mass affluent clients through proactive outreach to an assigned book of business and referrals from bank partners. Strengthens and manages existing relationships through providing financial advice, partnering 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 defined bank Area and/or specific market; as well, with mortgage, FCIS and other sales partners to build and manage full financial … relationships. Responsibilities: Sales - Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Sales results should align with the needs of the community and ultimately support the organizational commitment to diverse lending. Engage with customers, prospects and referral sources through proactive more »
Overview: This position assesses the Bank's financial risk on potential borrowers applying for mortgage loans at a high level of complexity and ability. Analyzes borrower applications to determine appropriate loan structuring, potential risk, and loan eligibility, and makes the decision to accept or reject based on review. Ensures the 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 … The essential functions of the job include 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 Qualifications: Bachelor's … of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program Preferred Area of Experience: Financial services sales, telephone sales License or Certification Type: In cases where licensing is required, associates must complete the bank sponsored licensing program within 12 months more »
Overview: Are you a people person? Be a First Citizens person. Join our branch team and make a difference. The Financial Services Specialist supports sales and service delivery in the branch. Builds and expands banking relationships through proactive customer outreach and customer service requests. This position is responsible for the … resolution Responsibilities: The essential functions of the job include, but are not necessarily limited to, the following: Proactively engaging customers in conversation about their financial needs Opening deposit accounts, small loans and ancillary banking products Facilitating customer awareness and education of bank services, including digital banking capabilities Introducing customers to … other branch team members or bank partners who are able to provide solutions for their financial needs Processing transactions and other account servicing requests Qualifications: High School Diploma or GED and 2 years of experience in Sales or customer service; or 6 months of experience in a customer support role more »
for acquiring and managing high revenue clients, with a focus on net new client deposit acquisition. This role requires a deep understanding of complex financial products and the ability to build and maintain strong relationships with high-value clients. Exposure to a diverse mix of companies from $5 Million to … RFPs' and developing and implementing strategies to acquire high revenue clients, focusing on deposit acquisition. Build and maintain strong relationships with clients, understanding their financial needs and offering tailored solutions. This position will be highly focused on the acquisition of net new deposit relationships, Treasury Management products and services. Ability … Rule (i.e., return calls, respond to the customer within the day, etc.) when possible or provide update. Conduct regular relationship reviews to ensure their financial goals are being met and identify future needs. Service Standards - Foster collaborative partnerships with internal partners that deliver value for customers, prospects and colleagues. Listen 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 … 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 … of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program Preferred Area of Experience: Financial services sales, telephone sales; one year experience in a licensed sales role License or Certification Type: Series 6 or 7, 63 and state specific life more »
EC2N, Broad Street, Greater London, United Kingdom
James Joseph Associates
Our client is an established and actively expanding Financial Services firm. The opportunity has arisen, initially on a 12-month fixed-term contract basis for a talent Security Assurance Analyst to support their existing team. THE ROLE: Information Security Assurance Analyst The Security Assurance Analyst will participate in activities related more »
using version control (preferably GIT) What you'll get in return: Annual Leave: 35 days (including public holidays). Flexible Working: Core hours' flexibility. Financial Benefits: Competitive salary. Pension scheme. Private health insurance. Gym membership contribution. Professional Development: Opportunities for courses, books, exams, and conferences. Social and Recognition: Weekly knowledge more »
Bracknell, Berkshire, South East, United Kingdom Hybrid / WFH Options
Circana
on day-to-day issues and champion the clients need within the wider Circana organisation. * Responsible for updating all business performance metrics and accurate financial reporting. * Travel to client office (Chiswick) and Circana main office (Bracknell). Location This role will have the requirement to travel to the clients office … method to communicate with clients, professional presence, ability to understand and respond to anothers point of view. * Strong commercial acumen: appreciation of contractual obligations, financial reporting, corporate policies and input into business planning. What we offer: See Job Description more »
in meeting society s climate mitigation and adaptation challenges, transforming land and sea use to deliver nature and climate outcomes, securing public and private finance, incentivising and regulating development and infrastructure projects, and embedding natural capital approaches into government economic policy. We are looking for someone who enjoys working in … in land use, economic development and public policy, rural development including nature-based jobs and skills, and securing investment in nature-based solutions (nature finance). The post holder will be expected to participate fully in team meetings, contributing ideas to the wider work of the group. Specific Role Requirements more »
