online banking specialist

Everbank

<div>Banking Specialist 
The Banking Specialist promotes the organization's banking services, recognizes sales opportunities, opens accounts, delivers exceptional client service, and makes appropriate introductions to team specialists such as financial center managers, relationship managers, small business, commercial banking, and treasury management. This job understands client needs to offer the appropriate financial services and works with a wide array of retail or business clients with a focus on acquiring, retaining, and deepening client relationships. 
 
Key Responsibilities and Duties
<ul>
<li>Promotes financial services suitable for the client based on profiling, identifying client's needs, acting as an advocate and partnering with specialists throughout the enterprise.</li>
<li>Performs cash vault and/or other financial center operational responsibilities as directed.</li>
<li>Assists clients with basic requests related to opening new accounts, completing service requests, and submitting credit applications.</li>
<li>Participates as a key team member by exceeding individual goals and objectives to allow the financial center to achieve their business plan.</li>
<li>Exceeds client expectation by taking ownership and accountability of the client and making the client's needs a priority.</li>
<li>Consistently meets/exceeds customer experience and individual/team production goals and enhances year-over-year revenue growth.</li>
<li>Refers customers' financial needs to other bankers and partners as needed.</li>
<li>Executes the bank's risk culture and strives for operational excellence.</li>
<li>Adheres to established policies and procedures while opening/servicing the full range of Retail products.</li>
<li>Understands competitor products and services and advantages of the organization's banking products and services.</li>
</ul>
Minimum Qualifications
<ul><li>2+ years of hands-on experience in retail banking, with a strong background in teller operations and cash handling.</li>
<li>Proficient in both operational and universal banking functions, ensuring smooth and compliant branch activities.</li>
<li>Demonstrated ability to build and deepen client relationships by identifying needs, driving revenue growth, and delivering tailored, consultative financial solutions.</li>
<li>Skilled in assisting small business clients and opening new accounts, with a focus on personalized service.</li>
<li>Exceptional customer service skills, with the ability to multitask effectively in fast-paced environments.</li>
</ul>
Preferred Qualifications
<ul><li>Highly motivated self‑starter with an innovative mindset and a proven ability to take initiative and deliver strong results.</li>
</ul>
Role Specific Work Experience
<ul>
<li>No Experience Required; 2+ Years Preferred</li>
</ul>
Educational Requirements
<ul>
<li>High School Preferred</li>
</ul>
Physical Requirements
<ul>
<li>Physical Requirements: Sedentary Work</li>
</ul>
Career Level 
3IC

Posting End Date: 4/13/26 
 
Req Benefits:
EverBank, N.A. is committed to the well-being of its associates. That's why we offer a comprehensive Total Rewards package commensurate with the position and job-related qualifications, skills and knowledge. The Company's comprehensive Total Rewards package provides choice and flexibility and respects differences. The following benefits are available through the Company:
<ul>
<li>Medical, dental, vision &amp; HSA/FSA
</li><li>401(k) savings</li>
<li>Paid holidays &amp; generous PTO</li>
<li>Additional wellness &amp; voluntary benefits</li>
</ul>
<div>Additional Company-provided benefit options (subject to plan terms):
<ul>
<li>Tuition reimbursement</li>
<li>Commuter Benefits</li>
<li>Life and Disability Insurance</li>
</ul>
</div> 
Compensation: $25 - $32
 
Additional Details :
<div>EverBank, N.A. is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers.

The Company's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money.

VEVRAA Federal Contractor

Member FDIC
</div>
<div></div><div>Notice to Job Seekers</div></div>

Banking Specialist

YO IT CONSULTING

<div>An opportunity is available for U.S./UK/Canada/Europe/Australia-based Investment Banking Experts to contribute to a research project with a leading foundational AI lab.
<h3 class="jobSectionHeader">You are a good fit if you:</h3>
<ul><li>Have at least 2 years of experience working at top firms in investment banking</li>
<li>Have experience in at least one of the following areas:
<ul><li>Financial Modeling</li>
<li>Pitch Decks</li>
<li>Investment/Analysis Summaries and Memos</li>
<li>Company/Industry Analysis</li>
</ul></li></ul><h3 class="jobSectionHeader">Role Details:</h3>
<ul><li>Minimum commitment: 10 hours per week</li>
<li>Duration: At least 4 weeks starting in October, with potential for extension or rotation into future projects</li>
<li>Compensation: $100&ndash;$130 per hour, with potential increases for top performers</li>
</ul>Strong performance may increase the likelihood of being selected for future projects.
<h3 class="jobSectionHeader">Additional Information:</h3>
<ul><li>Open to all qualified applicants, with equal opportunity and reasonable accommodations provided upon request</li>
<li>This is a fully remote, independent contractor role with a flexible schedule</li>
<li>Project duration may vary based on business needs and performance</li>
<li>Payments are made weekly via Stripe or Wise based on completed work</li></ul></div>

