- Enterprise Bank & Trust (Overland Park, KS)
- …offering annual paid volunteer time off and charitable-matching opportunities. Voted a** **_Best Bank to Work For_** **by American Banker for multiple years, we ... **Enterprise Bank & Trust was founded in the spirit...direction on collecting data, documents and various general customer service requests. + Reviews of closed loan packages to… more
- JPMorgan Chase (New York, NY)
- …cross-functional working groups in a matrix organization + Familiarity with end-to-end bank infrastructure, including advisors, client service , product, ... for business changes and roadmap for implementation + