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Financial and Banking Regulatory Reporting Consultants at EY
Heraklion, Region of Crete, Greece - Full Time
Skills Needed
Professionalism, Adaptability, Communication, Team Working, Proactive, Sql, Python, No Sql, Etl Tools, Ms Office, Analytical Skills, Problem Solving, Regulatory Reporting, Financial Risk Management, Asset & Liability Management
Specialization
Candidates must possess a Bachelor's degree in finance, economics, business administration, science, or engineering, along with familiarity with technologies like SQL, Python, ETL tools, and MS Office. Strong analytical skills, attention to detail, and excellent verbal/written communication in English and Greek are essential qualifications.
Experience Required
Minimum 2 year(s)
Administrative Assistant, Commercial & Investment Bank at JPMC Candidate Experience page
Tokyo, , Japan - Full Time
Skills Needed
Administrative Functions, Confidentiality, Decision Making, Organizational Skills, Calendar Management, Meeting Arrangement, Expense Reporting, Invoicing, Phone Coverage, Correspondence Review, Independent Judgment, Travel Coordination, Interpersonal Skills, Communication Skills, Problem Solving, Critical Thinking
Specialization
Candidates must have significant experience as an Assistant, demonstrating adaptability, excellent organizational skills, and the ability to handle multiple priorities under pressure with limited supervision. Required capabilities include strong partnership skills, flexibility, meticulous attention to detail, and proven experience interacting with senior management.
Experience Required
Minimum 5 year(s)
Administrative Assistant, Commercial & Investment Bank at JPMC Candidate Experience page
Tokyo, , Japan - Full Time
Skills Needed
Calendar Management, Travel Coordination, Expense Reporting, Invoice Processing, Confidentiality, Initiative, Decision Making, Organizational Skills, Handling Multiple Priorities, Adaptability, Interpersonal Skills, Communication Skills, Problem Solving, Critical Thinking, Attention To Detail, Discretion
Specialization
Candidates must possess significant experience in an administrative role, demonstrating strong organizational skills, the ability to handle multiple priorities flexibly, and work under pressure to meet tight deadlines with limited supervision. Essential qualifications include excellent interpersonal and communication skills, meticulous attention to detail, and proven experience interacting with senior management while maintaining discretion with confidential information.
Experience Required
Minimum 5 year(s)
Sr Data Scientist- Wealth Management & Private Banking at Citizens
Columbus, Ohio, United States - Full Time
Skills Needed
Python, Sql, Predictive Modeling, Machine Learning, Statistical Analysis, Data Preparation, Feature Engineering, Marketing Analytics, Data Visualization, Business Intelligence, Cross Functional Collaboration, Strategic Planning, Campaign Analytics, Reporting, Aws
Specialization
Candidates must hold a Master's degree in a quantitative field and possess 4-6 years of experience in data modeling and machine learning. Proficiency in Python and SQL is required, along with strong communication skills and the ability to work cross-functionally.
Experience Required
Minimum 5 year(s)
Investment Specialist-Kotak Private Banking-GIFT City at Kotak Mahindra Bank
Gandhinagar, gujarat, India - Full Time
Skills Needed
Investment Advisory, Private Banking, Wealth Management, Offshore Investments, Lrs Regulations, Fema Compliance, Portfolio Construction, Asset Allocation, Business Development, Client Relationship Management, Market Analysis, Financial Products, Risk Management, Regulatory Compliance, Communication Skills, Strategic Planning
Specialization
Candidates must have 5–12 years of experience in investment advisory, private banking, or wealth management with a strong understanding of global financial markets and regulatory frameworks. A graduate degree is mandatory, while an MBA, CA, CFA, or equivalent professional certification is highly preferred.
Experience Required
Minimum 10 year(s)
Associate Relationship Strategist - PNC Private Bank at PNC
Cleveland, Ohio, United States - Full Time
Skills Needed
Client Management, Relationship Strategy, Team Coordination, Client Experience, Relationship Management Plan, Client Needs Discovery, Business Segment Capabilities, Proactive Service, Book Of Business Support, Sourcing New Relationships, Risk Management, Policy Adherence, Partner Offerings, Sales Administration, Pre Call Planning, Post Call Debriefs
Specialization
Successful candidates must demonstrate appropriate knowledge and skills, typically requiring a university/college degree with 2+ years of relevant professional experience, or a comparable combination of education and experience. Key competencies include Client Relationship Management, Influencing, and Understanding Customer Needs, alongside managing risk and being customer-focused.
