- Comerica (New York, NY)
- …great financial firms. Our alliance allows clients to take advantage of Comerica Bank - Trust, NA's professional trust administration capabilities, as well as the ... Advisor I is responsible for serving as a relationship manager for a book of business by providing by...incoming correspondence and any other client requests to ensure compliance with the governing document, applicable law and policies… more
- Scotiabank (OR)
- …a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. + Build cost effective and efficient ... overnight processing runs. + The incumbent is guided by Bank policy and receives broad direction from the Senior... policy and receives broad direction from the Senior Manager /Director, and general direction from the Project Manager… more
- Truist (Lumberton, NC)
- …in all aspects of trade order management, settlement, collateral management, accounting, compliance , reporting and control for a $75+ billion fixed income portfolio, ... the achievement of the organization's strategic goals and objectives. Ensure compliance with all laws, regulations, policies, procedures, accounting standards, and… more
- BMO Financial Group (Chicago, IL)
- …makes credit recommendations/decisions in accordance with sound credit-granting principles and compliance with the Bank 's philosophy and principles outlined in ... members and customers. + May act as lead relationship manager . + Supports the sales process and client experience,...as per guidelines. + Participates in assigned audits and compliance reviews. + Ensures proper adherence to the code… more
- HCA Healthcare (Manchester, NH)
- …The Medical Staff Services Coordinator assists with implementation of and compliance with credentialing initiatives/processes. The incumbent is expected to maintain ... all facility non-privileged practitioner processes in accordance with Ethics & Compliance Policy CSG.QS.002 to include updates to the electronic Security Access… more
- Manulife (Santa Cruz, CA)
- he Financial Sales Associate is responsible for providing life insurance solutions to bank 's clients. He/he will work in coordination with branch. Sales and service ... providing life insurance and wealth management solutions to China Bank 's clients. + Work closely with branch sales and...reviews and adjusts plans with the Area and Branch Manager . Conducts client calls, sales presentations, and other sales… more
- Citigroup (San Francisco, CA)
- …experience. + Champion risk and control by monitoring day-to-day operations, ensuring compliance with policies, supporting the Branch Manager + Exhibits strong ... ensuring consistent delivery of client and team experiences aligned with the bank 's standards **Responsibilities** : + Lead, coach, and support Universal Bankers and… more
- Banco Popular Puerto Rico (Brooklyn, NY)
- …role in a branch, as needed. This position is responsible for the sale of bank products and services to meet all needs of existing and potential customers while ... rendering quality service in accordance with bank goals to attain growth, profitability, and customer satisfaction....this position, you will: Sales + Work with branch manager and supervisor to attain or exceed individual goals… more
- PNC (Cleveland, OH)
- …field on a regular basis. Some responsibilities may be performed remotely, at manager 's discretion. The KYC Office is a centralized advisory team responsible for ... * Upon request of management, provide support for ancillary projects, bank /department initiatives, and mergers/acquisitions. In your role, you will continuously draw… more
- MUFG (Chicago, IL)
- …operational efficiency and effectiveness. + Assist with duties or inquiries related to compliance matters. Ensure adherence to all bank policies and procedures ... servicing existing portfolio as Junior Account Officer "JAO" / Jr Relationship Manager "Jr RM"** **Developing banking business with new and existing customers, and**… more