- First Horizon Bank (Charlotte, NC)
- …oriented Corporate Treasury team is looking to add an experienced financial analyst/client specialist to help build new Wholesale Public Funds (WPF) Desk. This role ... of contact for the Group's clients for all servicing requests related to the client relationship and keep the Head of WPF informed as appropriate. To be effective in… more
- TD Bank (New York, NY)
- …Program including regulatory, cybersecurity, payment products, SWIFT, and Correspondent Banking Services related projects for TD's global footprint. Our projects ... threats across the global payment's ecosystem. This role acts as the senior liaison between the organization and external partners, ensuring effective representation… more
- Bank of America (Philadelphia, PA)
- …Specialist II, Lending Client Associate, Lending Client Support Manager, Lending Specialist , Senior Banker, Business Solutions Advisor or Financial Solutions ... for clients with residential mortgage needs and is the primary lending specialist working full time within the financial center. Key responsibilities include… more
- BMO Financial Group (Los Angeles, CA)
- …generate referrals for personal and commercial banking products (eg personal banking , lending, and investments). + Implements a relationship management plan ... collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer....Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.… more
- Citigroup (New York, NY)
- …deploying the firm's capital and evaluating and managing risk. Partner with Senior Bankers to provide overall relationship management support. Assist with ... Management Specialist , Client Executive, or related position involving Corporate Banking and its related products, pertinent regulations affecting it and the… more
- First National Bank of Omaha (Omaha, NE)
- …audits. The successful candidate is an experienced compliance auditor and/or has banking compliance management experience and is expected to use their auditing or ... **Audit Oversight and Consulting:** Maintain a comprehensive knowledge of banking laws and regulations and best practices in the...**Audit Execution:** Execute audits at the direction of the Senior Auditor or Supervisor: + Audit Planning - Analyze… more
- City National Bank (Charlotte, NC)
- …results of testing performed, and effectively communicate audit results to the Senior Audit Manager/Director and senior management in meetings, presentations, ... Custody Services, Specialty Wealth Assets, Investment Advisory, Broker/Dealer, Investment Banking activities for CNB's Capital Markets, Registered and Unregistered… more
- City National Bank (Los Angeles, CA)
- …AUDIT MANAGER- WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The Wealth Management Senior Audit Manager position, reporting to the Audit Director of Wealth Management, ... performed, and effectively communicate audit results to the Audit Director, senior management and applicable Board/Committees in the form of meetings, presentation,… more
- BMO Financial Group (West Palm Beach, FL)
- …risk guidelines. + Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. + Applies expertise and ... clients and in support of a team of specialists and relationship managers. Provides technical expertise for proactive credit analysis, structuring, decisions,… more
- BMO Financial Group (Wausau, WI)
- …ethical requirements. + Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. + Applies expertise and ... We are currently seeking a Senior Wealth Management professional who excel in sales... Wealth Management professional who excel in sales and relationship management, boasting a robust network of COIs, Business… more