financial Services

Description
🚀 We're hiring! BTB Israel is growing, and we're looking for a talented Client Portfolio Manager to join our Investors Department. If you’re passionate about sales, finance, and working in a fast-paced, innovative environment – we want to meet you! What you’ll do: Make outbound calls to warm leads – no cold calling! Conduct portfolio reviews for existing clients. Perform upselling based on client needs and investment goals. Why BTB? We offer a vibrant, innovative, and tech-driven work environment, where the sky’s the limit. Join a young and dynamic team in a rapidly growing company! What you’ll get: Base salary + uncapped commission (monthly earning potential of 15K–25K ILS) Monthly meal pay of 1,000 ILS. 14 vacation days per year Beautiful, high-end offices in Netanya - (5-minute walk from Netanya Sapir train station). Full-time | Netanya | On-site | Hours: Sunday–Thursday, 9:00–18:00. Requirements Proven experience in phone-based sales – a must Background in finance – advantage Strong interpersonal and communication skills Persuasive, driven, and great at multitasking
Responsibilities
The role involves managing client portfolios by conducting reviews and performing upselling based on investment goals. You will also be responsible for making outbound calls to warm leads to drive business growth.
Client portfolios Manager for the investor department at Be The Bank
Netanya, Center District, Israel - Full Time
Skills Needed
Sales, Finance, Portfolio Management, Upselling, Communication Skills, Interpersonal Skills, Persuasion, Multitasking, Outbound Calling
Specialization
Candidates must have proven experience in phone-based sales and strong interpersonal communication skills. A background in finance is considered an advantage for this position.
Experience Required
Minimum 2 year(s)
Assistant Branch Manager at Savers Bank
Grafton, Massachusetts, United States - Full Time
Skills Needed
Leadership, Coaching, Retail Banking Operations, Financial Regulations, Cross Selling, Banking Software, Crm Systems, Microsoft Office, Transaction Processing, Account Management, Customer Relationship Management, Compliance Monitoring, Cash Management, Staff Supervision, Audit Readiness, Risk Management
Specialization
Candidates should ideally hold a bachelor's degree in Business or Finance and possess 5+ years of progressive banking experience, including 2 years in leadership. Proficiency in retail banking regulations, NMLS registration, and strong coaching abilities are preferred.
Experience Required
Minimum 5 year(s)
Undergraduate Intern - International Banking Intern at Amerantbank
Miramar, Florida, United States - Full Time
Skills Needed
International Banking, Commercial Banking, Regulatory Compliance, Client Onboarding, Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Spanish Fluency, Customer Service, Administrative Support, Time Management, Interpersonal Communication, Written Communication, Verbal Communication, Attention To Detail, Organization
Specialization
Candidates must have at least two years of college education in Business, Finance, or a related field and be fluent in Spanish. Proficiency in Microsoft Office and strong professional communication skills are required.
Entry-Level Legal Assistant - NY 2026 at Milbank LLP
New York, New York, United States - Full Time
Skills Needed
Case File Management, Legal Research, Document Coding, Ucc Filings, Corporate Formation, Electronic Filing, Cite Checking, Bluebooking, Notarization, Proofreading, Closing Coordination, Microsoft Office, Adobe Acrobat, Communication Skills, Organizational Skills, Critical Thinking
Specialization
A 4-year college degree is required by the start date, along with proficiency in Microsoft Office and Adobe Acrobat. Candidates must possess strong organizational skills and be willing to become a notary public within six months of employment.
Embedded Finance Program Manager at COGENT BANK
Lake Mary, Florida, United States - Full Time
Skills Needed
Program Management, Embedded Finance, Fintech, Payment Systems, Ach, Rtp, Fednow, Banking Infrastructure, Vendor Management, Operational Readiness, Process Documentation, Risk Management, Compliance, Stakeholder Management, Project Planning, Governance Frameworks
Specialization
Candidates must have 7+ years of experience in banking, fintech, or program management with strong expertise in payment systems like ACH, RTP, and FedNow. Proven ability to design governance frameworks and manage complex technology implementations is required.
