- Atria Wealth Solutions (Fort Worth, TX)
- …with Program Manager. + Drives investment and program integration initiatives with credit union and/or assigned bank program (includes branch personnel ... experience in the financial services industry, preferably in a bank or credit union + Excellent communications...deliver a clear path to the future of wealth management with the open-minded agility, senior-level access, and expert… more
- BMO Financial Group (Tampa, FL)
- …loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and recommendations in compliance with bank policies and procedures ... renewal and extension loans aligned with client needs and bank & risk policies + Conducts financial analysis and...+ Data analysis tools + Regulatory Compliance + Portfolio Management + Credit Risk Assessment + Banking… more
- Service 1st Federal Credit Union (Mifflinburg, PA)
- …familiar with and abides by policies, procedures and guidelines set forth by the credit union, eg Security; Bank Secrecy Act; Identity Theft and Red Flags; ... required + Work Location - Mifflinburg, PA Role: Serve as liaison between the Credit Union and its members within a branch retail sales environment. Responsible for… more
- SMBC (Los Angeles, CA)
- …of a larger institution with the personal 'high touch' services of a smaller bank . Specialties: Commercial Loans and Lines of Credit , Asset-Based Financing, SBA ... access cards to users. + Acts as a liaison for the Bank with Property Management . + Miscellaneous administrative duties including but not limited to processing… more
- FirstBank PR (GU)
- …lending policies. . Identify and report exceptions, documentation deficiencies, and emerging credit risks to management . . Prepare and conduct meetings with ... Credit Review, Commercial Lending, Credit Administration, Loan Workout, and/or Credit Analysis at a commercial bank or regulatory agency. + Strong… more
- Comerica (Farmington Hills, MI)
- …into three major business segments; the Commercial Bank , the Retail Bank , and Wealth Management . Comerica's colleagues focus on relationships, and helping ... both commercial and consumer loans across multiple lines of business within all bank markets, while ensuring compliance with all federal and state laws, regulations,… more
- JPMorgan Chase (San Francisco, CA)
- …for the firm's portfolio company coverage strategy, while actively engaging with Commercial Bank , Private Bank , Credit , and Investment Banking product sets. ... drive outcomes for the firm's portfolio company coverage strategy, engaging with Commercial Bank , Private Bank , Credit and Investment Banking product sets.… more
- Zions Bancorporation (Heber City, UT)
- …to display sound judgment in complicated client situations. + Strong sales, self- management , credit analysis, loan structuring, and perceptive character judgment ... **Zions Bank ** recognizes that its success comes from the...the following areas: + Loan and deposit products, wealth management + Wealth management services including Investment,… more
- SMBC (Charlotte, NC)
- …Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices ... America, Inc., SMBC Capital Markets, Inc., SMBC Rail Services LLC, Manufacturers Bank , JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui… more
- Truist (Philadelphia, PA)
- …every member of the team with an emphasis on data integrity and overall risk management . 6. Partner with Credit Delivery to ensure that key loan portfolio goals ... quality, balance sheet quality, profitability and growth, and risk management . This role acts as the Chief Integrator for...financials of the region to maximize returns for the bank . Has primary responsibility for the profitability of the… more