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  • Financial Representative

    Fidelity Investments is a privately held company with a mission
    $36k-60k yearly est.11h ago

  • Defense Trade Show Specialist

    Job Description Sigmatech, Inc. is seeking a trade show specialist to assist with planning and execution of DASA DE&C and ASA ALT involvement in both CONUS and OCONUS defense trade shows. Sigmatech, Inc. is seeking a trade show specialist to assist with planning and execution of DASA DE&C and ASA ALT involvement in both CONUS and OCONUS defense trade shows.
    $29k-39k yearly est.14d ago

  • Financial Services Representative - Bethesda, MD

    Fidelity Investments is a privately held company with a mission A natural passion for helping people, customer service, phone, or financial services experience will prepare you for this role When you choose a career as a Financial Services Representative, you will inspire better financial futures while being an integral part of a team that is the face of Fidelity.
    $28k-45k yearly est.11h ago

  • Investment Banking Virtual Experience

    Throughout this virtual experience, you'll learn what it takes to be an investment banker at J.P. Morgan. Certificate of completion from J.P. Morgan awarded to those that complete the program recognizing the core investment banking skills demonstrated At J.P. Morgan, we do business with more than 80 percent of Fortune 500 companies and support more than 7,200 clients across the Corporate & Investment Bank. We're excited to offer you the opportunity to explore life as an investment banker at J.P. Morgan and obtain valuable analytical skills required to drive your career in the direction you want it to go. By completing the virtual experience, you'll build the skills to set you up for success in your career in investment banking at J.P. Morgan.
    $161k-278k yearly est.8d ago

  • Lead Climate Finance Specialist

    The Lead Climate Finance Specialist will be based in Washington, DC and will report to the CFE Practice Manager. The Lead Climate Finance Specialist will be expected to demonstrate solid understanding of key climate change issues as well as a proven track record in originating and structuring innovative climate finance approaches. The World Bank Group is the biggest multilateral funder of climate investments in developing countries. The Lead Climate Finance Specialist will provide guidance and mentorship to staff focused on the Climate Finance workstream. The Climate Finance & Economics Unit (SCCFE) is one of five units in the World Bank's Climate Change Group (CCG). The World Bank Group is one of the largest sources of funding and knowledge for developing countries; a unique global partnership of five institutions dedicated to ending extreme poverty and promoting shared prosperity. SCCFE is seeking to recruit a highly experienced and motivated Lead Climate Finance Specialist to help lead the Climate Finance pillar (iii) above.
    $78k-106k yearly est.9d ago

  • BA/DA with Banking

    · Minimum 10+ yrs. of relevant experience and master's degree plus required industry certificates; or bachelor's degree and 12+ years of relevant experience. · The desired country and location for work to be performed is HQ. · Experienced IT professional working on large data and reporting applications as well a strong understanding of Operational data stores, Data Warehouses and/or Data Marts · Should have participated in data implementation efforts with exposure to relational database concepts, ETL fundamentals, transaction processing, and testing protocols · Shows an understanding of data management concepts - data quality, data lineage, data lifecycle, master/reference data management, metadata management · Ability to understand the meaning of the data and work cohesively with business to leverage it for better and advanced insights. Domain knowledge with accounting and financial data sets is essential · Has strong analytic, problem solving and logical reasoning skills with high attention to detail and the ability to multi-task · Proficient in the use of PL/SQL and ability to read data models, infer data flows and write complex queries · Hands on experience with reporting tools (like Power BI, SAP BO, Tableau) · Excellent skills in analyzing data, gathering requirements, and working with clients and technical teams to translate requirements into solution. · Familiarity in using agile tools such as Azure devops · Strong project management skills with a process orientation (understand problem, do analysis, interview stakeholders, write requirements, get sign off, hand off to dev, coordinate UAT etc.) and ability to leverage Agile concepts Excellent oral and written communications skills and experience interacting with both business and IT individuals
    $74k-120k yearly est.4d ago

  • Investment Banking

    TD Securities is a leading corporate and investment bank offering a wide range of integrated capital markets products and services. We hope this program provides a valuable resource for you to upskill in investment banking and discover a potential career with us at TD Securities. Welcome to the TD Securities Investment Banking virtual experience program!
    $156k-270k yearly est.9d ago

  • Investment Banking Virtual Experience Program

    We're excited to offer you the opportunity to explore life as an investment banker at Bank of America and obtain the valuable skills required to drive your career in the direction you want it to go. Throughout this virtual experience, you'll learn what it takes to be an investment banker at Bank of America. Learn direct from Bank of America Fit the Investment Banking Virtual Experience Program in with your busy schedule. At Bank of America, we ask this question every day of all those we serve. By completing the virtual experience, you'll build the skills to set you up for success in your career in investment banking at Bank of America. This Investment Banking Virtual Experience Program has been created by leaders at Bank of America. You'll receive instructions from the Bank of America team and compare your work with real model solutions from Bank of America. When you complete the Investment Banking Virtual Experience Program, you'll earn a personalized completion certificate to share with prospective employers and your professional network.
    $97k-146k yearly est.9d ago

