- City National Bank (New York, NY)
- … ONBOARDING SUCCESS MGR II* WHAT IS THE OPPORTUNITY? The Treasury Management Solutions (TMS) Client Onboarding Success Manager is responsible for ... onboarding new and existing clients with new Treasury management products from simple to complex...to policies and procedures that have arisen during the client onboarding process to improve future … more
- Bank of America (New York, NY)
- …+ Bachelor's Degree or equivalent work experience + 5 years of experience in client onboarding , treasury services, operations, or compliance within financial ... of America is seeking a motivated and detail oriented Treasury Onboarding Analyst to join the North...Onboarding Analyst to join the North America Investment Management onboarding team, supporting Financial Institutions Group… more
- Bank of America (New York, NY)
- …peers with diverse points of view. Forward thinkers with ability to see what's next in treasury management . The future of treasury management is here at ... but not required + Familiarity with US and global treasury management products, services and trends and...title, payment processor or banking industries **Skills:** + Account Management + Client Management +… more
- Neuberger Berman (New York, NY)
- …This person will play a key role in the daily support of portfolio management , fund administration and treasury management for Neuberger Berman's private ... of working with FX; currency hedging and share class hedging * Demonstrated Treasury Experience with cash management and processing payments * Experience working… more
- Bank of America (New York, NY)
- …with Product, Implementation, Operations, Wholesale Credit, TSO/Trade PSS, Legal, and Contract Management to ensure client needs and timeline are met. * ... Treasury Product Associate - Supply Chain Finance Program...the hand off of accepting suppliers to Implementation for onboarding . * Once the program is active, provide ongoing… more
- TD Bank (New York, NY)
- …this role. **Line of Business:** Finance **Job Description:** The Senior Treasury Liquidity Analyst maintains, enhances, and develops reporting processes, control ... & processes that are used to generate risk measurement information used Liquidity Risk Management + Supports ongoing reviews with 1B, 2nd line and 3rd line functions… more
- Citigroup (New York, NY)
- …the ultimate client advocate - coordinating across cross-functional teams (eg, Onboarding , Service, Product Management , Sales, others) to uplift the ... The Commercial Banking organization is seeking a seasoned treasury expert to serve as a Client...Treasury and Trade Solutions (TTS) offerings, including Liquidity Management , Digital Channels and Data, Payments & Receivables. They… more
- Bank of America (New York, NY)
- …peers with diverse points of view. Forward thinkers with ability to see what's next in treasury management . The future of treasury management is here at ... Product Manager, Virtual Account Management (VAM), North America New York, New York;Chicago,...opportunity. We are dedicated to turning technology advances into treasury solutions for our clients globally - across all… more
- TD Bank (New City, NY)
- …programs supporting US Treasury . Our mandate is to provide centralized program management oversight to ensure US Treasury operates efficiently, with a focus ... more specific details for this role. **Line of Business:** Business Management , Strategy & Support **Job Description:** **Department Overview:** Business Program &… more
- Citigroup (New York, NY)
- …goals. Citi's Services division offers the industry's most comprehensive suite of Treasury and Trade Solutions (TTS) including cash management , payments, ... process that ensures globally consistent usage of our Client Relationship Management platforms and Deal Design...management governance. * A disciplined approach to sales management and ideally relevant experience in Treasury … more
- Capgemini (New York, NY)
- …like Dovetail, PEP+, FIS OPD, Finastra GPP, Volante Volpay etc.) or large cash management or treasury transformation program. Must be aware of domain topics ... payment processing transformation program and/or large Cash Management , Liquidity management , Fraud management , Treasury topic Manages the technical/IT… more
- US Bank (New York, NY)
- …Bank is the fifth-largest commercial bank in the United States. The Institutional Client Group (ICG) is the relationship- management team that serves our largest ... teams (RMs, Treasury , Payments, Product, Credit, etc.) to deliver seamless onboarding experiences for new clients + Represent the bank at community and industry… more
- Citizens (New York, NY)
- …field (or equivalent work experience) preferred. + 5+ years of experience in treasury management , commercial payments, or related financial services. + Strong ... and negotiation strategies. The CPS works closely with Relationship Managers (RMs), Treasury Sales Specialists (TSS), and Market Managers to identify, pursue, and… more
- Citizens (New York, NY)
- …Card Products. + Coordinate/communicate client calling/interaction with appropriate Treasury Solutions Sales and Relationship Management colleagues. + ... account management , and customer service) to ensure a smooth onboarding process and client satisfaction. Qualifications, Education, Certifications and/or… more
- Citigroup (New York, NY)
- …. Incorporating technical solutioning into the client implementation process for seamless client onboarding . Communicating client feedback to the Spring ... and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . Our mission is to serve as a trusted partner to our… more
- Scotiabank (New York, NY)
- …access to the appropriate Data Analysis and Reporting tools, leveraging our Client Relationship Management systems (Salesforce/C360) and in close coordination ... & Analytics, Enterprise Strategy and Operations, Enterprise Analytics and Innovation, Client Insights and Analytics (CIDA), Global Banking & Markets, Finance, GTB… more
- BMO Financial Group (New York, NY)
- …a leading, full-service financial services provider. We offer corporate and investment banking, treasury management , as well as research and advisory services to ... duties, taking on responsibilities such as convening meetings, providing detailed management information reports, and conducting expense analysis. Acting as a key… more
- TD Bank (New York, NY)
- …cross-stakeholder impacts and in an agile framework. + Experience with Corporate Cash Management , Corporate Treasury , or Transaction Banking is an asset. + ... subject matter expertise quickly in differing spaces. + Experience with project management tools, specifically Confluence & JIRA as must-haves. + Able to understand… more
- Amalgamated Bank (New York, NY)
- …+ Liaise between Relationship Management team and external stakeholders to support client onboarding for various treasury products + Work on various ... for all product related data and KPIs for senior management consumption. This position will report to the Director...market and competitive research to identify opportunity + Conduct client research to identify key client painpoints… more
- FleishmanHillard (New York, NY)
- …This role requires building strong relationships with each agency's financial management team, particularly agency CFOs and Controllers. The Senior Financial Analyst ... support for compliance with Omnicom financial policies and procedures, including onboarding of acquisitions and support for special projects. **Financial Analysis &… more