Investment Banking Expert - Remote

YO IT Consulting

<div>
 An opportunity is available for U.S./UK/Canada/Europe/Australia-based Investment Banking Experts to contribute to a research project with a leading foundational AI lab.
 
 
 
 You Are a Good Fit If You
 
 
 
 <ul>
 <li>
 Have at least 2 years of experience working at top firms in investment banking
 </li>
 <li>
 Have experience in at least one of the following areas:
 </li>
 <ul>
 <li>
 Financial Modeling
 </li>
 <li>
 Pitch Decks
 </li>
 <li>
 Investment/Analysis Summaries and Memos
 </li>
 <li>
 Company/Industry Analysis
 
 </li>
 </ul>
 </ul>
 
 Role Details
 
 
 
 <ul>
 <li>
 Minimum commitment: 10 hours per week
 </li>
 <li>
 Duration: At least 4 weeks starting in October, with potential for extension or rotation into future projects
 </li>
 <li>
 Compensation: $100-$130 per hour, with potential increases for top performers
 
 
 </li>
 </ul>
 Strong performance may increase the likelihood of being selected for future projects.
 
 
 
 Additional Information
 
 
 
 <ul>
 <li>
 Open to all qualified applicants, with equal opportunity and reasonable accommodations provided upon request
 </li>
 <li>
 This is a fully remote, independent contractor role with a flexible schedule
 </li>
 <li>
 Project duration may vary based on business needs and performance
 </li>
 <li>
 Payments are made weekly via Stripe or Wise based on completed work
 </li>
 </ul>
</div>

