Responsible for primarily opening new accounts, cross selling bank products/services, referring customers to other areas of the bank as appropriate, and resolving customer service issues. As needed, will process teller transactions and provide operational support. Process transactions with accuracy and efficiency while delivering an overall professional and exceptional cu

Associate General Counsel Job Locations US CA San Francisco ID 2024 3446 Category Legal Overview ASSOCIATE GENERAL COUNSEL (HYBRID ALL US OFFICES) If you have a learner's mindset, a can do perspective, and a deep commitment to client service and quality, then we would like to meet with you! The Associate General Counsel will be an integral part of a small, collegial, and

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one of a kind. You can design a career you'll love from top to bottom we give you the tools you need to succeed and the autonomy t

As a CRE Portfolio Manager II you will assist CRE Relationship Managers in more complex, commercial real estate loan activity and the underwriting and funding of loans. Develop and analyze credit information. Prepare credit offerings, working closely with CRE Relationship Managers, Credit Administration, and Loan Administration to close transactions originated by the CRE

Customer Experience Introduce and refer customers to the platform through routine interactions Provide remarkable customer service through all customer interactions, problem resolution, telephone answering, safe deposit, etc. Perform routine customer requests. Must successfully complete Comerica's Teller Training Program. Follow company policies and procedures, regulation

Travis Credit Union's (TCU) Financial Service Representative (FSR) is the face of the credit union! TCU's FSRs manage member relationships by helping members achieve their financial goals. The TCU FSR is a career minded individual that enjoys a multi faceted role providing professional advice to members. Successful FSRs are people that love helping people! Develops long t

Exceptional analytical skills, solid quantitative training, excellent communication skills, and creativity are the foundation for successful professionals at Secretariat. Successful candidates will join an expanding domestic and international forensic investigators practice. Our practice works on large and complex commercial investigation matters involving misappropriatio

Accountable for the direction and the full range of operation of Operational Support Department Oversee compliance in the performance of day to day functions to ensure regulatory adherence Responsible for audit results and act as a liaison with internal and external auditors Demonstrate the ability to review and implement Risk Assessments for department functions Responsi

Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations. We offer a dynamic and collaborative approach to managing wealth for high net worth and ultra high net worth individuals and families, family offices, endowments, foundations, and institutions. Unlike other firms, our inve

Long Range Strategic Plan Develop, maintain, and adapt the long range strategic plan to support key capital structure, spend, and value creation decisions for the executive leadership team Financial Due Diligence Drive the financial analysis components of the due diligence process (ARR, TCV / ACV bookings, contract lengths, gross / net retention rates, customer overlap an

Location Designation Hybrid 3 days per week When you join New York Life Investments, a wholly owned subsidiary of New York Life Insurance Company, you are joining a global investment company with a long history and passion for career development, innovation, collaboration, and diversity, equity and inclusion.We want employees to feel proud about being part of a company th

Job Title Credit Risk Analyst Location Denver, CO What you'll do The Credit Administration Risk Analyst position works alongside the Technology & Innovation Lending team, with a mandate to participate in a variety of credit monitoring activities to help track and inform credit officers and senior managers of borrower financial condition, risk, and potential red flags. Thi

Sr. SEC Reporting and Technical Accounting Manager will own external financial reporting and manage the preparation of financial statements. Eventually this individual will be responsible for the statutory filings and related regulatory filings including but not limited to the 10 K, 10 Q, 8 K, proxy statements, annual report, and earnings release presentations. This posit

Serves as the Relationship Manager and Financial Advisor to clients with complex needs, introducing a full range of core banking products, differentiated capabilities and comprehensive solutions to meet client needs and exceed customer service expectations. This role is focused on acquiring new relationships as well as managing and growing existing relationships. Our bank

You will collaborate closely with teams across the organization to grow and manage the business. Critical partners include Legal, Compliance, IT, Risk, Operations, Client Service, FX Sales, and FX traders Manage the client credit set up process for Capital Markets Products, Credit Exposure Monitoring for Clients and Counterparty Banks, escalation of credit breaches Regula