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 »
with investment and insurance specialists to provide goals based planning advice and services. Provides guidance and fulfills on loan and deposit needs, ensuring appropriate banking products and services are aligned to support the customer's financial goals. This position cultivates strong relationships with branch and business banking teams within a … accountability for individual contribution as well as team performance. Qualifications: Bachelor's Degree and 4 years of experience in Financial services relationship management, retail banking, private banking, or wealth management OR High School Diploma or GED and 8 years of experience in Financial services relationship management, retail banking, private banking … provided. Required Skill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Financial analysis, Credit underwriting, Knowledge of retail banking products and services, Business development, Financial plan conversations, Knowledge of securities products and services more »
Hybrid (Flexible for the right person) Excellent Benefits including Private Healthcare, 10% Pension and More I am representing an award-winning client in the banking sector who are looking for a Senior Automation Developer to join their Customer Experience department. You'll be responsible for driving forward their use of more »
Hybrid (Flexible for the right person) Excellent Benefits including Private Healthcare, 10% Pension and More I am representing an award-winning client in the banking sector who are looking for a Senior Automation Developer to join their Customer Experience department. You’ll be responsible for driving forward their use of 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 »
Overview: This position provides support to mortgage banking activities through the sales, servicing, and management of clients and referral sources. Processes critical mortgage loan and service documentation. Serves as a point of contact with clients by providing loan process updates, answering inquiries, and following up on outstanding documentation needs. Enhances … complete federal registration and annual renewal as required by the SAFE Act. Required Skill(s): Mortgage experience with understanding of required documents., Knowledge of banking products to cross-sell., Experience with Microsoft Access., Experience with any mortgage loan origination software. more »
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 »
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 »
