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Business Relationship Manager at Lake Ridge Bank
Oregon, Wisconsin, United States - Full Time
Skills Needed
Business Relationship Management, Client Prospecting, Loan Portfolio Management, Cross Selling, Risk Management, Credit Evaluation, Sba Programs, Wheda Programs, Crm Utilization, Networking, Loan Documentation, Financial Analysis, Interpersonal Skills, Communication Skills, Community Involvement, Sales Ability
Specialization
A minimum requirement includes an Associate’s degree in Finance, Business Administration, Accounting, or a similar field, along with at least two years of work experience in commercial lending, underwriting, banking, business development, or sales. Candidates must possess a firm comprehension of loan documents, regulations, and business financials to evaluate creditworthiness and risk effectively.
Experience Required
Minimum 2 year(s)
Sr. Leasing Transaction Mgmt. (Commercial Equipment Finance) at Bank of America
Boston, Massachusetts, United States - Full Time
Skills Needed
Structuring, Negotiation, Transaction Closing, Financial Analysis, Leasing Products, Secured Lending, Asset Valuation, Analytical Skills, Presentation Skills, Teamwork, Ms Office, Client Interface, Credit Underwriting
Specialization
Requires ten or more years of experience in financial services, preferably in equipment finance and leasing, with direct responsibility for originating, structuring, negotiating, and closing complex structured financing transactions. A Bachelor's degree in accounting, finance, economics, or another business concentration is required, with an MBA or JD being helpful.
Experience Required
Minimum 10 year(s)
Teller (Part Time) - Big Spring at PROSPERITY BANK
Big Spring, Texas, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Deposits Processing, Withdrawals Processing, Loan Payments Processing, Negotiable Instruments Cashing, Account Transfers, Cross Selling, Balancing Cash, Compliance Adherence, Online Teller Terminal Operation, Communication Skills, Math Skills, Typing Skills, Computer Applications Operation, Risk Management
Specialization
Candidates must have a high school diploma or equivalent and at least one year of related experience involving cash handling, with previous Teller experience being preferred. Required abilities include good communication and math skills, professional demeanor, and proficiency with standard office equipment and computer applications.
Teller (Part Time) - Katy-Spring Green at PROSPERITY BANK
Katy, Texas, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Deposit Processing, Withdrawal Processing, General Ledger Posting, Negotiable Instruments Cashing, Loan Payment Processing, Savings Bonds Processing, Cashier's Checks Processing, Cross Selling, Compliance Adherence, Online Teller Terminal Operation, Balancing Cash, Communication Skills, Math Skills, Typing Skills
Specialization
Candidates must have a high school diploma or equivalent and at least one year of related experience involving cash handling, with previous Teller experience being preferred. Essential abilities include good communication and math skills, professional demeanor, and proficiency with related computer applications and business equipment.
Teller (Part Time) -Beaumont at PROSPERITY BANK
Beaumont, Texas, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Deposit Processing, Withdrawal Processing, Loan Payments, Negotiable Instruments, Account Transfers, Balancing Cash, Compliance, Cross Selling, Online Teller Terminal Operation, Risk Management, Communication Skills, Math Skills, Typing Skills, Computer Applications
Specialization
Candidates must have a high school diploma or equivalent and at least one year of related experience involving cash handling, with previous Teller experience being preferred. Essential abilities include good communication and math skills, professional demeanor, and the capacity to operate standard office equipment and computer applications.
Customer Service Representative at Pathfinder Bank
Town of Scriba, New York, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Banking Operations, Transaction Processing, Risk Management, Data Protection, Communication, Microsoft Office, Outlook, Mathematical Skills, Multitasking, Attention To Detail, Sales, Referral Making, Problem Solving
Specialization
Candidates must have a high school diploma or equivalent along with at least one year of customer service experience. A minimum of 1-3 years of banking or cash handling experience is also required.
