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Banking Services Officer at California Bank of Commerce, N.A.
Westlake Village, California, United States - Full Time
Skills Needed
Loan Administration, Deposit Servicing, Treasury Management, Regulatory Compliance, Client Relationship Management, Bsa/Aml, Cip, Cdd, Ofac, Credit File Maintenance, Risk Management, Analytical Ability, Microsoft Office, Commercial Banking, Loan Processing, Communication Skills
Specialization
Requires an Associate's degree (Bachelor's preferred) and at least three years of progressively responsible commercial banking experience. Candidates must possess strong knowledge of banking regulations, credit policies, and proficiency in Microsoft Office.
Experience Required
Minimum 2 year(s)
Banking & Finance Lawyer at Empire Careers
SCBD, New South Wales, Australia - Full Time
Skills Needed
N/A
Qualification
Graduate
Experience Required
Minimum 4 year(s)
Banking Sales Specialist at Jobs for Humanity
Riyadh, Riyadh Region, Saudi Arabia - Full Time
Skills Needed
Banking Sales, Client Acquisition, Relationship Management, Sales Target Achievement, Financial Analysis, Financial Markets Knowledge, Banking Regulations, Sales & Negotiation, Banking Products Expertise, Tailored Solutions, Revenue Growth
Specialization
The role requires a professional with a proven track record in banking sales and expertise in financial products. Candidates must demonstrate strong skills in client relationship management, sales negotiation, and financial analysis.
Experience Required
Minimum 2 year(s)
Banking Relationship Spc at Farmers and Merchants Bank of Long Beach
Long Beach, California, United States - Full Time
Skills Needed
Customer Service, Business Development, Sales, Critical Thinking, Problem Solving, Active Listening, Oral Communication, Account Maintenance, Needs Analysis, Cross Selling, Fraud Detection, Regulatory Compliance
Specialization
A high school diploma is required, with a preference for candidates having 1-2 years of teller experience and over 4 years of new accounts or sales experience. Candidates must possess strong communication skills and a thorough understanding of banking regulations and compliance.
Experience Required
Minimum 5 year(s)
Universal Banker-Grenada at Guaranty Bank & Trust
Grenada, Mississippi, United States - Full Time
Skills Needed
Retail Banking, Customer Service, Business Development, Account Management, Cash Handling, Cross Selling, Regulatory Compliance, Data Entry, Critical Thinking, Active Listening, Attention To Detail, Financial Product Knowledge
Specialization
A high school diploma is required, with a preference for post-secondary education in Accounting, Finance, or Business. Candidates should have 1-2 years of experience in banking, insurance, or a related field.
Floating Personal Banker at Merchants Bank of Indiana
Richmond, Indiana, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Account Opening, Cross Selling, Basic Math, Verbal Communication, Written Communication, Interpersonal Skills, Microsoft Office, Microsoft Outlook, Organizational Skills, Compliance
Specialization
Candidates must have at least one year of banking cash handling experience and a high school diploma or GED. Proficiency in Microsoft Office and the ability to travel between local branches in Carmel are required.
Banker I Westford Branch at Rockland Trust Career Site
Westford, Massachusetts, United States - Full Time
Skills Needed
Customer Service, Financial Guidance, Cross Selling, Transaction Processing, Account Opening, Consultative Selling, Salesforce, Microsoft Word, Microsoft Excel, Relationship Management, Notary Public, Nmls Certification, Problem Solving, Communication Skills, Organizational Skills, Attention To Detail
Specialization
Requires a two-year degree or equivalent experience and at least one year of sales experience in a financial or retail environment. Candidates must be able to obtain Notary Public and NMLS certifications and be proficient in Microsoft Office.
Experience Required
Minimum 2 year(s)
Client Partner – Banking at Version 1 Cedar
, , United Kingdom - Full Time
Skills Needed
Account Management, Portfolio Management, C Suite Engagement, Consultative Selling, Relationship Management, Digital Transformation, Cloud Services, Data & Ai, Managed Services, Stakeholder Influencing, Negotiation, Strategic Advisory, Banking Domain Knowledge, Regulatory Compliance, Pipeline Development, Client Advocacy
Specialization
Requires over 15 years of experience in account or portfolio management within the banking and financial services sector. Must possess a proven track record of revenue growth and the ability to engage credibly with C-suite stakeholders.