Experience Required
Minimum 2 year(s)
Associate Relationship Strategist - PNC Private Bank at PNC
Orlando, Florida, United States - Full Time
Skills Needed
Client Relationship Building, Credit, Credit Products, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities, Client Relationship Management, Communicating For Impact, Influencing, Managing Multiple Priorities, Products And Services, Understanding Customer Needs, Value Selling, Risk Management, Sales Administration
Specialization
Successful candidates typically require a university degree along with 2 or more years of relevant professional experience, or a comparable combination of education and experience. Candidates must demonstrate knowledge in managing risk through policy adherence and possess skills related to customer focus and effective risk assessment.
Experience Required
Minimum 2 year(s)
Private Client Banker - The Plaza Branch - Teaneck, NJ at JPMC Candidate Experience page
Teaneck Township, New Jersey, United States - Full Time
Skills Needed
Relationship Building, Client Acquisition, Relationship Management, Proactive Approach, Discipline, Referral Solicitation, Internal Sourcing, External Sourcing, Advice Based Approach, Partnership, Self Service Options Setup, Regulatory Compliance, Communication Skills, Team Orientation, Financial Needs Assessment, Client Servicing
Specialization
Candidates must demonstrate success using a value-added, relationship-oriented approach to acquire and deepen client relationships, requiring at least 1 year of Branch Banking Banker experience or equivalent success in client acquisition and revenue generation. Specific securities licenses (SIE, Series 6/7, state registrations, Life licenses) are required or must be obtained within 180 days of starting.
Client Relationship Consultant 2 (Banker) - Erie, CO at Elavon, Inc.
Erie, Colorado, United States - Full Time
Skills Needed
Customer Relationship Management, Retail Banking, Financial Counseling, Digital Product Education, Account Opening, Credit Application Processing, Proactive Outreach, Interpersonal Skills, Communication, Banking Policies, Digital Literacy, Problem Solving, Operational Excellence, Financial Services, Nmls Registration
Specialization
Candidates must have a high school diploma or equivalent and at least three to four years of retail banking experience. The role requires NMLS registration and the ability to work on-site at a U.S. Bank location.
Experience Required
Minimum 2 year(s)
Relationship Banker - Southland Branch - Hayward, CA at JPMC Candidate Experience page
Hayward, California, United States - Full Time
Skills Needed
Sales, Retail Banking, Financial Services, Client Relationship Management, Communication, Problem Solving, Attention To Detail, Regulatory Compliance, Consultative Selling, Financial Technology, Customer Service
Specialization
Candidates must have at least one year of sales experience in retail banking or financial services and possess a high school diploma or equivalent. The role requires obtaining necessary FINRA and insurance licenses within 180 days of hire and maintaining compliance with banking regulations.
Legal Administrative Assistant-Banking Practice Group at MESSERLI KRAMER P.A.
Minneapolis, Minnesota, United States - Full Time
Skills Needed
Correspondence Preparation, Loan Document Preparation, Transactional Matters, Electronic Filing, File Maintenance, Database Management, Calendar Management, Scheduling Meetings, Deadline Tracking, Time Tracking, Billing Compliance, Expense Reporting, Interpersonal Communication, Attention To Detail, Problem Solving, Flexibility
Specialization
Candidates should possess 3+ years of legal administrative experience, preferably in transactional work such as Banking & Finance, Real Estate, or Corporate law, and a minimum of a high school graduation. Proficiency in Microsoft Office Suite, Kofax/Adobe PDF platforms, Sharefile, calendar management, and a Time & Billing System is required.
Experience Required
Minimum 2 year(s)
Sachbearbeiter (d/m/w) Cash Service/Electronic Banking at DEUTSCHE BANK AKTIENGESELLSCHAFT
Essen, North Rhine-Westphalia, Germany - Full Time
Skills Needed
Electronic Banking, Ebics, Contract Administration, Telephone Support, Document Processing, User Management, Authorization Management, Account Deletion, Invoicing, Ms Office Suite, Structured Work, Solution Oriented, Customer Interaction, Reliability, Professional Appearance
Specialization
Candidates should ideally possess a commercial education, such as a bank clerk or legal/notary assistant, and be proficient with standard IT applications like MS Office, with prior experience in EBICS being advantageous. Experience in administrative tasks, preferably within banking or legal environments, is required, along with a structured and solution-oriented approach to work.
