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Trust Officer (Full Time) - Houston, River Oaks at PROSPERITY BANK
Houston, Texas, United States - Full Time
Skills Needed
Trust Administration, Investment Agency Accounts, Relationship Management, Financial Analysis, Account Monitoring, Business Development, Regulatory Compliance, Communication Skills, Microsoft Excel, Microsoft Word, Analytical Skills, Attention To Detail, Confidentiality, Ethical Standards, Interpersonal Skills, Organizational Skills
Specialization
Candidates must possess a Bachelor's degree in Accounting, Finance, or a Law degree, along with three to five years of relevant trust experience. Proficiency in Microsoft Office programs and strong analytical and communication skills are required.
Experience Required
Minimum 2 year(s)
Mortgage Loan Underwriter (Full Time) - Richardson Ops at PROSPERITY BANK
Richardson, Texas, United States - Full Time
Skills Needed
Credit Underwriting, Loan Risk Analysis, Regulatory Compliance, Financial Ratio Computation, Credit Report Analysis, Collateral Documentation, Consumer Real Estate Loans, Problem Solving, Communication Skills, Organizational Skills, Attention To Detail, Cash Flow Analysis
Specialization
Requires an associate degree in business or related field and 1-5 years of experience in credit underwriting or mortgage review. Must possess strong knowledge of credit reports, regulatory requirements, and financial ratio computation.
Experience Required
Minimum 2 year(s)
Brand & Communications Coordinator at ConnectOne Bank
Melville, New York, United States - Full Time
Skills Needed
Graphic Design, Photo Editing, Video Editing, Social Media Management, Content Development, Brand Management, Digital Advertising, Email Marketing, Storytelling, Project Management, Proofreading, Strategic Thinking, Interpersonal Communication, Analytics, Compliance, Event Planning
Specialization
Requires a Bachelor's degree in marketing, communications, or a related field with five years of marketing experience, including two years in social media or content development. Proficiency in Adobe Creative Suite, Canva Pro, and HubSpot is essential, along with strong graphic design and storytelling skills.
Experience Required
Minimum 5 year(s)
Client Services Representative II - Preferred Deposits - 2nd Shift - East P at Bank of America
Riverside, California, United States - Full Time
Skills Needed
Attention To Detail, Customer Service Management, Customer And Client Focus, Issue Management, Active Listening, Adaptability, Client Solutions Advisory, Data Collection And Entry, Problem Solving, Account Management, Analytical Thinking, Client Experience Branding, Fraud Management
Specialization
Requires a high school diploma and at least one year of customer service experience, including handling difficult situations. Candidates must be proficient with computers and able to adhere to a specific shift schedule including weekends and holidays.
Market Manager at CalPrivate Bank
Beverly Hills, California, United States - Full Time
Skills Needed
Commercial Lending, Business Development, Credit Analysis, Relationship Management, Team Leadership, Financial Analysis, Portfolio Management, Treasury Management, Strategic Planning, Risk Management, Mentorship, Compliance, Networking, Cash Flow Reporting, Client Acquisition, Operational Oversight
Specialization
Requires 8-10 years of senior-level banking experience with a strong track record in commercial lending and business development. Candidates must possess advanced credit acumen and the ability to lead high-performing teams in a relationship-driven environment.
Experience Required
Minimum 10 year(s)
Teller (Full Time) - Frisco at PROSPERITY BANK
Frisco, Texas, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Deposit Processing, Loan Payment Processing, General Ledger Posting, Cross Selling, Mathematical Skills, Typing, Compliance, Risk Management, Communication Skills, Professionalism
Specialization
Requires a high school diploma or equivalent and at least one year of related cash handling experience. Candidates must possess strong mathematical, communication, and computer skills to operate banking equipment and software.
Customer Service Representative (Full Time) - Lubbock at PROSPERITY BANK
Lubbock, Texas, United States - Full Time
Skills Needed
Customer Service, Communication, Public Relations, Computer Skills, Organization, Problem Solving, Financial Services, Account Management, Call Quality, Conflict Resolution
Specialization
Requires an Associate Degree or equivalent experience and at least one year of customer service experience. Candidates must possess excellent communication skills and the ability to work a flexible schedule including Saturdays.
Teller (Full Time) - Cedar Park at PROSPERITY BANK
Cedar Park, Texas, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Mathematical Skills, Communication Skills, Typing, Banking Operations, Cross Selling, Compliance, Risk Management, Dual Control, General Ledger Posting, Document Verification
Specialization
Requires a high school diploma or equivalent and prefers at least one year of cash handling or previous teller experience. Candidates must possess strong math and communication skills and the ability to operate standard business equipment.
Teller (Full Time) - Cedar Park at PROSPERITY BANK
Cedar Park, Texas, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Deposit Processing, Loan Payment Processing, General Ledger Posting, Cross Selling, Mathematical Skills, Typing, Compliance, Risk Management, Communication Skills, Professionalism
Specialization
Requires a high school diploma or equivalent and prefers at least one year of cash handling or previous teller experience. Candidates must possess strong math, typing, and communication skills along with the ability to operate standard business equipment.
Teller (Full Time) - Georgetown at PROSPERITY BANK
Georgetown, Texas, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Deposit Processing, Loan Payment Processing, General Ledger Posting, Cross Selling, Mathematical Skills, Communication Skills, Typing, Compliance Adherence, Risk Management, Dual Control
Specialization
