- Heritage Financial Credit Union (Middletown, NY)
- …business products, including Online Banking, Remote Deposit Capture, Merchant Services, and ACH Manager + Assist the Branch Manager and Assistant Branch ... about available commercial loan products and their structures + Identify lending opportunities through discussions with business members while opening accounts. +… more
- Fortrex (Atlanta, GA)
- …with regulatory requirements and accounting standards. . Treasury work including bank covenants, compliance certificates, hedging, authorizations, cash flow ... financials and reporting. . Work closely with CFO on Investor and lending relationships, including prepartion for quaterly conference calls, updates to credit… more
- BMO Financial Group (Chicago, IL)
- …decisions and recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures. This role works closely ... and ensure adherence to prescribed policies and procedures and overall safety of Bank 's financing position. + Makes decisions based on a strong understanding of… more
- Capital One (Mclean, VA)
- …CCAR, corporate strategy initiatives, the integration and risk mitigation of bank acquisitions + Collaborate on ASC 815 compliant hedging strategy development ... + Chartered Financial Analyst (CFA) Charterholder or Financial Risk Manager (FRM) Certified or Certified Public Accountant (CPA) +...Accounting + At least 2 years of experience with bank products including credit cards or mortgage securities or… more
- BMO Financial Group (Urbandale, IA)
- …referrals for personal and commercial banking products (eg personal banking, lending , and investments). + Implements a relationship management plan in collaboration ... with the lead relationship manager . + Determines client needs and provides solutions though...between stakeholders. + Follows through on the risk and compliance processes and policies to ensure we safeguard our… more
- BMO Financial Group (Los Angeles, CA)
- …referrals for personal and commercial banking products (eg personal banking, lending , and investments). + Implements a relationship management plan in collaboration ... with the lead relationship manager . + Determines client needs and provides solutions though...between stakeholders. + Follows through on the risk and compliance processes and policies to ensure we safeguard our… more
- BMO Financial Group (New York, NY)
- …Understands the complexity of transactions and related risks (credit, market, operational, legal/ compliance , etc.). + Balances the Bank 's risk appetite with ... support strategic recommendations to clients. + Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and… more
- KeyBank (New York, NY)
- …interprets legal instruments to determine duties and responsibilities of the bank and to provide well-coordinated estate, tax, and financial planning alternatives ... and Trust Opportunities as well as any other banking, lending , or insurance needs. + Fosters close business relationships...contact on a UHNW relationship while engaging a Relationship Manager to ensure that a complete and positive client… more
- BMO Financial Group (New York, NY)
- …with a focus on equity derivatives and financing solutions (concentrated margin lending , equity monetization and equity swaps). You will also provide advisory ... build on our platform to better align with the Bank 's broader goals for this important client base. **Key...and risk colleagues to ensure seamless client experience and compliance with all internal and external policies and procedures… more
- System One (Pittsburgh, PA)
- …2850 E CAMELBACK RD, Phoenix AZ 85016 Function of the Group: Run the bank Lending Technology JOB DESPCRIPTION (Main Duties): Perform day to day operations ... and performance goals, participate in code reviews, inform the technical architect and project manager of any issues that may affect any other areas of the project,… more