- Wells Fargo (Austin, TX)
- …and business divisions at wellsfargojobs.com. Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to ... Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This...and understanding of retail compliance controls, risk management, and loss prevention + Ability to follow policies,… more
- Wells Fargo (Warminster, PA)
- …completed licensing requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role and perform the following duties: ... **In this role, you will:** + Participate in the Branch Banking Licensed Banker licensing program. This...partners and connect customer with the appropriate partner or relationship manager to meet their needs + Partner with… more
- Truist (Ephrata, PA)
- …2. Knowledge of advanced or complex branch transactions, risk management and loss prevention 3. Experience with sourcing and prospecting for new clients and ... the need or referring the client to the appropriate branch team members or specialist. 4. Understand the importance...client relationship building 4. General understanding of bank … more
- Atria Wealth Solutions (Pembroke Pines, FL)
- Through its relationship with CUSO Financial Services, LP (CFS) We Florida Financial Credit Union is seeking a Financial Advisor to join their team and provide ... investment and program integration initiatives with credit union and/or assigned bank program (includes branch personnel training). Provides regular feedback… more
- Atria Wealth Solutions (Philadelphia, PA)
- …investment and program integration initiatives with credit union and/or assigned bank program (includes branch personnel training). Actively engages assigned ... dynamic organization that thrives on teamwork and collaboration? Through its relationship with CUSO Financial Services, L. P. (CFS) Ardent Credit Union… more
- Atria Wealth Solutions (Sacramento, CA)
- Through its relationship with CUSO Financial Services, L. P. (CFS) Patelco Credit Union is seeking a Sales Assistant in the Sacramento, CA area. About Patelco Credit ... group for the organization. Responsibilities + Coordinates with Financial Advisors and branch staff on referral reports, meetings and other investment and financial… more