- UMB Bank (Kansas City, MO)
- …of changing regulations and laws + Manage the workload of trust advisor associates, performing regular capacity planning studies and assigning resources to meet ... financial advisors, and accountants that enhance business opportunities. + Ensures compliance with the Bank's fiduciary duties in the administration of estate,… more
- Hills Bank (Cedar Rapids, IA)
- …solid working knowledge of subject matter related to Treasury Management ( compliance , processes, and procedures), and sales related knowledge needed to successfully ... information, and social media sources, while following the bank's preferred "trusted advisor " sales and networking practices. + Participate in the Bank's business… more
- Citigroup (Beverly Hills, CA)
- …a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The Private Bank delivers solutions ... to: + Function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, identifying product… more
- Wells Fargo (Charlotte, NC)
- …masters, project managers and delivery team companywide + Serve as an authority advisor to experienced leaders and represent the company externally when working with ... the ability to influence and manage effectively across technology, risk, legal and compliance , among others + Strategic thinker with an execution focus and drive +… more
- MTA (New York, NY)
- …of bond proceeds and PAYGO cash funding of the capital programs to ensure compliance with US Tax Code. + Involves coordinating with external bond counsel firms ... + Work closely and maintain MTA's relationships with the global investment banking community to ensure a free-flowing exchange of information to ensure MTA… more
- Cherry Bekaert (Raleigh, NC)
- …and align RAS offerings to meet them. + Serve as a trusted advisor to clients, delivering high-impact risk solutions. Drive expansion within existing accounts and ... capabilities including loan and credit operations, trust services, financial reporting, compliance management, and branch operations. + Own and exceed growth targets… more
- KeyBank (Rensselaer, NY)
- …Road - Rensselaer, New York 12144 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. The ... their goals. The Branch Manager is accountable for branch operations and compliance by providing direction and guidance to in-person branch team on… more
- JPMorgan Chase (Columbus, OH)
- Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance , you are at the center of keeping JPMorgan Chase strong and resilient. You help the ... impact our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and… more
- Wells Fargo (Charlotte, NC)
- …project managers and delivery team companywide + Serve as an adept advisor to leadership **Required Qualifications:** + 7+ years of Product Management, product ... experience, education **Desired Qualifications:** + Prior experience with Community Banking , Consumer Lending, Wholesale, and Wealth technology origination systems +… more
- Persado (New York, NY)
- … banking , insurance, and financial services-manage content with speed, compliance , and confidence. Our platform empowers enterprise marketing departments to ... that integrates high-performance creative generation with automated review of compliance risks. Used by 8 out of the top...to identify and expand account opportunities + Be an advisor , expert and evangelist of Persado products and testing… more