Customer Service Representative at Pathfinder Bank
Village of Central Square, New York, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Banking Operations, Transaction Processing, Risk Management, Data Protection, Microsoft Office, Outlook, Mathematical Skills, Communication, Attention To Detail, Multitasking, Sales, Referral Making
Specialization
Candidates must have a high school diploma or equivalent and at least one year of customer service experience. Additionally, 1-3 years of banking or cash handling experience and intermediate computer skills are required.
Marketing Intern at Lake Ridge Bank
Monona, Wisconsin, United States - Full Time
Skills Needed
Project Administration, Digital Marketing, Event Support, Marketing Campaigns, Customer Interaction, Vendor Coordination, Website Content Maintenance, Email Marketing, Social Media Marketing, Customer Databases, Presentation Preparation, Report Generation, Promotional Material Production, Interpersonal Skills, Communication Skills, Customer Service
Specialization
Candidates must be working towards an Associate’s or Bachelor’s degree in Marketing or Communications and possess exceptional interpersonal, communication, and customer service skills. Required attributes include demonstrated problem-solving abilities, flexibility, strong organizational skills for prioritizing tasks, and functional understanding of advanced Microsoft Office features.
Teller (Full Time) - Big Spring at PROSPERITY BANK
Big Spring, Texas, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Deposits Processing, Withdrawals Processing, Loan Payments Processing, Negotiable Instruments Cashing, Account Transfers, Cross Selling, Balancing Cash, Compliance, Online Teller Terminal Operation, Data Privacy, Communication Skills, Math Skills, Typing Skills, Computer Applications Operation
Specialization
Candidates must have at least one year of related experience involving cash handling, with previous Teller experience being preferred. A high school diploma or equivalent is required, along with good communication, math, and typing skills, and the ability to operate standard office and counting equipment.
Registered Private Wealth Client Associate at Bank of America
Los Angeles, California, United States - Full Time
Skills Needed
Client Service, Operational Excellence, Client Advocacy, Risk Management, Relationship Management, Client First Mindset, Account Management, Client Management, Issue Management, Oral Communications, Written Communications, Prioritization, Emotional Intelligence, Administrative Services, Business Development, Advisory Pipeline Management
Specialization
Candidates must currently hold or obtain within a specified timeframe FINRA SIE, Series 7, and Series 66 licenses, possessing advanced industry knowledge and an understanding of investment products. Essential attributes include being a highly motivated self-starter with a client-centric mindset and the ability to adapt to new technology.
Personal Banker (Full Time) - TP San Antonio, Stone Oak at PROSPERITY BANK
San Antonio, Texas, United States - Full Time
Skills Needed
Account Opening, Account Closing, Account Inquiries, Problem Resolution, Cross Selling, Sales Opportunities, Client Profiling, Lead Generation, Customer Service, Data Collection, Record Keeping, Clerical Duties, Bookkeeping, Communication, Public Relations, Computer Applications
Specialization
Candidates need a high school diploma or equivalent and a good understanding of financial services and products, with zero to three years of New Account experience required. Specific training and adherence to various banking procedures, including compliance and sales goals, are mandatory.
Teller (Part Time) - Big Spring at PROSPERITY BANK
Big Spring, Texas, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Deposits Processing, Withdrawals Processing, Loan Payments Processing, Negotiable Instruments Cashing, Account Transfers, Cross Selling, Balancing Cash, Compliance Adherence, Online Teller Terminal Operation, Risk Management, Math Skills, Typing Skills, Communication Skills
Specialization
Candidates must have a high school diploma or equivalent and at least one year of related experience involving cash handling, with previous Teller experience being preferred. Required abilities include good communication and math skills, professional demeanor, and proficiency with standard office equipment and computer applications.
