570 [Financial Services - Banking/Investment/Finance] jobs

Do you have a passion for helping customers, building relationships, and delivering extraordinary customer service? We're looking for energetic, enthusiastic people to be the face of Chase to our retail branch customers.From a personal standpoint, you'll also have the opportunity to take ownership of your career development through a variety of cross-training opportunities.As a Relationship Banker in our Branch Banking team, you'll take a lead role in delivering an outstanding experience to Chase customers. You'll acquire, manage, retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs. You'll contribute to the success of the branch by:+ Managing assigned customers and proactively meeting with them - in person and over the phone - to build lasting relationships, discover financial needs, and tailor product and service recommendations+ Making lives of customers easier by sharing and setting...

If you are a go-to person for advice, then become a First Horizon Bank Relationship Banker! You will work to deepen the relationships with clients as their key contact for personalized banking and advice. You will use product knowledge, expertise, and exceptional customer service skills to help them achieve their financial goals and support the teller line as needed. If you are looking for the next step in your banking career, this is it! Key Responsibilities Include Deliver exceptional customer service Opening accounts and supporting other bank products and services Identify client needs and inform/sell products to clients Support teller line as needed Assist / support clients with loan applications Assist with dual control vault responsibilities and audit controls Assist with "on the job training of new associates Qualifications Include High school diploma or equivalent 2-5 years of experience as a teller or universal banker or an equivalent combination...

Job Description Workway BancForce is a professional staffing firm, working with organizations across the country to place exceptional candidates. We are looking for a Teller responsible for handling all teller duties. Your specific duties will include: Maintain and balance a cash drawer daily. Accept deposits, share withdrawals, transfers, loan payment, payoffs, VISA cash advances, and process and post mail daily. Process stop payments. Provide members with information pertaining to account status, including current balances and loan pay-off amount. Respond to members' requests, problems, and complaints, and/or direct them to the proper person for specific information and assistance. Provide general information regarding Credit Union services or policies, including eligibility for membership, types of accounts available, interest rates, office hours, and branch locations. Promote and cross-sell Credit Union products and services. Issue and encode ATM cards. Prepare...

BUILD LONG-TERM CLIENT RELATIONSHIPSFor more than 200 years, we have been working with innovators, entrepreneurs, industry leaders and their families to help them achieve their unique ambitions, secure their legacies and make a difference in the world. That means providing meaningful, tailored advice now and across generations. The Private Bank helps clients plan, invest, borrow and bank to create the life and legacy they envision.What we offerIn this internship program, you will focus on business generation and client engagement. You'll gain exposure to every facet of global private bank, including investments, lending, banking, and trust and estate planning.The course of the internship will run over nine weeks in the North America and Asia Pacific locationsVALUED QUALITIESWe're looking for highly motivated individuals who are energetic and entrepreneurial with a desire to build a business. You should be a self starter who thrives and excels in a competitive industry. You'll also...

SUMMARY/OBJECTIVESIt is the responsibility of the Association Banking Operations Team Lead to take ownership of all tasks and challenges that they encounter in the operation of their assigned position. Primary responsibilities, as outlined below, include the daily support of Association Banking customers, products, paperwork and procedures.ESSENTIAL FUNCTIONS* Synchronizes operations of the department's Association Banking products, account opening and account revision process, including preparing documentation as it pertains to the Association Banking products and services* Assist clients with Lockbox payment coupon orders as needed* Monitors Association Banking reporting and customer communication as it relates to Lockbox, Remote Lockbox, SCO, ProPay, Canadian Items, ACH Returns, Stop Payments and Paragon Escrow Manager* Assist clients with account issues; ex: fraudulent items, stop payments, exceptions items, etc.* Responsible for aiding in development, implementation,...

We are growing! This position is in anticipation of more growth. As such, the timeline to hire is unknown and will be as needed. If you are interested in this type of work we encourage you to apply and we will reach out when we are ready to move forward. It could be several months.Conduct transactions with speed, accuracy and efficiency while meeting or exceeding service quality standards. Safeguard bank assets assigned to them. Contribute to the growth of the bank by promoting and cross selling bank products and services.ESSENTIAL DUTIES AND RESPONSIBILITIES* Receives, pays out cash, handles negotiable items, loan payments, deposits, withdrawals and transfers.* Sets up, closes and balances teller station.* Records sales of monetary instruments.* Assists customers with inquiries in person or by telephone.* Maintains neat and well stocked teller area.* Cross sells bank products and services.* Follows limits established for protection of customer accounts and bank safety and...