payments, and other forms of compensation may be provided as part of a total compensation package, in addition to a full range of medical, financial, and/or other benefits. For more information, please visit This position will remain posted until filled. Applicants should apply via our internal or external more »
payments, and other forms of compensation may be provided as part of a total compensation package, in addition to a full range of medical, financial, and/or other benefits. For more information, please visit Applicants should apply via our internal or external career site. more »
payments, and other forms of compensation may be provided as part of a total compensation package, in addition to a full range of medical, financial, and/or other benefits. For more information, please visit This position will remain posted until filled. Applicants should apply via our internal or external more »
payments, and other forms of compensation may be provided as part of a total compensation package, in addition to a full range of medical, financial, and/or other benefits. For more information, please visit Applicants should apply via our internal or external career site. more »
payments, and other forms of compensation may be provided as part of a total compensation package, in addition to a full range of medical, financial, and/or other benefits. For more information, please visit This position will remain posted until filled. Applicants should apply via our internal or external more »
Preston, Washington, United States Hybrid / WFH Options
Annapurna Labs (U.S.) Inc
payments, and other forms of compensation may be provided as part of a total compensation package, in addition to a full range of medical, financial, and/or other benefits. For more information, please visit This position will remain posted until filled. Applicants should apply via our internal or external more »
payments, and other forms of compensation may be provided as part of a total compensation package, in addition to a full range of medical, financial, and/or other benefits. For more information, please visit This position will remain posted until filled. Applicants should apply via our internal or external more »
payments, and other forms of compensation may be provided as part of a total compensation package, in addition to a full range of medical, financial, and/or other benefits. For more information, please visit This position will remain posted until filled. Applicants should apply via our internal or external more »
payments, and other forms of compensation may be provided as part of a total compensation package, in addition to a full range of medical, financial, and/or other benefits. For more information, please visit This position will remain posted until filled. Applicants should apply via our internal or external more »
payments, and other forms of compensation may be provided as part of a total compensation package, in addition to a full range of medical, financial, and/or other benefits. For more information, please visit This position will remain posted until filled. Applicants should apply via our internal or external more »
payments, and other forms of compensation may be provided as part of a total compensation package, in addition to a full range of medical, financial, and/or other benefits. For more information, please visit This position will remain posted until filled. Applicants should apply via our internal or external more »
Penrith, Cumbria, United Kingdom Hybrid / WFH Options
Computer Futures
Senior Data Engineer opportunity to join a well-known financial services company working on a Remote first basis (once a month in the office on average). Senior Data Engineer - Remote First (offices in lake district) - Up to £65,000 + Great Benefits Purpose of Job Advise on and ensure … or similar data governance tools (Desirable) Experience of working in agile (SCRUM) and waterfall delivery-type teams. Experienced with Confluence & Jira. Experience in a financial services or other highly regulated environment. Any experience or interest in AI is desirable If this sounds like something you are interested in and would more »
South East London, London, United Kingdom Hybrid / WFH Options
Greater London Authority
cycle from project development through contracting to contract completion, closure and exit of a portfolio of complex projects, including proactive management and recording of: financial and outputs performance, maintaining value for money quality assurance and compliance through regular monitoring and audit of delivery partners and sub-contractors the claims process … group and internal departments to ensure connectivity and coordination of activities. Proactively lead on the overall performance of own teams portfolio of projects against financial and output/outcome targets, compliance, quality and risk and collaborate proactively with other Project Managers in the team and other stakeholders in a matrix … Hold budget accountability for projects within own and teams portfolio, including responsibility for accurate budgeting, forecasting and compliance with GLA approval processes and all financial and regulatory requirements. Lead on delivery to time, budget and quality of complex or sensitive corporate or team workstreams, for example programme management activities, programme more »
Salford, Greater Manchester, North West, United Kingdom Hybrid / WFH Options
Aj Bell Limited
one of the fastest-growing investment platform businesses in the UK offering an award-winning range of solutions that caters for everyone, from professional financial advisers, to DIY investors with little to no experience. We have over 503,000 customers using our award-winning platform propositions to manage assets totalling … trust us with their investments, and by continuously striving to make investing easier, we aim to help even more people take control of their financial futures. Having listed on the Main Market of the London Stock Exchange in December 2018, AJ Bell is now a FTSE 250 company. Headquartered in more »
construction activities through to close-out Experience in the use of Planning software Demonstrable experience in anticipating and resolving problems and contingency planning capabilities Financial and contractual awareness coupled with sound commercial judgement Significant demonstrable experience in a similar position Experience in managing and developing others Competent in the use more »