Experience Required
Minimum 10 year(s)
Personal Banking Advisor at Westpac Group
Ashgrove, Queensland, Australia - Full Time
Skills Needed
Customer Service, Relationship Management, Kpi Achievement, Communication Skills, Time Management, Financial Advice, Sales
Specialization
Candidates should have a passion for customer service and a proven ability to meet KPI targets in fast-paced environments. No prior banking experience is required as comprehensive training is provided.
Personal Banking Advisor at Westpac Group
Nowra, New South Wales, Australia - Full Time
Skills Needed
Customer Service, Financial Advice, Relationship Management, Kpi Achievement, Communication, Time Management, Sales, Banking Operations
Specialization
Candidates should have proven experience meeting KPI targets and a passion for customer service. No prior banking experience is required as comprehensive training is provided.
LaCenter Personal Banker at First Community Bank
, Kentucky, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Account Opening, Online Banking Support, Compliance, Cross Selling, Attention To Detail, Communication Skills, Interpersonal Skills, Prioritization
Specialization
Candidates must possess strong communication, interpersonal skills, and a high level of attention to detail. The role requires a self-motivated individual capable of prioritizing tasks effectively.
Bank Teller (Part-Time) at Great Lakes Credit Union
Zion, Illinois, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Communication Skills, Attention To Detail, Microsoft Word, Microsoft Excel, Microsoft Outlook, Financial Advising, Relationship Building, Transaction Processing, Compliance, Account Management
Specialization
Candidates must have a high school diploma or GED and demonstrated experience in cash handling within a retail or financial setting. Proficiency in Microsoft Office and excellent communication skills are required.
Banking Center Manager I at Great Southern Bank
Knoxville, Iowa, United States - Full Time
Skills Needed
Banking Operations, Staff Supervision, Business Development, Customer Service, Regulatory Compliance, Performance Evaluation, Budget Management, Security Procedures, Data Entry, Microsoft Excel, Microsoft Powerpoint, Microsoft Word, Loan Growth, Deposit Growth, Cross Selling, Communication
Specialization
Candidates need a high school diploma or GED, some college, and at least 3 years of related experience including supervisory experience. Required certifications include NMLS registration and a valid driver's license, with a notary license preferred.
Experience Required
Minimum 2 year(s)
Senior Banking Associate at Bank of Utah
Heber City, Utah, United States - Full Time
Skills Needed
Consumer Lending, Business Lending, Fiduciary Account Management, Foreign Exchange Transactions, Client Relationship Management, Coaching And Mentoring, Regulatory Compliance, Operational Risk Management, Deposit Book Management, Conflict Resolution, Financial Servicing, Onboarding
Specialization
Requires a high school diploma and at least three years of experience in banking or financial services. Candidates must demonstrate expertise in lending functions, complex client issue resolution, and team development.
Experience Required
Minimum 2 year(s)
Banking CSR/New Accounts at Somerset Regal Bank
Bound Brook, New Jersey, United States - Full Time
Skills Needed
Customer Service, Account Management, Bank Telling, Wire Transfers, Retirement Accounts, Estate And Trust Assistance, Product Promotion, Regulatory Compliance, Fiserv Cleartouch, Safe Deposit Box Management
Specialization
Candidates must have at least one year of experience in a domestic Bank Teller role. A Mortgage Loan Originator (MLO) identification number may be required post-hire.
Business Banking Manager at Westpac Group
Sydney, New South Wales, Australia - Full Time
Skills Needed
Business Banking, Lending, Credit Risk, Compliance, Relationship Management, Networking, Sales, Customer Service, Portfolio Management, Sme Lending
Specialization
Requires proven experience in business banking with solid lending knowledge and a good understanding of credit risk and compliance. Candidates must demonstrate the ability to build client relationships and proactively target new business.
