4 Retail Banking Jobs in Wales

and quality referral sources for individuals seeking financial guidance and advice on their increasingly complex financial needs. Establishes and manages their customer's primary banking relationship, fulfilling deposit and credit needs; and partnering with investment, insurance and other banking specialists as needed to provide goal based planning advice … legal aspects of personal interactions, customer transactions and financial exposures. Qualifications: Bachelor's Degree and 4 years of experience in Financial services relationship management, retail banking, private banking, or wealth management; or 1+ years in a PRBI role at First Citizens OR High School Diploma or GED … and 8 years of experience in Financial services relationship management, retail banking, private banking, or wealth management; or 1+ years in a PRBI role at First Citizens Preferred Area of Experience: 2+ years in a licensed role License or Certification Type: Series 6, 63, and state-specific more »

Role: Business Analyst (Retail Banking) Rate: £500 - £550/day (via umbrella) Duration: 6 months (long-term extensions beyond initial contract) Location: Cardiff (Hybrid Working) Multiple Business Analysts are required to join a leading Retail Banking client for long-term programmes of work based in Cardiff … The ideal and successful candidates will be required to hit the ground running. Key skills & experience required: Extensive background working in financial services and retail banking Excellent knowledge and experience working on Collections and Recoveries projects and initiatives Well-rounded core BA skillset with the ability to elicit more »

Overview: A Financial Services Representative (FSR) supports sales and service delivery in the branch. The FSR builds and expands banking relationships through proactive customer outreach and customer service requests. This position is responsible for opening deposit accounts and related banking services and lending (including consumer real estate secured … of the job include, but are not necessarily limited to, the following: Proactive outreach to generate appointments for sales conversations Sales conversations to understand banking needs and financial goals Open deposit accounts and originate loans (including real estate secured loans) Identify referrals for wealth, mortgage and business/commercial … banking Provide financial advice and establish accounts for investment and retirement needs Qualifications: Bachelor's Degree and 1 years of experience in Sales, customer service, or lending; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development more »

with the branch sales team. You will leverage your team and your own expertise in consumer and small business financial needs. This position establishes banking relationships, extends credit and identifies referrals for specialty partners. Responsibilities: Sales - Achieve individual and/or team financial, production and relationship results relative to … registration and annual renewal as required by the SAFE Act. Required Skill(s): Providing financial guidance and expertise, Financial literacy, Financial analysis, Knowledge of retail banking products and services, Business development, Networking and building centers of influence, Application of a structured sales process more »