Posting End Date:. $0.00 - $0.00
Benefits .
In this senior individual contributor role, you will serve as a trusted advisor to high-growth FinTech and Payment Intermediary clients, connecting them to the full breadth of Citi's global capabilities - from Treasury & Trade Solutions and Foreign Exchange to Investment Banking and Equity Capital Markets.
Report concerns or needs to direct supervisor and only to a Bank Branch Manager if directly asked or in the case of an emergency. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Job related laws and regulations include, but are not limited to the following: Bank Secrecy Act (BSA); Office of Foreign Asset Control (OFAC); Vendor Management; Information and Data Security; and SEC regulations related to corporate governance and disclosure. Maintain a superior knowledge of banking operations as it applies to the position: Follow proper procedures to mitigate risk to the bank within assigned approval authority including but not limited to NSF/OD decisions, large deposits, uncollected funds hold, etc.
This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
p>A 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.
p>Job Overview: A 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.
p>Establish strong operating rhythms for planning, prioritization, and cross-functional alignment Deliver measurable business impact Define success metrics tied to company outcomes such as operating account attach rate, DDA balance growth, AP transaction volume, revenue expansion, margin improvement, customer retention, risk loss rates, and operational efficiency. As Director of Product Management, Banking + AP, you will define and drive the strategy for one of Brexs most critical domains: the Operating Account platform - the combination of Banking and Accounts Payable that makes Brex the place customers run payments from day one.
Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
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. As apart of the Professional Loan Program (PLP) team, we offer tailored loan programs to employees of our private equity clients, to enable them to personally co-invest in the funds being managed by their firms.
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. As an International Product Specialist (IPS) within Commercial & Investment Banking, you will be responsible for supporting the growth of our international business among corporate clients and prospects in the $500 million - $3 billion sales size.
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. As an International Product Specialist (IPS) within Commercial & Investment Banking, you will be responsible for supporting the growth of our international business among corporate clients and prospects in the $500 million - $3 billion sales size.
They safeguard customers, ensure adherence to laws, and provide trusted oversight of products and partnerships-empowering Affirm Bank to grow with integrity, transparency, and strong regulatory confidence.
By moving from a fragmented, state-based system to a unified federal framework, Upstart Bank enables more consistent borrower experiences, reduces structural costs, and unlocks opportunities to improve pricing, compliance, and access to credit at scale. Starting from a small, high-caliber seed team, you will define the technical strategy, organizational design, and execution model for systems spanning ledgering and funding, deposits and payments, marketplace integrations, and reporting.
8+ years of experience or equivalent expertise supporting Innovation Economy & Fintech clients in Sales or Product Extensive experience in treasury services with strong understanding of the Payments ecosystem Ability to synthesize quantitative data and qualitative voice-of-customer (VoC) signals into actionable insights Demonstrated prior experience influencing cross-functional partners to deliver value at scale Ability to communicate effectively with senior executive-level leaders Ability to negotiate, influence, and collaborate to build successful relationships Strong critical thinking and problem solving skills. As a Market and Product Strategy Manager in the Commercial Bank, you will be responsible for understanding what our Innovation Economy & Fintech clients need and why across the complex payments ecosystem, and ensure the right solutions are delivered at the right time.
Provide comprehensive, day-to-day administrative support to the Relationship Manager Team, expense reporting, general assistance, coordinating meetings, and events (on‑site and off‑site), preparing presentation materials, and follow‑up action items. The Client Relations Associate (CRA) plays a critical role in driving new business and deepening client relationships by directly supporting Relationship Managers (RMs).
Patelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer.
As 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.
As 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.
Works in tandem with senior management to regularly schedule and conduct branch meetings to inform and update employees of branch goals and progress towards goals, promotions, products, services, and activities and to encourage participation and open communication. Additionally, the Branch Manager is responsible for developing profitable new business and cross-selling all applicable bank products and services to existing portfolio and prospective member/clients.
li>Establish strong strategic partnerships with leaders across Wealth, Retail, and Mortgage to identify, prioritize, and activate high-value cross-business referral opportunities that accelerate growth and deepen client engagement across the franchise.
In 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. Manages communications regarding project and program management practices that create clear, concise requirements in program and project functionality, resourcing, budgets, and timings.
Supervises staff operations, sets branch goals, manages personnel performance, ensures consistent quality service, optimizes resource allocation, and promotes account penetration for enhanced member satisfaction.
Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx. You 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.
li>All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Essential Functions:
li>This SAFE position involves customer contact and duties like offering/negotiating terms or taking applications for dwelling-secured transactions, requiring compliance with the SAFE Mortgage Licensing Act of 2008, related regulations, acceptable background checks, and meeting Loan Originator requirements under Regulation Z. Our client, a global trailblazer in financial services, is not just a trusted name - they’ve earned the top spot on LinkedIn’s 2025 “Top Companies to Grow Your Career” list for financial services employers.
Position Summary: The Private Banking Sales Manager will collaborate with Private Banking Leadership to manage a team of Private Bankers in driving business growth and delivering Six Diamond Experience. Why Fremont Bank?: Founded in 1964, Fremont Bank is one of the oldest independently owned banks in the Bay Area and has been consistently recognized as a Top Workplace for the past 15 consecutive years.
li>Demonstrate sound decision making by approving exception items and transactions; through the review of overdrawn accounts and determination on whether to pay items; and by identifying when situations require escalation or knowledge from an outside resource, and how to effectively access that resource to ensure a superior customer experience. POSITION SUMMARY: The Assistant Retail Service Manager is responsible for managing branch operations, addressing customer needs, assisting and coaching bankers, ensuring regulatory requirements are met and guaranteeing sound operational practices are followed.