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Fintech • Financial Services
Manages and grows relationships with affluent consumer and business customers through proactive outreach, discovery-based financial guidance, and comprehensive banking solutions. Builds a book of business across deposits, lending, investments, and credit; partners with Wealth, Home Lending, and Business Banking teams; promotes digital banking; supports branch colleagues; and maintains strong documentation, risk controls, and regulatory compliance.
Fintech • Financial Services
Build customer relationships, assess financial needs, recommend banking products and digital tools, support account openings and credit applications, process cash transactions, conduct outreach, and make referrals. The role requires accurate, compliant service, sound risk judgment, collaboration with branch teammates, and flexibility between teller and personal banking activities, including Saturdays.
Fintech • Financial Services
Manages and grows relationships with affluent consumer and business banking customers. Acquires new clients, conducts needs-based discovery, recommends integrated deposit, lending, credit, investment, and banking solutions, and manages a book of business. Partners with Wealth, Home Lending, and Business Banking teams, supports digital adoption, coaches branch colleagues, and maintains strong documentation, risk controls, and regulatory compliance.
Fintech • Financial Services
Build customer relationships through in-branch interactions and proactive outreach; identify financial needs, recommend banking products and digital tools, support account openings and credit applications, process cash transactions, maintain compliance, and refer customers to specialists. The role balances customer service, branch growth, risk controls, and operational accuracy while requiring Saturday availability.
Fintech • Financial Services
Manages and grows relationships with affluent consumer and business banking customers. Conducts discovery-based financial conversations, recommends deposit, lending, investment, and credit solutions, manages a book of business, acquires new customers, and coordinates referrals across Wealth, Home Lending, and Business Banking. Promotes digital banking adoption, supports branch colleagues, and maintains strong risk, compliance, documentation, and regulatory controls while meeting licensing and customer service requirements.
Fintech • Financial Services
Manages relationships with affluent consumer and business customers, acquiring and deepening accounts through proactive outreach, discovery-based financial guidance, and tailored banking, credit, lending, and investment solutions. Owns a book of business, coordinates referrals with Wealth, Home Lending, and Business Banking, promotes digital adoption, supports branch colleagues, and maintains strong documentation, regulatory compliance, and risk controls. Requires licensing and SAFE registration.
Fintech • Financial Services
Build customer relationships, assess financial needs, recommend banking products and digital tools, open accounts, process service requests and credit applications, handle cash and teller transactions, conduct outreach, make referrals, and maintain compliant branch operations. The role requires accurate service, sound judgment, risk awareness, collaboration, and flexibility to work Saturdays while supporting both customer banking and cash-handling activities.
Fintech • Financial Services
Build customer relationships in a bank branch by identifying financial needs, recommending products and services, opening accounts, processing transactions, supporting credit applications, and making referrals. The role combines customer service, sales growth, cash handling, digital banking support, regulatory compliance, risk awareness, and collaboration with branch teammates. Saturday availability and SAFE registration are required.
Fintech • Financial Services
Manages and grows relationships with affluent consumer and business customers through proactive outreach, discovery-based financial guidance, and coordinated solutions across deposits, lending, investments, and banking services. Owns a book of business, supports digital adoption, collaborates with internal partners, coaches colleagues, and maintains strong risk, documentation, compliance, and regulatory standards. Requires financial licensing, SAFE registration, and availability for most Saturdays.
Fintech • Financial Services
Manages and grows relationships with affluent consumer and business customers through proactive outreach, discovery, and comprehensive banking guidance. Recommends deposit, lending, investment, credit, and business banking solutions; manages a book of business; partners with internal specialists; promotes digital banking; supports branch colleagues; and maintains strong documentation, risk management, regulatory compliance, and customer service standards.
Fintech • Financial Services
Manages and grows relationships with affluent consumer and business customers through proactive outreach, discovery-based financial guidance, and comprehensive banking solutions. Develops deposits, lending, investment, and credit opportunities; maintains a book of business; coordinates referrals with Wealth, Home Lending, and Business Banking; promotes digital banking; supports branch colleagues; and ensures regulatory compliance, documentation, risk oversight, and customer service excellence.
Fintech • Financial Services
Manages and grows relationships with affluent consumer and business customers through proactive outreach, discovery-based financial guidance, and comprehensive banking solutions. The role develops a book of business across deposits, lending, investments, and credit; coordinates referrals with Wealth, Home Lending, and Business Banking; promotes digital adoption; supports branch colleagues; and maintains strong risk, documentation, licensing, and regulatory compliance standards.
Fintech • Financial Services
Build and manage relationships with affluent consumer and business customers, acquire and deepen a book of business, and provide tailored guidance across deposits, lending, investments, and banking products. Conduct discovery conversations, make referrals, coordinate with Wealth, Home Lending, and Business Banking partners, promote digital adoption, support branch colleagues, and maintain strong risk, documentation, licensing, and compliance standards.
Fintech • Financial Services
Manages and grows relationships with affluent consumer and business banking customers. Acquires customers, conducts discovery-based financial conversations, recommends integrated banking, credit, lending, and investment solutions, and manages a book of business. Partners with Wealth, Home Lending, and Business Banking teams, promotes digital banking adoption, supports branch colleagues, and maintains strong documentation, risk controls, regulatory compliance, and customer service.
Fintech • Financial Services
Manages and grows relationships with affluent consumer and business customers through proactive outreach, discovery-based financial guidance, and multi-product banking strategies. The role owns a book of business, recommends deposits, lending, credit, and investment solutions, coordinates referrals with internal partners, promotes digital banking adoption, supports branch colleagues, and maintains strong risk, documentation, licensing, and regulatory controls.
Fintech • Financial Services
Build and manage relationships with affluent consumer and business customers, acquire and deepen accounts, and provide comprehensive guidance across deposits, lending, investments, credit, and banking services. Lead discovery-based financial conversations, manage a book of business, coordinate referrals with Wealth, Home Lending, and Business Banking, promote digital adoption, support branch colleagues, and maintain strong risk, compliance, documentation, and licensing standards.
Fintech • Financial Services
Manages and grows relationships with affluent consumer and business customers through proactive outreach, financial discovery, and tailored guidance across deposits, lending, investments, and banking products. Maintains a book of business, acquires and deepens relationships, coordinates referrals with internal partners, promotes digital banking, supports branch colleagues, and ensures accurate documentation, regulatory compliance, and sound risk management.
Fintech • Financial Services
Build and manage relationships with affluent consumer and business customers through proactive outreach, discovery-based financial conversations, and tailored banking, credit, investment, lending, and deposit solutions. Own a book of business, acquire and deepen relationships, coordinate referrals with internal partners, promote digital banking adoption, support branch colleagues, and maintain strong risk, compliance, documentation, and regulatory standards. Required licensing includes FINRA and state insurance credentials, along with SAFE registration.
Fintech • Financial Services
Build customer relationships in a branch setting by understanding financial needs, recommending banking products and services, opening accounts, processing transactions, supporting credit applications, and making referrals. The role combines customer service, sales outreach, cash handling, digital banking support, regulatory compliance, and collaboration with branch specialists. Saturday availability and SAFE registration are required.
Fintech • Financial Services
Manages and grows relationships with affluent consumer and business customers through proactive outreach, discovery-based financial conversations, and comprehensive banking guidance. Recommends deposit, lending, investment, and credit solutions; manages a book of business; coordinates referrals with Wealth, Home Lending, and Business Banking; promotes digital banking; supports branch colleagues; and maintains strong documentation, regulatory compliance, and risk controls.
