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Wells Fargo Bank Jobs overseas

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Banking Advisor at RBC Global Asset Management
South Bruce Peninsula, Ontario, Canada - Full Time
Skills Needed
Client Centricity, Communication, Critical Thinking, Digital Literacy, Problem Solving, Sales Expertise, Relationship Building, Client Education
Specialization
Candidates must have Mutual Funds accreditation and demonstrate a passion for client service in a sales environment. Strong problem-solving skills and digital literacy are essential.
Personal Banker at Valley Bank
Fort Lee, New Jersey, United States - Full Time
Skills Needed
Customer Service, Communication, Interpersonal Skills, Analytical Skills, Problem Solving, Decision Making, Retail Banking, Organizational Skills, Attention To Detail, Technology Proficiency, Sales Skills, Financial Analysis, Compliance Knowledge, Team Collaboration, Cash Management, Community Engagement
Specialization
Candidates must have a high school diploma or GED and at least one year of experience in branch banking. Preferred qualifications include an associate or bachelor's degree in a related field.
Personal Banker at Advia Credit Union
Southgate, Michigan, United States - Full Time
Skills Needed
Interpersonal Skills, Customer Interaction, Proactive Phone Calls, Financial Solutions Identification, Cross Selling, Money Management Counseling, Lending Functions, Book Of Business Management, Pipeline Management, New Account Functions, Electronic Services Enrollment, Policy Adherence, Trend Awareness, Courtesy, Tact
Specialization
Candidates should possess strong interpersonal skills, courtesy, and tact, as the role involves significant personal contact with members and others. Experience working in an environment with individual and team goals is preferred.
Personal Banker at SOUTHERN BANK
Jonesboro, Arkansas, United States - Full Time
Skills Needed
Customer Service, Sales, Communication Skills, Interpersonal Skills, Problem Solving, Cross Selling, Teamwork, Attention To Detail, Banking Knowledge, Regulatory Compliance, Relationship Building, Community Engagement, Professionalism, Confidentiality, Technical Skills, Customer Satisfaction
Specialization
Candidates must have a high school diploma or equivalent and demonstrate strong customer service and communication skills. Good computer skills and a positive attitude towards customers are also essential.
Personal Banker at PNC
Springfield, Illinois, United States - Full Time
Skills Needed
Customer Focused, Banking, Client Loyalty, Customer Experience, Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales, Effective Communications, Problem Solving, Retail Lending, Selling, Understanding Customer Needs
Specialization
Candidates should have an associate degree or equivalent experience, typically requiring 3+ years in a related role. Skills in banking products, customer service, and proactive sales are essential for success in this position.
Experience Required
Minimum 2 year(s)
Personal Banker at Valley Bank
Piscataway Township, New Jersey, United States - Full Time
Skills Needed
Customer Service, Communication, Analytical Skills, Problem Solving, Decision Making, Interpersonal Skills, Detail Oriented, Organizational Skills, Technology Proficiency, Sales Skills, Financial Analysis, Compliance Knowledge, Team Collaboration, Time Management, Product Knowledge, Community Engagement
Specialization
Candidates are required to have a high school diploma or GED with at least one year of experience in branch banking. Preferred qualifications include an associate or bachelor's degree in a related field.
Personal Banker at Valley Bank
South Orange, New Jersey, United States - Full Time
Skills Needed
Customer Service, Communication, Analytical Skills, Problem Solving, Decision Making, Interpersonal Skills, Detail Oriented, Organizational Skills, Technology Proficiency, Sales Skills, Financial Analysis, Compliance Knowledge, Team Collaboration, Time Management, Product Knowledge, Community Engagement
