AVP Banking Center Manager (Branch Manager) Bank OZKAVP Banking Center Manager (Branch Manager)Dallas, TXResponsible for effectively and enthusiastically managing the banking center, providing leadership, and setting high levels of accountability with team members. Model and coach daily activities, including opportunity spotting/referrals, client relationship building, account opening, lending, outbound business development activities, and lobby management.
NewBranch Manager - Campbell Centre Branch - Dallas, TX JPMorgan Chase & CoBranch Manager - Campbell Centre Branch - Dallas, TXDallas, TXYou will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients. You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
Bilingual (Spanish) Branch Manager Heights Finance CorporationBilingual (Spanish) Branch ManagerDallas, TX$61,500–$88,500 / yearOther company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program. Key Words: Customer Service, Loans, Financial Services, Lending, Management, Retail, Office, Bank Teller, Sales, Collections, Leadership.
Senior Manager, Bank Regulatory Compliance (Dallas, TX, US, 75219) The Bank of Nova ScotiaSenior Manager, Bank Regulatory Compliance (Dallas, TX, US, 75219)Dallas, TXActively pursues effective and efficient operations, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework and the Guidelines for Business Conduct. Actively pursues effective and efficient operations of their respective areas in accordance with Scotiabank's Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
Branch Manager Financial AdditionsBranch ManagerDallas, TexasResponsibilities Lead the day-to-day retail banking operations, including teller services, new accounts, customer service, safe deposit operations, and deposit products. Financial Additions is partnering with a well-established regional community bank to identify a Retail Banking Manager in Parker County.
Branch Manager - Garland/Rockwall Market - Garland, TX JPMorgan Chase & CoBranch Manager - Garland/Rockwall Market - Garland, TXGarland, TXYou will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients. You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
Branch Manager - S. McKinney Credit Union of TexasBranch Manager - S. McKinneyMcKinney, TXPart timeThe role builds and develops a high-performing team that consistently meets or exceeds sales and service goals defined by CUTX's strategic plan and core values, manages branch financial and operational performance, ensures the security and maintenance of the physical facility, and represents CUTX in the local community. The Branch Manager - SGC is responsible for all enterprise compliance obligations applicable to a CUTX team member, including BSA/AML, OFAC, USA PATRIOT Act/CIP/CDD, GLBA and the Safeguards Rule, Fair Lending laws (ECOA/Reg B, Fair Housing Act), UDAAP, Information Security and Acceptable Use, and the CUTX Code of Conduct.
Branch Manager - N. McKinney Credit Union of TexasBranch Manager - N. McKinneyMcKinney, TXPart timeThe role builds and develops a high-performing team that consistently meets or exceeds sales and service goals defined by CUTX's strategic plan and core values, manages branch financial and operational performance, ensures the security and maintenance of the physical facility, and represents CUTX in the local community. The Branch Manager - SGC is responsible for all enterprise compliance obligations applicable to a CUTX team member, including BSA/AML, OFAC, USA PATRIOT Act/CIP/CDD, GLBA and the Safeguards Rule, Fair Lending laws (ECOA/Reg B, Fair Housing Act), UDAAP, Information Security and Acceptable Use, and the CUTX Code of Conduct.
Assistant Branch Manager - McKinney Craig, Texas Southstate BankAssistant Branch Manager - McKinney Craig, TexasMcKinney, TexasKnowledge: Excellent leadership and communication skills, planning and organizational skills, good decision-making skills, excellent writing skills, training and oral presentation skills, customer service orientation, initiative, excellent interpersonal skills, good computer skills, ability to read, write, speak, and understand English. Experience: Minimum of 3 years’ experience as Customer Service/Sales/Branch Manager, strong organizational skills, previous supervisory experience, strong PC skills, previous banking experience, ability to analyze and solve problems.