Requires a high school diploma or equivalent and prefers at least one year of cash handling or previous teller experience. Candidates must possess strong math, communication, and computer skills to operate banking terminals and equipment.
Senior Credit Analyst - C&I at ConnectOne Bank
Newark, New Jersey, United States - Full Time
Skills Needed
Credit Analysis, Underwriting, Financial Statement Analysis, Collateral Analysis, Risk Rating, Trend Analysis, Accounting Principles, Credit Concepts, Loan Structuring, Ncino, Cre Lending, Regulatory Compliance
Specialization
Candidates must have formal credit training and a strong working knowledge of accounting principles and banking regulations. Experience with the nCino platform and Commercial Real Estate (CRE) lending is preferred.
Experience Required
Minimum 5 year(s)
Teller (Part Time) - Lubbock, 82nd St. at PROSPERITY BANK
Lubbock, Texas, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Deposit Processing, Loan Payment Processing, General Ledger Posting, Cross Selling, Mathematical Skills, Typing, Compliance, Risk Management, Dual Control, Communication Skills
Specialization
Requires a high school diploma or equivalent and at least one year of related cash handling experience. Candidates must possess strong communication, math, and typing skills, with a professional appearance and attitude.
Teller (Full Time) - Padre Island at PROSPERITY BANK
Corpus Christi, Texas, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Bank Operations, Mathematical Skills, Communication Skills, Typing, Cross Selling, Risk Management, Dual Control, General Ledger Posting, Compliance, Document Verification
Specialization
Requires a high school diploma or equivalent and at least one year of related cash handling experience. Candidates should possess strong math and communication skills and the ability to operate standard business equipment.
Teller (Full Time) - Hempstead at PROSPERITY BANK
Hempstead, Texas, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Deposit Processing, Loan Payment Processing, General Ledger Posting, Communication Skills, Basic Mathematics, Typing, Compliance Adherence, Cross Selling, Risk Management, Dual Control
Specialization
Requires a high school diploma or equivalent and prefers at least one year of cash handling or previous teller experience. Candidates must possess strong math, communication, and computer skills to operate banking equipment and software.
Business Development Manager at Multibank Group
Shanghai, Shanghai, China - Full Time
Skills Needed
Business Development, Partnership Management, Ib Management, Forex, Cfd, Relationship Management, Mandarin, Cantonese, English, Mt4, Mt5, Multi Asset Products, Commission Structures, Market Analysis, Onboarding, Pipeline Tracking
Specialization
Requires experience in business development or IB management within the forex/CFD or financial services sector, along with an existing network of partners. Fluency in Mandarin and/or Cantonese and working English is required, as is a willingness to travel.
Experience Required
Minimum 2 year(s)
Merrill Advisor Development Program - Financial Advisor: Washington DC Mark at Bank of America
Washington, District of Columbia, United States - Full Time
Skills Needed
Business Acumen, Business Development, Oral Communications, Prospecting, Wealth Planning, Analytical Thinking, Client Experience, Branding, Client Investments Management, Portfolio Analysis, Risk Management, Active Listening, Client Solutions Advisory, Emotional Intelligence, Referral Management, Trading
Specialization
Candidates must hold Series 7 and 66 (or 63 and 65) licenses and have at least one year of experience in financial services or a goal-oriented sales environment. Strong interpersonal skills, an entrepreneurial mindset, and proficiency in Microsoft Office are required.
Experience Required
Minimum 2 year(s)
Teller (Part Time) - Renaissance Square at PROSPERITY BANK
Fort Worth, Texas, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Deposit Processing, Loan Payment Processing, General Ledger Posting, Cross Selling, Mathematical Skills, Typing, Compliance, Risk Management, Dual Control, Communication Skills
Specialization
Requires a high school diploma or equivalent and at least one year of related cash handling experience. Candidates must possess strong math, communication, and computer skills to operate banking terminals and equipment.
Mail Room Associate (Part-Time Hancock, MI) at University Bank
Hancock, Michigan, United States - Full Time
Skills Needed
Mail Processing, Reception, Document Scanning, Time Management, Organizational Skills, Professional Communication, Confidentiality, Analytical Skills
Specialization
A high school diploma or equivalent is required, with previous experience in a business or office environment desired. Candidates must be able to lift up to 50 pounds and possess strong organizational and communication skills.
Teller (Part Time) - Preston Royal at PROSPERITY BANK
Dallas, Texas, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Banking Operations, Mathematical Skills, Communication Skills, Typing, Cross Selling, Compliance, General Ledger Posting, Risk Management, Dual Control, Document Verification
Specialization
Requires a high school diploma or equivalent and at least one year of related cash handling experience. Candidates must possess strong math and communication skills and the ability to operate standard business equipment.
Residential Loan Closer at ConnectOne Bank
Union, New Jersey, United States - Full Time
Skills Needed
Residential Loan Closing, Trid Compliance, Loan Documentation, Due Diligence, Funding And Booking, Title Policy Review, Escrow Analysis, Risk Mitigation, Ncino, Csi System, Regulatory Compliance, Mathematical Balancing, Communication Skills, Attention To Detail, Relationship Management, Loan Pipeline Management
Specialization
Candidates must have strong knowledge of residential loan documentation, TRID guidelines, and federal/state banking regulations. Proficiency in balancing mathematical figures and excellent communication skills are required.
Experience Required
Minimum 2 year(s)
Trust Officer (Full Time) - Houston, River Oaks at PROSPERITY BANK
Houston, Texas, United States -
Full Time