Experience Required
Minimum 5 year(s)
Commercial Loan Officer at Pillar Bank
Village of Baldwin, Wisconsin, United States - Full Time
Skills Needed
Commercial Loan Management, Agriculture Loan Management, Risk Analysis, Financial Analysis, Portfolio Growth, Client Relationship Management, Regulatory Compliance, Loan Pre Qualification, Business Development, Customer Service
Specialization
Requires a Bachelor's degree in Business, Finance, Economics, or a related field. Preference is given to candidates with 3 to 5 years of experience in Agribusiness or Agriculture credit.
Experience Required
Minimum 2 year(s)
Service Specialist at Taylor Bank
Pocomoke City, Maryland, United States - Full Time
Skills Needed
Customer Service, Banking Operations, Transaction Handling, Account Maintenance, Digital Banking Navigation, Communication Skills, Microsoft Word, Microsoft Excel, Professionalism
Specialization
A high school diploma is required, while an associate degree and prior banking experience are preferred. Candidates must possess strong communication skills and familiarity with Microsoft Office Suite.
Customer Support Agent at Choice Bank
West Fargo, North Dakota, United States - Full Time
Skills Needed
Customer Service, Call Center Operations, Banking Processes, Cash Management, Online Banking, Bill Pay, Debit Card Support, Conflict Resolution, Customer Education, Risk And Compliance, Communication, Problem Solving
Specialization
Requires 0 to 1 years of experience in customer service, call centers, or banking, or equivalent education in a related field. A high school diploma or equivalent is required.
Talent Development Manager (Litigation) at Milbank LLP
New York, New York, United States - Full Time
Skills Needed
Talent Development, Litigation Management, Associate Staffing, Career Counseling, Onboarding, Performance Evaluation, Professional Development, Interpersonal Communication, Leadership, Time Management, Organizational Skills, Presentation Skills
Specialization
Candidates must possess a JD degree and have four to eight years of law firm experience, preferably in litigation at a peer firm. Strong leadership, communication, and organizational skills are required to handle time-sensitive issues.
Experience Required
Minimum 5 year(s)
Financial Advisor at BDO Unibank
Makati, Metro Manila, Philippines - Full Time
Skills Needed
Financial Planning, Life Insurance Sales, Customer Service, Effective Communication, Empathy, Sales, Marketing
Specialization
Requires a Bachelor's degree in any course. Experience in sales, marketing, or customer service is considered an advantage.
Client Service Associate at BDO Unibank
Cagayan De Oro City, Northern Mindanao, Philippines - Full Time
Skills Needed
Customer Service, Banking Operations, Transaction Processing, Effective Communication, Foreign Exchange, Remittances, Compliance
Specialization
Requires a bachelor's degree, preferably in a business course. While open to fresh graduates, preference is given to candidates with at least one year of experience in commercial or universal bank branch operations.
BSA Analyst at PeoplesBank
, , - Full Time
Skills Needed
Bank Secrecy Act, Anti Money Laundering, Customer Due Diligence, Enhanced Due Diligence, Regulatory Reporting, Ofac Monitoring, Fraud Detection, Risk Management, Attention To Detail, Organizational Skills, Written Communication, Verbal Communication, Analytical Thinking, Compliance Auditing, Spreadsheet Applications, Word Processing
Specialization
Candidates must have a high school diploma or equivalent along with specialized coursework in regulatory compliance. Strong organizational skills, attention to detail, and the ability to comprehend governmental regulations are required.
Talent Acquisition Partner at Equity Bank
Wichita, Kansas, United States - Full Time
Skills Needed
Full Cycle Recruiting, Sourcing, Candidate Screening, Talent Pipeline Development, Stakeholder Management, Market Analysis, Employer Branding, Interview Facilitation, Compliance, Data Driven Decision Making, Microsoft Office, Paycor, Applicant Tracking Systems, Communication Skills, Analytical Thinking, Organization
Specialization
Candidates should possess a bachelor's degree or equivalent experience, along with a background in agency staffing or HR. Proficiency in Microsoft applications and strong communication and analytical skills are required.