ConnectOne Bank

<div><h2 class="jobSectionHeader">About us:</h2>
ConnectOne Bank proves that putting people first is a better way to do business. At ConnectOne, we&rsquo;re builders &mdash; of businesses, communities, and equity. Most importantly, we&rsquo;re building opportunities. Our mission is to ensure our employees feel empowered to make important decisions, reach their potential and truly make an impact.
ConnectOne is a growth organization by design; it is part of our DNA and we take pride in seeing our employees grow with us. Founded in 2005 by an entrepreneur, we have grown into a high-performing commercial bank, inspiring a new model for our industry&rsquo;s future. By embracing technology and all the ways it can help us become a world-class service organization, we support
small business owners by fueling their mission.
People First is the blueprint for our culture. It is at the foundation of everything we do and the decisions we make. At ConnectOne, you have the opportunity to be a part of a dynamic culture and team. Develop your forward-thinking skills, thrive in an entrepreneurial setting, and succeed at &ldquo;a better place to be&rdquo;.
ConnectOne Bank is an Equal Housing and Equal Opportunity Lender, and a member of the Federal Deposit Insurance Corporation.<h2 class="jobSectionHeader">
About this role</h2>
Banking Relationship Specialists play a vital role in ConnectOne &ldquo;Client First&rdquo; banking experience by acquiring, retaining, and expanding banking relationships of both the business and consumer clients while demonstrating the ConnectOne Culture.<h2 class="jobSectionHeader">
In this role you will:</h2><ul><li>
Support the Bank&rsquo;s &ldquo;People First&rdquo; focus and rules of engagement&mdash;greeting clients by name, maintaining a professional demeanor, ensuring the branch reflects ConnectOne Bank standards and working as an active member of the Branch team, always striving to make ConnectOne Bank &ldquo;A Better Place to Be&rdquo;.</li><li>
Proactively identify opportunities for relationship acquisition and development by cross-selling the Bank&rsquo;s products and services in a consultative manner.</li><li>
Perform account opening for deposit products and educate clients on the Bank&rsquo;s product and service offerings.</li><li>
Ensure all activities, transactions and records are in compliance with operational, security and control procedures of the Bank, preventing fraud and protecting customer assets.</li><li>
Handle customer service issues by conducting research, taking ownership, and following up with on a daily basis as necessary until conclusion.</li><li>
Assist other branch team members with transactions and overall operations, as necessary, and provide feedback and coaching to improve overall team performance.</li><li>
Perform service transactions for the Branch to include check re-orders, address/name changes, safe deposit box access, outbound wires, account maintenance and outbound client contact.</li><li>
Serve as primary back-up to the Branch Manager or Assistant Branch Manager where applicable, for operational and service-related functions.</li><li>
Assists with Teller functions as needed including performing banking transactions over the phone or at the drive-up window including accepting deposits, cashing checks, and assisting clients with other banking needs, and branch opening and closing as needed.</li><li>
Active participation in achieving branch sales objectives.</li><li>
Maintains a 90% plus service performance and reinforces feed -back gained from mystery shops.</li><li>
Supports retail and community events to promote the brand in accordance with the retail business plan.</li><li>
Performs other duties that may be assigned.</li></ul><h2 class="jobSectionHeader">
Must haves:</h2><ul><li>
Strong needs-based sales skills.</li><li>
One to three years bank platform sales and teller experience.</li><li>
Detailed understanding of federal banking compliance and requirements.</li><li>
Strong &ldquo;People First&rdquo; interest and ability.</li><li>
Strong ability in assessing and meeting the needs of customer and/or solving customer problems.</li><li>
Effective teambuilding and interpersonal communication abilities are necessary.</li><li>
Ability to lift items up to 25 lbs.</li><li>
ConnectOne Bank culture mastery.</li><li>
To support business needs, ability to work a flexible schedule is required.</li></ul><h2 class="jobSectionHeader">
Additional information:</h2>
Benefits:<ul><li>
World class health, vision, and dental benefits on day one</li><li>
401k with employer match</li><li>
Employee appreciation events (team building, softball games, food truck days, etc..)</li><li>
Employee assistance programs (EAP)</li><li>
Wellness programs (flu shot, preventive care, health programs and services discounts, etc..)</li><li>
Tuition reimbursement</li><li>
Employee Discount perks</li><li>
CNOB Community Service Events</li></ul>
&hellip;.and much, much more!
Studies have shown that individuals from underrepresented groups, may only apply to roles if they meet 100% of the qualifications. Roles evolve over time, especially with innovation, and you may be just the person we need. We hope you're open to learning new skills and growing with us. We encourage you to apply to continue making us &ldquo;a better place to be!&rdquo;
ConnectOne Bank is an equal opportunity employer and does not discriminate with respect to any term, condition or privilege of employment based on race, color, religion, sex, sexual orientation, gender identity or expression, age, disability, military or veteran status, marital status, or status of an individual in any group or class protected by applicable federal, state, or local law.
ConnectOne Bank also provides reasonable accommodations for qualified individuals with disabilities in accordance with the Americans with Disabilities Act and applicable state and local laws. If an accommodation is needed to participate in the job application or interview process, please contact Talent Acquisition.
Salary Description$22-$27</div>

Satellite Banking Relationship Specialist

Deutsche Bank

<div>
 
 Position Overview
 
 
 
 
 Details of the Division and Team:
 
 
 
 The Private Bank (PB) combines Deutsche Bank&rsquo;s private client&rsquo;s business in Germany and its international business with private and commercial clients together with Wealth Management in a single division.
 
 
 As a trusted partner of high-net-worth individuals and companies, family offices and foundations, we create lasting value for our clients by developing tailor-made solutions such as wealth planning, asset management with individual risk management, loans and deposits. All this is possible thanks to our global network and our many years of experience.
 
 
 
 What we will offer you:
 
 
 
 A healthy, engaged and well-supported workforce is better equipped to do their best work and, more importantly, enjoy their lives inside and outside the workplace. That&rsquo;s why we are committed to providing an environment with your development and wellbeing at its center.
 
 
 
 You can expect:
 
 
 
 <ul>
 <li>
 Life Insurance
 </li>
 <li>
 Accidental Death Insurance
 </li>
 <li>
 Permanent Partial Disability Insurance
 </li>
 <li>
 Private Medical Insurance for you, your spouse and dependent children
 </li>
 <li>
 Flexible working arrangements
 </li>
 <li>
 30 days of annual paid leave, plus public holiday &amp; Flexible Working Arrangement
 </li>
 <li>
 DB contributions to Employee Workplace Savings "Gosi&rdquo; plan (for Saudi nationals only)
 
 
 
 </li>
 </ul>
 
 Your key responsibilities:
 
 
 
 As an Operations Specialist, you will support the Private Banking business for Saudi Arabia &ndash; specifically the DSSA platform. The role holder will work closely with the local Front Office team (Business Heads, Relationship Managers (RM), Client Service Executives, Investment Manager), Compliance, Legal, Anti Financial Crime (AFC) and Business Management Team.
 
