5 personal banker jobs found

Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch Network, where trusted advice, disciplined growth, and long-term customer relationships define success. This role serves customers across all segments, including affluent customers, as the primary point of contact for everyday banking needs, products and services through scheduled appointments, lobby engagement, and proactive outreach. The role helps customers progress toward their financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions. In addition, this role supports everyday banking activities such as opening accounts, handling service requests, and delivering a seamless experience that makes it easier for customers to manage their banking with confidence. Relationship Bankers will build credibility and loyalty by leading with curiosity and insight, turning meaningful discovery conversations into enduring customer partnerships. You will work in a...

Application Fulfillment Specialist - Bilingual Spanish or Mandarin REPORTS TO: Application Fulfillment Team Lead DEPARTMENT: Operations FLSA STATUS: Non-Exempt TRAVEL: None WORK SCHEDULE: Monday to Friday shifts between 7am to 8pm  LOCATION: Houston, TX onsite COMPANY OVERVIEW: Covr Technologies is a market leading insurance-as-a-services platform (InsurTech) that simplifies the buying process for life, long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands and fintech channels.  There are over 25,000 financial advisors using our platform and over 30,000 insurance applications completed on our platform since 2016.  Our platform has processed close to $5 billion in claim benefits for end-consumers.  Covr’s platform provides a simpler way for people to protect what matters most and a better consumer experience.  We have...

**Your opportunity** _In addition to the salary range, this role is eligible for bonus and language incentive opportunities._ At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s). Our International Trader Service organization has been recognized as the best online broker for the last 10 years. We are client-focused with a vision to be the most trusted trade desk on the street. As champions of investors, we are looking for other advocates to join our team as an Inbound International Trader Service Specialist where you will work with brokerage clients as the subject matter expert in equities, and derivatives (options & futures). Working on the first...

Spanish-English Interpreter/Translator POSITION SUMMARYUnique Interpreters, LLC is seeking qualified Spanish-English Interpreters/Translators to provide remote, on-demand interpretation and document translation support for client engagements involving sensitive, trauma-informed conversations. Interpreters will support phone-based interpretation sessions, ensuring accurate, culturally sensitive, and confidential communication between English and Spanish speaking parties.This is a part-time, remote, independent contractor position ideal for experienced interpreters seeking flexible, meaningful work.KEY RESPONSIBILITIES Provide accurate, real-time consecutive and/or simultaneous interpretation during phone sessions between English and Spanish speaking parties. Translate written documents, forms, and correspondence between English and Spanish as needed. Maintain strict confidentiality of all client, case, and personal information encountered during sessions. Interpret in a neutral,...

**Your opportunity** In addition to the salary range, this role is also eligible for bonus or incentive opportunities, including a language premium for qualified professionals. As an International Services ECG Associate, you will take inbound chats and secure messages from both international (non-US residents) and domestic clients with all a full range of service and trading needs. You will work on a collaborative, growing team in a fast-paced environment to assist with trading stocks, ETFs, mutual funds and options in addition to general account servicing inquiries. The relationships that you create and uphold will have a direct impact as you aid our clients to “Own Their Tomorrow.” **What you have** **Required Qualifications:** + Current and active series 7/63 licenses OR ability to obtain within 6 monthsof start date as a condition of employment. + Read and write at professional level in English as well as Chinese. + Flexible and...