Experience Required
Minimum 2 year(s)
Management Trainee-HO & SUPPORT-Ho Business Banking at Kotak Mahindra Bank
Mumbai, maharashtra, India - Full Time
Skills Needed
Strategic Planning, Data Analysis, Visualization, Problem Solving, Communication, Stakeholder Management, Retail Banking, Fintech, Regulatory Compliance, Ms Office, Channel Management, Digital Payments
Specialization
Candidates should be PGDM final-year students with a passion for strategy and innovation in retail banking. Proficiency in MS Office, strong analytical skills, and prior exposure to fintech or banking projects are highly preferred.
Finanzberater Versicherungen Bankenvertrieb (m/w/d) at R V Allgemeine Versicherung AG
Beuerberg, Bavaria, Germany - Full Time
Skills Needed
Insurance Consulting, Sales, Customer Relationship Management, Market Analysis, Communication, Empathy, Customer Orientation, Digital Literacy, Personal Insurance, Property Insurance, Needs Assessment
Specialization
Candidates must have a professional qualification in the insurance industry, such as an insurance specialist or clerk. Experience in selling personal and property insurance, along with strong communication and digital skills, is required.
Experience Required
Minimum 2 year(s)
Part Time Associate Banker Naples Market (30 hours) at JPMC Candidate Experience page
Naples, Florida, United States - Full Time
Skills Needed
Client Service, Hospitality, Relationship Building, Product Knowledge, Financial Technology, Transaction Assistance, Account Opening, Technology Education, Active Listening, Empathy, Issue Resolution, Team Collaboration, Cash Handling, Attention To Detail, Learning Ability
Specialization
Candidates must be able to prioritize clients by delivering attentive and friendly service, and demonstrate the ability to build trusted relationships through genuine care. A high school diploma or GED equivalent is required, along with prior client service or comparable experience.
Part Time Associate Banker Sarasota South (30 hours) at JPMC Candidate Experience page
Parrish, Florida, United States - Full Time
Skills Needed
Client Service, Hospitality, Relationship Building, Product Knowledge, Financial Technology, Transaction Assistance, Account Opening, Regulatory Compliance, Technology Education, Cash Handling, Issue Resolution, Team Collaboration, Attention To Detail, Active Listening, Empathy
Specialization
Candidates must be able to prioritize clients by delivering attentive and friendly service, building trusted relationships through genuine care, and engaging clients clearly to resolve issues effectively. A high school diploma or GED equivalent is required, along with prior client service or comparable experience.
Service-Spezialist/in für Bankkunden in Athen (m/w/d) at Job Traveler
Municipality of Athens, Attica, Greece - Full Time
Skills Needed
Customer Service, German Language, English Language, Communication, Service Orientation, Problem Solving, Digital Tools Proficiency, Software Handling, Customer Relationship Management, Data Management, Banking Support, Security Awareness
Specialization
Candidates must possess very good German language skills and good English language skills, coupled with strong communication abilities and a service-oriented mindset. A quick grasp of digital tools and new software, along with the ability to handle challenging customer interactions positively, is essential.
Premier Banking Manager - Kantor Pontianak Tanjungpura at OCBC
Pontianak, West Kalimantan, Indonesia - Full Time
Skills Needed
Sales, Customer Service, Premier Banking, Prospecting, Cross Selling, Banking Operations, Communication Skills, Networking, Business Development
Specialization
Candidates must hold at least a bachelor's degree and possess a minimum of 5 years of experience in banking marketing, specifically with Premier Banking products. Strong communication skills and an extensive professional network are also required for this role.
Experience Required
Minimum 5 year(s)
Relationship Banker - Georgia Northwest - Marietta, GA at JPMC Candidate Experience page
Marietta, Georgia, United States - Full Time
Skills Needed
Relationship Management, Sales, Financial Consulting, Customer Service, Communication, Banking Solutions, Regulatory Compliance, Problem Solving, Attention To Detail, Technology Adoption, Financial Literacy, Client Acquisition
Specialization
Candidates must have at least one year of sales experience in financial services and possess or be willing to obtain necessary industry licenses like the SIE and Series 6. A high school diploma or GED is required, and the role involves working branch hours including weekends and evenings.
