Financial Information Analysis jobs

Credit Delivery Corporate Manager

RBS · Posted Nov 13, 2026

Open

London, England, United Kingdom
Hybrid
Full-time · Manager

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Credit Delivery Corporate Manager

RBS · Posted Nov 13, 2026

Open

London, England, United Kingdom
Hybrid
Full-time · Manager

Apply with Referso

Financial Center Manager Associate

Fifth Third Bank · Posted Nov 13, 2026

Open

Mesquite, Texas, United States
On-site
Full-time · Associate
2+ years

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The Financial Center Manager Associate will participate in a comprehensive, customized on-boarding and education program, including rotations in Operations, Sales & Service, Lending, Small Business, Preferred and Sales & Operations Management, preparing for a Financial Center Manager role.

Compensation

The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.

Responsibilities

Complete FCMA roadmap and all onboarding activities
Become proficient at deepening Consumer and Small Business customer relationships
Gain knowledge of Fifth Third's products, services processes, and internal resources
Become skilled at the consultative sales process to identify financial needs and recommend solutions
Develop an integrated book of business strategy with Financial Needs Assessment (FNA)

Requirements

College degree

Skills

Consultative Selling Credit Analysis Financial Information Analysis Sales Execution and Coaching

Personal Banker Associate II

Fifth Third Bank · Posted Nov 13, 2026

Open

Orland Park, Illinois, United States
On-site
Full-time · Associate
$44K–$70K per year

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The Retail Personal Banker II role is a sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the retention of customers.

Compensation

Total Base Pay Range 43,680.00 - 69,900.00 USD Annual

Responsibilities

Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs
Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition
Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews
Primarily focused on cross-selling to existing customer base and engaging in outside sales activities
Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment)

Requirements

College degree or work experience providing transferrable skills or combination of education and experience
Nice to have: Financial industry experience

Skills

Consultative sales Financial Needs Assessment

Personal Banker Associate I

Fifth Third Bank · Posted Nov 13, 2026

Open

Chesterton, Indiana, United States
On-site
Full-time · Associate

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The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects.

Compensation

Responsibilities

Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs
Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition
Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews
Primarily focused on cross-selling to existing customer base and engaging in outside sales activities
Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment)

Requirements

College degree or work experience providing transferrable skills
Nice to have: Financial industry experience

Skills

Consultative sales process

Personal Banker Associate I

Fifth Third Bank · Posted Nov 10, 2026

Open

Dallas, Texas, United States +1 more
On-site
Full-time · Associate

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The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects.

Locations (2)

Dallas, Texas, United States
Mesquite, Texas, United States

Responsibilities

Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs
Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition
Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews
Primarily focused on cross-selling to existing customer base and engaging in outside sales activities
Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment)

Requirements

Account Sales Representative

Mariner Finance · Posted Nov 11, 2026

Open

Whiteville, North Carolina, United States +1 more
On-site
Full-time · Associate
$18–$21 per hour
2+ years

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Provide exceptional customer service by proactively solving problems, presenting loan solutions based on customer needs, and enthusiastically presenting all available sales products.

Locations (2)

Whiteville, North Carolina, United States
Baltimore, Maryland, United States

Compensation

Base Salary Range USD $18.00 - USD $21.46 /Hr. Base + Incentive:

Responsibilities

Provide exceptional customer service by proactively solving problems, presenting loan solutions based on customer needs, and enthusiastically presenting all available sales products
Process credit loan applications
Analyzes credit & financial information for current and potential customers
Proactively contact customers with past due balances to offer possible solutions and resolve delinquency
Achieve consistent results by meeting or exceeding expected individual and branch goals related to the sale of company products and services

Requirements

Consumer Lending Sales Associate

Mariner Finance · Posted Nov 11, 2026

Open

Winter Haven, Florida, United States
On-site
Full-time · Associate
$18–$24 per hour
1+ years

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Provide exceptional customer service by proactively solving problems, presenting loan solutions based on customer needs, and enthusiastically presenting all available sales products.

Compensation

Base Salary Range USD $18.00 - USD $23.58 /Hr. Base + Incentive: This role is eligible for a competitive monthly incentive based on individual and company performance.

Responsibilities

Provide exceptional customer service by proactively solving problems, presenting loan solutions based on customer needs, and enthusiastically presenting all available sales products
Process credit loan applications
Analyze credit & financial information for current and potential customers
Proactively contact customers with past due balances to offer possible solutions and resolve delinquency
Achieve consistent results by meeting or exceeding expected individual and branch goals related to the sale of company products and services

Requirements

High school diploma or equivalent
Nice to have: Cash Handling
Nice to have: Selling and/or collecting experience
Nice to have: Bilingual fluency in Spanish/English

Skills

Customer service Sales Credit analysis

Direct Lending Specialist

TEKsystems · Posted Oct 28, 2026

Open

Remote, United States
Remote
Contract · Senior
$28–$38 per hour
12+ years

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Seeking an experienced Direct Lending Specialist to join a high-volume consumer lending team, responsible for reviewing and underwriting consumer loan applications, analyzing financial information, and managing a loan pipeline.

Compensation

The pay range for this position is $27.73 - $38.13/hr.

Responsibilities

Review and underwrite consumer loan applications in accordance with established lending guidelines.
Analyze credit reports, account information, financial statements, collateral information, and supporting documentation.
Calculate applicable financial ratios and evaluate credit utilization, disposable income, and collateral when applicable.
Communicate loan decisions, requirements, and outstanding conditions directly to applicants.
Collect necessary documentation and conditions to prepare approved loans for processing.

Requirements

Nice to have: Symitar
Nice to have: MeridianLink
Nice to have: Salesforce
Nice to have: Loan Origination Systems (LOS)
Nice to have: credit union lending

Skills

banking or credit union experience loan origination underwriting

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