Experience Required
Minimum 5 year(s)
Utility Universal Banker at b1BANK
Pasadena, Texas, United States - Full Time
Skills Needed
Customer Service, Transaction Processing, New Account Opening, Cross Selling, Relationship Building, Problem Solving, Verbal Communication, Written Communication, Collaboration, Teamwork, Banking Regulations, Client Confidentiality
Specialization
Requires a High School Diploma or GED and at least two years of personal banking or teller experience. Candidates must possess strong communication skills and a basic knowledge of bank deposits, lending, and credit products.
Experience Required
Minimum 2 year(s)
Utility Universal Banker at b1BANK
Houston, Texas, United States - Full Time
Skills Needed
Customer Service, Transaction Processing, New Account Opening, Cross Selling, Relationship Building, Problem Solving, Verbal Communication, Written Communication, Collaboration, Teamwork, Banking Regulations, Client Confidentiality
Specialization
Candidates must have a high school diploma or GED and at least two years of experience in personal banking or as a teller. Proficiency in banking products, customer service, and communication skills is required.
Experience Required
Minimum 2 year(s)
Personal Banking Advisor at Westpac Group
Kalgoorlie, Western Australia, Australia - Full Time
Skills Needed
Customer Service, Financial Advice, Relationship Management, Kpi Achievement, Communication Skills, Time Management, Sales, Banking Operations
Specialization
Candidates should have a passion for customer relationships and a proven track record of meeting KPI targets in fast-paced environments. No prior banking experience is required as comprehensive training is provided.
Head, Automotive Banking at AFFIN Group
Kuala Lumpur, Kuala Lumpur, Malaysia - Full Time
Skills Needed
Hire Purchase Management, Sales Strategy, Dealer Relationship Management, Portfolio Growth, Credit Risk Management, Operational Excellence, Regulatory Compliance, Stakeholder Management, People Leadership, Financial Performance Monitoring, Asset Quality Management, Strategic Planning, Cross Selling, Manpower Planning, Business Development, Commercial Acumen
Specialization
Requires a Bachelor's degree in Business, Finance, Economics, or a related field with 12-15 years of experience in banking or auto finance. Must have a proven track record in sales management, dealer networks, and leading large, multi-location teams.
Experience Required
Minimum 10 year(s)
Banking Services Officer at California Bank of Commerce, N.A.
Westlake Village, California, United States -
Full Time


Start Date

Immediate

Expiry Date

28 Sep, 26

Salary

95000.0

Posted On

30 Jun, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Loan Administration, Deposit Servicing, Treasury Management, Regulatory Compliance, Client Relationship Management, BSA/AML, CIP, CDD, OFAC, Credit File Maintenance, Risk Management, Analytical Ability, Microsoft Office, Commercial Banking, Loan Processing, Communication Skills

Industry

Banking

Description
Description The Banking Services Officer (BSO) is responsible for administering and overseeing commercial loan, deposit and treasury management servicing activities. This position serves as a primary point of contact for client servicing matters and exercises independent judgment and discretion in resolving routine and non-routine issues related to banking, operations, regulatory compliance, and client relationship support. The Banking Services Officer collaborates with Relationship Managers, Lending, Operations and Compliance teams to ensure accurate, timely and compliant delivery of banking services while balancing client experience, risk management and Bank policy requirements. ESSENTIAL DUTIES AND RESPONSIBILITIES: Loan & Deposit Administration Administers and oversees complex loan and deposit servicing activities, exercising independent judgment in resolving routine and non-routine issues, approving exceptions within delegated authority, and ensuring adherence to regulatory and Bank requirements across the account lifecycle. Independently reviews, prepares and oversees loan, deposit, and cash management documentation for new, renewed, and amended accounts, ensuring accuracy, completeness, and compliance. Coordinates and evaluates the documentation required for loan renewals and annual reviews, determining necessary financial information and ensuring its accuracy and completeness. Maintains credit files, updates covenant tracking system and servicing ticklers, collects and reviews financials, collateral, insurance, and verification documentation for completeness, accuracy, and compliance. Utilizes Bank systems, including SharePoint and other approved platforms, to manage client records, track servicing status, monitor key deadlines, and support appraisal and environmental processes. Coordinates and oversees loan payoff requests, UCC searches, flood certifications, credit