Specialization
Candidates are required to have a high school diploma or GED with at least one year of experience in branch banking. Preferred qualifications include an associate or bachelor's degree in a related field.
Personal Banker at Valley Bank
Elmwood Park, New Jersey, United States - Full Time
Skills Needed
Customer Service, Communication, Analytical Skills, Problem Solving, Decision Making, Interpersonal Skills, Detail Oriented, Organizational Skills, Technology Proficiency, Sales Skills, Financial Analysis, Compliance Knowledge, Team Collaboration, Time Management, Product Knowledge, Community Engagement
Specialization
Candidates must have a high school diploma or GED and at least one year of experience in branch banking. Preferred qualifications include an associate or bachelor's degree in a related field.
Personal Banker at Valley Bank
New York, New York, United States - Full Time
Skills Needed
Customer Service, Communication, Analytical Skills, Problem Solving, Decision Making, Interpersonal Skills, Detail Oriented, Organizational Skills, Technology Proficiency, Sales Skills, Financial Analysis, Product Knowledge, Compliance Knowledge, Team Leadership, Community Engagement, Cash Management
Specialization
Candidates are required to have a high school diploma or GED with at least one year of business services experience in branch banking. Preferred qualifications include an associate or bachelor's degree in a related field.
Personal Banker at Valley Bank
Tampa, Florida, United States - Full Time
Skills Needed
Customer Service, Communication, Analytical Skills, Problem Solving, Decision Making, Attention To Detail, Organizational Skills, Interpersonal Skills, Technology Proficiency, Sales Skills, Financial Analysis, Compliance Knowledge, Team Collaboration, Time Management, Product Knowledge, Community Engagement
Specialization
Candidates are required to have a high school diploma or GED with at least one year of experience in branch banking. Preferred qualifications include an associate or bachelor's degree in a related field.
Personal Banker at Commerce Bank
Cassville, Missouri, United States - Full Time
Skills Needed
Sales Skills, Customer Experience, Attention To Detail, Team Player, Communication Skills, Microsoft Word, Microsoft Excel, Microsoft Outlook
Specialization
Candidates must have a high school diploma or equivalent and at least 1 year of sales or customer service experience. Strong sales skills and the ability to connect with customers are essential for this role.
Personal Banker at Dickinson Financial Corp
Springfield, Missouri, United States - Full Time
Skills Needed
Communication Skills, Attention To Detail, Organizational Skills, Sales Skills, Basic Math Skills, Office Skills, Client Service Experience, Cash Handling Experience
Specialization
Candidates should have a high school diploma or equivalent, with previous banking and client service experience preferred. Strong communication, sales skills, and the ability to handle cash are also important.
Personal Banker at Peoples Security Bank Trust Company
Meshoppen, Pennsylvania, United States - Full Time
Skills Needed
Customer Service, Sales, Teamwork, Transaction Processing, Cash Handling, Compliance, Problem Solving, Communication, Relationship Building, Technology Proficiency
Specialization
A high school diploma or equivalent is required, with an Associate’s degree or General Banking Diploma preferred, alongside training in customer service and relationship building. Candidates must demonstrate strong communication skills across various channels, possess sound knowledge of branch operations and bank products, and have 1-2 years of related experience.
Personal Banker at Dickinson Financial Corp
Kansas City, Missouri, United States - Full Time
Skills Needed
Strong Written And Verbal Communication Skills, Attention To Detail, Organizational Skills, Sales Skills, Basic Math Skills, Proficient In Basic Office Skills, Client Service Experience, Cash Handling Experience, Digital Expertise, Regulatory Compliance Knowledge, Relationship Building, Problem Solving, Team Collaboration, Client Education, Operational Integrity, Confidentiality