Head, SME Banking - Sales Performance Management MY at CIMB Group Malaysia
Kuala Lumpur, Kuala Lumpur, Malaysia - Full Time
Skills Needed
Sales Management, Sales Performance Management, Campaign Management, Data Analysis, Training Strategies, Performance Reviews, Business Acumen, Communication Skills, Presentation Skills, Interpersonal Skills, Strategic Planning, Budget Management, Sales Metrics, Recruitment, Onboarding, Leadership
Specialization
Candidates must hold a bachelor's degree in business or a related field and possess proven experience in sales management and leadership. Strong analytical skills, business acumen, and excellent communication abilities are essential for this role.
Experience Required
Minimum 5 year(s)
Financial and Banking Regulatory Reporting Consultants at EY
Heraklion, Region of Crete, Greece -
Full Time

Start Date

Immediate

Expiry Date

16 Jun, 26

Salary

0.0

Posted On

18 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Professionalism, Adaptability, Communication, Team Working, Proactive, SQL, Python, No-SQL, ETL Tools, MS Office, Analytical Skills, Problem-Solving, Regulatory Reporting, Financial Risk Management, Asset & Liability Management

Industry

Professional Services

Description
At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Being part of EY in Greece means being part of a continuously growing team, which has been announced as Top Employer for the fourth consecutive year, certified as a Great Place to Work for the third year in a row, and awarded as Best Workplace in Professional Services & Consulting for the second consecutive time, for our almost 3,000 professionals! At EY, we’ll develop you with future-focused skills and equip you with world-class experiences through coaching and training programs as well as the use of advanced technology and AI. We’ll fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams Join us as we commemorate 100 years of EY in Greece this year. Experience great flexibility under our hybrid operating model across our offices in Athens, Patras, Thessaloniki and Crete and contribute to building a better working world. Technology and its integration with the reporting capabilities of an organization in Banking and Insurance business sector has been continuously evolving the last decade. Our clients are seeking to streamline their reporting processes, automate their workflows, stay up-to-date with the Regulatory Framework updates/changes, as well as comply to their obligations and timely submit their reports to the Regulatory Authorities. The opportunity Our professionals possess diverse industry knowledge, along with unique technical expertise and specialized skills. The team stays highly relevant by researching and discovering the latest Banking IT systems requirements, and by sharing knowledge on a variety of topics with key industry leaders. Our team aims to support organizations to perform their reporting tasks efficiently, by implementing technology-enabled solutions based on our third -party platforms and related tools, providing them with robust reporting infrastructure, which focuses not only on the operational aspects of the tasks, but also on the data quality of their reports. Our projects typically involve managing multiple stakeholders, coordinating with them to analyze their reporting requirements while considering the regulatory authorities and the corresponding framework, and therefore provide them with the most robust, efficient, and streamlined solution. We are currently seeking professionals with a strong interest in Financial Services/Regulatory Reporting to join our team. You will have a great opportunity to expand your business knowledge and technical skills in the areas of Financial Services and Regulatory Reporting, in a variety of projects and in collaboration with other EY service lines. At the same time, you will have the opportunity to make a real difference in our team during a time of exciting growth. Your key responsibilities Support our clients to review current business processes, perform target state analysis, define business requirements, as well as develop functional and technical specifications. Design and implement automated processes for regulatory reporting/calculations in the areas of Financial Risk Management and Asset & Liability Management (ALM), using technologies such as SQL, Pyhton, No -SQL, as well as reporting mechanisms and tools. Implementation of risk management solutions including configuration, customization, solution development and integration. Provide the configuration, customization and integration of reporting solutions/software, for the generation of regulatory reports/disclosures in various formats (excel, xbrl). Monitor changes provided by the regulators regarding reporting/disclosure requirements. Compose policy and procedures documentation. Produce user manuals and provide training to end users. Testing and Quality Assurance. Communicate, provide guidance, and establish professional and trust relationships with clients. Skills and attributes for success High level of professionalism with ability to work in challenging, diverse and evolving client environments. Quick learner, showing