- Flores Financial Services Inc (Santee, CA)
- … such as accounts payable, general ledger, intercompany reconciliations, accounts receivable, treasury services and custom reporting. Ensure AS processes are ... reviews, and set development goals. Ensure the team meets client service -level agreements (SLAs) and maintains high-quality...with at least 2 years in a management or client services role *Strong knowledge of both… more
- JS Perkins Consulting (Falls Church, VA)
- …Perkins Consulting (JSPC) delivers value added management and technology consulting services . JSPC is committed to creating trusted partnerships to provide ... sustainable solutions to meet our client needs. We thrive on respect for the individual...Holidays 4-5 weeks PTO (depending on level) Bonus Incentives Professional Development Telework Continuing Education Credit Your Responsibilities: Financial… more
- Development Capital Networks (Oklahoma City, OK)
- …forecasting, treasury functions, internal controls, compliance reporting, audits, and client financial communications. The CFO leads and mentors a finance and ... with loan and equity teams, as well as external service providers, to ensure accurate, timely, and transparent financial...US GAAP/GASB . Prepare reports in compliance with US Treasury guidelines . Manage investment waterfalls and carried interest… more
- Bank of America (New York, NY)
- …+ Sales and client relationship experience + Working knowledge of treasury management products and services + Proven negotiation and active listening ... Treasury Sales Client Officer New York,...team member in a fast- paced environment + Certified Treasury Professional certification or equivalent and knowledge… more
- PNC (IA)
- …valued and have an opportunity to contribute to the company's success. As a Client Solution Advisor within PNC's Service & Implementations organization, you will ... footprint. - Candidates with 2 or more years of Treasury Management experience are strongly preferred. - This role...to gather and utilize data to establish or update client specific information for products/ services . Acts a… more
- ARAMARK (Philadelphia, PA)
- **Job Description** ** Treasury Director ? Credit Card Operations & Banking Services ** Are you a strategic thinker with a passion for optimizing financial ... supporting innovation in payments? Aramark is looking for a ** Treasury Director** to lead our **credit card cash operations**...to lead our **credit card cash operations** and **banking services ** across a national footprint. This is a high-impact… more
- UMB Bank (Boise, ID)
- As the ** Treasury ** ** Service Specialist** will support and manage the day-to-day operations of the Commercial Bank servicing of treasury products, loans, ... deliverables and due dates + Ensure TUCE through quality service and coordination of client needs with...clients with product solution needs and implement incremental new Treasury Management Products & Services for on… more
- Huntington National Bank (Denver, CO)
- …+ Strong understanding of risk management and regulatory awareness + Certified Treasury Professional (CTP) or equivalent high-level treasury certification ... treasury solutions, coordinating with product specialists to address client needs + Product Pricing and Structuring : Develop...a relevant field + Recognition for outstanding performance in treasury services sales or corporate banking +… more
- Huntington National Bank (Chicago, IL)
- …+ Strong understanding of risk management and regulatory awareness + Certified Treasury Professional (CTP) or equivalent high-level treasury certification ... innovations impacting public sector and higher ed finance and treasury functions. + Existing Client Management: Leverage...a relevant field + Recognition for outstanding performance in treasury services sales or corporate banking +… more
- Huntington National Bank (Charleston, SC)
- …+ Strong understanding of risk management and regulatory awareness + Certified Treasury Professional (CTP) or equivalent high-level treasury certification ... treasury solutions, coordinating with product specialists to address client needs + Product Pricing and Structuring: Develop and...a relevant field + Recognition for outstanding performance in treasury services sales or corporate banking +… more
- Huntington National Bank (Addison, TX)
- …and accurate billing for treasury services + Support the full client engagement cycle, from proposal development to service activation + Build strong ... Treasury Professional (CTP) or equivalent high-level treasury certification + Background in client relationship...Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for… more
- Huntington National Bank (Byron Center, MI)
- …and accurate billing for treasury services + Support the full client engagement cycle, from proposal development to service activation + Build strong ... Treasury Professional (CTP) or equivalent high-level treasury certification + Background in client relationship...Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for… more
- Capital One (Plano, TX)
- …experience + In-depth treasury management product knowledge + Certified Treasury Professional designation or equivalent certification + Effective oral and ... Treasury Management Consultant II, Commercial Real Estate The...team will work to identify ways to improve the client experience and enhance Capital One's brand in the… more
- Banc of California (Santa Ana, CA)
- …A DIFFERENCE** + Provides leadership and direction to the Treasury Services Team, including performance management, coaching, and professional development. + ... of complex service issues. + Oversees daily operations of the Treasury Services Call Center, including scheduling, delegation of assignments, and workflow… more
- Capital One (Plano, TX)
- …Industries This role is centered on generating new and expanding existing full- service treasury management relationships for Middle Market clients. The ... product knowledge + Effective oral and written communication skills + Certified Treasury Professional designation or equivalent certification **At this time,… more
- BMO Financial Group (Chicago, IL)
- …Industries. Client and relationship management: + Ensures the delivery of exemplary client service and loyalty including client advocacy for Financial ... **Mandate** The mandate of the Managing Director & Team Lead, Treasury & Payment Solutions Diversified Industries: + Plan, manage and execute strategic plan to drive… more
- Spokane County (Spokane, WA)
- …personnel of the Spokane County Treasurer Operations Division. The position focuses on Treasury services and programs across the region with emphasis on customer ... and executing strategic plans and projects relating to regional treasury services and functions. Identifies opportunities for... group meetings; stays current in the field of treasury management. Facilitates the professional development of… more
- Capital One (Plano, TX)
- …This role is focused on generating new to bank and developing existing full- service treasury management relationships with Middle Market clients. The Treasury ... product knowledge + Effective oral and written communication skills + Certified Treasury Professional designation or equivalent certification **_At this time,… more
- Capital One (Mclean, VA)
- …This role is focused on generating new to the bank and developing existing full- service treasury management relationships. He or she is responsible for directly ... business acumen + Strong oral and written communication skills + Certified Treasury Professional designation or equivalent certification **At this time, Capital… more
- Deloitte (Boston, MA)
- …Bank Communication Management (BCM). + Oversee and mentor teams delivering treasury technology transformation services , ensuring high-quality execution from ... through implementation. + Serve as a trusted advisor to clients, providing SAP treasury , risk management, and technology advisory services to enhance operational… more
