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The Portfolio Banker (PB) will be the primary relationship manager for a portfolio of accounts and will work both independently, and as part of a team, to deliver our comprehensive solutions to clients.
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Join our Member Services team as a Personal Banker ll and start enjoying all of the benefits of loving where you work! Knowledge of loan processing procedures Knowledge of credit union loan policies as well the following regulations: Truth in Lending, HMDA, Equal Credit Opportunity Act, Fair Credit Reporting Act, Uniform Commercial Code, HUD, RESPA, Fair Housing Act, Fair Debt Collection Practices Act as well as lending related laws and other NCUA regulations Knowledge of credit union products, services, policies, regulations, and procedures Apply today and discover a rewarding career.
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The Personal Banker will demonstrate our core values and will focus on building long term relationship with clients and assist our customers in managing their bank accounts and finances. Understands and adheres to all Bank Secrecy Act and Anti-Money Laundering (BSA/AML), regulatory, security, retail banking and bank-wide policies and procedures.
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Serve as the primary relationship manager for a portfolio of mass affluent clients.
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A Virtual Premier Banker works onsite at a Truist location and works virtual with clients. Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA.
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Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis. A minimum of Securities Industry Essentials (SIE), FINRA Series 6 or 7, 66 (63 and 65 in lieu of 66) and applicable Insurance licenses (Life, Health, and Variable) must be active and maintained, or must be obtained within 100-150 days of job entry date.
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Advanced knowledge of a broad range of personal financial planning/advisory/insurance and investment management/asset allocation concepts and understanding of retail credit and traditional retail bank products for the mass affluent market.
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As Relationship Banker Assistant Manager, you will manage a team of HOA Bankers who are the single point of contact for homeowner association and community management business customers. Relationship Banker Assistant Manager.
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American Banker Best Banks to Work For in 2021, 2022 and 2023. The Peoples Bank Foundation celebrated its 20th anniversary in 2023 and is proud to share over $7 million has been donated to local organizations since its inception.
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We’ve been recognized as the 2023 Employer of the Year from SMPS Boston, ranked first in the Engineering and Environmental Services categories in Banker & Tradesman’s “Best of” competition in 2022, and have been honoredtwicewith the PSMJ Circle of Excellence award.
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We are looking for a Branch Relationship Banker (Personal Banker) to provide top notch customer service to our clients and customers at our Bishop Arts District banking center in Dallas, TX.
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Supervises Universal Banker and Associate Bankers. Provides leadership, training and supervision; delegates day to day operations to the associate banker or other branch personnel. Responsible for opening a till in the absence of the Associate Banker.
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It is the policy of Trustco Bank to cooperate to the fullest extent with the applicable regulations of the Civil Rights Act and any legislation on Equal Employment Opportunity. Other duties may be assigned by supervisor and/or Trustco Bank's Board of Directors.
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Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation objectives and policies.
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A Coldwell Banker Home Price Comparison Index listed Great Falls as the most affordable area of 348 markets in the US, Canada, and Puerto Rico. Malmstrom Air Force Base Malmstrom Air Force Base is located in Great Falls, Montana.
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