Start Date

Immediate

Expiry Date

17 Jul, 26

Salary

0.0

Posted On

18 Apr, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Trust administration, Investment agency accounts, Relationship management, Financial analysis, Account monitoring, Business development, Regulatory compliance, Communication skills, Microsoft Excel, Microsoft Word, Analytical skills, Attention to detail, Confidentiality, Ethical standards, Interpersonal skills, Organizational skills

Industry

Banking

Description
External Applicants: Please apply through Prosperity Bank's Career Center at https://www.prosperitybankusa.com/Careers [https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.prosperitybankusa.com%2FCareers&data=05%7C02%7Csavina.rodriguezmoreno%40prosperitybankusa.com%7C4351c6288a4f46ccbc9e08dcd40d9146%7C00eda10cf32f45b88e91257da01a8f7c%7C0%7C0%7C638618401959042524%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C0%7C%7C%7C&sdata=lCPTgOEYEVnrpk5nNGZONxoI2erp7ikQoPkbbLU2VGE%3D&reserved=0]. Applying through any other source may prevent Prosperity from receiving your application. Internal Applicants: If you are a current associate of Prosperity Bank, please apply through the internal Talent - Career Center in ADP. Prosperity Bank is an Equal Opportunity Employer. POSITION PURPOSE Responsible for the administration of trust and investment agency accounts. Identify and develop new business opportunities.  ESSENTIAL FUNCTIONS AND BASIC DUTIES  1. Communicate with grantors, beneficiaries, co-trustees, and principals on a regular basis to develop and maintain positive relationships and outline administrative procedures. 2. Review account balance sheets and consult with trust investment officer regularly to monitor account holdings. 3. Review daily activity in accounts to ensure accuracy and monitor cash balances to provide for liquidity needs. 4. Attend Trust Committee meetings. 5. Prospect and develop new business opportunities with both existing and new clients. 6. Build and maintain professional relationships with bank officers and legal and accounting professionals. 7. Project and maintain the bank’s professional image. 8. Maintain a current knowledge of trust and investment laws and regulations. 9. Assume responsibility for related duties as required and assigned. 10. Keep management aware of activities, opportunities, and problems. 11. Respond to client issues, anticipate client needs, and prepare for and participate in client meetings. 12. Respond to requests from beneficiaries for discretionary distributions. Prepare memoranda supporting recommendation regarding how the Bank shall exercise discretionary powers it has as trustee. Confer with co-trustee (if any) to obtain his/her approval. 13. Handle ongoing day to day administration of accounts. Proactively manage account base in accordance with trust department policies and procedures to identify risks and minimize or avoid service and operational issues. PERFORMANCE MEASUREMENTS 1. Accounts are administered appropriately and efficiently.  2. Regular communication exists with clients.  3. All records are complete and accurate.  4. Professional relationships exist with co-workers and external contacts.  5. New business opportunities are recognized and developed.  6. The bank’s professional image is always protected. The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this job description amended at any time. SUPERVISORY RESPONSIBILITIES: This role has no supervisory responsibilities.  QUALIFICATIONS Education/Certification: Bachelor’s Degree (B.B.A.) in Accounting or Finance or Law Degree or equivalent on the job training and experience in a relevant field. Required Knowledge: Knowledge of Windows XP and other Office programs including Microsoft Excel and Word. Superior written and verbal communication skills. Strong logic, reasoning, and analytical skills. Experience Required: Minimum of three to five years trust or related experience. Skills/Abilities: Advanced organizational and interpersonal skills required. Attention to detail with high degree of accuracy always. Complete confidentiality required. Highest degree of ethical standards required. PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION Talking: Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. Average Hearing: Able to hear average or normal conversations and receive ordinary information. Repetitive Motion: Movements frequently and regularly required using the wrists, hands, and/or fingers. Average Visual Abilities: Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. Physical