  • Financial Services Representative

    Fidelity Investments is a privately held company with a mission
    $28k-45k yearly est.11h ago

  • Transportation Finance Specialist - DIRECT HIRE

    The incumbent serves as a Transportation Finance Specialist within the Federal Highway Administration, providing support to the agency in enhancing the FHWA's stewardship, ensuring accountability of Federal funds and achieving organizational excellence in delivering the FHWA's various highway and transportation programs.
    $69.1k-176.8k yearly31d ago

  • Private Client Banker - SB (Network Expansion) Virginia Metro Market

    Minimum of one year Branch Banking Banker, or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating and maintaining customer relationship, and revenue generation As such, upon active employment with JPMorgan Chase, you will be required to either r As a Private Client Banker, you are the main point of contact for a select group of Chase's affluent clients, as well as other customers in the Branch.
    $45k-105k yearly est.11d ago

  • Relationship Banker Western NoVa District

    + Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). Upon successful completion, employees will transition to the Relationship Banker (SAFE) role and perform the following duties: Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship Banker (SAFE) role. Wells Fargo is seeking a Relationship Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. + Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers' needs
    $27k-35k yearly est.12d ago

  • Analytic Tradecraft Specialist

    BigBear.ai's customers, which include the US Intelligence Community, Department of Defense, the US Federal Government, as well as customers in manufacturing, healthcare, commercial space, and other sectors, rely on BigBear.ai's solutions to see and shape their world through reliable, predictive insights and goal-oriented advice. BigBear.ai is seeking an Analytic Tradecraft Specialist in our Chantilly, VA office. This position can be located in Chantilly, VA or possibly remote. If BigBear.ai sounds like the place where you want to be, we'd enjoy speaking with you. Headquartered in Columbia, Maryland, BigBear.ai is a global, public company traded on the NYSE under the symbol BigBear.ai delivers AI-powered analytics and cyber engineering solutions to support mission-critical operations and decision-making in complex, real-world environments. At BigBear.ai, we're in this business together.
    $26k-37k yearly est.16d ago

  • Financial Specialist (REMOTE ROLE)

    Financial Specialist (Grants, Victim Services) ICF seeks experienced Financial Specialist to provide federal grants financial management training and technical assistance (TTA). ICF is a mission-driven company filled with people who care deeply about improving the lives of others and making the world a better place. Working at ICF means applying a passion for meaningful work with intellectual rigor to help solve the leading issues of our day.
    $90.9k-154.6k yearly7d ago

  • Financial Aid Representative

    Robert Half is in need of an articulate, highly skilled Customer Service Representative that is looking to expand their career and skill set. If you're looking for work in Chantilly, Virginia and can work a long-term contract to full-time position, this could be the Customer Service Representative opportunity for you! Description We're Seeking a Customer Service Representative! Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. Robert Half puts you in the best position to succeed by advocating on your behalf and promoting you to employers.
    $28k-43k yearly est.14d ago

  • Personal Banker

    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. Competencies Banking Products - Knowledge of and ability to provide products and services available through the retail banking branch. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. Effective Communications - Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors. This position, within PNC's Retail Branch Banking Network, is based in Herndon, VA at the Herndon branch. * Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. As a Personal Banker, you will strengthen customer relationships with a defined sales process. We are all united in delivering the best experience for our customers. * Acquires and deepens the branch customer base through a variety of proactive sales and service activities. You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. * Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Digital Awareness - Shares, shows and supports clients on a variety of technological digital and online tools and resources allowing them to explore solutions to achieve their financial goals and financial well-being through the PNC conversation.
    $26k-34k yearly est.16d ago

  • Patient Financial Advisor, FT Days, Patient Financial Services

    Adventist HealthCare Rehab seeks to hire an experienced Patient Financial Advisor who will embrace our mission to extend God's care through the ministry of physical, mental and spiritual healing. As a Patient Financial Advisor l you will: Adventist Rehabilitation - Rockville As a faith-based organization, with over a century of caring for the communities in the Maryland area, Adventist HealthCare has earned a reputation for high-quality, compassionate care. Adventist HealthCare was the first and is the largest healthcare provider in Montgomery County. At Adventist HealthCare our job is to care for you. * The Patient Financial Advisor is responsible for ownership of patient financial obligations for inpatient, and select outpatient, encounters.
    $27k-56k yearly est.11d ago