Assistant Branch Manager - McKinney Craig, Texas South State BankAssistant Branch Manager - McKinney Craig, TexasMcKinney, TXKnowledge: Excellent leadership and communication skills, planning and organizational skills, good decision-making skills, excellent writing skills, training and oral presentation skills, customer service orientation, initiative, excellent interpersonal skills, good computer skills, ability to read, write, speak, and understand English. Experience: Minimum of 3 years' experience as Customer Service/Sales/Branch Manager, strong organizational skills, previous supervisory experience, strong PC skills, previous banking experience, ability to analyze and solve problems.
Senior Branch Service Manager/Branch Service Manager Royal Bank of CanadaSenior Branch Service Manager/Branch Service ManagerFrisco, TXOnboard new accounts, accurately record all securities and/or coupons received from clients and ensure they are credited to the proper accounts and quickly and accurately transmitted to the Complex main office and Minneapolis following all required branch, complex and RBC procedures for handling client securities. The Senior Branch Service Manager/Branch Service Manager is a player-coach role, acting as the primary liaison between the Complex management team and the branch on operational matters by modeling, encouraging and developing a positive and productive work environment to foster a strong team culture within the branch.
Branch Manager Specialty Building Products IncBranch ManagerLANCASTER, TXThe Branch Manager is responsible for overseeing all operations of a manufacturing facility or branch, including production, quality control, supply chain coordination, workforce management, and financial performance. Through our initiatives we encourage and incentivize our employees to aid fellow employees in need and to better serve our communities and the people we directly influence.
Branch Manager Dallas Wholesale Distribution LLCBranch ManagerLancaster, TXPart timeThe Branch Manager is responsible for overseeing all operations of a manufacturing facility or branch, including production, quality control, supply chain coordination, workforce management, and financial performance. Through our initiatives we encourage and incentivize our employees to aid fellow employees in need and to better serve our communities and the people we directly influence.
NewBranch Operations Manager Point BankBranch Operations ManagerAubrey, TexasESSENTIAL JOB FUNCTIONS: Responsible for motivation of employees to make sales, cross-sales and referrals of bank products and services to new and existing customers, or otherwise participate in any other sales or marketing campaigns or initiatives to meet individual and branch goals, and overall bank goals and objectives and documentation of all activity in CRM. Assist customers with their banking needs, answer any questions and resolve any problem situations in a quick, courteous and friendly manner, taking advantage of any sales or referral opportunities.
Branch Manager II Hilltop Holdings IncBranch Manager IIDallas, TXThe Branch Manager II role also focuses on the primary core expectations of operational integrity, expanding customer relationships, positively influencing and developing staff, and requires some time (approximately 25%) being spent building business contacts, networking outside the branch to cultivate new business, and promoting the Bank at Work program. PlainsCapital Bank conducts both commercial and consumer banking, providing a full suite of commercial banking products and services to fit any business model and convenient services, personal attention, and account features to help simplify managing personal finances.
Branch Transformation Delivery Manager Citizens Financial Group IncBranch Transformation Delivery ManagerTX$179,000–$244,000 / yearThe Branch Transformation Delivery Manager oversees the execution and operational delivery of the Retail Network Transformation program, ensuring the successful implementation of all physical branch actions-including openings, closures, relocations, and renovations-as well as full lifecycle management of branch hardware, ATM, branch quality/improvement initiatives, Mobile Unit deployment, and maintenance of the Branch Locator application. As the primary connection point across cross-functional teams and external partners, the role drives execution excellence, manages capital spend, ensures regulatory compliance, accelerates issue resolution, and fosters a culture of continuous improvement, transparency, and high performance.
Branch Manager Specialty Building Products Holdings, LLCBranch ManagerLANCASTER, TXThe Branch Manager is responsible for overseeing all operations of a manufacturing facility or branch, including production, quality control, supply chain coordination, workforce management, and financial performance. Through our initiatives we encourage and incentivize our employees to aid fellow employees in need and to better serve our communities and the people we directly influence.