Strength: Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. (Almost all office jobs.) WORKING CONDITIONS None: No hazardous or significantly unpleasant conditions (such as in a typical office). MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION Reasoning Ability: Ability to apply common sense understanding to carry out simple one or two step instructions and to deal with ordinary, standardized situations. Mathematics Ability: Ability to perform very basic math skills including adding, subtracting, multiplying, and dividing two-digit numbers; the four basic arithmetic operations with money; and operations with units such as inch, foot, yard; ounce, and pound (or their metric counterparts). Language Ability: Ability to use passive vocabulary of 5,000-6,000 words; read at a slow rate; and define unfamiliar words in dictionaries for meaning, spelling, and pronunciation.  Ability to write complex sentences, using proper punctuation, and using adjectives and adverbs.  Ability to communicate in complex sentences, using normal word order with present and past tenses and good vocabulary. Hours: Monday - Friday 8:00 AM - 5:00 PM. 40 hours per week.
Responsibilities
The Trust Officer is responsible for the administration of trust and investment agency accounts while maintaining positive relationships with grantors and beneficiaries. They also actively prospect for new business opportunities and ensure all account activities comply with relevant laws and regulations.
Trust Officer (Full Time) - Houston, River Oaks at PROSPERITY BANK
Houston, Texas, United States - Full Time
Skills Needed
Trust Administration, Investment Agency Accounts, Relationship Management, Financial Analysis, Account Monitoring, Business Development, Regulatory Compliance, Communication Skills, Microsoft Excel, Microsoft Word, Analytical Skills, Attention To Detail, Confidentiality, Ethical Standards, Interpersonal Skills, Organizational Skills
Specialization
Candidates must possess a Bachelor's degree in Accounting, Finance, or a Law degree, along with three to five years of relevant trust experience. Proficiency in Microsoft Office programs and strong analytical and communication skills are required.
Experience Required
Minimum 2 year(s)
Mortgage Loan Underwriter (Full Time) - Richardson Ops at PROSPERITY BANK
Richardson, Texas, United States - Full Time
Skills Needed
Credit Underwriting, Loan Risk Analysis, Regulatory Compliance, Financial Ratio Computation, Credit Report Analysis, Collateral Documentation, Consumer Real Estate Loans, Problem Solving, Communication Skills, Organizational Skills, Attention To Detail, Cash Flow Analysis
Specialization
Requires an associate degree in business or related field and 1-5 years of experience in credit underwriting or mortgage review. Must possess strong knowledge of credit reports, regulatory requirements, and financial ratio computation.
Experience Required
Minimum 2 year(s)
Brand & Communications Coordinator at ConnectOne Bank
Melville, New York, United States - Full Time
Skills Needed
Graphic Design, Photo Editing, Video Editing, Social Media Management, Content Development, Brand Management, Digital Advertising, Email Marketing, Storytelling, Project Management, Proofreading, Strategic Thinking, Interpersonal Communication, Analytics, Compliance, Event Planning
Specialization
Requires a Bachelor's degree in marketing, communications, or a related field with five years of marketing experience, including two years in social media or content development. Proficiency in Adobe Creative Suite, Canva Pro, and HubSpot is essential, along with strong graphic design and storytelling skills.
Experience Required
Minimum 5 year(s)
Client Services Representative II - Preferred Deposits - 2nd Shift - East P at Bank of America
Riverside, California, United States - Full Time
Skills Needed
Attention To Detail, Customer Service Management, Customer And Client Focus, Issue Management, Active Listening, Adaptability, Client Solutions Advisory, Data Collection And Entry, Problem Solving, Account Management, Analytical Thinking, Client Experience Branding, Fraud Management
Specialization
Requires a high school diploma and at least one year of customer service experience, including handling difficult situations. Candidates must be proficient with computers and able to adhere to a specific shift schedule including weekends and holidays.
Market Manager at CalPrivate Bank
Beverly Hills, California, United States - Full Time
Skills Needed
