- Citigroup (San Rafael, CA)
- …exceptional service delivery to our internal and external customers to resolve account service issues and respond to customer inquiries promptly and effectively. + ... Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with customers and transactions + Energetically greet and interact… more
- Insight Global (Beverly, MA)
- …bank reconciliations, including reviewing approving disposition of variances -Manage field bank account deposit returns including coordinating with banks and ... on the deposit timing -Manage inter-company cash transfers to ensure appropriate bank accounts are properly funded -Supervise and ensure daily cash variances to… more
- CIBC (Chicago, IL)
- We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. ... component to the development of our team of commercial bank relationship managers. Growing and developing top talent is...transactions for all lines of business + Analyze financial information and statements + Analyze and identify risks associated… more
- Banco Popular Puerto Rico (San Juan, PR)
- …for providing services to commercial loans clients under the guidelines of the Bank 's loan policies and procedures including but not limited to: + Managing and ... and structuring credit facilities that meet the client's needs and the Bank 's lending guidelines. Notifying and guiding the prospective borrower about feasible… more
- Aston Carter (Overland Park, KS)
- …and carrier reporting. + Provide assistance to outside auditors by gathering necessary account information and documents. + Perform other related duties or ... assist with reporting to insurance carriers. + Prepare monthly balance sheet account reconciliations, review bank statement reconciliations from team members. +… more
- Walworth County (Elkhorn, WI)
- …Procurement Professional (NIGP-CPP) preferred. Interactions & Communication Provides specialized information and/or recommendations to others regarding an area of ... job and/or the work unit within the department and information is provided with additional research and observations which...for overtime or compensatory time. You are required to account for all time absent from your regular work… more
- Wells Fargo (Winston Salem, NC)
- …outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and ... **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high-net-worth and ultra-high-net-worth individuals and families… more
- Walworth County (Elkhorn, WI)
- …locations (use is infrequent). Interactions and Communications Provides specialized information and/or recommendations to others regarding an area of expertise. ... job and/or the work unit within the department and information is provided with additional research and observations which...for overtime or compensatory time. You are required to account for all time absent from your regular work… more
- CIBC (Chicago, IL)
- …with account openings, loan closings, account maintenance during the account 's life at the Bank , assist with any day-to-day questions the customers ... We're building a relationship-oriented bank for the modern world. We need talented,...institution by working directly with clients to gather relevant information to execute the onboarding request. Provide clients with… more
- JPMorgan Chase (Dallas, TX)
- …Commercial Banking, Consumer and Community Banking. The JP Morgan Private Bank offers high net worth individuals and families personalized, comprehensive financial ... delivery of services + Make recommendations regarding how the Bank shall exercise discretionary powers it has as trustee...apply that knowledge to client specific planning exercises and account administration + Work with Tax Officers and trust… more