- First National Bank of Omaha (Boulder, CO)
- …fits into our organization's success.** **Summary of the Job:** The Community Banking Relationship Manager (RM) will deliver advice and value for business customers. ... will consistently get the work done" though the Wholesale Banking Group Behaviors; + Proper use of Salesforce +...by delivering advice and value. Build centers of influence ( attorney , accountants, and other needed referral sources). + RMs… more
- M&T Bank (Amherst, NY)
- …from M&T Bank Legal Counsel. + Decisioning on Powers of Attorney , Trusts, Representative Payee, Estates, and Guardianships/Conservatorships in both the retail ... and business banking deposit space. + Maintain contact with and act...as a liaison between M&T Bank Legal Counsel and Banking Services with respect to workload as assigned. +… more
- Deloitte (Charlotte, NC)
- …federal tax compliance and consulting services to large global and dynamic midsize banking and securities clients? If you answered "Yes" to any of these questions, ... consulting and compliance services to a clients in the banking and financial services industries. You will work directly...the CPA + If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial… more
- Deloitte (New York, NY)
- …federal tax compliance and consulting services to large global and dynamic midsize banking and securities clients? If you answered "Yes" to any of these questions, ... tax consulting and compliance services to clients in the banking and financial services industries. You will work directly...CPA exam + If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Certified Financial… more
- First National Bank of Omaha (Yankton, SD)
- …to change based on business needs. **Summary of the Job:** The Community Banking Relationship Manager (RM) will deliver advice and value for business customers. They ... will consistently get the work done" though the Wholesale Banking Group Behaviors; + Proper use of Salesforce +...by delivering advice and value. Build centers of influence ( attorney , accountants, and other needed referral sources). + RMs… more
- M&T Bank (Amherst, NY)
- …(Federal and State) requirements are met. + Communicate and negotiate with serving attorney or agency to clarify documentation scope and required due date. + ... Complete research and inquiries on several Bank systems with customer information to identify type of relationship and where relevant responsive information is held. + Work with several internal departments to compile records and ensure a full understanding of… more
- Columbia Bank (Seattle, WA)
- …growth through internal and external sourcing of new client relationships with Columbia Banking partners and external CPA's and Attorney 's. A team of specialists ... to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We...with client circumstances alongside a broad knowledge of investments, banking , wealth and estate planning, and trust services to… more
- Citigroup (Tampa, FL)
- The role is for an attorney based in NAM who will support the Global Trade Supply Chain Finance and Trade/Working Capital Loans businesses. The attorney will ... products, including the structuring of trade transactions and related issues. The attorney will also review, draft, and negotiate the documentation associated with… more
- State of Colorado (Denver, CO)
- …2025 009. Find a rewarding career making a difference: Join the Office of the Attorney General! The Consumer Protection Section in the Office of the Attorney ... the state's work on access to safe and affordable banking and credit, access to free financial coaching and...about you! WHO WE ARE The Office of the Attorney General/Department of Law is the "People's Lawyer." The… more
- First Horizon Bank (Winston Salem, NC)
- …As listed in Job Posting** **Summary:** Key role in supporting the Virtual Business Banking clients and sales team. Serve as primary contact for office and general ... banking needs performing office administration responsibilities and moderate complex...withdrawals on lines of credit + Communicates with clients, attorney 's, insurance companies, title companies, and various other professionals… more