Commercial Lending, Business Development, Credit Analysis, Relationship Management, Team Leadership, Financial Analysis, Portfolio Management, Treasury Management, Strategic Planning, Risk Management, Mentorship, Compliance, Networking, Cash Flow Reporting, Client Acquisition, Operational Oversight
Specialization
Requires 8-10 years of senior-level banking experience with a strong track record in commercial lending and business development. Candidates must possess advanced credit acumen and the ability to lead high-performing teams in a relationship-driven environment.
Experience Required
Minimum 10 year(s)
Teller (Full Time) - Frisco at PROSPERITY BANK
Frisco, Texas, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Deposit Processing, Loan Payment Processing, General Ledger Posting, Cross Selling, Mathematical Skills, Typing, Compliance, Risk Management, Communication Skills, Professionalism
Specialization
Requires a high school diploma or equivalent and at least one year of related cash handling experience. Candidates must possess strong mathematical, communication, and computer skills to operate banking equipment and software.
Customer Service Representative (Full Time) - Lubbock at PROSPERITY BANK
Lubbock, Texas, United States - Full Time
Skills Needed
Customer Service, Communication, Public Relations, Computer Skills, Organization, Problem Solving, Financial Services, Account Management, Call Quality, Conflict Resolution
Specialization
Requires an Associate Degree or equivalent experience and at least one year of customer service experience. Candidates must possess excellent communication skills and the ability to work a flexible schedule including Saturdays.
Teller (Full Time) - Cedar Park at PROSPERITY BANK
Cedar Park, Texas, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Mathematical Skills, Communication Skills, Typing, Banking Operations, Cross Selling, Compliance, Risk Management, Dual Control, General Ledger Posting, Document Verification
Specialization
Requires a high school diploma or equivalent and prefers at least one year of cash handling or previous teller experience. Candidates must possess strong math and communication skills and the ability to operate standard business equipment.
Teller (Full Time) - Cedar Park at PROSPERITY BANK
Cedar Park, Texas, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Deposit Processing, Loan Payment Processing, General Ledger Posting, Cross Selling, Mathematical Skills, Typing, Compliance, Risk Management, Communication Skills, Professionalism
Specialization
Requires a high school diploma or equivalent and prefers at least one year of cash handling or previous teller experience. Candidates must possess strong math, typing, and communication skills along with the ability to operate standard business equipment.
Teller (Full Time) - Georgetown at PROSPERITY BANK
Georgetown, Texas, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Deposit Processing, Loan Payment Processing, General Ledger Posting, Cross Selling, Mathematical Skills, Communication Skills, Typing, Compliance Adherence, Risk Management, Dual Control
Specialization
Requires a high school diploma or equivalent and prefers at least one year of cash handling or previous teller experience. Candidates must possess strong math, communication, and computer skills to operate banking terminals and equipment.
Senior Credit Analyst - C&I at ConnectOne Bank
Newark, New Jersey, United States - Full Time
Skills Needed
Credit Analysis, Underwriting, Financial Statement Analysis, Collateral Analysis, Risk Rating, Trend Analysis, Accounting Principles, Credit Concepts, Loan Structuring, Ncino, Cre Lending, Regulatory Compliance
Specialization
Candidates must have formal credit training and a strong working knowledge of accounting principles and banking regulations. Experience with the nCino platform and Commercial Real Estate (CRE) lending is preferred.
Experience Required
Minimum 5 year(s)
Teller (Part Time) - Lubbock, 82nd St. at PROSPERITY BANK
Lubbock, Texas, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Deposit Processing, Loan Payment Processing, General Ledger Posting, Cross Selling, Mathematical Skills, Typing, Compliance, Risk Management, Dual Control, Communication Skills
Specialization
Requires a high school diploma or equivalent and at least one year of related cash handling experience. Candidates must possess strong communication, math, and typing skills, with a professional appearance and attitude.
Teller (Full Time) - Padre Island at PROSPERITY BANK
Corpus Christi, Texas, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Bank Operations, Mathematical Skills, Communication Skills, Typing, Cross Selling, Risk Management, Dual Control, General Ledger Posting, Compliance, Document Verification
