Travel Advisor Christopherson Business TravelTravel AdvisorSalt Lake City, UTRemoteFull timeTechnology Proficiency: Proficient in the Microsoft Office Suite (Outlook, Word, Excel, Teams, PowerPoint) and comfortable working with Google Workspace (Docs, Sheets, Gmail); experience with CRM or support platforms (e.g., Salesforce, Zendesk) a plus. Customer Centricity: Makes things easy for the customer; is helpful and adds value; personalizes the experience; maintains accuracy; treats customers professionally; sets expectations and follows through.
Business Banker (LO) Holladay Wells Fargo BankBusiness Banker (LO) HolladayHolladay, UtahThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Manage and grow a portfolio of low to moderately complex business clients; typically, $500K to $2MM in annual sales, by owning the full client journey from onboarding to deepening relationships and acquiring new clients while delivering a branded, client-centric experience that drives growth and positions the bank as a trusted partner.
Business Banker (LO) Spanish Fork, UT Wells Fargo & CoBusiness Banker (LO) Spanish Fork, UTSpanish Fork, UTThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. In this role, you will: Manage and grow a portfolio of low to moderately complex business clients; typically, $500K to $2MM in annual sales, by owning the full client journey from onboarding to deepening relationships and acquiring new clients while delivering a branded, client-centric experience that drives growth and positions the bank as a trusted partner.
UHNW Lending Portfolio Management - Liquid Products (SBL) - Assistant Vice President Morgan StanleyUHNW Lending Portfolio Management - Liquid Products (SBL) - Assistant Vice PresidentSalt Lake, UtahThe Tailored Lending Group within Morgan Stanley Wealth Management is seeking an Asset Manager for our Liquid Products Team which specializes in bespoke financing transactions for Ultra-High Net Worth clients, including diversified and concentrated Securities Based Loans (SBL) and Cash Surrender Value of Life Insurance policies (Life Insurance Loans). The Asset Manager will report to the Head of Asset Management for Liquid Products and be responsible for managing and maintaining the quality of our existing and growing loan portfolio, collaborating with Lending Transactors on transitioning newly originated loans, and partnering with our Credit Risk Managers on portfolio risk control and reporting.
Uhnw Lending Portfolio Management - Liquid Products (Sbl) - Assistant Vice President Morgan StanleyUhnw Lending Portfolio Management - Liquid Products (Sbl) - Assistant Vice PresidentSalt Lake City, UTThe Tailored Lending Group within Morgan Stanley Wealth Management is seeking an Asset Manager for our Liquid Products Team which specializes in bespoke financing transactions for Ultra-High Net Worth clients, including diversified and concentrated Securities Based Loans (SBL) and Cash Surrender Value of Life Insurance policies (Life Insurance Loans). The Asset Manager will report to the Head of Asset Management for Liquid Products and be responsible for managing and maintaining the quality of our existing and growing loan portfolio, collaborating with Lending Transactors on transitioning newly originated loans, and partnering with our Credit Risk Managers on portfolio risk control and reporting.
Wealth Advisor - America First Credit Union LPL FinancialWealth Advisor - America First Credit UnionOgden, Utah$58,500–$70,000 / yearA Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66.
Private Client Advisor Keybank National AssociationPrivate Client AdvisorSalt Lake City, UTCoordinate all aspects of investment product delivery within assigned Branch(es), including the in person coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production. Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million.
Senior Associate - Channel Execution Bread FinancialSenior Associate - Channel ExecutionDraper, UT$63,200–$101,100 / yearBread Financial offers medical, prescription drug, dental, vision, and other voluntary benefits (including basic and optional life insurance, supplemental medical plans, and short and long-term disability) to eligible associates (regular full-time associates scheduled to work 30 hours per week or more) and their spouses/domestic partners, and child(ren) under the age of 26. Our payment solutions deliver growth for some of the most recognized brands in travel & entertainment, health & beauty, technology, electronics, jewelry, home and specialty apparel through our co-brand and private label credit cards and pay-over-time products providing choice and value to our shared customers.