flexibility and adaptability in new situations and fast-paced environments. Excellent verbal and written communication skills in English and Greek; other languages will be considered an asset. Strong team working skills are essential. Proactive, dedicated and determined to excel professionally. To qualify for the role, you must have: Bachelor’s degree in finance, economics, business administration, science or engineering. Familiarity with technologies and programming languages such as SQL, Python, ETL tools (e.g. MS SSIS), MS Office. Strong analytical and problem-solving skills. Ability to work in a team of professionals with diverse skills and backgrounds Ability to meet deadlines with attention to detail and quality. Strong written and verbal communication skills in English and Greek; other languages will be considered an asset. Ideally, you’ll also Master’s degree in Computer Science or other Business Areas (e.g. MBA, Finance, Business Analytics, Risk Management, etc.). Knowledge of key financial regulatory concepts (e.g. CRR/CRD, ALM, IRRBB, COREP, FINREP, LCR/NSFR). Programming knowledge or relevant experience/training (e.g. in Python, Java, C#). Knowledge of key banking concepts (products, services). Background in consulting environment. What we look for What’s most important is that you’re dedicated to working with your colleagues as part of a high-performing team. You’ll need to demonstrate enthusiasm, high motivation and passion to develop fast in a multinational working environment. You’ll need to thrive in picking up new skills and talents as you go, so natural curiosity, a lot of questions and the confidence to speak up when you see something that could be improved are essential. If you’ve got the right combination of technical knowledge and communication skills, this role is for you. What we offer you Ability to Shape your Future with Confidence by: Developing your professional growth: You'll have unlimited access to educational platforms, EY Badges and EY Degrees, alongside support for certifications. You will experience personalized coaching and feedback, and gain exposure to international projects, through our expansive global network, empowering you to define and achieve your own success. Dive into our innovative GenAI ecosystem, designed to enhance your EY journey and support your career growth. These advanced AI tools will empower you to focus on higher-value work and meaningful interactions, enriching your professional experience like never before. Empowering your personal fulfilment: We focus on your financial, social, mental and physical wellbeing. Our competitive rewards package, depending on your experience, includes cutting-edge technological equipment, ticket restaurant vouchers, a private health and life insurance scheme, income protection and an exclusive EY benefits club card that provides a wide range of discounts, offers and promotions. Our flexible working arrangement (hybrid model) is defined based on your own preferences and team’s needs, and we enjoy various getaways such as short Fridays, Flex Day and Together Day. Our commitment to a sustainable way of operating, encourages volunteerism, promotes sustainable practices and offers opportunities for you to create a positive societal impact. Our pride lies in working at EY as one of the most recognized employers in Greece through our multiple awards received over the last 4 years (Top Employer, Great Place to Work and Best Workplace in Professional Services & Consulting). Fueling an inclusive culture: We prioritize a diverse, equitable and inclusive environment, where you’ll be embraced for who you are and empowered to use your voice to help others find theirs. Are you ready to shape your future with confidence? Apply today. To help create an equitable and inclusive experience during the recruitment process, please inform us as soon as possible about any disability-related adjustments or accommodations you may need. EY | Building a better working world EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. #LI-Hybrid

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Responsibilities
Key responsibilities include supporting clients in reviewing business processes, defining requirements, and designing/implementing automated regulatory reporting solutions using technologies like SQL and Python. Professionals will also be responsible for monitoring regulatory changes, composing documentation, and performing testing and quality assurance.
Financial and Banking Regulatory Reporting Consultants at EY
Heraklion, Region of Crete, Greece - Full Time
Skills Needed
Professionalism, Adaptability, Communication, Team Working, Proactive, Sql, Python, No Sql, Etl Tools, Ms Office, Analytical Skills, Problem Solving, Regulatory Reporting, Financial Risk Management, Asset & Liability Management
Specialization
Candidates must possess a Bachelor's degree in finance, economics, business administration, science, or engineering, along with familiarity with technologies like SQL, Python, ETL tools, and MS Office. Strong analytical skills, attention to detail, and excellent verbal/written communication in English and Greek are essential qualifications.
