our remit. What you'll be doing: Being responsible for the daily calculation and input for all daily funding activities including manual payments within banking systems to be completed and passed to a senior member of the team for checking/validation Ensuringyou are clear oferrors which could have an … and professional manner to satisfy the needs of the team/business and/or project Qualifications Who we're looking for: Awareness of banking processes/Cash Management processes and online banking platforms is desirable Good standard of written and verbal communication. Good working knowledge of Microsoft applications – particularly more »
data sources and produce robust and comprehensive reports and dashboards across the organisations key operational areas: • Financial reporting • Risk and Compliance reporting • Operational reporting • Banking Platform reporting • IT Service, resilience, and cyber reporting Responsibilities Data Management: Design, construct, install, test, and maintain highly scalable data management systems. Data Analytics: Develop more »
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 and services. … 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 life insurance licenses. FCIS will hold Series 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); as well … 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 … state specific life insurance licenses. Required Skill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge of retail banking products and services 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 the … 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 »
Cardiff, Wales, United Kingdom Hybrid / WFH Options
ea Change
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 (with flexible working available … 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 requirements and produce more »
integrity and honesty, and place client value at the centre of every decision we make. 2023 – Winner ‘Most Innovative Recruitment Agency’ 2023 – Winner ‘Best Banking/Professional Service’ 2018 - Winner Best Client Service 2017 - Winner Agency of The Year 2017 - Winner Banking & Financial Services Agency 2016 - Winner Banking & Financial Services more »
Skills We're Looking For: Industry Expertise: Previous experience in a similar Financial Crime role in the Financial Services sector (Investment and/or banking). Regulatory Knowledge: Expert knowledge of Money Laundering Regulations 2017, JMLSG guidance, and KYC requirements. Proactive Leadership: Self-starter with a dynamic approach, keen to more »
to ensure the optimisation of recovery strategies and supporting customers in financial difficulty. This is a fantastic opportunity to join the world of digital banking and be part of a business that genuinely care about, progress and value their staff. Hours: Monday to Friday - 5 days per week - 7.5 Hour more »
