- Raymond James Financial, Inc. (St. Petersburg, FL)
- …of:** . Advanced knowledge of risks and regulations in all aspects of the Private Client and Asset Management . Risk assessment methodologies. . Risk governance ... provide advice on such documentation negotiation from the credit perspective. . Securities/ Private Client and Asset Management products and an understanding of… more
- Bank of America (Charlotte, NC)
- SR AB Credit Officer Atlanta, Georgia;Tampa,...and make an impact. Join us! **Job Description:** The Senior Asset Based Credit Officer covers a ... from $20 million to up to $5 billion. The role will be client -facing, with primary responsibilities including analyzing client trends to identify opportunities… more
- City National Bank (Beverly Hills, CA)
- * SR . ESTATE SETTLEMENT OFFICER * WHAT IS THE OPPORTUNITY? This position is responsible for the administration and distribution of estate/trust assets held within ... an administrative trust or probate. The Sr . Estate Settlement Officer facilitates family meetings,...by developing and maintaining partnerships with internal Trust Team, Private Bankers, and through referrals from other business lines.… more
- City National Bank (Los Angeles, CA)
- *CREDIT RISK REVIEW OFFICER SENIOR * WHAT IS THE OPPORTUNITY? The Credit Risk Review Department (CRR), is part of the 3rd line of defense, and as such is ... experience as a commercial lender, regulator or credit review officer * Minimum of 5 years of MS Office...desired, along with understanding of high net worth and private client lending and retail loan products.… more
- Citizens (Boston, MA)
- Description The Sr Private Bank Lending Specialist supports the Relationship Manager with their loan portfolio with extraordinary care and service. The Sr ... control from the loan application through closing process. The Senior Lending Specialist is expected to lead, mentor, and...Primary responsibilities include + Works closely with RM and client to identify lending needs and solutions. + Performs… more
- KeyBank (Syracuse, NY)
- …net worth + Administers complex trust (ex: Special/Supplemental Needs Trust, Private Foundations, Scholarship Trusts, Trust Under Agreement, Trust Under Will, etc) ... Uniform Principal and Income Act, including analysis of total return distributions Client Servicing and Retention + Executes prioritized pro-active client … more
- Citigroup (New York, NY)
- Director, Senior Underwriter/Credit Risk Officer - Private Equity/Hedge Funds The Credit Risk Manager will lead the underwriting, spanning various products ... lending + Facilitate relationships with key clients in Banking and Markets ** CLIENT RELATIONSHIPS / BUSINESS PARTNERSHIP:** + Proven ability to understand nuances of… more
- Citigroup (Fort Lauderdale, FL)
- …holistic view of the risks. Focus on understanding the client 's financial strength, investment objectives, risk tolerance, investment/collateral portfolio ... will also be assisting risk SCO L2 and other senior risk SCOs when they are the primary approvers....formal Credit Training is a plus + Formal credit officer approval authority experience is a plus. Candidates should… more
- Citizens (New York, NY)
- Description The Private Bank Sr Lending Specialist supports the Relationship Manager with their client 's loan portfolio with extraordinary care and service. ... approval decision or loan recommendation for a Credit Risk officer 's approval. + For Sr PB Lending...guidelines and lead the conversation with the Relationship Manager, Client Relations Team, or Credit Risk Officer … more
- Parsons Corporation (Fairfax, VA)
- …our Team. In this role you will be interfacing with the Government Contracting Officer and will occasionally travel to client sites. **What You'll Be Doing:** ... conformity with company policy. + Proposes alternative language and clauses to client contracts based on sound contracting approaches. + Ensures that the contract… more
- Insight Global (Pittsburgh, PA)
- …professional client experience & communication. Identify and escalate appropriately to Senior Client Service Officer and/or Service Director, on matters ... Insight Globals top banking clients is looking for a Client Services Officer to sit on site...Sr . CSOs, helping offboard clients, sitting in on client meetings, and partnering with internal teams to gain… more
- KeyBank (Washington, DC)
- …selectively targeting and developing new business relationships while actively deepening existing client relationships. Senior Banker also serves in a leadership ... Washington, District of Columbia 20036 ABOUT THE JOB The Senior Banker serves as the Trusted Advisor for clients...by developing a clear and holistic understanding of the client or prospect's business through analysis of their management… more
- Dickinson Financial Corporation (Kansas City, MO)
- …management services to support a relationship-based approach. In addition to excellent client service, successful Senior Commercial Bankers have the ability to ... size will vary and be provided to each loan officer based on the banker's area of expertise and...introductions to broad team of associates, facilitating ownership and senior management client introductions, and maintaining up-to-date… more
- MyFlorida (Ocala, FL)
- Senior Juvenile Probation Officer - 80000934 Date: Jun 6, 2025 The State Personnel System is an E-Verify employer. For more information click on our E-Verify ... . Requisition No: 854670 Agency: Juvenile Justice Working Title: Senior Juvenile Probation Officer - 80000934 Pay Plan:… more
- Scotiabank (Houston, TX)
- Senior Manager, CIB & Research Compliance Officer **Requisition ID:** 218082 **Salary Range:** 99,790.00 - 190,995.00 _Please note that the Salary Range shown is ... to drive ambition for every future! **Purpose** The Compliance Officer will operate as a member of the CIB...ensure appropriate remediation. + Develop and maintain strong internal client relationships with focus on ensuring Compliance supports the… more
- First Horizon Bank (Key Largo, FL)
- **Description** **Location:** On site at location listed in job posting. **Summary** Private Client Team Lead will understand, anticipate, and satisfy the ... The Market Leader for a market is responsible for overseeing Private Banking Relationship Managers including prospecting, commercial client development… more
- Wells Fargo (Winston Salem, NC)
- …Individual Retirement Accounts (IRA) **About this role:** Wells Fargo is seeking a Senior Fiduciary Specialist Working at Wells Fargo | Jobs and Careers at Wells ... within a team-based environment, including analyzing trust and estate documents, implementing client estate plans, and ensuring client accounts are managed in… more
- First Horizon Bank (Atlanta, GA)
- …legal/regulatory/compliance matters, sharing sales success, and competitive or client opportunities surrounding Treasury Management. + Monitors the market ... sales, and joint calls on prospects and clients for cross sell and client retention. + Conducts regular Treasury Management training sessions and product updates for… more
- International Rescue Committee (New York, NY)
- Requisition ID: req58487 Job Title: Program Officer Sector: Social Work Employment Category: Fixed Term Employment Type: Full-Time Compensation: USD 65,151.00 - ... Economic Wellbeing, Education and Power. SCOPE OF WORK: The Program Officer oversees IRC's Unaccompanied Children's Crisis Assistance Program (UCCAP), a privately… more
- Bank of America (Chicago, IL)
- Estate Settlement Officer II (ESO II), Estate Settlement Services (ESS) Chicago, Illinois **Job Description:** At Bank of America, we are guided by a common purpose ... along with the power to make a difference. Join us! **Estate Settlement Officer II (SO II), Estate Settlement Services (ESS), Chicago -** Accountable for managing… more