Experience Required
Minimum 2 year(s)
Administrative Assistant, Commercial & Investment Bank at JPMC Candidate Experience page
Tokyo, , Japan - Full Time
Skills Needed
Administrative Functions, Confidentiality, Decision Making, Organizational Skills, Calendar Management, Meeting Arrangement, Expense Reporting, Invoicing, Phone Coverage, Correspondence Review, Independent Judgment, Travel Coordination, Interpersonal Skills, Communication Skills, Problem Solving, Critical Thinking
Specialization
Candidates must have significant experience as an Assistant, demonstrating adaptability, excellent organizational skills, and the ability to handle multiple priorities under pressure with limited supervision. Required capabilities include strong partnership skills, flexibility, meticulous attention to detail, and proven experience interacting with senior management.
Experience Required
Minimum 5 year(s)
Administrative Assistant, Commercial & Investment Bank at JPMC Candidate Experience page
Tokyo, , Japan - Full Time
Skills Needed
Calendar Management, Travel Coordination, Expense Reporting, Invoice Processing, Confidentiality, Initiative, Decision Making, Organizational Skills, Handling Multiple Priorities, Adaptability, Interpersonal Skills, Communication Skills, Problem Solving, Critical Thinking, Attention To Detail, Discretion
Specialization
Candidates must possess significant experience in an administrative role, demonstrating strong organizational skills, the ability to handle multiple priorities flexibly, and work under pressure to meet tight deadlines with limited supervision. Essential qualifications include excellent interpersonal and communication skills, meticulous attention to detail, and proven experience interacting with senior management while maintaining discretion with confidential information.
Experience Required
Minimum 5 year(s)
Sr Data Scientist- Wealth Management & Private Banking at Citizens
Columbus, Ohio, United States - Full Time
Skills Needed
Python, Sql, Predictive Modeling, Machine Learning, Statistical Analysis, Data Preparation, Feature Engineering, Marketing Analytics, Data Visualization, Business Intelligence, Cross Functional Collaboration, Strategic Planning, Campaign Analytics, Reporting, Aws
Specialization
Candidates must hold a Master's degree in a quantitative field and possess 4-6 years of experience in data modeling and machine learning. Proficiency in Python and SQL is required, along with strong communication skills and the ability to work cross-functionally.
Experience Required
Minimum 5 year(s)
Investment Specialist-Kotak Private Banking-GIFT City at Kotak Mahindra Bank
Gandhinagar, gujarat, India - Full Time
Skills Needed
Investment Advisory, Private Banking, Wealth Management, Offshore Investments, Lrs Regulations, Fema Compliance, Portfolio Construction, Asset Allocation, Business Development, Client Relationship Management, Market Analysis, Financial Products, Risk Management, Regulatory Compliance, Communication Skills, Strategic Planning
Specialization
Candidates must have 5–12 years of experience in investment advisory, private banking, or wealth management with a strong understanding of global financial markets and regulatory frameworks. A graduate degree is mandatory, while an MBA, CA, CFA, or equivalent professional certification is highly preferred.
Experience Required
Minimum 10 year(s)
Associate Relationship Strategist - PNC Private Bank at PNC
Cleveland, Ohio, United States - Full Time
Skills Needed
Client Management, Relationship Strategy, Team Coordination, Client Experience, Relationship Management Plan, Client Needs Discovery, Business Segment Capabilities, Proactive Service, Book Of Business Support, Sourcing New Relationships, Risk Management, Policy Adherence, Partner Offerings, Sales Administration, Pre Call Planning, Post Call Debriefs
Specialization
Successful candidates must demonstrate appropriate knowledge and skills, typically requiring a university/college degree with 2+ years of relevant professional experience, or a comparable combination of education and experience. Key competencies include Client Relationship Management, Influencing, and Understanding Customer Needs, alongside managing risk and being customer-focused.
Experience Required
Minimum 2 year(s)
Associate Relationship Strategist - PNC Private Bank at PNC
Orlando, Florida, United States - Full Time
Skills Needed
Client Relationship Building, Credit, Credit Products, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities, Client Relationship Management, Communicating For Impact, Influencing, Managing Multiple Priorities, Products And Services, Understanding Customer Needs, Value Selling, Risk Management, Sales Administration
Specialization
Successful candidates typically require a university degree along with 2 or more years of relevant professional experience, or a comparable combination of education and experience. Candidates must demonstrate knowledge in managing risk through policy adherence and possess skills related to customer focus and effective risk assessment.
