- Interstate Blood Bank (Boca Raton, FL)
- …Ability to effectively present information and respond to questions from sales , Quality Assurance, internal employees, external customers, and Corporate personnel. + ... Ability to add, subtract, multiply and divide. Ability to perform mathematical operations using units of US dollars, weight measurement and volume + Ability to read a calendar, an analog clock, and use a calculator. + Ability to apply common sense… more
- UMB Bank (Overland Park, KS)
- …credit memos Demonstrates excellent verbal and interpersonal skills to communicate with sales force and credit managers + Demonstrated ability to work independently ... + Demonstrated proficiency of Excel, and Word to create tables and worksheets for credit memos **Compensation Range:** $57,760.00 - $124,170.00 _The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation… more
- UMB Bank (Milwaukee, WI)
- …for accuracy the 40 17G (fidelity bond), N PX (proxy) and 24f 2 ( sales ) filings Review financial information and other material for prospectus updates Prepare notes ... to the financial statements based on requirements of the fund and GAAP Fund Distributions Analyze for accuracy the distribution calculation including multi class allocations Board Reporting Prepare draft agendas and materials for board meetings Represent UMB… more
- Regions Bank (Atlanta, GA)
- …the platform and its applications + Partners with Information Technology and Sales Force Customer Relationship Management (CRM) on data integration projects and ... troubleshooting + Utilizes Marketing Cloud Einstein to leverage artificial intelligence (AI) driven personalization for emails + Documents campaign processes, templates, and standard methodologies to support scalability + Assists in finding, documenting, and… more
- Huntington National Bank (Hagerstown, MD)
- …aide in critical client onboarding and activation process. + Work with internal sales and operations channels in addition to third-party service providers to provide ... a seamless client experience. + Deliver on critical client activation and client revenue retention program expectations. + Perform other duties as assigned. Basic Qualifications: + Associate's Degree + Minimum 5 years of experience in merchant services, or… more
- UMB Bank (Columbus, OH)
- …work experience + You have 3 years credit experience with 3 years sales experience in a banking, finance or asset-based lending environment + You demonstrate ... knowledge and experience in the use of marketing tools and methods, including mailings, telemarketing, and other forms of customer outreach + You have the ability to make independent and sound judgments and decisions and have an understanding of how decisions… more
- Huntington National Bank (Pittsburgh, PA)
- …complex customer relationships and circumstances. Includes day-to-day interaction with assigned Sales Reps, management of portfolio risk, and adherence to all ... regulatory and compliance guidelines. A critical component of this role is early identification of emerging credit problems and industry trends. Duties and Responsibilities: + Services, deepens, and retains assigned profitable customer relationships by… more
- WSFS Bank (Philadelphia, PA)
- …reports that are required for portfolio servicing, G/L account reconciliations, sales /use tax, cash management and other standard reporting requirements. + Other ... projects as directed and assigned by management. Qualifications: + Bachelor's Degree in Accounting or Finance + Must have 2+ year of experience in financial services industry + Must have knowledge and experience with general ledger accounting and… more
- UMB Bank (Dubuque, IA)
- …exceptional written communication and presentation skills. + You have strong wealth advisor sales skills with acumen to close new business. + You have knowledge of ... client service, advice delivery and operational best practices. + You have knowledge of investment, tax, estate planning and transfer of wealth strategies. + You have proficiency with eMoney client portal and financial planning software. **Bonus points if:** +… more
- Huntington National Bank (Columbus, OH)
- …loan closing process. The PF Closing Specialist provides support for the Sales Teams and is responsible for providing excellent customer service through day-to-day ... interactions. The PF Closing Specialist is responsible for obtaining all necessary collateral reports, supporting documentation and information required to meet the terms and conditions of credit approval. Additionally, the PF Closing Specialist is also… more