- PNC (Rockledge, FL)
- …PNC Investments, you will be based in Rockledge, FL. Bilingual Spanish preferred. Financial Advisors are based within a bank branch and work within a highly ... be successful in this position. **Preferred Skills** Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial … more
- Wells Fargo (Orlando, FL)
- …decisions and resolve issues regarding resources, objectives, and operations of Mortgage Banker team to meet business objectives + Interpret and develop policies and ... rates, policies, underwriting requirements, and loan procedures + Analyze detailed financial and credit data, matching customer needs with an appropriate loan… more
- PNC (Birmingham, AL)
- …be successful in this position. **Preferred Skills** Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial ... Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management **Competencies** Coaching Others, Customer… more
- EverBank (Arcadia, CA)
- …service, and makes appropriate introductions to team specialists such as financial center managers, relationship managers, small business, commercial banking, ... This job understands client needs to offer the appropriate financial services and works with a wide array of...other bankers and partners as needed. + Executes the bank 's risk culture and strives for operational excellence. +… more
- Scotiabank (New York, NY)
- …a broad range of transactions as well as preparing client presentations and financial analysis. They work closely with the Associates and Associate Directors to ... aspects of the transaction process, including pitch phase, business analysis, financial modeling and analysis, due diligence, coordination between working groups,… more
- Zions Bancorporation (Phoenix, AZ)
- At National Bank of Arizona, we are a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible ... leadership and on-going employee development. National Bank of Arizona was founded on the premise of...being a team player, and helping others reach their financial goals, then we are interested in speaking with… more
- Heritage Financial Credit Union (NY)
- …Description Step Into Leadership. Redefine our Branch Experience.Heritage Financial Credit UnionWhere Integrity, Excellence, Teamwork, and Community Matter! ... At Heritage Financial Credit Union, we're in the midst of an...and support for each team member through utilizing HFCU's Relationship Building Model, and individual performance development through monthly… more
- Lincoln Financial (Bakersfield, CA)
- …targeted market segments, how they operate, and/or value proposition + Support Relationship Management with retention efforts and look for opportunities to promote ... preferred) _Nice-to-haves:_ + Experience in Group Benefits + College of Financial Planning or comparable certification(s) or designations + Prior system experience… more
- Lincoln Financial (Fort Wayne, IN)
- …a **Customer Service Representative** to support the Retirement Plan Services business ( bilingual opportunities available!). This role is open in the **Fort Wayne, ... with foundational knowledge to assist you in excelling in a career with Lincoln Financial Group. As a Customer Service Representative, you will serve as the primary… more
- SMBC (Los Angeles, CA)
- SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, ... 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of...from customers for record-keeping purposes. Work with our partner bank to set up service products. Provide support to… more