Teller (Part Time) -Beaumont at PROSPERITY BANK
Beaumont, Texas, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Deposits Processing, Withdrawals Processing, Loan Payments Processing, Negotiable Instruments Cashing, Account Transfers, Cross Selling, Compliance Adherence, Balancing Cash, Online Teller Terminal Operation, Risk Management, Communication Skills, Math Skills, Typing Skills
Specialization
Candidates must have a high school diploma or equivalent and at least one year of related experience involving cash handling, with previous Teller experience being preferred. Essential abilities include good communication and math skills, professional conduct, and the capacity to operate related computer applications and business equipment.
Wire Specialist I at ConnectOne Bank
Union, New Jersey, United States - Full Time
Skills Needed
Wire Transfers, Ofac Requirements, Federal Regulations, State Regulations, Fis Proprietary System, Wells Fargo Foreign Exchange, Fedwire, Reg E, Reg J, Travel Rules, Microsoft Excel, Microsoft Word, Communication Skills, Investigative Skills, Organizational Skills
Specialization
Candidates must possess at least 2 years of prior banking experience, demonstrating a strong interest in the 'People First' focus and knowledge of wire transfer procedures, including domestic, international, and reverse wires. Essential technical requirements include experience with FIS proprietary systems, Wells Fargo Foreign Exchange, Fedwire, and knowledge of relevant regulations like Reg E, Reg J, and Travel Rules.
Experience Required
Minimum 2 year(s)
Teller (Part Time) - Big Spring at PROSPERITY BANK
Big Spring, Texas, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Deposits Processing, Withdrawals Processing, Loan Payments Processing, Negotiable Instruments Cashing, Account Transfers, General Ledger Posting, Cross Selling, Compliance Adherence, Online Teller Terminal Operation, Balancing Cash, Communication Skills, Math Skills, Typing Skills, Computer Applications Operation
Specialization
Candidates must have a high school diploma or equivalent and at least one year of related experience involving cash handling, with previous Teller experience being preferred. Required abilities include good communication and math skills, professional demeanor, and proficiency in operating standard office equipment and related computer applications.
Senior Quantitative Finance Analyst at Bank of America
Jersey City, New Jersey, United States - Full Time
Skills Needed
Quantitative Analytics, Market Risk Modeling, Python, Derivatives Pricing, Value At Risk, Statistical Estimation, Frtb, Stress Testing, Ccar, Risk Management, Technical Documentation, Data Modeling, Critical Thinking, Problem Solving, Collaboration, Communication
Specialization
Candidates must possess a Master's degree in a quantitative field and at least 5 years of experience in developing pricing or market risk models. Proficiency in Python and a deep understanding of derivatives pricing and statistical estimation methods are required.
Experience Required
Minimum 5 year(s)
Senior Quantitative Finance Analyst at Bank of America
Jersey City, New Jersey, United States - Full Time
Skills Needed
Quantitative Analysis, Market Risk Modeling, Python, Derivatives Pricing, Value At Risk, Statistical Estimation, Frtb, Stress Testing, Ccar, Technical Documentation, Risk Management, Data Modeling, Critical Thinking, Problem Solving, Collaboration, Communication
Specialization
Candidates must hold a master's degree in a quantitative field and possess at least 5 years of experience in developing pricing or market risk models. Advanced proficiency in Python and a deep understanding of derivatives pricing and statistical estimation methods are required.
Experience Required
Minimum 5 year(s)
Commercial Lender (Full Time) - Houston, River Oaks at PROSPERITY BANK
Houston, Texas, United States - Full Time
Skills Needed
Relationship Management, Credit Analysis, Loan Structuring, Business Development, Client Acquisition, Cross Selling, Risk Mitigation, Transaction Execution, Commercial Lending, Real Estate Loans, Interpersonal Skills, Communication Skills, Proposal Generation, Marketing, Underwriting
Specialization
Candidates should possess proven client relationship skills, extensive product knowledge, technical expertise, and strong transaction execution skills, with credit process management being a critical component. A minimum of seven years of direct lending or credit support experience focused on business relationships is typically required, and a Bachelor's degree in banking or finance is preferred.