Specialization
Candidates are required to have a high school diploma or equivalent, with an associate degree preferred. Previous banking and client service experience, along with strong sales skills, are also preferred.
Personal Banker at Valley Bank
Sea Bright, New Jersey, United States - Full Time
Skills Needed
Customer Service, Communication, Analytical Skills, Problem Solving, Decision Making, Interpersonal Skills, Detail Oriented, Organizational Skills, Technology Proficiency, Sales Skills, Financial Analysis, Compliance Knowledge, Team Collaboration, Time Management, Product Knowledge, Community Engagement
Specialization
Candidates must have a high school diploma or GED and at least one year of experience in branch banking. Preferred qualifications include an associate or bachelor's degree in a related field.
Retail Banker I at VisionBank
Bondurant, Iowa, United States - Full Time
Skills Needed
Customer Service, Cross Selling, Account Opening, Problem Solving, Cash Handling, Transaction Processing, Security Procedures, Ira Accounts, Hsa Accounts, Written Communication, Oral Communication, Teamwork, Planning, Organization, Judgment, Initiative
Specialization
Candidates must possess a high school diploma or GED, with at least one year of banking experience preferred, and demonstrate strong competencies in customer service, problem-solving, and communication. The role requires the ability to perform basic mathematical calculations and proficiency with standard office software, along with availability to work Monday through Saturday mornings.
Personal Banker at Advia Credit Union
Kalamazoo, Michigan, United States - Full Time
Skills Needed
Interpersonal Skills, Customer Service, Financial Counseling, Lending Solutions, Cross Selling, Money Management, Communication, Teamwork, Problem Solving, Proactive Outreach, Crm Management, Account Management, Policy Knowledge, Professionalism, Integrity, Relationship Building
Specialization
Experience in a goal-oriented environment is preferred, along with strong interpersonal skills. Courtesy and tact are essential for personal contact with members and others.
Personal Banker at Cornerstone Bank
York, Nebraska, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Cash Handling, Attention To Detail, Teamwork, Independent Work, Microsoft Office, Retail Experience
Specialization
Candidates should have at least a high school education and preferably some retail or service experience. They must be detail-oriented, able to interact effectively with customers, and provide excellent customer service.
Personal Banker at Bank of Montreal
Terrebonne, Quebec, Canada - Full Time
Skills Needed
Customer Service, Sales, Financial Solutions, Risk Management, Credit Recommendations, Consultative Selling, Interpersonal Skills, Problem Solving, Communication Skills, Organization Skills, Team Collaboration, Analytical Skills, Digital Tools, Lending Products, Retail Investments, Customer Engagement
Specialization
Candidates typically need 2-3 years of relevant experience and a post-secondary degree in a related field. They should possess appropriate lending qualifications and have a working knowledge of personal and small business customer needs.
Experience Required
Minimum 2 year(s)
Personal Banker at MidWestOne Bank
West Des Moines, Iowa, United States - Full Time
Skills Needed
Customer Relationship Management, Financial Advice, Sales Skills, Loan Processing, Community Engagement, Leadership, Operational Support, Customer Outreach, Account Management, Problem Solving, Team Collaboration, Communication, Technology Utilization, Referral Generation, Service Needs Assessment, Sales Goal Achievement
Specialization
An associate's degree or equivalent experience is required, along with 1-2 years in a sales and service-related role. Banking or financial experience is preferred.
Banking Advisor at RBC Global Asset Management
South Bruce Peninsula, Ontario, Canada -
Full Time