 
 <ul>
 <li>
 Support the Front Office throughout the complete new customer adoption process, coordinating, and reviewing of legal documentation, ensuring accurate account creation in DB systems, and participating in meetings to support complex account structures and Know Your Client requirements.
 </li>
 <li>
 Collaborate closely with the Front Office, COO, and relevant stakeholders to implement new products, support business growth, manage client data modifications, oversee account closures, and deliver best‑in‑class client service.
 </li>
 <li>
 Provide and oversee critical operational services enabling the delivery of innovative and complex financial products, ensuring compliance with all applicable regulations and internal policies, while proactively tracking operational progress and following up with RMs/IMs.
 </li>
 <li>
 Participate in the continuous assessment of onboarding and static data processes, recommending and implementing enhancements to improve efficiency, robustness, and overall operational quality.
 </li>
 <li>
 Advise on process exceptions and complexities, offering comprehensive expertise and ensuring effective alignment with operational and regulatory standards.
 </li>
 <li>
 Collaborate with offshore Wealth Management teams to ensure seamless service delivery and operational support across locations.
 </li>
 <li>
 Offer subject matter expertise and work with the Agile organization to implement projects.
 </li>
 <li>
 Take on additional responsibilities aligned with personal development, and performing any other tasks assigned by the team supervisor.
 
 
 
 </li>
 </ul>
 
 W
 
 
 hat we look for:
 
 
 
 <ul>
 <li>
 Motivated professional who like to work in a team, have excellent interpersonal skills and willingness to learn.
 </li>
 <li>
 You should not only be passionate about financial topics and the capital market but also have a strong interest in expanding your knowledge on Private Bank business.
 </li>
 <li>
 You can build on your outstanding academical achievements and benefit from working in a professional and diverse environment with some of the best minds in banking.
 
 
 
 </li>
 </ul>
 
 Your skills and experience:
 
 
 
 <ul>
 <li>
 Education: Bachelor degree in economic or financial a must - Master degree a plus.
 </li>
 <li>
 Language: Fluent English skills compulsory
 </li>
 <li>
 Experience: 3 to 5 years of experience ideally in Operations in an International Private Bank.
 </li>
 <li>
 MS Office Proficiency: Advanced skills in using Excel/PowerPoint/Word
 </li>
 <li>
 Communication Skills: Excellent written and verbal communication skills for interacting with diverse stakeholders.
 </li>
 <li>
 Interpersonal Skills: Ability to build relationships, work effectively in teams, and collaborate with others across different locations.
 </li>
 <li>
 Problem-Solving Skills: Ability to identify and solve problems, often under pressure.
 </li>
 <li>
 Time Management: Ability to prioritize tasks, manage time effectively, and meet deadlines.
 </li>
 <li>
 Adaptability: Willingness to learn new skills and adjust to changing priorities and situations.
 </li>
 <li>
 Analytical skills: Superior analytical skills (including data analysis) as well as being detail-oriented on both strategy and execution.
 
 
 
 </li>
 </ul>
 
 How we&rsquo;ll support you:
 
 
 
 <ul>
 <li>
 Flexible working to assist you balance your personal priorities
 </li>
 <li>
 Coaching and support from experts in your team
 </li>
 <li>
 A culture of continuous learning to aid progression
 </li>
 <li>
 A range of flexible benefits that you can tailor to suit your needs
 </li>
 <li>
 Training and development to help you excel in your career
 
 
 
 </li>
 </ul>
 
 About us and our teams:
 
 
 
 Deutsche Bank is the leading German bank with strong European roots and a global network. click here to see what we do.
 
 
 
 Deutsche Bank &amp; Diversity
 
 
 
 Our values define the working environment we strive to create &ndash; diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer.
 
 
 We promote good working relationships and encourage high standards of conduct and work performance. We welcome applications from talented people from all cultures, countries, races, genders, disabilities, beliefs and generations and are committed to providing a working environment free from harassment, discrimination and retaliation.
</div>

Private Bank – Operations Specialist, DSSA - Associate

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