• Relationship Banker LP (Safe)…

    Wells Fargo (Selma, AL)
    …and business divisions at wellsfargojobs.com. Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to ... Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This...and understanding of retail compliance controls, risk management, and loss prevention + Ability to follow policies,… more
    Wells Fargo (05/01/24)
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  • Universal Banker Part Time 20 hrs Red…

    Truist (Lexington, SC)
    …experience 2. Knowledge of advanced or complex branch transactions, risk management and loss prevention 3. Experience with sourcing and prospecting for new ... clients and client relationship building 4. General understanding of bank operations, policies and procedures **General Description of Available Benefits for… more
    Truist (05/01/24)
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  • Branch Small Business Banker - Raleigh Six…

    Wells Fargo (Raleigh, NC)
    …colleagues + Knowledge and understanding of retail compliance controls, risk management, and loss prevention + Ability to educate and connect customer to ... role:** Wells Fargo is seeking a Branch Small Business Banker (SAFE) in Consumer and Small Business Banking, as...this role you will:** + Act as the primary relationship manager for a portfolio of small business customers… more
    Wells Fargo (04/27/24)
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  • Part Time Universal Banker - 20 Hours…

    Truist (Stuart, VA)
    …experience 2. Knowledge of advanced or complex branch transactions, risk management and loss prevention 3. Experience with sourcing and prospecting for new ... clients and client relationship building 4. General understanding of bank operations, policies and procedures **General Description of Available Benefits for… more
    Truist (04/17/24)
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  • Mortgage Loan Originator

    Ballston Spa National Bank (Ballston Spa, NY)
    …and have a direct impact on the lives of your customers! Ballston Spa National Bank (BSNB) is looking to hire a Mortgage Loan Originator to join our Retail Lending ... to leverage your skills, join our close-knit team today! ABOUT BALLSTON SPA NATIONAL BANK (BSNB) Established in 1838, we are proud to provide community banking to… more
    Ballston Spa National Bank (04/27/24)
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  • Client Officer

    City National Bank (Irvine, CA)
    …office sales/service colleagues. Is one of the experts in risk management and loss prevention . Partners with the CM in completing, monitoring and auditing ... proactive advice and high-level financial solutions with a Global Relationship Management (TM) model that most banks extend only...integrity of the branch as defined by management and bank policy. This colleague understands and is able to… more
    City National Bank (02/26/24)
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  • Associate, Customer Intelligence & Operations…

    Oriental Bank (San Juan, PR)
    …collection costs and loan losses. Also, provides guidance, accurate information about loss prevention alternatives following bank regulations and achieves ... + Manages all Outbound, Inbound Collection, and Payment Authorization calls to provide the Bank with optimal delinquency ratios and loan loss levels by acting… more
    Oriental Bank (04/11/24)
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  • Business Relationship Support Specialist

    Wells Fargo (Las Vegas, NV)
    …and understanding of business banking compliance controls, risk management, and loss prevention + Experience partnering/collaborating with Commercial Banking ... **About this role:** Wells Fargo is seeking a Business Relationship Support Specialist in Gaming Services as part of...Knowledge and understanding of Anti Money Laundering (AML) and Bank Secrecy Act (BSA) + Ability to work effectively,… more
    Wells Fargo (04/24/24)
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  • Commercial Banking Portfolio Manager - Underwriter

    CIBC (New York, NY)
    We're building a relationship -oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our ... Sales** + Serve as the client's primary contact/resource/advocate at the Bank for portfolio related issues/reporting/maintenance or new requests on existing credit… more
    CIBC (04/26/24)
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  • Business Banking & SBA Business Development…

    CIBC (Chicago, IL)
    We're building a relationship -oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our ... partner relationships while assisting clients with their strategic and daily relationship needs to deliver top-notch customer service. The incumbent will collaborate… more
    CIBC (04/03/24)
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  • Financial Advisor

    Atria Wealth Solutions (Battle Creek, MI)
    BlueOX Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for its ... investment and program integration initiatives with credit union and/or assigned bank program (includes branch personnel training). Provides regular feedback to the… more
    Atria Wealth Solutions (03/27/24)
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  • Financial Advisor

    Atria Wealth Solutions (Berkeley, CA)
    Through its relationship with CUSO Financial Services, LP (CFS), Patelco Credit Union is seeking a Financial Advisor to join their team in the Berkeley, CA area. ... lending practices that have hurt many of our "big bank " competitors. We remain strong, stable, and financially secure....Patelco Credit Union and registered through CUSO Financial Services, LP (CFS). Member FINRA/SIPC. CFS is a broker/dealer and… more
    Atria Wealth Solutions (03/27/24)
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  • Financial Advisor

    Atria Wealth Solutions (Shelton, WA)
    Peninsula Community Federal Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment ... investment and program integration initiatives with credit union and/or assigned bank program (includes branch personnel training). Provides regular feedback to the… more
    Atria Wealth Solutions (03/27/24)
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  • Financial Advisor

    Atria Wealth Solutions (Pasadena, CA)
    First City Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for its ... investment and program integration initiatives with credit union and/or assigned bank program (includes branch personnel training). Provides regular feedback to the… more
    Atria Wealth Solutions (03/27/24)
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  • Financial Advisor

    Atria Wealth Solutions (Shoreline, WA)
    Sound Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for its ... investment and program integration initiatives with credit union and/or assigned bank program (includes branch personnel training). Provides regular feedback to the… more
    Atria Wealth Solutions (03/27/24)
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  • Financial Advisor

    Atria Wealth Solutions (Austin, TX)
    Through its relationship with CUSO Financial Services, LP (CFS) University Federal Credit Union is seeking a Financial Advisor to join their team in the Austin, ... and internal controls specific to your role, including but not limited to Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, OFAC and Fair Lending… more
    Atria Wealth Solutions (04/10/24)
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  • Financial Advisor

    Atria Wealth Solutions (Marion, IN)
    Through its relationship with CUSO Financial Services, LP (CFS) Via Credit Union is seeking a Financial Advisor to join their team in the Marion, IN area. Are ... experience in the financial services industry, preferably in a bank or credit union. + Technical knowledge about various...Via Credit Union and registered through CUSO Financial Services, LP (CFS). Member FINRA/SIPC. CFS is a broker/dealer and… more
    Atria Wealth Solutions (03/28/24)
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  • Financial Advisor

    Atria Wealth Solutions (San Rafael, CA)
    Redwood Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services to its ... years progressively responsible investment sales experience with a credit union, bank , or investment company. Compensation: Base salary of $64,480 plus commission… more
    Atria Wealth Solutions (03/27/24)
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  • Commercial Real Estate - Portfolio Manager

    CIBC (New York, NY)
    We're building a relationship -oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our ... Activities + Serve as the client's primary contact/resource/advocate at the Bank for portfolio related issues/reporting/maintenance or new requests on existing… more
    CIBC (04/19/24)
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  • Commercial Banking Underwriter/Portfolio Manager:…

    CIBC (Chicago, IL)
    We're building a relationship -oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our ... for this position will be that of the servicing of current bank relationships within our commercial financial institutions group, resulting in efficient delivery… more
    CIBC (04/03/24)
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