- Citigroup (Irving, TX)
- **Overview of the Role** Citi, the leading global bank , has approximately 200 million customer accounts and does business in more than 160 countries and ... securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi creates...the foundations of everything we do from keeping the bank safe, managing global resources, and providing the technical… more
- MUFG (New York, NY)
- …products based on customer needs, market trends, regulations, and the bank 's overall strategic goal + Understanding and prioritizing customer needs and ... growth and development are achieved. + Actively ensures compliance with the Bank 's Business Standards of Conduct and all Patriot Act, CIP, Anti-Money Laundering,… more
- Citigroup (Irving, TX)
- **Overview of the Role** Citi, the leading global bank , has approximately 200 million customer accounts and does business in more than 160 countries and ... securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi creates...the foundations of everything we do from keeping the bank safe, managing global resources, and providing the technical… more
- KeyBank (Cleveland, OH)
- …The ideal Portfolio Manager will conduct business within the moderate risk profile of the bank and, at the same time, possess a propensity to close deals. This will ... Identifies potential problem accounts and works to improve the bank 's position in undesirable situations. . **Required Qualifications** +...with senior level clients and senior management of the Bank . + Strong work ethic + Proficiency in Excel,… more
- Citigroup (Irving, TX)
- **About Citi:** Citi, the leading global bank , has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi ... securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi creates...the foundations of everything we do from keeping the bank safe, managing global resources, and providing the technical… more
- Citigroup (Irving, TX)
- **About Citi:** Citi, the leading global bank , has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi ... securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi creates...the foundations of everything we do from keeping the bank safe, managing global resources, and providing the technical… more
- JPMorgan Chase (Dallas, TX)
- …with whom the Trust Administrative Officer works. The JP Morgan Private Bank offers high net worth individuals and families personalized, comprehensive financial ... for discretionary distributions. Prepare memoranda supporting recommendation regarding how the Bank shall exercise discretionary powers it has as trustee. Confer… more
- Truist (New York, NY)
- …In addition, senior investment banking professionals are expected to "sell the bank " by appropriately positioning the banks treasury and payment solutions product ... services. Senior investment banking professionals are also expected to serve the bank 's corporate banking and commercial clients with strategic advisory and the… more
- MUFG (Los Angeles, CA)
- …(may occur outside of business hours). + Actively ensures compliance with the Bank 's Business Standards of Conduct and all Patriot Act, CIP, Anti-Money Laundering, ... Bank Secrecy Act, Information Security and suspicious activity reporting requirements, and other regulatory and compliance policies and procedures. Successfully… more
- Robert Half Finance & Accounting (Bethlehem, PA)
- …relationship with bond carrier and serve as the interface between the surety and the bank . * Manage the bank relationship - interface with bankers and company. * ... Direct and oversee the team responsible for the annual financial audits. Interface with accountants and team. * Direct and oversee annual preparation of annual financial statements and tax returns of the companies. * Prepare reliable current and forecasting… more