reports, and related third-party services, assessing results for accuracy. Maintains and administers approved limits for overdraft approvals and fee waivers, exercising sole and independent judgment within established Bank policies and delegated authority. Independently evaluates client requests based on account history, relationship considerations, risk indicators, and policy guidelines; approves or declines requests within assigned authority; escalates exceptions as required; monitors usage to ensure limits are not exceeded; and documents decisions and rationale as needed to support compliance, audit readiness, and internal controls. Client Service & Relationship Support Serves as a central point of contact for clients regarding deposit, loans and treasury service matters, independently addressing inquiries and resolving issues in a professional and timely manner. Exercises discretion and sound judgment in responding to client requests, balancing client needs with regulatory requirements, operational risk, and Bank policy. Communicates complete information clearly and effectively to clients, determining appropriate messaging, tone, and level of detail. Participates in client meetings related to onboarding, servicing, and relationship maintenance, contributing operational and compliance expertise. Builds and maintains strong client relationships through proactive communication, responsiveness and effective resolution of servicing matters. Escalates relationship, operational, or risk-related concerns to Relationship Managers or management when appropriate, providing informed recommendations. Account Opening & Compliance Oversees and supports account onboarding and ongoing servicing activities to ensure full compliance with BSA/AML, OFAC, CIP, and CDD, and all applicable regulatory and internal requirements. Supports and oversees the establishment of new deposit and loan accounts, ensuring full compliance with CIP and documentation requirements for completeness, accuracy and compliance. Reviews account opening documentation, beneficial ownership information, and business entity records for completeness, accuracy, and compliance prior to approval or escalation. Exercises discretion in evaluation documentation exceptions, risk indicators, and client activity, determining appropriate actions or escalation paths. Participates in internal audit, regulatory examinations, and compliance reviews related to account administration and client servicing activities. Maintain confidentiality and ensure accuracy in all recordkeeping and reporting. Operational Services Serves as a subject matter resource for banking services, loan servicing, deposit operations, and client servicing procedures. Provides operational guidance and clarification to internal partners regarding servicing standards, documentation requirements and regulatory interpretation. Coordinates the distribution and tracking of loan, deposit, and cash management documentation to ensure timely execution, audit readiness, and compliance with operational controls. Coordinates with Lending, Operations, Compliance, and Relationship Management teams to ensure consistent, accurate and compliant client servicing. Maintains documentation, reports, and records in accordance with Bank standards, regulatory expectations, and audit requirements. Supports and, as appropriate, provides guidance on training to Banking Services staff to promote consistent servicing practices. Client Communication Serves as a primary point of contact for client communications related to deposit and loan servicing matters, ensuring inquiries and requests are addressed professionally, accurately, and in a timely manner. Communicates complex, routine and non-routine information to clients clearly and effectively, exercising judgment in determining appropriate messaging, tone, and level of detail. Proactively engages clients regarding servicing issues, documentation needs, and resolution status, balancing client expectations with regulatory and bank requirements. Coordinates client communications with Relationship Managers, Lending, Operations, and Compliance to ensure consistent and accurate information is provided. Documents client interactions and communications in accordance with Bank standards and regulatory expectations. Identifies recurring communication issues or client concerns and recommends improvements to enhance service quality and client experience. Requirements Excellent written and verbal communication skills with the ability to project a professional image. Strong analytical ability, attention to detail, and active listening skills. In-depth knowledge of bank loan and deposit products, documentation requirements, and related policies and procedures. Working knowledge of Microsoft Office and bank-approved systems for tracking customer accounts. Effective interpersonal skills with the ability to work independently and