Start Date

Immediate

Expiry Date

26 Feb, 26

Salary

0.0

Posted On

28 Nov, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Client Centricity, Communication, Critical Thinking, Digital Literacy, Problem Solving, Sales Expertise, Relationship Building, Client Education

Industry

Description
Job Description What is the opportunity? This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to help clients achieve their goals. Whether you’re demonstrating to a client how to use digital banking, on-boarding a new client, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences to drive client satisfaction and loyalty. What will you do? Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business Respond to client-initiated contact, assisting them with a full range of financial transactions Actively listen and engage clients in conversation to further understand their individual needs Proactively take ownership of resolving and preventing client banking problems Cultivate and maintain relationships with partners to make the most of business opportunities and referrals What do you need to succeed? Must-have Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course) Demonstrated passion for putting clients first, as well as success in a hands-on, target-driven sales environment Problem-solving and people skills, with the ability to build strong relationships and proactively connect with clients Flexibility, eagerness to learn, strong personal ethics, and a hunger for success Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.) Availability to work all open business hours Nice-to-have Track record in building rapport and maintaining client relationships within the financial or service industry What’s in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits Continued opportunities for career advancement World-class sales training, coaching, and development opportunities Support from a dynamic, collaborative, progressive, and high performing team, as well as world-class tools and training Opportunity to achieve great success and grow your career with RBC RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager. Job Skills Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curiosity, Data Analysis, Digital Literacy Additional Job Details Address: 632 MAIN ST:SOUTH BRUCE PENINSULA City: South Bruce Peninsula Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: PERSONAL & COMMERCIAL BANKING Job Type: Regular Pay Type: Salaried Posted Date: 2025-10-30 Application Deadline: 2025-12-06 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
Responsibilities
Engage proactively with clients to uncover their banking needs and provide assistance with financial transactions. Collaborate with RBC partners to enhance client experiences and drive satisfaction.
Banking Advisor at RBC Global Asset Management
South Bruce Peninsula, Ontario, Canada - Full Time
Skills Needed
Client Centricity, Communication, Critical Thinking, Digital Literacy, Problem Solving, Sales Expertise, Relationship Building, Client Education
Specialization
Candidates must have Mutual Funds accreditation and demonstrate a passion for client service in a sales environment. Strong problem-solving skills and digital literacy are essential.
Personal Banker at Valley Bank
Fort Lee, New Jersey, United States - Full Time
Skills Needed
Customer Service, Communication, Interpersonal Skills, Analytical Skills, Problem Solving, Decision Making, Retail Banking, Organizational Skills, Attention To Detail, Technology Proficiency, Sales Skills, Financial Analysis, Compliance Knowledge, Team Collaboration, Cash Management, Community Engagement
Specialization
Candidates must have a high school diploma or GED and at least one year of experience in branch banking. Preferred qualifications include an associate or bachelor's degree in a related field.
Personal Banker at Advia Credit Union
Southgate, Michigan, United States - Full Time
Skills Needed
Interpersonal Skills, Customer Interaction, Proactive Phone Calls, Financial Solutions Identification, Cross Selling, Money Management Counseling, Lending Functions, Book Of Business Management, Pipeline Management, New Account Functions, Electronic Services Enrollment, Policy Adherence, Trend Awareness, Courtesy, Tact
Specialization
Candidates should possess strong interpersonal skills, courtesy, and tact, as the role involves significant personal contact with members and others. Experience working in an environment with individual and team goals is preferred.
Personal Banker at SOUTHERN BANK
Jonesboro, Arkansas, United States - Full Time
Skills Needed
Customer Service, Sales, Communication Skills, Interpersonal Skills, Problem Solving, Cross Selling, Teamwork, Attention To Detail, Banking Knowledge, Regulatory Compliance, Relationship Building, Community Engagement, Professionalism, Confidentiality, Technical Skills, Customer Satisfaction
Specialization