Customer Success Manager SlantCustomer Success ManagerLehi, UtahWe're looking for Customer Success Managers who also believe that relationships matter and can help our customers make the most of our platformWe are looking for Customer Success Managers who want to help the amazing financial advisors using Slant. Onboard all new customers - ensuring data is migrated, and the team is trained on how to use Slant 2. Ensure your clients are using Slant, satisfied with Slant, and getting as much value as possible from Slant.
NewBrokerage Client Assistant - RCAST & Registered Wells Fargo BankBrokerage Client Assistant - RCAST & RegisteredSalt Lake, UtahThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
Bilingual Personal Banker State & 33rd Wells Fargo & CoBilingual Personal Banker State & 33rdSALT LAKE CITY, UTIndividuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Bilingual speaking and listening proficiency in Spanish/English Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Experience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work a schedule that may include most Saturdays Must take and pass required language assessment Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position requires SAFE registration at the time of employment. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction.
Personal Banker, Roy, UT Wells Fargo & CoPersonal Banker, Roy, UTRoy, UTThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially.
Lead - Campaign Management Bread FinancialLead - Campaign ManagementDraper, UT$100,800–$161,300 / yearBread Financial offers medical, prescription drug, dental, vision, and other voluntary benefits (including basic and optional life insurance, supplemental medical plans, and short and long-term disability) to eligible associates (regular full-time associates scheduled to work 30 hours per week or more) and their spouses/domestic partners, and child(ren) under the age of 26. Our payment solutions deliver growth for some of the most recognized brands in travel & entertainment, health & beauty, technology, electronics, jewelry, home and specialty apparel through our co-brand and private label credit cards and pay-over-time products providing choice and value to our shared customers.
Wealth Advisor - Downtown Salt Lake City Zions Bancorporation NAWealth Advisor - Downtown Salt Lake CitySalt Lake City, UTPrimary responsibilities will include financial planning, investment management, insurance, trust services, making presentations, partnering with internal banking professionals, as well as coordinating with wealth management team members to deliver the right solution for the clients. The primary goal of a wealth management group is to help clients grow and preserve their wealth while providing expert guidance to navigate complex financial situations and achieve their long-term financial objectives.
Centralized Wealth Advisor - Salt Lake City, UT Zions Bancorporation NACentralized Wealth Advisor - Salt Lake City, UTSalt Lake City, UTAs a Centralized Wealth Advisor, you will partner closely with retail banking teams to deepen client relationships while providing comprehensive financial planning and investment guidance through video and phone consultations. Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets.
Vice President, Regional Advisory Consultant South OsaicVice President, Regional Advisory Consultant SouthSalt Lake City, UTRemote$85,000–$100,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Educating and promoting the benefits of fee-based business, facilitating adoption of the firm’s advisory technology, introducing appropriate investment managers based on the client’s needs, and helping those advisors grow their overall advisory businesses.
NewProduct Support Analyst I Interactive Communications International IncProduct Support Analyst ISandy, UTFollow escalation procedures as required for outages ensuring that network operations Centre (NOC), senior managers and department managers are notified in a timely manner when escalations are received from merchants/selling partners. Supporting more complex queries related to our financial products as channeled from our cardholder support unit (CS), our product development teams or other third-party vendors.
Personal Banker Keybank National AssociationPersonal BankerOgden, UT$20.67–$31.25 / hourConsumer Retail- Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Developing strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.
Personal Banker (Spanish Preferred) Keybank National AssociationPersonal Banker (Spanish Preferred)Orem, UT$20.67–$31.25 / hourConsumer Retail- Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. Developing strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.
Travel Advisor CB Travel Corp.Travel AdvisorSalt Lake City, UTRemote$23–$25 / hourTechnology Proficiency: Proficient in the Microsoft Office Suite (Outlook, Word, Excel, Teams, PowerPoint) and comfortable working with Google Workspace (Docs, Sheets, Gmail); experience with CRM or support platforms (e.g., Salesforce, Zendesk) a plus. Customer Centricity: Makes things easy for the customer; is helpful and adds value; personalizes the experience; maintains accuracy; treats customers professionally; sets expectations and follows through.