- Commerce Bank (Kansas City, MO)
- …estimate of the compensation range for some roles. This compensation range is for the Banking Compliance Advisor III and Senior job and contemplates a wide ... -related rules, regulations, and guidance in an effort to assist the Banking Compliance Manager, Chief Compliance Officer, and bank staff + Review… more
- Commerce Bank (Kansas City, MO)
- …of the compensation range for some roles. This compensation range is for the Investment Compliance Advisor I, II, III, and Senior - Trust job and contemplates a ... financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth...The main purpose of this job is to provide compliance advice with respect to implementation of, and … more
- UMB Bank (Kansas City, MO)
- **RETIREMENT CLIENT ADVISOR ** The Retirement Client Advisor generates new business opportunities and manages a customer portfolio defined in the business plan. ... of experience in a sales role required + Commercial Banking and Retirement Plan Services experience strongly preferred +...and IRS required + Solid understanding of plan design, compliance and testing, and industry standards required + Good… more
- UMB Bank (Kansas City, MO)
- …time that might create a change in their financial service needs. As a **Client Advisor - Commercial Card** you will align to a geographic banking territory ... including phone, email, and in person by working with the Commercial Banking Officer, Account Executive, Card Sales Officer, Program Administrator or Company… more
- JPMorgan Chase (St. Louis, MO)
- **Job Profile:** Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home ... impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a...of mortgage lending and proven sales experience in retail banking + Knowledge of real estate market in local… more
- Commerce Bank (Kansas City, MO)
- …or equivalent combination of education and experience required + 3+ years banking and/or investigations experience in Compliance , Audit, Deposit Operations, or ... the compensation range for some roles. This compensation range is for the FIU Governance Advisor II and Senior job and contemplates a wide range of factors that are… more
- Edward Jones (St. Louis, MO)
- …as a banking expert in partnership with the senior planner and financial advisor to uncover, understand, and articulate banking needs + Partner with various ... High Net Worth clients? Do you have Expertise in banking ? If so, this could be a great opportunity...Network members. Setting expectations with service providers, client, financial advisor , and HNW team to deliver timely advice and… more
- Mastercard (O'Fallon, MO)
- …to the Mastercard Open Banking Americas team. The role will act as an advisor for Mastercard Open Banking 's product and sales teams by partnering with the ... realize their greatest potential._ **Title and Summary** Senior Counsel, Open Banking Overview: Mastercard is searching for a technology and transactional lawyer… more
- Fiserv (Jefferson City, MO)
- …come make a difference at Fiserv. **Job Title** Vice President, Sales - Digital Banking **What makes an outstanding VP of Sales, Digital Banking Group?** In ... selling aspects with the client. Leverage personal brand to build senior-level, trusted- advisor relationships with new and current clients. Drive an enterprise view… more
- Bank of America (Kansas City, MO)
- Business Banking Sr. Relationship Manager - Kansas City Kansas City, Missouri **Job Description:** At Bank of America, we are guided by a common purpose to help make ... for providing advice and valuable financial solutions to complex Business Banking clients and prospects. Key responsibilities include serving as the primary… more
- Kyndryl (Jefferson City, MO)
- …of Kyndryl is that we work with customers in a variety of industries, from banking to retain. Whether you want to broaden your knowledge base or narrow your scope ... CXOs and be seen as the 'go to' person and a trusted advisor by senior executives *Leading C-level client interactions and consulting initiatives, deliverables and… more
- Commerce Bank (St. Joseph, MO)
- …with the objective to acquire new business + Serve as the primary advisor for an assigned portfolio of diverse and complex commercial relationships and ensure ... for the Bank and establish referral contacts within the marketplace + Ensure compliance with all Bank policies, procedures, regulations, and laws + Perform other… more
- Thrivent Financial (Kansas City, MO)
- The Market Director is a key area leader to help drive growth through advisor teams and future team leaders to serve Thrivent's clients. The Market Director should ... to support the market capacity growth and total sales objectives through advisor referrals and community relationships. + Collaborate with all channel stakeholders… more
- Thrivent Financial (Kansas City, MO)
- …other sales associates. This role will foster a culture of excellence, compliance , and client-centric service, ensuring that advisors are equipped with the ... training team to enable the development and execution of advisor training deliverables. Foster Growth within Existing Teams: +...within 90 days. + Satisfactory background check and clean compliance record. + Flexibility to travel within the region… more
- Raymond James Financial, Inc. (St. Louis, MO)
- …learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next ... a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. The Trainee will balance… more
- Edward Jones (St. Louis, MO)
- …for clients. Setting expectations with estate planning/legal service provider, client, financial advisor , and High Net Worth team to deliver timely advice and ... with Edward Jones internal stakeholder groups (Edward Jones Trust Co, Compliance , Legal, Service, Operations, Home Office Portfolio Strategist, etc.) to ensure… more
- HCA Healthcare (St. Louis, MO)
- …Discounts + Retirement readiness, rollover assistance services and preferred banking partnerships + Education assistance (tuition, student loan, certification ... evidence and benefit; discuss financial considerations to include contract compliance , cost and reimbursement; identify opportunities to standardize products and… more
- Citigroup (O'Fallon, MO)
- …in own job and the business. Recognized technical authority for USPB Retail Banking Mortgage within the business. There are typically multiple people within the ... and the business. + Acts as a technical expert who acts as an advisor on significant business/product decisions. + Take responsibility for the accurate reporting and… more