Experience Required
Minimum 5 year(s)
Registered Private Wealth Client Associate at Bank of America
Los Angeles, California, United States - Full Time
Skills Needed
Account Management, Client Management, Customer And Client Focus, Issue Management, Oral Communications, Business Development, Client Solutions, Advisory Pipeline Management, Prioritization, Administrative Services, Emotional Intelligence, Referral Identification, Written Communications
Specialization
Candidates must currently hold or obtain within a specified timeframe the FINRA SIE, Series 7, and Series 66 (or 63/65) licenses, possess advanced industry knowledge, and demonstrate a client-centric mindset. A High School Diploma/GED is the minimum education requirement, alongside strong computer skills and professional communication abilities.
Doradczyni/Doradca Aurum at PKO Bank Polski
Olsztyn, Warmian-Masurian Voivodeship, Poland - Full Time
Skills Needed
Financial Market Knowledge, Macroeconomics Knowledge, Banking Products Knowledge, Wealthy Client Products, Sales Techniques, Client Needs Identification, Relationship Building, Individual Offer Preparation, Sales Goal Achievement, Client Portfolio Management, Sales Activities, After Sales Activities, High Quality Service Standards
Specialization
Candidates must possess knowledge of the financial market and macroeconomics, along with familiarity with banking products designed for affluent clients and proven sales techniques. Experience in an identical role within a financial institution and a relevant degree in economics, finance, or banking are required.
Experience Required
Minimum 2 year(s)
Business Relationship Manager at Lake Ridge Bank
Oregon, Wisconsin, United States -
Full Time

Start Date

Immediate

Expiry Date

28 May, 26

Salary

0.0

Posted On

27 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Business Relationship Management, Client Prospecting, Loan Portfolio Management, Cross-Selling, Risk Management, Credit Evaluation, SBA Programs, WHEDA Programs, CRM Utilization, Networking, Loan Documentation, Financial Analysis, Interpersonal Skills, Communication Skills, Community Involvement, Sales Ability

Industry

Financial Services

Description
Description Join our team as a Business Relationship Manager based out of our Oregon Office, where you will play a key role in building and maintaining strong business relationships while ensuring the quality and security of loans. This position offers the opportunity to prospect for new clients, manage a profitable loan portfolio, and actively participate in cross-selling opportunities. You’ll collaborate with internal teams and leverage programs like SBA and WHEDA to serve your clients’ best interests, all while limiting risk to the bank. Be a vital part of our community, helping businesses grow while contributing to the bank's success. Officer titling is based on experience (Officer, Assistant Vice President, Vice President, etc). Develop and Expand Business Relationships: Prospect potential new clients for all areas of the bank through networking, referral sources and other sources deemed necessary. Maintain and service a profitable loan portfolio to ensure quality and limited risk to the bank and share-holders. Utilize external programs to limit the exposure to the bank and to ensure the client’s best interests are taken into account (i.e. SBA, WHEDA). Initiate cross selling opportunities through meetings with clients and fellow employees by reviewing the client’s banking relationships. Evaluate credit worthiness of clients and work to ensure loans are appropriate risk tolerance for client and the bank Maintain regular, continuous contact with clients through various means of communication. Actively utilize CRM system to track all loan notes, client and prospect activities and progress of relation-ships. Remain active in community and community organizations to enhance bank image, identity and develop relationships. Loan Responsibilities: Prepare data sheets and review loan documents to ensure that the proper forms are used for both new loan requests and renewed loans. Prepare and present new loan requests, renewal loan requests and loan proposals to respective approval authorities per Loan Policy including but not limited to Officer Loan Committee and Director Loan Committee Work past dues, overdrafts, insurance exceptions and technical/financial exceptions to ensure that they are resolved in a timely manner to limit exposure to the bank. Attend internal loan committee, officer’s meetings, staff meetings, referral meetings and other meetings as they arise. Meet established benchmarks for individual goals, office goals and departmental/bank goals. Other Responsibilities: Continually develop knowledge, skills and abilities