About this role:Wells Fargo is seeking a Teller in Consumer and Small Business Banking, as part of Branch Banking. Learn more about our career areas and lines of business at wellsfargojobs.com. In this role you will:Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers. Complete operational activities while minimizing risks under established policies. Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization. Receive direction from managers and exercises judgment within defined policies and procedures. Escalate questions and issues to more experienced roles. Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions. Identify information and services to meet customers financial needs. Required Qualifications:1 year of...

Under the direction of the Residential Loan Manager, the Residential Loan Officer is responsible for generating loan volume from the real estate market. If applicable or appropriate, assists in business unit's compliance with applicable laws, regulations, regulatory requirements and Bank policies and procedures, including but not limited to those related to Fair Banking, Anti-Money Laundering laws and regulations, Bank Secrecy Act and USA PATRIOT Act. * Interviews applicants to determine their ability to qualify for residential mortgage products and cross sells other Bank of Hawaii products and services that meet the customers' needs. * Analyzes the applicant's current and recent income, credit and debt picture in order to qualify them for the correct loan amount and program that best fits their needs. * Understands and communicates federal and state regulations to the consumer. Uses this understanding to deliver adequate disclosures and accurate information on rates, programs and...

Position Summary: The Senior Business Analyst is responsible for methodically investigating, analyzing and detailing business processes and functions, identifying specific business benefits that could be gained from new or enhanced IT services and then crafting viable specifications and acceptance criteria for information this role you will act as a critical link between the business functions providing the business requirements, and the IT team building the solution and such will collaborate with business leadership, Project Managers, IT teams and external vendors to ensure projects delivery in a cost effective manner without negatively impacting quality.Responsibilities:Projects and EnhancementsRequirements elicitationIdentify, create and facilitate business process design enhancements and changes ensuring systems provided meet the long-term business strategiesLead structured meetings and use collaborative workshops to assemble requirements and uncover expectationsElicit what is...

CA RemoteFull-time40As a Sr. Private Wealth Advisor, you will pursue business-development opportunities to establish and maintain relationships with high-net-worth clients. You will manage client relationships, monitor credit quality of loans and manage multifaceted asset management portfolios to meet client complex financial needs. This level focuses on complex estate planning, advanced investments and tax management.Functions* Business Development* Develop new relations externally through referrals from clients and Center of Influences, personal community involvement, and from internal partners.* Profile across the full spectrum of needs of Private Bank (PB) target segments and provide tailored advice in collaboration with the client team. Utilize planning capabilities and develop solutions across investments, trust and wealth transfer, credit, deposit and other appropriate services.* Utilize, include, coordinate and lead Umpqua Bank client team to develop new business including...

Req ID: R0065069The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.Need Help?If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email toAccessibilityor call 877-###-#### (accommodation requests only; other inquiries won't receive a response).Regular or Temporary:RegularLanguage Fluency: English (Required)Work Shift:1st shift (United States of America)Please review the following job description:Responsible for providing an industry leading client service experience through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional business growth opportunities. May be cross trained to assist with teller transactions as...

Teller, Part-time Fordham Road, NY The Teller processes a variety of routine financial transactions including but not limited to: check cashing, withdrawals, deposits, and loan payments, while delivering exceptional customer service. The incumbent in this position actively engages customers and provides them with basic information regarding Apple Bank products/services and refers customers to more experienced colleagues in order to provide suitable financial solutions. The Teller maintains and balances a cash drawer, listens to customers attentively and escalates issues to branch management as required. The Teller complies with all required Bank policies and procedures to minimize risk and protect the financial well-being of the customer. Essential Duties & Responsibilities Performs basic financial transactions, including but not limited to: check cashing, withdrawals, deposits, and loan payments, in accordance with Bank policies and procedures. Provides exceptional customer...

...Banker, Associate, Retail, Banking Associated topics: banking solution, collection analyst, counselor, loan, loan originator, mortgage loan, mortgage officer, officer, personal banker ii, sell

At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we're one of the country's most respected, innovative and successful financial institutions. U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.Job DescriptionPerforms M paying agent activities for shareholders. Uses established procedures to ensure the accurate and timely processing of payments and review. Provides internal and external customer service. Reviews account transactions to assess appropriateness. Researches problems or issues that arise and performs corrective processing to resolve issues. Tracks and gathers information for statistical reporting. Suggests processing improvements. Ensures legal...