Candidates must have a high school diploma or equivalent and demonstrate strong customer service and communication skills. Good computer skills and a positive attitude towards customers are also essential.
Personal Banker at PNC
Springfield, Illinois, United States - Full Time
Skills Needed
Customer Focused, Banking, Client Loyalty, Customer Experience, Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales, Effective Communications, Problem Solving, Retail Lending, Selling, Understanding Customer Needs
Specialization
Candidates should have an associate degree or equivalent experience, typically requiring 3+ years in a related role. Skills in banking products, customer service, and proactive sales are essential for success in this position.
Experience Required
Minimum 2 year(s)
Personal Banker at Valley Bank
Piscataway Township, New Jersey, United States - Full Time
Skills Needed
Customer Service, Communication, Analytical Skills, Problem Solving, Decision Making, Interpersonal Skills, Detail Oriented, Organizational Skills, Technology Proficiency, Sales Skills, Financial Analysis, Compliance Knowledge, Team Collaboration, Time Management, Product Knowledge, Community Engagement
Specialization
Candidates are required to have a high school diploma or GED with at least one year of experience in branch banking. Preferred qualifications include an associate or bachelor's degree in a related field.
Personal Banker at Valley Bank
South Orange, New Jersey, United States - Full Time
Skills Needed
Customer Service, Communication, Analytical Skills, Problem Solving, Decision Making, Interpersonal Skills, Detail Oriented, Organizational Skills, Technology Proficiency, Sales Skills, Financial Analysis, Compliance Knowledge, Team Collaboration, Time Management, Product Knowledge, Community Engagement
Specialization
Candidates are required to have a high school diploma or GED with at least one year of experience in branch banking. Preferred qualifications include an associate or bachelor's degree in a related field.
Personal Banker at Valley Bank
Elmwood Park, New Jersey, United States - Full Time
Skills Needed
Customer Service, Communication, Analytical Skills, Problem Solving, Decision Making, Interpersonal Skills, Detail Oriented, Organizational Skills, Technology Proficiency, Sales Skills, Financial Analysis, Compliance Knowledge, Team Collaboration, Time Management, Product Knowledge, Community Engagement
Specialization
Candidates must have a high school diploma or GED and at least one year of experience in branch banking. Preferred qualifications include an associate or bachelor's degree in a related field.
Personal Banker at Valley Bank
New York, New York, United States - Full Time
Skills Needed
Customer Service, Communication, Analytical Skills, Problem Solving, Decision Making, Interpersonal Skills, Detail Oriented, Organizational Skills, Technology Proficiency, Sales Skills, Financial Analysis, Product Knowledge, Compliance Knowledge, Team Leadership, Community Engagement, Cash Management
Specialization
Candidates are required to have a high school diploma or GED with at least one year of business services experience in branch banking. Preferred qualifications include an associate or bachelor's degree in a related field.
Personal Banker at Valley Bank
Tampa, Florida, United States - Full Time
Skills Needed
Customer Service, Communication, Analytical Skills, Problem Solving, Decision Making, Attention To Detail, Organizational Skills, Interpersonal Skills, Technology Proficiency, Sales Skills, Financial Analysis, Compliance Knowledge, Team Collaboration, Time Management, Product Knowledge, Community Engagement
Specialization
Candidates are required to have a high school diploma or GED with at least one year of experience in branch banking. Preferred qualifications include an associate or bachelor's degree in a related field.
Personal Banker at Commerce Bank
Cassville, Missouri, United States - Full Time
Skills Needed
Sales Skills, Customer Experience, Attention To Detail, Team Player, Communication Skills, Microsoft Word, Microsoft Excel, Microsoft Outlook
Specialization
Candidates must have a high school diploma or equivalent and at least 1 year of sales or customer service experience. Strong sales skills and the ability to connect with customers are essential for this role.
Personal Banker at Dickinson Financial Corp
Springfield, Missouri, United States - Full Time
Skills Needed
Communication Skills, Attention To Detail, Organizational Skills, Sales Skills, Basic Math Skills, Office Skills, Client Service Experience, Cash Handling Experience
Specialization
Candidates should have a high school diploma or equivalent, with previous banking and client service experience preferred. Strong communication, sales skills, and the ability to handle cash are also important.
Personal Banker at Peoples Security Bank Trust Company
Meshoppen, Pennsylvania, United States - Full Time