collaboratively across all organizational levels. Thorough understanding of banking regulations, including BSA/AML, CIP and CDD requirements. Ability to exercise sound judgment, manage multiple priorities, and work accurately under time constraints. Strong sense of urgency, problem-solving skills, and the ability to thrive in a fast-paced, team-oriented environment. Ability to maintain confidentiality and apply new information quickly. Education/Licenses/Work Experience: Associate’s degree (bachelor’s degree preferred) and a minimum of three (3) years of progressively responsible commercial banking experience, or an equivalent combination of education and experience, demonstrating advanced operational, compliance, and client-relationship expertise. Good knowledge of commercial credit policies and procedures, loan processing, and bank operations policies and procedures Computer skills to include use of Microsoft Office products and other programs as required. Work Environment Standard office environment with a moderate noise level. Physical Demands The work environment characteristics and physical requirements described here are representative of those which an employee in this position encounters while performing the essential functions of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions. Prolonged periods sitting at a desk and working on a computer. Remain in a stationary position for sustained periods of time. Occasionally move about inside the office to access filing cabinets and/or other office machinery. Occasionally required to raise objects up to 25 pounds from a lower to a higher position, move objects horizontally from position to position with, and/or bend body downward and forward, and/or extend hands and/or arms in any direction to access files and/or other office machinery. Consistent use of a computer and/or other office machinery is required, such as a keyboard, calculator, copy machine, and/or computer printer. Making substantial and repetitive movements (motions) of the wrists, hands, and/or fingers. Close visual acuity is required to perform activities including, but not limited to, preparing and analyzing data and figures, transcribing, viewing a computer terminal, and/or extensive reading. Regularly required to communicate verbally with employees, clients, and vendors. Equal Opportunity Employer Minorities/Women/Protected Veterans/DisabledPay range may vary based on skills, experience, and location.
Responsibilities
The Banking Services Officer administers commercial loan, deposit, and treasury management servicing while acting as the primary point of contact for clients. They collaborate with internal teams to ensure compliant delivery of banking services and oversee account onboarding and regulatory adherence.
Banking Services Officer at California Bank of Commerce, N.A.
Westlake Village, California, United States - Full Time
Skills Needed
Loan Administration, Deposit Servicing, Treasury Management, Regulatory Compliance, Client Relationship Management, Bsa/Aml, Cip, Cdd, Ofac, Credit File Maintenance, Risk Management, Analytical Ability, Microsoft Office, Commercial Banking, Loan Processing, Communication Skills
Specialization
Requires an Associate's degree (Bachelor's preferred) and at least three years of progressively responsible commercial banking experience. Candidates must possess strong knowledge of banking regulations, credit policies, and proficiency in Microsoft Office.
Experience Required
Minimum 2 year(s)
Banking & Finance Lawyer at Empire Careers
SCBD, New South Wales, Australia - Full Time
Skills Needed
N/A
Qualification
Graduate
Experience Required
Minimum 4 year(s)
Banking Sales Specialist at Jobs for Humanity
Riyadh, Riyadh Region, Saudi Arabia - Full Time
Skills Needed
Banking Sales, Client Acquisition, Relationship Management, Sales Target Achievement, Financial Analysis, Financial Markets Knowledge, Banking Regulations, Sales & Negotiation, Banking Products Expertise, Tailored Solutions, Revenue Growth
Specialization
The role requires a professional with a proven track record in banking sales and expertise in financial products. Candidates must demonstrate strong skills in client relationship management, sales negotiation, and financial analysis.
Experience Required
Minimum 2 year(s)
Banking Relationship Spc at Farmers and Merchants Bank of Long Beach
Long Beach, California, United States - Full Time
Skills Needed
Customer Service, Business Development, Sales, Critical Thinking, Problem Solving, Active Listening, Oral Communication, Account Maintenance, Needs Analysis, Cross Selling, Fraud Detection, Regulatory Compliance
Specialization
A high school diploma is required, with a preference for candidates having 1-2 years of teller experience and over 4 years of new accounts or sales experience. Candidates must possess strong communication skills and a thorough understanding of banking regulations and compliance.