thorough internal and external training programs Complete all annual security and compliance training as required. Maintain confidentiality of client information at all times. Actively participate in bank and department meetings. Perform all other duties as assigned or requested. Requirements Associate’s degree in Finance, Business Administration, Accounting or similar field and minimum of two years work experience in commercial lending, underwriting, banking, business development, sales or similar environment. Firm comprehension of loan documents and required disclosures and regulations. Good comprehension of business financials in order to effectively evaluate credit worthiness and risk for clients and the bank Results orientated sales ability with success in establishing and building client relationships. Proven concern for quality of work, guidelines, processes, etc. Exceptional interpersonal and communication skills to be able to interact and communicate with a di-verse group of clients. Ability to exercise independent judgment and work with little to no supervision Demonstrated ability to represent the organization in a professional, positive manner Good accounting skills with the ability to work precisely with numbers and financial calculations Capability to maintain confidentiality of client information Ability to put forth the extra effort necessary to make the office a successful operation including the will-ingness to work additional hours (evenings and weekends), attend outside educational programs, semi-nars, etc. Ability to speak, read, write and understand English clearly Preferred Qualifications: Bachelor’s degree in Business Administration, Finance or similar field Three to five years previous lending experience Knowledge of banking systems a plus. Familiarity with other financial products and services This is a full time role between the hours of 8:00 AM to 5:00 PM Monday through Friday. Please note this role is an onsite role. Flexibility in scheduling may be needed on occasion. Lake Ridge Bank values a diverse workforce and is an Affirmative Action/Equal Opportunity Employer. Consistent with Lake Ridge Bank's commitment to employ and advance qualified individuals with disabilities, Lake Ridge Bank provides reasonable accommodation to apply for or perform a job. Some examples of reasonable accommodation include alternate methods to apply, providing documents in an alternate format, altering work procedures, specialized equipment or use of an interpreter. If an individual needs reasonable accommodations to apply or perform a job here at Lake Ridge Bank, please contact Human Resources at (608) 849-2700 or email us.

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Responsibilities
The Business Relationship Manager will focus on building and maintaining strong business relationships, prospecting new clients, managing a profitable loan portfolio, and actively participating in cross-selling opportunities while ensuring loan quality and limiting bank risk. Responsibilities also include preparing and presenting loan requests to approval authorities and resolving exceptions in a timely manner.
Business Relationship Manager at Lake Ridge Bank
Oregon, Wisconsin, United States - Full Time
Skills Needed
Business Relationship Management, Client Prospecting, Loan Portfolio Management, Cross Selling, Risk Management, Credit Evaluation, Sba Programs, Wheda Programs, Crm Utilization, Networking, Loan Documentation, Financial Analysis, Interpersonal Skills, Communication Skills, Community Involvement, Sales Ability
Specialization
A minimum requirement includes an Associate’s degree in Finance, Business Administration, Accounting, or a similar field, along with at least two years of work experience in commercial lending, underwriting, banking, business development, or sales. Candidates must possess a firm comprehension of loan documents, regulations, and business financials to evaluate creditworthiness and risk effectively.
Experience Required
Minimum 2 year(s)
Sr. Leasing Transaction Mgmt. (Commercial Equipment Finance) at Bank of America
Boston, Massachusetts, United States - Full Time
Skills Needed
Structuring, Negotiation, Transaction Closing, Financial Analysis, Leasing Products, Secured Lending, Asset Valuation, Analytical Skills, Presentation Skills, Teamwork, Ms Office, Client Interface, Credit Underwriting
Specialization
Requires ten or more years of experience in financial services, preferably in equipment finance and leasing, with direct responsibility for originating, structuring, negotiating, and closing complex structured financing transactions. A Bachelor's degree in accounting, finance, economics, or another business concentration is required, with an MBA or JD being helpful.
