- UMB Bank (Kansas City, MO)
- …systems + Oversight of trade details that are entered into the bank 's operations system in alignment with front-office confirmations. + Ensure timely settlement ... clients for FX transactions. + Liaise with front-office traders, relationship managers, and treasury teams to ensure smooth trade...in daily operations to solve or escalate to appropriate associate or manager PREFERRED: + Accuracy and attention to… more
- Scotiabank (New York, NY)
- …and leverage broader Bank relationships, systems and knowledge. + A VP ( Associate Director) in DPG's primary goal is to cross-sell Fixed Income Derivatives that ... Associate Director (Vice President) Risk Solutions Group, Global...various fixed income and currency derivative products to the Bank 's lending Corporate Clients in the United States. The… more
- UMB Bank (Kansas City, MO)
- …as Thomson Reuters, RMA, and VerticalIQ, for administrator functions and relationship management; Develop, communicate, and maintain performance criteria on direct ... teams that encompasses all levels of associates from various areas of the Bank , by phone and in person; Demonstrates strong written & verbal communication skills;… more
- Comerica (Dallas, TX)
- Job Description Treasury Management Sales Associate I The Treasury Management Sales Associate I (TMSA I) role will be involved with the sales and support of ... incumbents possess written and verbal communications skills, sales and relationship management skills, analytical and problem-solving skills, organizational and time… more
- UMB Bank (Kansas City, MO)
- …critical to UMB's growth strategy and allows our customers to have a single relationship for their banking and HSA needs. As a Healthcare Services Senior Account ... assigned direct HSA clients. You will manage, maintain, and expand the business relationship in order to drive client engagement, retention, and growth. The role is… more
- Regions Bank (Orlando, FL)
- …**Job Description:** At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting the financial objectives of the customer through ... investment knowledge + Conducts and/or participates in investment performance and relationship reviews + Keeps junior level staff informed about investment products… more
- Regions Bank (Hoover, AL)
- …recommendations and credit decisions. **Primary Responsibilities** + Executes on the Bank 's specialty loan origination strategy by working with clients and centers ... + Works collaboratively with multiple stakeholders, including credit officers and relationship managers + Offers advice and guidance to less experienced… more
- Regions Bank (Hoover, AL)
- …+ Ability to work under pressure and meet deadlines + Developed relationship -building skills + Familiarity with process management, process engineering, mapping, or ... Process Owners to document the workflows for prioritized business processes across the Bank in the Interfacing BPM mapping tool (including ensuring that key meta… more
- Regions Bank (Atlanta, GA)
- …as a focused partner, working closely with internal partners to identify relationship growth and asset retention opportunities + Acquires more complex client ... assessing a client's financial situation to retain and grow the client relationship , conducts and manages all pre-call and post-call meetings for every call… more
- Regions Bank (Naples, FL)
- …as a focused partner, working closely with internal partners to identify relationship growth and asset retention opportunities + Acquires new clients and expand ... assessing a client's financial situation to retain and grow the client relationship , conducts and manages all pre-call and post-call meetings for every call… more