Assistant Branch Manager Credit Union of TexasAssistant Branch ManagerDesoto, TexasEssential physical activities include the ability to remain stationary at a workstation or teller line for extended periods; occasionally stand, walk, climb or balance, and stoop, kneel, crouch, or crawl; use fingers and hands for typing, handling documents, and operating cash and office equipment; reach with hands and arms; talk and hear clearly to convey detailed or important information accurately to members and team members; demonstrate visual acuity sufficient to prepare and inspect documents and operate equipment; and occasionally lift and move up to 10 pounds. The role plans, coordinates, and manages the delivery of all credit union products, services, and member experiences at the branch; coaches and develops team members; oversees daily branch operations, security, and facility well-being; and uses CUTX-approved tools and AI-augmented analytics to identify trends, drive growth, and maintain a safe, compliant, member-centric environment.
Bilingual (Spanish) Branch Manager Attain FinanceBilingual (Spanish) Branch ManagerDallas, Texas$61,500–$88,500 / yearFull timeOther company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program. Key Words: Customer Service, Loans, Financial Services, Lending, Management, Retail, Office, Bank Teller, Sales, Collections, Leadership.
Mortgage Branch Manager U.S. BancorpMortgage Branch ManagerIrving, TX$49,000–$70,350 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Assists Mortgage Retail Regional Manager in the leadership and management of Mortgage Loan Originators to achieve production goals, operational excellence, growth and profitability of the region.
Branch Manager Arlington Tarrant County Wells Fargo & CoBranch Manager Arlington Tarrant CountyTXAs a Branch Manager, you will serve as the sales leader of the branch, accountable for acquiring, deepening and retaining customer relationships to drive consistent growth in primary checking, deposits, lending, credit cards and investments through disciplined execution, strong coaching, and effective performance management. They 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.
Branch Manager Northeast Dallas District Wells Fargo & CoBranch Manager Northeast Dallas DistrictRockwall, TXAs a Branch Manager, you will serve as the sales leader of the branch, accountable for acquiring, deepening and retaining customer relationships to drive consistent growth in primary checking, deposits, lending, credit cards and investments through disciplined execution, strong coaching, and effective performance management. They 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.
Branch Manager - Northeast Dallas Wells Fargo BankBranch Manager - Northeast DallasGarland, TexasRelevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting, or military experience working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting. Coach, develop and build a high performing team to execute on business strategies, achieve results, and drive growth of the business; This includes coaching bankers to engage customers to understand their needs and work proactively to build relationships and help customers succeed financially.
Data Scientist Lead - Branch Channel Analytics Manager JPMorgan Chase & CoData Scientist Lead - Branch Channel Analytics ManagerPlano, TXLead the Assignments Strategy team to build and refine approaches to: identify customers to be assigned to bankers, execute and evolve BAU branch assignment methodology, and route customers to the most appropriate banker for their immediate need. You will build and continuously improve how we identify customers for banker assignment, align customers to branch coverage using business-as-usual processes, and route customers to the best-fit banker for their needs.
Bilingual (Spanish) Branch Manager CURO Group Holdings CorpBilingual (Spanish) Branch ManagerDallas, TX$61,500–$88,500 / yearOther company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program. Key Words: Customer Service, Loans, Financial Services, Lending, Management, Retail, Office, Bank Teller, Sales, Collections, Leadership.
Mortgage Branch Manager U.S. BankMortgage Branch ManagerDallas, TexasIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Assists Mortgage Retail Regional Manager in the leadership and management of Mortgage Loan Originators to achieve production goals, operational excellence, growth and profitability of the region.
Branch Manager Texans Credit UnionBranch ManagerCarrollton, TXSpecific knowledge, skills, and abilities required for this position: Ability to oversee and promote a sales/service environment; working knowledge of a variety of financial products and services; excellent member service skills; exceptional interpersonal and oral communication skills; basic computer and typing skills; excellent time management and organizational skills; professional and polished in both attitude and appearance; Skilled in guiding, motivating, and assessing team members to recognize both areas of excellence and opportunities for improvement in performance and service. Regular community involvement- includes but not limited to attending, working and involvement in various community business development events in your community such as local chamber meetings, local community-based events, in aim to build relations with various local businesses and organizations in your area.