Experience Required
Minimum 10 year(s)
Teller (Part Time) - Big Spring at PROSPERITY BANK
Big Spring, Texas, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Deposits Processing, Withdrawals Processing, Loan Payments Processing, Negotiable Instruments Cashing, Account Transfers, Cross Selling, Balancing Cash, Compliance Adherence, Online Teller Terminal Operation, Communication Skills, Math Skills, Typing Skills, Computer Applications Operation, Risk Management
Specialization
Candidates must have a high school diploma or equivalent and at least one year of related experience involving cash handling, with previous Teller experience being preferred. Required abilities include good communication and math skills, professional demeanor, and proficiency with standard office equipment and computer applications.
Teller (Part Time) - Katy-Spring Green at PROSPERITY BANK
Katy, Texas, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Deposit Processing, Withdrawal Processing, General Ledger Posting, Negotiable Instruments Cashing, Loan Payment Processing, Savings Bonds Processing, Cashier's Checks Processing, Cross Selling, Compliance Adherence, Online Teller Terminal Operation, Balancing Cash, Communication Skills, Math Skills, Typing Skills
Specialization
Candidates must have a high school diploma or equivalent and at least one year of related experience involving cash handling, with previous Teller experience being preferred. Essential abilities include good communication and math skills, professional demeanor, and proficiency with related computer applications and business equipment.
Teller (Part Time) -Beaumont at PROSPERITY BANK
Beaumont, Texas, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Deposit Processing, Withdrawal Processing, Loan Payments, Negotiable Instruments, Account Transfers, Balancing Cash, Compliance, Cross Selling, Online Teller Terminal Operation, Risk Management, Communication Skills, Math Skills, Typing Skills, Computer Applications
Specialization
Candidates must have a high school diploma or equivalent and at least one year of related experience involving cash handling, with previous Teller experience being preferred. Essential abilities include good communication and math skills, professional demeanor, and the capacity to operate standard office equipment and computer applications.
Customer Service Representative at Pathfinder Bank
Town of Scriba, New York, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Banking Operations, Transaction Processing, Risk Management, Data Protection, Communication, Microsoft Office, Outlook, Mathematical Skills, Multitasking, Attention To Detail, Sales, Referral Making, Problem Solving
Specialization
Candidates must have a high school diploma or equivalent along with at least one year of customer service experience. A minimum of 1-3 years of banking or cash handling experience is also required.
Customer Service Representative at Pathfinder Bank
Village of Central Square, New York, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Banking Operations, Transaction Processing, Risk Management, Data Protection, Microsoft Office, Outlook, Mathematical Skills, Communication, Attention To Detail, Multitasking, Sales, Referral Making
Specialization
Candidates must have a high school diploma or equivalent and at least one year of customer service experience. Additionally, 1-3 years of banking or cash handling experience and intermediate computer skills are required.
Marketing Intern at Lake Ridge Bank
Monona, Wisconsin, United States - Full Time
Skills Needed
Project Administration, Digital Marketing, Event Support, Marketing Campaigns, Customer Interaction, Vendor Coordination, Website Content Maintenance, Email Marketing, Social Media Marketing, Customer Databases, Presentation Preparation, Report Generation, Promotional Material Production, Interpersonal Skills, Communication Skills, Customer Service
Specialization
Candidates must be working towards an Associate’s or Bachelor’s degree in Marketing or Communications and possess exceptional interpersonal, communication, and customer service skills. Required attributes include demonstrated problem-solving abilities, flexibility, strong organizational skills for prioritizing tasks, and functional understanding of advanced Microsoft Office features.
Teller (Full Time) - Big Spring at PROSPERITY BANK
Big Spring, Texas, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Deposits Processing, Withdrawals Processing, Loan Payments Processing, Negotiable Instruments Cashing, Account Transfers, Cross Selling, Balancing Cash, Compliance, Online Teller Terminal Operation, Data Privacy, Communication Skills, Math Skills, Typing Skills, Computer Applications Operation
Specialization
Candidates must have at least one year of related experience involving cash handling, with previous Teller experience being preferred. A high school diploma or equivalent is required, along with good communication, math, and typing skills, and the ability to operate standard office and counting equipment.