Experience Required
Minimum 5 year(s)
Universal Banker-Grenada at Guaranty Bank & Trust
Grenada, Mississippi, United States - Full Time
Skills Needed
Retail Banking, Customer Service, Business Development, Account Management, Cash Handling, Cross Selling, Regulatory Compliance, Data Entry, Critical Thinking, Active Listening, Attention To Detail, Financial Product Knowledge
Specialization
A high school diploma is required, with a preference for post-secondary education in Accounting, Finance, or Business. Candidates should have 1-2 years of experience in banking, insurance, or a related field.
Floating Personal Banker at Merchants Bank of Indiana
Richmond, Indiana, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Account Opening, Cross Selling, Basic Math, Verbal Communication, Written Communication, Interpersonal Skills, Microsoft Office, Microsoft Outlook, Organizational Skills, Compliance
Specialization
Candidates must have at least one year of banking cash handling experience and a high school diploma or GED. Proficiency in Microsoft Office and the ability to travel between local branches in Carmel are required.
Banker I Westford Branch at Rockland Trust Career Site
Westford, Massachusetts, United States - Full Time
Skills Needed
Customer Service, Financial Guidance, Cross Selling, Transaction Processing, Account Opening, Consultative Selling, Salesforce, Microsoft Word, Microsoft Excel, Relationship Management, Notary Public, Nmls Certification, Problem Solving, Communication Skills, Organizational Skills, Attention To Detail
Specialization
Requires a two-year degree or equivalent experience and at least one year of sales experience in a financial or retail environment. Candidates must be able to obtain Notary Public and NMLS certifications and be proficient in Microsoft Office.
Experience Required
Minimum 2 year(s)
Client Partner – Banking at Version 1 Cedar
, , United Kingdom - Full Time
Skills Needed
Account Management, Portfolio Management, C Suite Engagement, Consultative Selling, Relationship Management, Digital Transformation, Cloud Services, Data & Ai, Managed Services, Stakeholder Influencing, Negotiation, Strategic Advisory, Banking Domain Knowledge, Regulatory Compliance, Pipeline Development, Client Advocacy
Specialization
Requires over 15 years of experience in account or portfolio management within the banking and financial services sector. Must possess a proven track record of revenue growth and the ability to engage credibly with C-suite stakeholders.
Experience Required
Minimum 10 year(s)
Personal Banking Advisor at Westpac Group
Ashgrove, Queensland, Australia - Full Time
Skills Needed
Customer Service, Relationship Management, Kpi Achievement, Communication Skills, Time Management, Financial Advice, Sales
Specialization
Candidates should have a passion for customer service and a proven ability to meet KPI targets in fast-paced environments. No prior banking experience is required as comprehensive training is provided.
Personal Banking Advisor at Westpac Group
Nowra, New South Wales, Australia - Full Time
Skills Needed
Customer Service, Financial Advice, Relationship Management, Kpi Achievement, Communication, Time Management, Sales, Banking Operations
Specialization
Candidates should have proven experience meeting KPI targets and a passion for customer service. No prior banking experience is required as comprehensive training is provided.
LaCenter Personal Banker at First Community Bank
, Kentucky, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Account Opening, Online Banking Support, Compliance, Cross Selling, Attention To Detail, Communication Skills, Interpersonal Skills, Prioritization
Specialization
Candidates must possess strong communication, interpersonal skills, and a high level of attention to detail. The role requires a self-motivated individual capable of prioritizing tasks effectively.
Bank Teller (Part-Time) at Great Lakes Credit Union
Zion, Illinois, United States - Full Time
Skills Needed
Customer Service, Cash Handling, Communication Skills, Attention To Detail, Microsoft Word, Microsoft Excel, Microsoft Outlook, Financial Advising, Relationship Building, Transaction Processing, Compliance, Account Management
Specialization
Candidates must have a high school diploma or GED and demonstrated experience in cash handling within a retail or financial setting. Proficiency in Microsoft Office and excellent communication skills are required.
Banking Center Manager I at Great Southern Bank
Knoxville, Iowa, United States - Full Time
Skills Needed
Banking Operations, Staff Supervision, Business Development, Customer Service, Regulatory Compliance, Performance Evaluation, Budget Management, Security Procedures, Data Entry, Microsoft Excel, Microsoft Powerpoint, Microsoft Word, Loan Growth, Deposit Growth, Cross Selling, Communication
Specialization
Candidates need a high school diploma or GED, some college, and at least 3 years of related experience including supervisory experience. Required certifications include NMLS registration and a valid driver's license, with a notary license preferred.
