- Societe Generale (Jersey City, NJ)
- …and analysis. Profile required DIVISION DESCRIPTION: The Finance Department of Global Banking and Investor Solutions (GBIS) is a global organization with a local ... and propose new ideas. This way, we maximize our ability to serve client needs and anticipate market changes. Societe Generale is committed to strengthening bonds… more
- Metropolitan Commercial Bank (New York, NY)
- …Piper Sandler Bank Sm-All Stars Class of 2024. Metropolitan Commercial Bank operates banking centers and private client offices in Manhattan, Boro Park, Brooklyn ... Bank is Metropolitan Bank Holding Corp. (NYSE: MCB). Position Summary: The Senior Loan Operations Specialist will be responsible for the processing/servicing… more
- BNY Mellon (New York, NY)
- …In this role, you'll make an impact in the following ways: The Senior Specialist (Private Banker) will independently develop and implement the strategic ... plan for managing and growing client banking relationships with a focus on...profitability of clients; may receive advice and coaching from senior team members/management. Responsible for the quality and completion… more
- Mizuho Bank, Ltd. (Chicago, IL)
- Summary: We are seeking a Brokerage Fee Reconciliation Specialist to join our Client Service Group. This individual will be responsible for ensuring the accuracy ... with reconciliation systems including BPS, GPS, Atlantis, and Docs. Futures Client Service Group require motivated individuals to perform key control functions… more
- Societe Generale (New York, NY)
- Responsibilities The Senior Auditor - Risk Specialist , Vice President in the Market Activities (MARK) Audit Team is expected to make key contributions to Audit's ... Structural Risk Coverage (Liquidity and Interest Rate on the Banking Book). While the Senior Auditor is...ideas. This way, we maximize our ability to serve client needs and anticipate market changes. Societe Generale is… more
- BOK Financial (Phoenix, AZ)
- …Commercial Analyst; Commercial Banking ; Commercial Banking , Business Banking ; Commercial Credit Analyst; Commercial Credit Specialist ; Commercial Credit ... Location: Scottsdale -SCOTT, Denver -DEN Areas of Interest: Underwriting; Business Banking Credit; Business Banking Underwriting; Business/Technical Analysis;… more
- Brown Brothers Harriman & Co. (Charlotte, NC)
- …next, this is the right place to build a fulfilling career. Join us as a Senior Client Associate Brown Brothers Harriman is currently recruiting a Senior ... join our multi-family office (MFO) team in Charlotte. The Senior Client Associate (Sr CA) serves as...or Equivalent 5+ years or relevant experience in a Client Advisor role Wealth Management/Private Banking experience… more
- Baird (Louisville, KY)
- …and department procedures and policies. Answer and/or initiate Financial Advisor and Client Specialist contact; answer routine questions and follow through on ... As an Account Transaction Specialist , you will: Provide high value service to...to train other associates as needed and partner with Senior Specialists on more complex client /account issues.… more
- Higher People (New York, NY)
- Title: Senior Business Analyst Location: Hybrid, NYC Reporting Structure: This role reports to the Chief of Staff Company Description: Radix Health protects patients ... co-founders with diverse prior experience, spanning from healthcare services, investment banking to product management in high-growth tech. They're an early-stage… more
- Bank of America (Englewood, CO)
- …to develop and prepare candidates to further develop and service the FA Teams client base. The Trainee role allows EGP Specialist to achieve the appropriate ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- US Tech Solutions (Cleveland, OH)
- …moderate issues by following established guidelines. Refers more complex problems to Senior Specialist or supervisor. May provide service in relation billing ... Possibly could be Hybrid afterwards Job Description: Position Summary The Lead Specialist , an integral part of a high-performing team, is responsible for commercial… more
- Tennr (New York, NY)
- About Tennr: Today, when you go to your doctor and get referred to a specialist (eg, for sleep apnea), your doctor sends out a referral and tells you, "They'll be in ... and feedback into roadmap-shaping insights. You'll run hands-on trainings, execute client success plans, and ensure that every customer sees clear, ongoing… more
- CIBC (Chicago, IL)
- …about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Client Specialist role is a direct customer facing role. ... Management/Middle Office/Back Office Operations/Loan Servicing/Wire room/ACH team etc. The Banking Specialist also assists customers with manual wires… more
- CIBC (Chicago, IL)
- …to architecting and delivering integrated cash flow and treasury management solutions. As the Senior Client Banking Specialist , you will be accountable ... Banking customers, both internal and external, understanding the client needs and taking responsibility for the execution of...+ **Relationship Building -** As a project manager the Client Solutions Specialist will lead and manage… more
- EverBank (Beverly Hills, CA)
- ** Banking Specialist Sr** The Banking Specialist Senior promotes the organization's banking services, recognizes sales opportunities, and makes ... or other delivery channels such as small business, commercial banking , and treasury management. This job understands client... banking , and treasury management. This job understands client needs with the goal to acquire, retain, and… more
- Bank OZK (Mcdonough, GA)
- …providing sales leadership and coaching to team members, utilizing knowledge of banking products and services to build professional relationships with customers and ... conversations to uncover needs, make appropriate recommendations, and submit referrals to banking center team members or line of business partners. + Utilize… more
- Mizuho Corporate Bank (Los Angeles, CA)
- Job Summary : The Senior Client Relationship Specialist plays a critical role in supporting the bank's relationship management efforts by processing a ... Qualifications: + Minimum of 5 -7 years of experience in client relationship management in Banking or financial services + Strong knowledge of banking … more
- Citizens (Newport Beach, CA)
- …on each client 's unique circumstances. The Sr Private Bank Lending Specialist supports the Relationship Manager with their loan portfolio with extraordinary care ... its strategy to build out Wealth Management, scale Business Banking , grow deposits, and expand in key growth markets....control from the loan application through closing process. The Senior Lending Specialist is expected to lead,… more
- City National Bank (Los Angeles, CA)
- * CLIENT SERVICING SPECIALIST SENIOR -FUNDS TRANSFER* WHAT IS THE OPPORTUNITY? The Client Service Specialist is responsible for responding to and ... Experience with call center environment technologies and numerous mobile and online banking applications/systems. * Strong client service skills. Ability to… more
- TD Bank (New York, NY)
- …for this role. **Job Description:** **Preferred Qualifications** **Team Summary** Global Transaction Banking (GTB) is a key growth business within TDS that provides ... ("FI"), and Export and Agency Finance ("EAF"). Global Transaction Banking technology team focuses on delivering top tier technology...a platform that can evolve at minimal cost as client and industry needs & expectations continue to evolve.… more