Skills Needed
Customer Service, Sales, Teamwork, Transaction Processing, Cash Handling, Compliance, Problem Solving, Communication, Relationship Building, Technology Proficiency
Specialization
A high school diploma or equivalent is required, with an Associate’s degree or General Banking Diploma preferred, alongside training in customer service and relationship building. Candidates must demonstrate strong communication skills across various channels, possess sound knowledge of branch operations and bank products, and have 1-2 years of related experience.
Personal Banker at Dickinson Financial Corp
Kansas City, Missouri, United States - Full Time
Skills Needed
Strong Written And Verbal Communication Skills, Attention To Detail, Organizational Skills, Sales Skills, Basic Math Skills, Proficient In Basic Office Skills, Client Service Experience, Cash Handling Experience, Digital Expertise, Regulatory Compliance Knowledge, Relationship Building, Problem Solving, Team Collaboration, Client Education, Operational Integrity, Confidentiality
Specialization
Candidates are required to have a high school diploma or equivalent, with an associate degree preferred. Previous banking and client service experience, along with strong sales skills, are also preferred.
Personal Banker at Valley Bank
Sea Bright, New Jersey, United States - Full Time
Skills Needed
Customer Service, Communication, Analytical Skills, Problem Solving, Decision Making, Interpersonal Skills, Detail Oriented, Organizational Skills, Technology Proficiency, Sales Skills, Financial Analysis, Compliance Knowledge, Team Collaboration, Time Management, Product Knowledge, Community Engagement
Specialization
Candidates must have a high school diploma or GED and at least one year of experience in branch banking. Preferred qualifications include an associate or bachelor's degree in a related field.
Retail Banker I at VisionBank
Bondurant, Iowa, United States - Full Time
Skills Needed
Customer Service, Cross Selling, Account Opening, Problem Solving, Cash Handling, Transaction Processing, Security Procedures, Ira Accounts, Hsa Accounts, Written Communication, Oral Communication, Teamwork, Planning, Organization, Judgment, Initiative
Specialization
Candidates must possess a high school diploma or GED, with at least one year of banking experience preferred, and demonstrate strong competencies in customer service, problem-solving, and communication. The role requires the ability to perform basic mathematical calculations and proficiency with standard office software, along with availability to work Monday through Saturday mornings.
Personal Banker at Advia Credit Union
Kalamazoo, Michigan, United States - Full Time
Skills Needed
Interpersonal Skills, Customer Service, Financial Counseling, Lending Solutions, Cross Selling, Money Management, Communication, Teamwork, Problem Solving, Proactive Outreach, Crm Management, Account Management, Policy Knowledge, Professionalism, Integrity, Relationship Building
Specialization
Experience in a goal-oriented environment is preferred, along with strong interpersonal skills. Courtesy and tact are essential for personal contact with members and others.
Personal Banker at Cornerstone Bank
York, Nebraska, United States - Full Time
Skills Needed
Customer Service, Relationship Building, Cash Handling, Attention To Detail, Teamwork, Independent Work, Microsoft Office, Retail Experience
Specialization
Candidates should have at least a high school education and preferably some retail or service experience. They must be detail-oriented, able to interact effectively with customers, and provide excellent customer service.
Personal Banker at Bank of Montreal
Terrebonne, Quebec, Canada - Full Time
Skills Needed
Customer Service, Sales, Financial Solutions, Risk Management, Credit Recommendations, Consultative Selling, Interpersonal Skills, Problem Solving, Communication Skills, Organization Skills, Team Collaboration, Analytical Skills, Digital Tools, Lending Products, Retail Investments, Customer Engagement
Specialization
Candidates typically need 2-3 years of relevant experience and a post-secondary degree in a related field. They should possess appropriate lending qualifications and have a working knowledge of personal and small business customer needs.
Experience Required
Minimum 2 year(s)
Personal Banker at MidWestOne Bank
West Des Moines, Iowa, United States - Full Time
Skills Needed
Customer Relationship Management, Financial Advice, Sales Skills, Loan Processing, Community Engagement, Leadership, Operational Support, Customer Outreach, Account Management, Problem Solving, Team Collaboration, Communication, Technology Utilization, Referral Generation, Service Needs Assessment, Sales Goal Achievement
Specialization
An associate's degree or equivalent experience is required, along with 1-2 years in a sales and service-related role. Banking or financial experience is preferred.