Specialization
Requires a high school diploma or equivalent and at least one year of related cash handling experience. Candidates should possess strong math and communication skills and the ability to operate standard business equipment.
Teller (Full Time) - Hempstead at PROSPERITY BANK
Hempstead, Texas, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Deposit Processing, Loan Payment Processing, General Ledger Posting, Communication Skills, Basic Mathematics, Typing, Compliance Adherence, Cross Selling, Risk Management, Dual Control
Specialization
Requires a high school diploma or equivalent and prefers at least one year of cash handling or previous teller experience. Candidates must possess strong math, communication, and computer skills to operate banking equipment and software.
Business Development Manager at Multibank Group
Shanghai, Shanghai, China - Full Time
Skills Needed
Business Development, Partnership Management, Ib Management, Forex, Cfd, Relationship Management, Mandarin, Cantonese, English, Mt4, Mt5, Multi Asset Products, Commission Structures, Market Analysis, Onboarding, Pipeline Tracking
Specialization
Requires experience in business development or IB management within the forex/CFD or financial services sector, along with an existing network of partners. Fluency in Mandarin and/or Cantonese and working English is required, as is a willingness to travel.
Experience Required
Minimum 2 year(s)
Merrill Advisor Development Program - Financial Advisor: Washington DC Mark at Bank of America
Washington, District of Columbia, United States - Full Time
Skills Needed
Business Acumen, Business Development, Oral Communications, Prospecting, Wealth Planning, Analytical Thinking, Client Experience, Branding, Client Investments Management, Portfolio Analysis, Risk Management, Active Listening, Client Solutions Advisory, Emotional Intelligence, Referral Management, Trading
Specialization
Candidates must hold Series 7 and 66 (or 63 and 65) licenses and have at least one year of experience in financial services or a goal-oriented sales environment. Strong interpersonal skills, an entrepreneurial mindset, and proficiency in Microsoft Office are required.
Experience Required
Minimum 2 year(s)
Teller (Part Time) - Renaissance Square at PROSPERITY BANK
Fort Worth, Texas, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Deposit Processing, Loan Payment Processing, General Ledger Posting, Cross Selling, Mathematical Skills, Typing, Compliance, Risk Management, Dual Control, Communication Skills
Specialization
Requires a high school diploma or equivalent and at least one year of related cash handling experience. Candidates must possess strong math, communication, and computer skills to operate banking terminals and equipment.
Mail Room Associate (Part-Time Hancock, MI) at University Bank
Hancock, Michigan, United States - Full Time
Skills Needed
Mail Processing, Reception, Document Scanning, Time Management, Organizational Skills, Professional Communication, Confidentiality, Analytical Skills
Specialization
A high school diploma or equivalent is required, with previous experience in a business or office environment desired. Candidates must be able to lift up to 50 pounds and possess strong organizational and communication skills.
Teller (Part Time) - Preston Royal at PROSPERITY BANK
Dallas, Texas, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Banking Operations, Mathematical Skills, Communication Skills, Typing, Cross Selling, Compliance, General Ledger Posting, Risk Management, Dual Control, Document Verification
Specialization
Requires a high school diploma or equivalent and at least one year of related cash handling experience. Candidates must possess strong math and communication skills and the ability to operate standard business equipment.
Residential Loan Closer at ConnectOne Bank
Union, New Jersey, United States - Full Time
Skills Needed
Residential Loan Closing, Trid Compliance, Loan Documentation, Due Diligence, Funding And Booking, Title Policy Review, Escrow Analysis, Risk Mitigation, Ncino, Csi System, Regulatory Compliance, Mathematical Balancing, Communication Skills, Attention To Detail, Relationship Management, Loan Pipeline Management
Specialization
Candidates must have strong knowledge of residential loan documentation, TRID guidelines, and federal/state banking regulations. Proficiency in balancing mathematical figures and excellent communication skills are required.
Experience Required
Minimum 2 year(s)