Experience Required
Minimum 2 year(s)
Senior Banking Associate at Bank of Utah
Heber City, Utah, United States - Full Time
Skills Needed
Consumer Lending, Business Lending, Fiduciary Account Management, Foreign Exchange Transactions, Client Relationship Management, Coaching And Mentoring, Regulatory Compliance, Operational Risk Management, Deposit Book Management, Conflict Resolution, Financial Servicing, Onboarding
Specialization
Requires a high school diploma and at least three years of experience in banking or financial services. Candidates must demonstrate expertise in lending functions, complex client issue resolution, and team development.
Experience Required
Minimum 2 year(s)
Banking CSR/New Accounts at Somerset Regal Bank
Bound Brook, New Jersey, United States - Full Time
Skills Needed
Customer Service, Account Management, Bank Telling, Wire Transfers, Retirement Accounts, Estate And Trust Assistance, Product Promotion, Regulatory Compliance, Fiserv Cleartouch, Safe Deposit Box Management
Specialization
Candidates must have at least one year of experience in a domestic Bank Teller role. A Mortgage Loan Originator (MLO) identification number may be required post-hire.
Business Banking Manager at Westpac Group
Sydney, New South Wales, Australia - Full Time
Skills Needed
Business Banking, Lending, Credit Risk, Compliance, Relationship Management, Networking, Sales, Customer Service, Portfolio Management, Sme Lending
Specialization
Requires proven experience in business banking with solid lending knowledge and a good understanding of credit risk and compliance. Candidates must demonstrate the ability to build client relationships and proactively target new business.
Experience Required
Minimum 5 year(s)
Utility Universal Banker at b1BANK
Pasadena, Texas, United States - Full Time
Skills Needed
Customer Service, Transaction Processing, New Account Opening, Cross Selling, Relationship Building, Problem Solving, Verbal Communication, Written Communication, Collaboration, Teamwork, Banking Regulations, Client Confidentiality
Specialization
Requires a High School Diploma or GED and at least two years of personal banking or teller experience. Candidates must possess strong communication skills and a basic knowledge of bank deposits, lending, and credit products.
Experience Required
Minimum 2 year(s)
Utility Universal Banker at b1BANK
Houston, Texas, United States - Full Time
Skills Needed
Customer Service, Transaction Processing, New Account Opening, Cross Selling, Relationship Building, Problem Solving, Verbal Communication, Written Communication, Collaboration, Teamwork, Banking Regulations, Client Confidentiality
Specialization
Candidates must have a high school diploma or GED and at least two years of experience in personal banking or as a teller. Proficiency in banking products, customer service, and communication skills is required.
Experience Required
Minimum 2 year(s)
Personal Banking Advisor at Westpac Group
Kalgoorlie, Western Australia, Australia - Full Time
Skills Needed
Customer Service, Financial Advice, Relationship Management, Kpi Achievement, Communication Skills, Time Management, Sales, Banking Operations
Specialization
Candidates should have a passion for customer relationships and a proven track record of meeting KPI targets in fast-paced environments. No prior banking experience is required as comprehensive training is provided.
Head, Automotive Banking at AFFIN Group
Kuala Lumpur, Kuala Lumpur, Malaysia - Full Time
Skills Needed
Hire Purchase Management, Sales Strategy, Dealer Relationship Management, Portfolio Growth, Credit Risk Management, Operational Excellence, Regulatory Compliance, Stakeholder Management, People Leadership, Financial Performance Monitoring, Asset Quality Management, Strategic Planning, Cross Selling, Manpower Planning, Business Development, Commercial Acumen
Specialization
Requires a Bachelor's degree in Business, Finance, Economics, or a related field with 12-15 years of experience in banking or auto finance. Must have a proven track record in sales management, dealer networks, and leading large, multi-location teams.
Experience Required
Minimum 10 year(s)
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