  • Relationship Banker I

    GENERAL SUMMARY: This position is responsible for providing great service to new and existing clients, while maintaining conformance with established Bank policies, procedures and objectives. Performs any function, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers and co-workers. "Service" is the highest priority of the Bank-all employees must strive to provide excellent service and adhere to Bank Standards. DUTIES AND RESPONSIBILITIES: * Knowledgeable and experienced in cash handling/counting, selling monetary instruments, redeeming savings bonds and processing loan payments * Knowledgeable and skilled in the areas of teller, vault, night depository, and ATM * Ability to settle/balance cash drawer accurately and efficiently at the end of each day * Perform intermediate duties and support related to branch operational activities and internal audits * Assist customers in their selection of various accounts and financial services * Cross-selling the Bank's products and services and completing maintenance on accounts and relationships in the core processing system * Performing branch clerical duties as assigned * Promoting business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services * Ensuring compliance with all banking regulations, internal controls, established policies and procedures * Reports all large currency transactions and suspicious activity/transactions to BSA department * Provide account research as requested by customer * Provide superior customer service to the bank's clientele DESIRED QUALIFICATIONS: * At least one (1) year banking experience required * Cash-handling experience * Experience with Teller Cash Recycler Machine * Excellent interpersonal skills and proficient communicative, auditory and visual skills * Strong attention to detail * Passion for providing professional and courteous service to bank's clientele * Bachelor's Degree from a 4-year, accredited institution
    $29k-42k yearly est.18d ago

  • Financial Regulatory Associate

    DLA Piper is a place where each of us has the freedom to evolve and shape our careers. DLA Piper is seeking a junior or mid-level associate to work in its Financial Regulatory and Technology Group (FRTG).
    $97k-141k yearly est.60d+ ago

  • Financial Specialist 2

    As a Financial Specialist 2, you will complete work assignments within established quality standards.
    $61k-91k yearly est.6d ago

Learn More About Bank Specialist Jobs

Average Salary For a Bank Specialist

Based on recent jobs postings on Zippia, the average salary in the U.S. for a Bank Specialist is $42,779 per year or $21 per hour. The highest paying Bank Specialist jobs have a salary over $64,000 per year while the lowest paying Bank Specialist jobs pay $28,000 per year

Updated March 20, 2023
Average Bank Specialist Salary
$46,769 yearly
$21 hourly

5 Common Career Paths For a Bank Specialist

Account Executive

An account executive is responsible for supporting existing clients, closing client deals, and developing sales strategies to increase the company's sales and satisfaction. An account executive must be competitive enough to keep up with the constant changes in the sales industry, including the high demands of digital marketing, a different approach to product advertising, effective negotiation, and presentation skills. An account executive also requires excellent communication skills for the successful acquisition of client accounts and immediately resolve possible complaints as they arise.

Relationship Banker

A relationship banker is responsible for providing financial advice by applying financial disciplines in the banking industry. Relationship bankers process financial transactions on their clients' bank accounts, generate account statements, and reiterate bank policies to support clients' financial goals and objectives. They also research the current financial industry, identify new bank services opportunities to gain more clients, and increase profits for the business. A relationship banker must have excellent communication and customer service skills, responding to the clients' inquiries and concerns regarding their bank accounts, and resolving complaints timely and efficiently.

Finance Representative

A finance representative, also known as a financial advisor, provides sound financial proposals to clients. Primarily, financial advisors guide and plan the financial decisions of clients based on their needs, goals, and requirements. They recommend financial products and services to manage clients' portfolios. Their other duties include analyzing current accounts, interpreting data, and developing strategies to improve and manage their assets and portfolios. Also, they monitor market trends to identify potential leads. Finance representatives should have an analytical mind to analyze, assess, and make decisions based on the data they are given.

Loan Officer

Loan officers are responsible for assisting borrowers on the best type of loans to avail and guiding the clients throughout the application process. A loan officer must be highly knowledgeable about different lending products, payment plans, loan regulations, and essential files for fast loan approval. Loan officers also act as the first point of contact, conducting an initial screening of the customers, process loan contracts and appropriate documentation, update account records, and respond to customer's inquiries. A loan officer also has the right to reject loan applicants who do not meet loan qualifications.

Specialist

Specialists are employees who are responsible for specific tasks or activities in the department they are assigned to. The actions or tasks they work on are related to their educational background or work experiences. They are usually highly skilled in specializations related to the work they are assigned to. Specialists are also highly trained on the competencies that are required of their specialty. As such, they are focused on the skills and competencies that are needed to enhance their experience in their specific field further.

Illustrated Career Paths For a Bank Specialist

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Updated March 20, 2023