Ameris Bank is a purpose-driven company, dedicated to bringing financial peace of mind to communities, one person at a time. Whether a customer wants to grow their business, buy a home, or feel confident in their retirement plan, they have a partner in Ameris Bank. We serve customers in our locations across the Southeast, Mid-Atlantic and nationwide through our extensive digital offerings and mobile app. Delivering financial peace of mind starts with a team that values integrity and rewards ingenuity. At Ameris, you'll find teammates who are inclusive, collaborative problem-solvers who go the extra mile to support one another and to meet every customer's needs. When teammates are empowered and bring their diverse perspectives to the table, we create the best possible outcomes for our customers. At Ameris, we know that a growth mindset is key for high performance and fosters an environment that prioritizes continuous improvement. Teammates have access to Employee Resource Groups that...

Summary Descriptionnbkc isnit your average bank. We take your traditional financial institution and make it better.We know what we offer our customers is only as good as the people behind the scenes who keep it going. Thatis why we make sure youire supported and encouraged along the way. Youill work with some awesome, intelligent, and diverse people in a fun and forward-thinking environment and accomplish plenty of things youill wanna brag about.inbkc is deeply committed to diversity, equality, and inclusion in all its practices, especially when it comes to growing our teams. We aim to build a company whose culture promotes inclusion and embraces how rewarding it is to work with employees from all walks of life.iWe are currently looking for aniOnline Branch Relationship Bankerito join our Online Branch. This position will worki@Flex (a combination of both in the office and at home).iCheck out more details below.iiWhat youill doServes the customer in an accurate, professional,...

Description Robert Half is looking for a business analyst who is deeply passionate about understanding and translating customer needs into actionable development plans. To be successful in this role, you should be a self-starter who combines a strong technical understanding with excellent communication and social skills. This role is on-site in Baltimore, MD and requires 5-10 years of related experience. Requirements + A Bachelor s degree in Engineering, sciences or related field from an accredited educational institution+ Experience developing requirements and product specifications for new or existing applications+ Experience crafting, documenting and testing APIs+ Knowledge on usability and application performance considerations+ 5-10 years of IT Business Analyst Experience Technology Doesn't Change the World, People Do. Robert Half is the world s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We...

**Overview**Provide support on the origination and execution of investment grade fixed income transactions. Work closely with members of DCM, Syndicate, other product groups within fixed income as well as investment banking (client coverage).**Responsibilities**+ Track, compile and distribute new investment grade issuance information.+ Prepare and distribute market commentary and economic update on a daily and weekly basis.+ Prepare and distribute indicative pricing information for clients+ Generate and maintain client presentations and assist with special ad-hoc projects and initiatives as assigned.+ Liaise with traders to obtain pricing information in secondary markets.+ Provide appropriate support of on-going client dialogue and marketing efforts.+ Learn and utilize a variety of internal IT systems, including customer setup, compliance, portfolio management systems, database tracking systems, etc.+ Undertake research and analytics related to specific sectors, regions or loans,...

Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all our employees feel respected, valued, and have an opportunity to contribute to the company's success. As a Personal Banker, you will strengthen customer relationships with a defined sales process, engaging customers in sales conversations to identify appropriate financial solutions. This position, within PNC's Retail Branch Banking Network, is based in San Antonio, Texas at the Callaghan branch.Job DescriptionAcquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to...

Commercial Loan, Senior Operations AdministratorCLMG Corp. was formed in 2009 as an in-house servicer of commercial loans purchased and originated by various Beal Bank entities.The Commercial Loan Senior Operations Administrator is responsible for the administration and the facilitation of the dailyprocessing required for the Commercial Loan Portfolio. This includes cash processing, customer service, investor and/or participation reporting account reconciliation, escrow services, collateral management, Loan Committee Profile processing and onboarding of new loans. The position may include other duties as directed by the Manager. Essential Job Duties & Responsibilities (Include but are not limited to):Ability to read and interpret loan documents, tax statements, and insurance policies.Prepare and disburse payments for taxes and insurance accurately and timely.Prepare and complete an annual escrow analysis for all escrowed loans.Monitors all collateral used to secure debt serviced...