Experience Required
Minimum 2 year(s)
Private Client Banker - The Plaza Branch - Teaneck, NJ at JPMC Candidate Experience page
Teaneck Township, New Jersey, United States - Full Time
Skills Needed
Relationship Building, Client Acquisition, Relationship Management, Proactive Approach, Discipline, Referral Solicitation, Internal Sourcing, External Sourcing, Advice Based Approach, Partnership, Self Service Options Setup, Regulatory Compliance, Communication Skills, Team Orientation, Financial Needs Assessment, Client Servicing
Specialization
Candidates must demonstrate success using a value-added, relationship-oriented approach to acquire and deepen client relationships, requiring at least 1 year of Branch Banking Banker experience or equivalent success in client acquisition and revenue generation. Specific securities licenses (SIE, Series 6/7, state registrations, Life licenses) are required or must be obtained within 180 days of starting.
Client Relationship Consultant 2 (Banker) - Erie, CO at Elavon, Inc.
Erie, Colorado, United States - Full Time
Skills Needed
Customer Relationship Management, Retail Banking, Financial Counseling, Digital Product Education, Account Opening, Credit Application Processing, Proactive Outreach, Interpersonal Skills, Communication, Banking Policies, Digital Literacy, Problem Solving, Operational Excellence, Financial Services, Nmls Registration
Specialization
Candidates must have a high school diploma or equivalent and at least three to four years of retail banking experience. The role requires NMLS registration and the ability to work on-site at a U.S. Bank location.
Experience Required
Minimum 2 year(s)
Relationship Banker - Southland Branch - Hayward, CA at JPMC Candidate Experience page
Hayward, California, United States - Full Time
Skills Needed
Sales, Retail Banking, Financial Services, Client Relationship Management, Communication, Problem Solving, Attention To Detail, Regulatory Compliance, Consultative Selling, Financial Technology, Customer Service
Specialization
Candidates must have at least one year of sales experience in retail banking or financial services and possess a high school diploma or equivalent. The role requires obtaining necessary FINRA and insurance licenses within 180 days of hire and maintaining compliance with banking regulations.
Legal Administrative Assistant-Banking Practice Group at MESSERLI KRAMER P.A.
Minneapolis, Minnesota, United States - Full Time
Skills Needed
Correspondence Preparation, Loan Document Preparation, Transactional Matters, Electronic Filing, File Maintenance, Database Management, Calendar Management, Scheduling Meetings, Deadline Tracking, Time Tracking, Billing Compliance, Expense Reporting, Interpersonal Communication, Attention To Detail, Problem Solving, Flexibility
Specialization
Candidates should possess 3+ years of legal administrative experience, preferably in transactional work such as Banking & Finance, Real Estate, or Corporate law, and a minimum of a high school graduation. Proficiency in Microsoft Office Suite, Kofax/Adobe PDF platforms, Sharefile, calendar management, and a Time & Billing System is required.
Experience Required
Minimum 2 year(s)
Sachbearbeiter (d/m/w) Cash Service/Electronic Banking at DEUTSCHE BANK AKTIENGESELLSCHAFT
Essen, North Rhine-Westphalia, Germany - Full Time
Skills Needed
Electronic Banking, Ebics, Contract Administration, Telephone Support, Document Processing, User Management, Authorization Management, Account Deletion, Invoicing, Ms Office Suite, Structured Work, Solution Oriented, Customer Interaction, Reliability, Professional Appearance
Specialization
Candidates should ideally possess a commercial education, such as a bank clerk or legal/notary assistant, and be proficient with standard IT applications like MS Office, with prior experience in EBICS being advantageous. Experience in administrative tasks, preferably within banking or legal environments, is required, along with a structured and solution-oriented approach to work.
Experience Required
Minimum 2 year(s)
Management Trainee-HO & SUPPORT-Ho Business Banking at Kotak Mahindra Bank
Mumbai, maharashtra, India - Full Time
Skills Needed
Strategic Planning, Data Analysis, Visualization, Problem Solving, Communication, Stakeholder Management, Retail Banking, Fintech, Regulatory Compliance, Ms Office, Channel Management, Digital Payments
Specialization
Candidates should be PGDM final-year students with a passion for strategy and innovation in retail banking. Proficiency in MS Office, strong analytical skills, and prior exposure to fintech or banking projects are highly preferred.
