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Fintech • Financial Services
Build customer relationships in a bank branch by understanding financial needs, recommending products and services, supporting account openings and credit applications, handling cash and teller transactions, using digital banking tools, and making referrals to specialists. The role requires compliant service, risk awareness, proactive outreach, collaboration, and Saturday availability.
Fintech • Financial Services
Build customer relationships in a branch setting by identifying financial needs, recommending banking products and services, opening accounts, processing transactions, supporting credit applications, and making referrals. The role combines customer service, sales growth, cash handling, digital banking assistance, compliance, risk awareness, and collaboration with branch teammates. Saturday availability and SAFE registration are required.
Fintech • Financial Services
Conduct equity research on mid-cap banks by analyzing financial statements, industry and market data, building financial models and databases, and authoring research content with the Senior Analyst. Develop company and industry expertise, attend relevant events, cultivate industry relationships, communicate investment conclusions, collaborate across research teams, and comply with financial industry regulations and licensing requirements.
Top Skills:
BloombergExcelFactsetFinraMS OfficeOutlookPowerPointWord
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