Assistant Branch Manager International Bancshares CorpAssistant Branch ManagerDallas, TXJob Summary: The Assistant Sales Manager is responsible for assisting Branch Management in supervising the staff and ensuring efficiency and effectiveness in the daily activities of branch operations while proving superior customer service incorporating the IBC Experience. People Development: tendency to develop skills and abilities of personnel under his charge, through the effective planning of activities related to current and future states.
Branch Manager SBP CareersBranch ManagerLancaster, TexasThe Branch Manager is responsible for overseeing all operations of a manufacturing facility or branch, including production, quality control, supply chain coordination, workforce management, and financial performance. Through our initiatives we encourage and incentivize our employees to aid fellow employees in need and to better serve our communities and the people we directly influence.
Retail Branch Manager Woodforest National BankRetail Branch ManagerMcKinney, TXResource Champions are available to connect you to comprehensive services including expert banking, wealth planning, ESOP, health & wellness programs, impactful community involvement & financial literacy education. Demonstrate a passion for taking care of people by exhibiting effective problem-solving abilities, the ability to maintain composure and convey a positive attitude while interacting with customers as well as internal team members.
Branch Manager Glacier Bancorp IncBranch ManagerRockwall, TXSpecific vision abilities required by this job include: • The worker is required to have close visual acuity to perform an activity such as: • preparing and analyzing data and figures • transcribing • viewing a computer terminal • extensive reading • visual inspection involving small defects, small parts, and/or operation/inspection of machines and/or using measurement devices at distances close to the eyes. • Work closely with the Market President and management to formulate strategic planning goals and objectives to grow the bank's deposit portfolio and net income while providing deposit services our customers and cultivating relationships with potential customers to drive deposit and loan growth.
Assistant Branch Manager Regional Finance CorpAssistant Branch ManagerDallas, TXIf you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: https://regionalfinance.com/wp-content/uploads/2022/11/UPDATED-Employee-Privacy-Policy-11.2022.pdf. This role is ideal for individuals who are motivated by results, thrive in a fast-paced environment, and enjoy actively selling financial products while building strong customer relationships.
NewBilingual Assistant Branch Manager Regional FinanceBilingual Assistant Branch ManagerDuncanville, TexasIf you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: https://regionalfinance.com/wp-content/uploads/2022/11/UPDATED-Employee-Privacy-Policy-11.2022.pdf . This role is ideal for individuals who are motivated by results, thrive in a fast-paced environment, and enjoy actively selling financial products while building strong customer relationships.
Assistant Branch Manager Regional FinanceAssistant Branch ManagerDallas, TexasIf you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: https://regionalfinance.com/wp-content/uploads/2022/11/UPDATED-Employee-Privacy-Policy-11.2022.pdf . This role is ideal for individuals who are motivated by results, thrive in a fast-paced environment, and enjoy actively selling financial products while building strong customer relationships.
Branch Manager Guaranty Bank & TrustBranch ManagerRockwall, TexasSpecific vision abilities required by this job include: The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and/or operation/inspection of machines and/or using measurement devices at distances close to the eyes. • Work closely with the Market President and management to formulate strategic planning goals and objectives to grow the bank’s deposit portfolio and net income while providing deposit services our customers and cultivating relationships with potential customers to drive deposit and loan growth.
US Private Bank - Vice President Business Finance Manager JPMorgan Chase & CoUS Private Bank - Vice President Business Finance ManagerPlano, TXJPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the worlds most prominent corporate, institutional and government clients under the J.P. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
NewUS Private Bank - Employee & Client Experience - Program Manager - Associate JPMorgan Chase & CoUS Private Bank - Employee & Client Experience - Program Manager - AssociatePlano, TXThe Program Manager will aggregate and analyze feedback from multiple listening posts-including Tell Us, client complaints, and survey programs-to identify trends, root causes, and emerging pain points. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Portfolio Manager II (PM II), Private Bank Bank of AmericaPortfolio Manager II (PM II), Private BankDallas, TexasKey responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, investment reviews, and proactive client communication. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.