Finanzberater Versicherungen Bankenvertrieb (m/w/d) at R V Allgemeine Versicherung AG
Beuerberg, Bavaria, Germany - Full Time
Skills Needed
Insurance Consulting, Sales, Customer Relationship Management, Market Analysis, Communication, Empathy, Customer Orientation, Digital Literacy, Personal Insurance, Property Insurance, Needs Assessment
Specialization
Candidates must have a professional qualification in the insurance industry, such as an insurance specialist or clerk. Experience in selling personal and property insurance, along with strong communication and digital skills, is required.
Experience Required
Minimum 2 year(s)
Part Time Associate Banker Naples Market (30 hours) at JPMC Candidate Experience page
Naples, Florida, United States - Full Time
Skills Needed
Client Service, Hospitality, Relationship Building, Product Knowledge, Financial Technology, Transaction Assistance, Account Opening, Technology Education, Active Listening, Empathy, Issue Resolution, Team Collaboration, Cash Handling, Attention To Detail, Learning Ability
Specialization
Candidates must be able to prioritize clients by delivering attentive and friendly service, and demonstrate the ability to build trusted relationships through genuine care. A high school diploma or GED equivalent is required, along with prior client service or comparable experience.
Part Time Associate Banker Sarasota South (30 hours) at JPMC Candidate Experience page
Parrish, Florida, United States - Full Time
Skills Needed
Client Service, Hospitality, Relationship Building, Product Knowledge, Financial Technology, Transaction Assistance, Account Opening, Regulatory Compliance, Technology Education, Cash Handling, Issue Resolution, Team Collaboration, Attention To Detail, Active Listening, Empathy
Specialization
Candidates must be able to prioritize clients by delivering attentive and friendly service, building trusted relationships through genuine care, and engaging clients clearly to resolve issues effectively. A high school diploma or GED equivalent is required, along with prior client service or comparable experience.
Service-Spezialist/in für Bankkunden in Athen (m/w/d) at Job Traveler
Municipality of Athens, Attica, Greece - Full Time
Skills Needed
Customer Service, German Language, English Language, Communication, Service Orientation, Problem Solving, Digital Tools Proficiency, Software Handling, Customer Relationship Management, Data Management, Banking Support, Security Awareness
Specialization
Candidates must possess very good German language skills and good English language skills, coupled with strong communication abilities and a service-oriented mindset. A quick grasp of digital tools and new software, along with the ability to handle challenging customer interactions positively, is essential.
Premier Banking Manager - Kantor Pontianak Tanjungpura at OCBC
Pontianak, West Kalimantan, Indonesia - Full Time
Skills Needed
Sales, Customer Service, Premier Banking, Prospecting, Cross Selling, Banking Operations, Communication Skills, Networking, Business Development
Specialization
Candidates must hold at least a bachelor's degree and possess a minimum of 5 years of experience in banking marketing, specifically with Premier Banking products. Strong communication skills and an extensive professional network are also required for this role.
Experience Required
Minimum 5 year(s)
Relationship Banker - Georgia Northwest - Marietta, GA at JPMC Candidate Experience page
Marietta, Georgia, United States - Full Time
Skills Needed
Relationship Management, Sales, Financial Consulting, Customer Service, Communication, Banking Solutions, Regulatory Compliance, Problem Solving, Attention To Detail, Technology Adoption, Financial Literacy, Client Acquisition
Specialization
Candidates must have at least one year of sales experience in financial services and possess or be willing to obtain necessary industry licenses like the SIE and Series 6. A high school diploma or GED is required, and the role involves working branch hours including weekends and evenings.
Head, SME Banking - Sales Performance Management MY at CIMB Group Malaysia
Kuala Lumpur, Kuala Lumpur, Malaysia - Full Time
Skills Needed
Sales Management, Sales Performance Management, Campaign Management, Data Analysis, Training Strategies, Performance Reviews, Business Acumen, Communication Skills, Presentation Skills, Interpersonal Skills, Strategic Planning, Budget Management, Sales Metrics, Recruitment, Onboarding, Leadership
Specialization
Candidates must hold a bachelor's degree in business or a related field and possess proven experience in sales management and leadership. Strong analytical skills, business acumen, and excellent communication abilities are essential for this role.
Experience Required
Minimum 5 year(s)