- JPMorgan Chase (Plano, TX)
- …segments, including Self-Directed Investing, Chase Private Client, and the JP Morgan Private Bank . As a Client Service Leader within the Active Trader Desk (ATD) of ... the JP Morgan Wealth Management Client Service Center team, you will play a pivotal role in our mission to deliver an exceptional client experience and guiding team members to excellence regarding trade execution and education of clients and advisors. Your… more
- JPMorgan Chase (Dallas, TX)
- …and fixed asset loans to corporate clients. Credit Officers on the Investment Bank Asset Based Lending team manage a portfolio of accounts new business transactions. ... Job Responsibilities + Manage portfolio of ABL clients, monitor financial performance trends, borrowing base trends and lead ABL credit relationship with borrower and internal stakeholders + Perform due diligence for loans, derivatives, leases and cash… more
- MUFG (Irving, TX)
- …the financial crimes compliance and/or core compliance area of a global bank , consulting firm, or regulatory agency. + Experience with performing compliance testing, ... quality control/assurance processes or internal/external audits preferred. + Knowledge of financial crimes compliance and/or core compliance laws and regulations. + Excellent judgment and analytical skills. + Proficient in Microsoft Suite of products,… more
- Citigroup (Irving, TX)
- **About Citi** Citi, the leading global bank , has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi ... provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management.… more
- JPMorgan Chase (Plano, TX)
- Join the Commercial and Investment Bank (CIB) Payments Sales team! As a key leader on the team, you will drive the end-to-end client experience. As a Payments Sales ... Manager (PSM) within the Diversified Industries team, you will be responsible for developing new business from clients within a specific segment. You will be expected to sell products with value to the Firm as well as build a strong pipeline. In order to… more
- BMO Financial Group (Dallas, TX)
- …cross-selling initiatives to increase penetration with client. + Applies knowledge in bank products, processes and systems and effectively trouble shooting to ensure ... a high-quality client experience. + Coordinate closing with closing department, clients and attorneys. + Minimizes BMO's risk exposure by adhering to internal credit policies and procedures with respect to lending decisions. + Provides specialized consulting,… more
- Citigroup (Irving, TX)
- …**Qualifications:** + 6-10 years of experience in Marketing and retail bank /financial services industry experience. + Requires attention to detail, advanced project ... management skills, good communication and problem-solving skills. + Demonstrated organizational skills and ability to manage multiple tasks/projects at once. + Creative problem solving and sense of ownership. + Solid communication, presentation and project… more
- MUFG (Irving, TX)
- …Crimes Division (GFCD) HQS Technology team. This position will support the Bank 's GFCD compliance program, specifically focusing on the development and maintenance ... of Standards, procedures and guidelines supporting Financial Crimes Compliance (FCC) and Core Compliance (CC) systems supporting primarily Sanctions, Know Your Customer (KYC), Anti Money Laundering (AML) prevention, Electronic Surveillance and Control room… more
- Citigroup (Irving, TX)
- …support the streamlining of related work processes + Minimizes risk to the bank through a solid understanding of procedural requirements - provides solutions to ... reduce errors, and to adhere to audit and control policies + Timely management, escalation and resolution of all requests / inquiries / issues / errors related to loan documentation + Applies a solid understanding of how the team and area integrate with others… more
- MUFG (Irving, TX)
- …consistent with the established procedures and templates. + Adhere to the Bank 's risk vision, and risk management policies and programs, and identify and ... effectively manage risks associated with activities in the business lines we support. + Responsible for the establishment or enhancement of test or review programs associated with Markets compliance and internal program standards. + Lead complex compliance… more