Senior Manager ? Bank Regulatory Compliance Officer Madison-DavisSenior Manager ? Bank Regulatory Compliance OfficerDallas, TXThe successful candidate will work closely with business leaders, Legal, Risk, Audit, and Compliance partners to strengthen regulatory frameworks, support remediation efforts, and ensure compliance programs remain aligned with evolving supervisory expectations. A global financial institution is seeking an experienced regulatory compliance professional to join a strategic Compliance Initiatives and Advisory team supporting wholesale banking and capital markets businesses.
US Private Bank Business Finance Manager - Senior Associate JPMorgan Chase Bank, N.A.US Private Bank Business Finance Manager - Senior AssociatePlano, TXFull timeJPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Global Bank Finance & Business Manager, Senior Associate JPMorgan Chase Bank, N.A.Global Bank Finance & Business Manager, Senior AssociatePlano, TXFull timewill not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT).JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Citi Commercial Bank - Mid-Corp Relationship Manager, Healthcare - Senior Vice President Citigroup IncCiti Commercial Bank - Mid-Corp Relationship Manager, Healthcare - Senior Vice PresidentDallas, TX$169,600–$254,400 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Sound knowledge of banking and investment products and process as well as a track record of providing sound banking and financial advice and solutions to clients.
NewRelationship Banker II (Farmers Branch) Simmons BankRelationship Banker II (Farmers Branch)Dallas, TexasRelationship Bankers will provide expert financial solutions to existing and prospective clients by assessing their financial needs and offering solutions through bank products and services to help clients accomplish their current and future financial goals. Perform all functions related to opening and closing accounts including assisting customers with the appropriate selection of accounts, performing research of customers' accounts, and complying with BSA and CIP requirements.
Senior Consumer Relationship Banker (Windsong Ranch Branch) Regions Financial CorpSenior Consumer Relationship Banker (Windsong Ranch Branch)Frisco, TXJob Description: At Regions, the Senior Consumer Relationship Banker is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals. Follows all bank processes and procedures and adheres to applicable laws and regulations, including completing duties delegated and assigned by the Branch Manager; as a member of the branch team, ensures sound banking practices, including managing, identifying and reporting operational risks.
Branch Support Teller Credit Union of TexasBranch Support TellerLewisville, TXPart timeAbility to perform basic math skills including adding, subtracting, multiplying, and dividing two-digit numbers; operations with units such as inch, foot, yard; ounce, pound (or their metric counterparts), and square footage; ability to understand appraisals, compute rent rates and lease expiration times. Ability to use passive vocabulary of 5,000-6,000 words; read at a moderate rate; and define unfamiliar words in dictionaries for meaning, spelling, and pronunciation.
Branch Support Member Relationship Specialist Credit Union of TexasBranch Support Member Relationship SpecialistIrving, TXPart timeAbility to perform basic math skills including adding, subtracting, multiplying, and dividing two-digit numbers; operations with units such as inch, foot, yard; ounce, pound (or their metric counterparts), and square footage; ability to understand appraisals, compute rent rates and lease expiration times. Ability to use passive vocabulary of 5,000-6,000 words; read at a moderate rate; and define unfamiliar words in dictionaries for meaning, spelling, and pronunciation.
Branch Operations Lead - North Dallas Market- Dallas, TX JPMorgan Chase & CoBranch Operations Lead - North Dallas Market- Dallas, TXRichardson, TXChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
NewPrivate Client Banker - Hillside Dallas Branch - Dallas, TX JPMorgan Chase & CoPrivate Client Banker - Hillside Dallas Branch - Dallas, TXDallas, TXBeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Relationship Banker II (Preston Center Branch) Regions Financial CorpRelationship Banker II (Preston Center Branch)Dallas, TXJob Description: At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals. Follows all bank processes and procedures and adheres to applicable laws and regulations, including completing duties delegated and assigned by the Branch Manager; as a member of the branch team, ensures sound banking practices, including managing, identifying and reporting operational risks.
Private Bank Wealth Advisor III Huntington Bancshares IncPrivate Bank Wealth Advisor IIITXAt least 5 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and services for high or ultra-high net worth clients. Duties and Responsibilities: Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client's Wealth Plan with a strong focus on capturing assets under management, loans, and deposits.