Relationship Banking Specialist
Citizens
Citizens Bankers is seeking an outgoing individual to build lasting relationships with customers and provide trusted financial advice. You will help customers with spending, saving, borrowing and investing needs and introduce them to digital banking options. You will collaborate with Wealth Management, Mortgage, and Business Banking teams to address complex needs and may make outbound calls to grow the customer base. #J-18808-Ljbffr
- ..., CA. The role supports sales, product and service activities in coordination with the customer service team to foster customer relationships and drive loyalty. Responsibilities include handling small business lending referrals, cross-selling treasury products, developing...Suggested
- Five Star Bank Company is seeking a full-time Relationship Specialist in San Francisco, California. This role focuses on supporting the Relationship Manager with complex clients, ensuring excellent customer service and compliance with bank regulations. Ideal candidates...SuggestedFull timeLocal areaFlexible hours
- ...branch-based professional to engage customers, assess needs, and recommend financial solutions across banking, lending, and investment products. You will build relationships, offer digital options, and support transactions while adhering to regulatory standards. You will...Suggested
$72k - $109k
...About this role: Wells Fargo is seeking an Associate Wealth Banking Specialist (SAFE) in Banking, Lending and Trust. Learn more areas and... ...and service a routine and low complexity affluent client relationship portfolio in lending, credit, and deposit products and...SuggestedWork experience placementWork at officeImmediate start$132.89k - $166.11k
...By combining global corporate cards and banking with intuitive spend management, bill... ...bring in new customers, expand existing relationships, and drive the company’s bottom line. With... ...your team.What you’ll doAs a Banking Specialist on our newly formed Banking Team, you...SuggestedWork at officeRemote workWork from home- ...Description Who We Are Five Star Bank is an award-winning and high performing $5 Billion community business bank operating through... ...to our market. And they trust us. Position Overview The Relationship Specialist assists with new and existing complex clients that the...Full timeApprenticeshipWork experience placementCasual workWork at officeLocal areaNight shift
- ...entry-level Universal Banker to assist in sales, service, and relationship-building with customers. The role focuses on supporting branch... ...service, accurate execution of transactions, and adherence to bank policies. It offers a part-time schedule with a base salary range...Part time
- ...offices.As an Executive Director, Lending Specialist within JPMorgan Wealth Management, you... ..., creating new and deepening existing relationships, and championing the full suite of J.P.... .../Veterans Our Consumer & Community Banking division serves our Chase customers through...
- Brex in San Francisco seeks a Banking Specialist to partner with founders and finance leaders, driving net-new revenue by expanding our business... ...to optimize credit limits and build trusted advisory relationships across the sales cycle. You will engage startups to mid-...
$215k - $355k
...Wells Fargo Corporate & Investment Banking (CIB) delivers a comprehensive suite of capital... ...Director, FX Payment Solutions Specialist to join the FX Payment Solutions team within... ...payment solutions for strategic client relationships. You will partner with FX Markets...Full timeLocal area$95.03k - $111.8k
....”learn more about working at Coinbase. As a Treasury & Banking Operations Specialist, you'll join the Treasury Operations team within Finance... ...payment operations, liquidity management, and banking partner relationships that keep fiat rails running for millions of customers....Daily paidLocal area$150k - $225k
INVESTMENT BANKINGInvestment banking works on some of the most complex financial challenges and transactions in the market today. Whether... ...an important role in developing and strengthening our client relationships, participating on our advisory teams and in structuring and...Full timeTemporary workPart timeWork experience placement$169.9k - $212.4k
...loud, but they were transformative.At Mercury, we believe modern banking* should feel the same way - powerful, personal, and effortless... ...who can turn introductions into opportunities, events into relationships, and conversations into lasting customer relationships. You’ll...Night shift$77k - $202k
...& SummaryThe OpportunityAs a Test Execution Leader within our Banking and Capital Markets sector, you will play a pivotal role in driving... ...conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or...Full timeH1b- Brex Inc. in San Francisco is seeking a Banking Specialist to join the newly formed Banking Team. You will partner with founders, executives, and finance leaders to upsell Brex's business account suite including checking, treasury, and sweep products, driving total AUM...Work at officeWork from home
- Brex, headquartered in San Francisco, seeks a Banking Specialist to partner with founders and finance leaders to expand adoption of the Brex business account suite. You will upsell checking, treasury, and sweep products to increase total AUM and drive Brex's growth. You...
$145k - $200k
...As a Specialty Lending, Senior Credit Associate at Citizens Private Bank, you will work with the relationship banking team to provide credit solutions tailored to clients' needs and circumstances. Primary focused on client’s lending transactions, underwriting, and credit...Full timeWork at officeLocal areaWork from homeMonday to FridayFlexible hours$73k - $110k
...About Us Rho is the modern banking platform built for startups. Open accounts in minutes, issue cards, manage expenses, pay bills,... ...or San Francisco offices, 5 days a week. What You’ll Do Build relationships with the best talent in the tech ecosystem and find creative ways...$47.84k - $64.48k
...locations within an assigned geography, building relationships with customers by supporting everyday banking needs through in‑branch interactions, scheduled conversations... ...seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the right...Full timeWork experience placementFlexible hours- Brex is seeking a Banking Specialist to join a newly formed Banking Team in San Francisco. You will partner with Founders and C‑Suite executives to upsell our checking, treasury, and sweep products, aiming to increase total AUM and drive Brex’s growth. This role is based...Work at officeRemote work3 days per week
- ..., and Skills:Experience supporting wealth management, private banking, or high net worth lending portfoliosFamiliarity with regulatory... ...structuresExperience partnering directly with Front Office or relationship managersPrior mentoring or informal leadership experience with...
$150k - $225k
Associate, Investment Banking- Technology This range is provided by Cantor Fitzgerald. Your actual pay will be based on your skills... ...play an essential role in developing and managing our client relationships. Our Associates are an integral part of our deal teams, taking...Full timeTemporary workWork at office- ...in immigration sponsorship for this position. HSBC Innovation Banking provides debt solutions to early stage, high growth and public... ...clients & prospects and help the team in building and maintain relationships with these companies Help structure venture debt facilities...
$23 - $31 per hour
...locations within an assigned geography, building relationships with customers by supporting everyday banking needs through in?branch interactions, scheduled conversations... ...seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the right...Work experience placementFlexible hours- We’re seeking a future team member for the role of Specialist, Client Service Management to join our Wealth Management team. This role... ...in a timely and professional manner.Maintain strong client relationships by researching and resolving inquiries efficiently and accurately...Work experience placementWorldwideFlexible hours
- United Fidelity Bank, a customer-focused financial institution, is seeking a Universal Banker I to be the friendly face at the branch. You will perform teller duties, open and maintain accounts, and actively cross-sell products based on customer needs. The role emphasizes...
- ...them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing... ...brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with...Part time
- ...Commercial Banker Are you customer-focused, enjoy building relationships, and providing financial advice to clients. A role as a Commercial... ...Corporations team within J.P. Morgan's Middle Market Banking & Specialized Industries group, you will focus on growing and...Flexible hours
$115k - $145k
...You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Healthcare, Higher Education... ..., Higher Education and Not for Profit - Middle Market Banking and Specialized Industries team, you will play a crucial role...$45k - $75k
...referral opportunities that further grow the customer's relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into... ...sales and business banking solutions to refer to specialists. Passionate commitment to helping customers. Drive...Contract workPart timeLocal areaDay shift
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