Registered Private Wealth Client Associate at Bank of America
Los Angeles, California, United States - Full Time
Skills Needed
Client Service, Operational Excellence, Client Advocacy, Risk Management, Relationship Management, Client First Mindset, Account Management, Client Management, Issue Management, Oral Communications, Written Communications, Prioritization, Emotional Intelligence, Administrative Services, Business Development, Advisory Pipeline Management
Specialization
Candidates must currently hold or obtain within a specified timeframe FINRA SIE, Series 7, and Series 66 licenses, possessing advanced industry knowledge and an understanding of investment products. Essential attributes include being a highly motivated self-starter with a client-centric mindset and the ability to adapt to new technology.
Personal Banker (Full Time) - TP San Antonio, Stone Oak at PROSPERITY BANK
San Antonio, Texas, United States - Full Time
Skills Needed
Account Opening, Account Closing, Account Inquiries, Problem Resolution, Cross Selling, Sales Opportunities, Client Profiling, Lead Generation, Customer Service, Data Collection, Record Keeping, Clerical Duties, Bookkeeping, Communication, Public Relations, Computer Applications
Specialization
Candidates need a high school diploma or equivalent and a good understanding of financial services and products, with zero to three years of New Account experience required. Specific training and adherence to various banking procedures, including compliance and sales goals, are mandatory.
Teller (Part Time) - Big Spring at PROSPERITY BANK
Big Spring, Texas, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Deposits Processing, Withdrawals Processing, Loan Payments Processing, Negotiable Instruments Cashing, Account Transfers, Cross Selling, Balancing Cash, Compliance Adherence, Online Teller Terminal Operation, Risk Management, Math Skills, Typing Skills, Communication Skills
Specialization
Candidates must have a high school diploma or equivalent and at least one year of related experience involving cash handling, with previous Teller experience being preferred. Required abilities include good communication and math skills, professional demeanor, and proficiency with standard office equipment and computer applications.
Teller (Part Time) -Beaumont at PROSPERITY BANK
Beaumont, Texas, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Deposits Processing, Withdrawals Processing, Loan Payments Processing, Negotiable Instruments Cashing, Account Transfers, Cross Selling, Compliance Adherence, Balancing Cash, Online Teller Terminal Operation, Risk Management, Communication Skills, Math Skills, Typing Skills
Specialization
Candidates must have a high school diploma or equivalent and at least one year of related experience involving cash handling, with previous Teller experience being preferred. Essential abilities include good communication and math skills, professional conduct, and the capacity to operate related computer applications and business equipment.
Wire Specialist I at ConnectOne Bank
Union, New Jersey, United States - Full Time
Skills Needed
Wire Transfers, Ofac Requirements, Federal Regulations, State Regulations, Fis Proprietary System, Wells Fargo Foreign Exchange, Fedwire, Reg E, Reg J, Travel Rules, Microsoft Excel, Microsoft Word, Communication Skills, Investigative Skills, Organizational Skills
Specialization
Candidates must possess at least 2 years of prior banking experience, demonstrating a strong interest in the 'People First' focus and knowledge of wire transfer procedures, including domestic, international, and reverse wires. Essential technical requirements include experience with FIS proprietary systems, Wells Fargo Foreign Exchange, Fedwire, and knowledge of relevant regulations like Reg E, Reg J, and Travel Rules.
