- SHELL FEDERAL CREDIT UNION (Pasadena, TX)
- …client prospects to build your practice. Contact clients to confirm existing account -level information, such as liquidity needs, risk tolerance, investment ... with clients and develop a service model to provide solutions that support their financial goals. Achieve or exceed...checks, from a brokerage account (or other account with a sufficient cash balance ) to… more
- JPMorgan Chase (New York, NY)
- …As a Senior Product Associate in Balance Sheet Oversight and Optimization team of Liquidity & Account Solutions , you contribute to the team by leveraging ... in shaping the future of our products and ongoing success. **J.P. Morgan Liquidity & Account Solutions ("L&AS")** works with global clients with complex cash… more
- JPMorgan Chase (Jersey City, NJ)
- …the right team! As a Vice President in Deposit Management & Investment Partnership within Liquidity & Account Solutions , you play a crucial role in shaping ... Are you looking to collaborate closely with the Sales teams to deliver tailor-made product solutions that meet clients' needs? If so, you've found… more
- Bank of America (New York, NY)
- …product development and product management - including investment sweeps, zero balance accounts, physical cash concentration, deposit account management and ... GPS Liquidity , Liquidity Product Manager New York,... activity, adherence to controls, and exposure levels by account type. - Client Experience & Risk Balance… more
- SMBC (New York, NY)
- … strategy to drive deposit growth, accelerate business profitability and deliver bespoke liquidity solutions for clients. Optimize SMBC client cash flows and ... liquidity and deposits business, overseeing all aspects of client liquidity management including client deposit gathering strategies, account structuring &… more
- Ally (Raleigh, NC)
- …with broker dealers across various funding products and markets. * Partner with Liquidity Risk Group, Balance Sheet Management, Capital Markets Team, and other ... focus is on the health and safety of our teammates as well as work-life balance and diversity and inclusion. From generous benefits to a variety of employee resource… more
- PNC (Pittsburgh, PA)
- …management, line of business leadership, risk, and finance to promote effective balance sheet usage across our lending businesses through the assessment of customer ... PNC's capital and returns on a risk-adjusted basis for all balance sheet and revenue opportunities. Preferred: * Quantitatively focused undergraduate/graduate degree… more
- JPMorgan Chase (Jersey City, NJ)
- …entire Payments product suite, including treasury services which covers core cash management, liquidity management and FX solutions + Execute JPM Payments sales ... sales opportunities and achieving new business sales goals through effective account planning, development of strong client relationships and the implementation of… more
- Aflac (New York, NY)
- …focus on preservation of capital, subject to our asset-liability profile and liquidity and capital requirements. GI has primary investment and asset management ... responsibility for Aflac's general account consisting of public, private, and growth assets (including...of capital for life and supplemental health insurance company balance sheets utilizing both internal teams and external third… more
- Bank of America (New York, NY)
- …and other business partners, create structure for complex issues and focus on delivering solutions in line with the long term strategic goals of the bank. With ... function to analyze and substantiate Profit and Loss (P&L) attributes and balance sheets, assist in production of regulatory matters analysis, and perform critical… more
- Pew Charitable Trusts (Washington, DC)
- …and treasury functions. This individual will be responsible for supporting Pew's liquidity and bank account management, monitoring banking transactions, ensuring ... positions. + Presents reports on the organization's cash flow and bank account positions. + Supports the development, maintenance and improvement of the financial… more
- Robert Half Finance & Accounting (Indianapolis, IN)
- …including adjustments, as part of month-end closing activities. * Conduct comprehensive account reconciliations, including balance sheet and bank account ... * Forecast cash flow to ensure accurate financial planning and liquidity management. * Manage intercompany transactions and eliminations, ensuring compliance with… more
- Fiserv (Alpharetta, GA)
- …automated solutions for Treasury processes. + Experience with bank account management and bank fee analysis. **Important information about this role:** + ... and manage global notional pool daily cash position. + Prepare mid/long-term liquidity forecasts. + Consolidate cash positioning of locations worldwide. + Support… more
- Lincoln Financial (Radnor, PA)
- …also work closely with LFG's Senior and Investment Management relative to liquidity , cash management and cash investment. Operations include the daily retrieval and ... positions for key strategic partners to support investment and liquidity decisions + Resolves cash issues in a timely...procedures and business continuity plans within the unit + Balance and validate general ledger accounts associated with Cash… more
- Ally (Raleigh, NC)
- …* 3+ years' experience in aligned area/functions (Finance, Structured Funding, Liquidity Risk, Treasury Operations, Capital, Balance Sheet Management, Capital ... focus is on the health and safety of our teammates as well as work-life balance and diversity and inclusion. From generous benefits to a variety of employee resource… more
- Shuvel Digital (Washington, DC)
- …insights to drive informed decision-making; + Take ownership of long-range balance sheet strategy and capitalization planning, ensuring sustainable growth and ... financial stability; + Oversee and approve the investment of excess liquidity , optimizing returns while managing risk in accordance with organizational policies and… more
- Truist (Atlanta, GA)
- …Community Bank, Corporate and Institutional Group, Private Wealth Management, Corporate Liquidity Product Sales, Lending, Card Services, Merchant Services, Treasury ... Solutions Sales Delivery, Pricing Analytics and Proposal Management, Association...the growth of deposit balances while managing interest expense, client/ balance acquisition and retention. 8. Partner with Finance, colleagues,… more
- Bank of America (Milwaukee, WI)
- …innovation and opportunity. We are dedicated to turning technology advances into treasury solutions for our clients globally - across all segments and industries. We ... self-starters who can advocate for our clients in providing liquidity management, payments and receipts, trade and supply chain...job is responsible for the delivery of integrated treasury solutions to clients and prospects that may be in… more
- Bank of America (Denver, CO)
- …innovation and opportunity. We are dedicated to turning technology advances into treasury solutions for our clients globally - across all segments and industries. We ... motivated, self-starters who can advocate for our clients in providing liquidity management, payments and receipts, including merchant services, FX, and commercial… more
- ADM (Chicago, IL)
- …(as applicable). + **Financial wellness** - flexible spending accounts, health savings account , 401(k) with matching contributions and cash balance plan, ... to support ADM's capital allocation framework, while protecting ADM's balance sheet and credit ratings. This is a fast...forecast process + Manage ADM's various financing facilities and liquidity positions + Monitor the compliance of ADM's debt… more
