- Banc of California (Austin, TX)
- …relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of ... new loans as well as transitioning loans to Portfolio Management . This role will work closely with senior Bankers...determine advance needed at close. + Prepare any needed change memos and portfolio duties to ensure efficient transition… more
- Xcel Energy (Amarillo, TX)
- …System, and other financial systems. + e) Works in conjunction with Capital Project Analyst , Capital Asset Accounting, Tax , Regulatory finance and other areas of ... on-going project set up in the work and asset management system. Advise and assist in the initial development...Off (VPTO), Parental Leave Benefit plans are subject to change and Xcel Energy has the right to end,… more
- Truist (College Station, TX)
- …(preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst . (CFA), Accredited Asset Management Specialist AAMS(R) , Certified ... minor, which are not mentioned below. Specific activities may change from time to time. 1. Serve as the...products to existing clients. Successfully participate in the sales management process, which includes, but is not limited to,… more
- Truist (Dallas, TX)
- …treasury products and/or services. **Preferred Qualifications:** 1. 5+ years of Treasury/Cash Management Analyst experience 2. Deep knowledge of Treasury ... Community Bank, Business Banking, Small Business Banking, and Wealth Management ) via a cash flow management /working capital...minor, which are not mentioned below. Specific activities may change from time to time. 1. Executes sales plan,… more
- Sysco (Houston, TX)
- …+ Manage both Credit terms and Collections related escalations. + Notifies OPCO management and sales where problematic situations or change in terms is ... teams. + Terms Requests/Other SRs + Running multiple reports to "fix" issues ( Analyst not aligned) + Reactiveness to tech issues + Report Building (Proactive and… more
- Bank of America (Dallas, TX)
- …understanding the operations environment. **LOB Job Description:** The Senior Operations Analyst will be responsible for reviewing and processing all work for the ... to 4 years of experience in banking and/or treasury management services + Prior Mainframe experience + Intermediate proficiency...and spelling) and verbal communications. + Working knowledge of tax forms + Working knowledge of 1099's / 1042's… more
- Truist (Dallas, TX)
- …support in the daily investment portfolio administration for the Wealth Management regional office. Provide administrative support to Investment Managers and help ... both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Facilitate day-to-day transactional needs of the client… more
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