Experience Required
Minimum 2 year(s)
Senior Universal Banker (Float) - Eastern Region at Savers Bank
Southbridge, Massachusetts, United States - Full Time
Skills Needed
Customer Service, Consultative Selling, Relationship Building, Cash Handling, Branch Operations, Banking Software, Crm Systems, Financial Regulations, Compliance, Transaction Processing, Account Maintenance, Fraud Monitoring, Loan Processing, Digital Banking, Bsa Reporting, Cross Selling
Specialization
Candidates must have a high school diploma and at least 2 years of relationship selling experience within a bank or credit union. Proficiency in banking software, CRM tools, and knowledge of financial regulations are required.
Experience Required
Minimum 2 year(s)
Mortgage Loan Servicer at Choice Bank
Bismarck, North Dakota, United States - Full Time
Skills Needed
Mortgage Servicing, Loan Documentation, Escrow Management, Customer Service, Problem Solving, Analytical Thinking, Microsoft Word, Microsoft Excel, Microsoft Access, Communication Skills, Attention To Detail, Organizational Skills, Time Management, Interpersonal Skills, Decision Making, Loan Administration
Specialization
Requires 2 to 4 years of relevant experience with a strong understanding of mortgage servicing processes and systems. Candidates must possess excellent communication skills and the ability to manage multiple priorities with high accuracy.
Experience Required
Minimum 2 year(s)
Client Service Specialist at COGENT BANK
Coral Gables, Florida, United States - Full Time
Skills Needed
Cash Handling, Client Service, Banking Software, Regulatory Compliance, Cross Selling, Problem Resolution, Communication Skills, Multitasking, Time Management, Bsa/Aml Compliance, Account Management, Financial Transactions
Specialization
Candidates must have a high school diploma and at least one year of teller and client service experience. Proficiency in banking software and knowledge of regulatory compliance practices are required.
Experience Required
Minimum 2 year(s)
Junior AP Accountant at Milbank LLP
New York, New York, United States - Full Time
Skills Needed
Accounts Payable, Invoice Processing, Expense Reimbursements, Microsoft Excel, Pivot Tables, Vlookups, Nested Sumifs, Microsoft Word, Analytical Skills, Problem Solving, Attention To Detail, Organizational Skills
Specialization
A bachelor's degree in Accounting or Finance is preferred, along with at least one year of AP experience. Proficiency in Microsoft Excel and the ability to work under tight deadlines are required.
Service Specialist at Taylor Bank
Ocean City, Maryland, United States - Full Time
Skills Needed
Customer Service, Banking Operations, Transaction Handling, Account Maintenance, Digital Banking Navigation, Communication Skills, Microsoft Word, Microsoft Excel, Product Referrals, Administrative Support
Specialization
A high school diploma is required, while an associate degree and prior banking experience are preferred. Candidates must possess strong communication skills and familiarity with Microsoft Office Suite.
Service Specialist at Taylor Bank
Ocean City, Maryland, United States - Full Time
Skills Needed
Customer Service, Banking Transactions, Account Maintenance, Digital Banking Navigation, Communication Skills, Microsoft Word, Microsoft Excel, Professional Appearance
Specialization
A high school diploma is required, while an associate degree and prior banking experience are preferred. Candidates must possess strong communication skills and familiarity with Microsoft Office Suite.
Legal Research Clerk at Equity Bank
Wichita, Kansas, United States - Full Time
Skills Needed
Legal Research, Document Review, Banking Systems, Document Management, Written Communication, Organization, Attention To Detail, Confidentiality, Legal Process Terminology, Compliance
Specialization
Requires a high school diploma, with an associate degree or paralegal certificate preferred. Preference is given to candidates with two years of experience in the banking or finance industry and knowledge of legal process terminology.
Experience Required
Minimum 2 year(s)
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