Experience Required
Minimum 2 year(s)
Teller (Part Time) - Big Spring at PROSPERITY BANK
Big Spring, Texas, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Deposits Processing, Withdrawals Processing, Loan Payments Processing, Negotiable Instruments Cashing, Account Transfers, General Ledger Posting, Cross Selling, Compliance Adherence, Online Teller Terminal Operation, Balancing Cash, Communication Skills, Math Skills, Typing Skills, Computer Applications Operation
Specialization
Candidates must have a high school diploma or equivalent and at least one year of related experience involving cash handling, with previous Teller experience being preferred. Required abilities include good communication and math skills, professional demeanor, and proficiency in operating standard office equipment and related computer applications.
Senior Quantitative Finance Analyst at Bank of America
Jersey City, New Jersey, United States - Full Time
Skills Needed
Quantitative Analytics, Market Risk Modeling, Python, Derivatives Pricing, Value At Risk, Statistical Estimation, Frtb, Stress Testing, Ccar, Risk Management, Technical Documentation, Data Modeling, Critical Thinking, Problem Solving, Collaboration, Communication
Specialization
Candidates must possess a Master's degree in a quantitative field and at least 5 years of experience in developing pricing or market risk models. Proficiency in Python and a deep understanding of derivatives pricing and statistical estimation methods are required.
Experience Required
Minimum 5 year(s)
Senior Quantitative Finance Analyst at Bank of America
Jersey City, New Jersey, United States - Full Time
Skills Needed
Quantitative Analysis, Market Risk Modeling, Python, Derivatives Pricing, Value At Risk, Statistical Estimation, Frtb, Stress Testing, Ccar, Technical Documentation, Risk Management, Data Modeling, Critical Thinking, Problem Solving, Collaboration, Communication
Specialization
Candidates must hold a master's degree in a quantitative field and possess at least 5 years of experience in developing pricing or market risk models. Advanced proficiency in Python and a deep understanding of derivatives pricing and statistical estimation methods are required.
Experience Required
Minimum 5 year(s)
Commercial Lender (Full Time) - Houston, River Oaks at PROSPERITY BANK
Houston, Texas, United States - Full Time
Skills Needed
Relationship Management, Credit Analysis, Loan Structuring, Business Development, Client Acquisition, Cross Selling, Risk Mitigation, Transaction Execution, Commercial Lending, Real Estate Loans, Interpersonal Skills, Communication Skills, Proposal Generation, Marketing, Underwriting
Specialization
Candidates should possess proven client relationship skills, extensive product knowledge, technical expertise, and strong transaction execution skills, with credit process management being a critical component. A minimum of seven years of direct lending or credit support experience focused on business relationships is typically required, and a Bachelor's degree in banking or finance is preferred.
Experience Required
Minimum 5 year(s)
Registered Private Wealth Client Associate at Bank of America
Los Angeles, California, United States - Full Time
Skills Needed
Account Management, Client Management, Customer And Client Focus, Issue Management, Oral Communications, Business Development, Client Solutions, Advisory Pipeline Management, Prioritization, Administrative Services, Emotional Intelligence, Referral Identification, Written Communications
Specialization
Candidates must currently hold or obtain within a specified timeframe the FINRA SIE, Series 7, and Series 66 (or 63/65) licenses, possess advanced industry knowledge, and demonstrate a client-centric mindset. A High School Diploma/GED is the minimum education requirement, alongside strong computer skills and professional communication abilities.
Doradczyni/Doradca Aurum at PKO Bank Polski
Olsztyn, Warmian-Masurian Voivodeship, Poland - Full Time
Skills Needed
Financial Market Knowledge, Macroeconomics Knowledge, Banking Products Knowledge, Wealthy Client Products, Sales Techniques, Client Needs Identification, Relationship Building, Individual Offer Preparation, Sales Goal Achievement, Client Portfolio Management, Sales Activities, After Sales Activities, High Quality Service Standards
Specialization
Candidates must possess knowledge of the financial market and macroeconomics, along with familiarity with banking products designed for affluent clients and proven sales techniques. Experience in an identical role within a financial institution and a relevant degree in economics, finance, or banking are required.
Experience Required
Minimum 2 year(s)