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, retailbanking, 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, retailbanking, 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 »
Cardiff, Wales, United Kingdom Hybrid / WFH Options
ea Change
Role: Business Analyst (RetailBanking) 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 RetailBanking 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 retailbanking Excellent knowledge and experience working on Collections and Recoveries projects and initiatives Well-rounded core BA skillset with the ability to elicit more »
Edinburgh, City of Edinburgh, United Kingdom Hybrid / WFH Options
Change Digital
/or similar data technologies Familiarity with data pipeline tools and ETL processes Knowledge of cloud platforms and data architecture Experience working in the RetailBanking sector or financial services would be highly beneficial. This is a fantastic opportunity to join a company that truly values their staff. 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 »
Wolverhampton, England, United Kingdom Hybrid / WFH Options
Willow Resourcing Limited
Senior Compliance Manager - Projects RetailBanking/Mortgages Location: Wolverhampton (Hybrid, 3 days in the office, 2 days WFH) Salary: £63k - £73k + bonus + benefits Do you want to work for a business that puts governance and customer experience at the heart of everything it does? Or … tracking and reporting of conduct regulatory change matters facing the Bank. You’ll have gained previous experience in a Compliance Manager role within the banking or mortgage arena and will have a very strong working knowledge of relevant regulatory requirements. It's important that you have experience of leading more »
Chatham, England, United Kingdom Hybrid / WFH Options
Willow Resourcing Limited
Senior Compliance Manager - Projects RetailBanking/Mortgages Location: Chatham, Kent (Hybrid, 3 days in the office, 2 days WFH) Salary: £65k - £78k + bonus + benefits Do you want to work for a business that puts governance and customer experience at the heart of everything it does … tracking and reporting of conduct regulatory change matters facing the Bank. You’ll have gained previous experience in a Compliance Manager role within the banking or mortgage arena and will have a very strong working knowledge of relevant regulatory requirements. It's important that you have experience of leading more »
Chatham, England, United Kingdom Hybrid / WFH Options
Willow Resourcing Limited
Compliance Monitoring & Assurance Manager RetailBanking Location: Chatham, Kent (Hybrid, 3 days in the office, 2 days WFH) Salary: £45k - £55k + bonus + benefits Do you want to work for a business that puts governance and customer experience at the heart of everything it does? Or perhaps 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 retailbanking products and services, Business development, Networking and building centers of influence, Application of a structured sales process more »
offices, bank customers, etc. Bank car not provided. (required) Required Skill(s): Strong Business Development, Financial Literacy, Networking & Established Centers of Influence, Knowledge of RetailBanking products and services, Knowledge of business deposit and treasury management solutions more »
Your new company and role Our client is an industry leading service provider, supporting a retail bank within Edinburgh. In this role you will use your excellent customer-facing skills to operate an on-site Tech Bar. What you'll need to succeed Successful candidates must have Tech Bar more »
Your new company and role Our client is an industry leading service provider, supporting a retail bank within Edinburgh. In this role you will use your excellent customer-facing skills to operate an on-site Tech Bar. What you'll need to succeed Successful candidates must have Tech Bar more »
Your new company and role Our client is an industry leading service provider, supporting a retail bank within Edinburgh. In this role you will use your excellent customer-facing skills to operate an on-site Tech Bar. What you'll need to succeed Successful candidates must have Tech Bar more »
Technical Architect - Linux - up to £130K+ benefits - Hybrid A fantastic new opportunity has opened up with a well-known retail Bank for a Lead Platform Engineer to who can help shape the future of their technology. This team is transforming the service we provide their customers, and technology will … best practices and knows how to create comprehensive technical solutions that will be the premise for the future growth of the bank's Everyday Banking function. This position can be based out of London or Edinburgh. Interviews for this role will be taking place ASAP (2 stage process) so more »
Edinburgh & Lothians, Scotland, United Kingdom Hybrid / WFH Options
Develop
Technical Architect - Linux - up to £130K+ benefits - Hybrid A fantastic new opportunity has opened up with a well-known retail Bank for a Lead Platform Engineer to who can help shape the future of their technology. This team is transforming the service we provide their customers, and technology will … best practices and knows how to create comprehensive technical solutions that will be the premise for the future growth of the bank's Everyday Banking function. This position can be based out of London or Edinburgh. Interviews for this role will be taking place ASAP (2 stage process) so more »
Technical Architect - Mainframe - up to £130K+ benefits - Hybrid A fantastic new opportunity has opened up with a well-known retail Bank for a Lead Platform Engineer to who can help shape the future of their technology. This team is transforming the service we provide their customers, and technology will … best practices and knows how to create comprehensive technical solutions that will be the premise for the future growth of the bank's Everyday Banking function. This position can be based out of London or Edinburgh. Interviews for this role will be taking place ASAP (2 stage process) so more »
Edinburgh & Lothians, Scotland, United Kingdom Hybrid / WFH Options
Develop
Technical Architect - Mainframe - up to £130K+ benefits - Hybrid A fantastic new opportunity has opened up with a well-known retail Bank for a Lead Platform Engineer to who can help shape the future of their technology. This team is transforming the service we provide their customers, and technology will … best practices and knows how to create comprehensive technical solutions that will be the premise for the future growth of the bank's Everyday Banking function. This position can be based out of London or Edinburgh. Interviews for this role will be taking place ASAP (2 stage process) so more »