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Act as liaison between agent, contractor, and branch to maintain good public relations and facilitate resolution of underwriting or procedural questions/problems. This person would be responsible for developing and retaining agency relationships, territory/book growth, evaluate risk exposures, review financial statements, credit reports, bank and other underwriting documents.
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Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures Required qualifications, capabilities, and skills.
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Introducing customers to other branch team members or bank partners who are able to provide solutions for their financial needs. Skill(s): Financial literacy, Knowledge of retail banking products and services.
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The successful Private Client Wealth Advisor is comfortable building relationships with referral sources within Citizens (Citizens Securities Inc financial advisors, retail branch colleagues, mortgage loan officers, and business banking relationship managers) as well as external referral sources (attorneys, accountants, and estate planning councils) to develop an ongoing pipeline of prospective clients.
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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.
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As a Financial Advisor within PNC Investments, you will be based in Warsaw, IN. Branch Financial Advisors work within a highly collaborative circuit of bank branches and manage an assigned book of business.
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We ranked #2 on the 2023 LinkedIn Top Companies list - and #1 among financial services companies - as the best workplace "to grow your career" in the U.S. We're especially proud of our tangible, meaningful commitment to diversity, equity, and inclusion in the workplace.
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Job Title Cash Logistics Processor Job Description Who We Are: Brink's U.S., a division of Brink's, Incorporated, is the premier provider of armored car transportation, currency and coin processing, ATM servicing and other value added services to financial institutions, retailers and other commercial and government entities.
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The Branch Administrator (BA) is responsible for providing overall administrative support for the Branch, including assisting the Branch Manager in connection with matters affecting the Branch facilities, Financial Advisors, and Support Staff.
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This position, within PNC's Retail Branch Banking Network, is based in Lexington, KY at the Chevy Chase branch. You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions.
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Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies.
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1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation.
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Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards.
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Manage all aspect of a financial cost center (P-L, General Ledger, etc. Manage branch pipeline and file quality by Home Loan Consultants. Responsibilities include but are not limited to: Recruit seasoned mortgage loan officers.
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This involves executing policies and procedures in alignment with applicable regulations, as well as audit and escalation procedures, and managing the allocation of people and financial resources for the branch.
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branch financial jobs
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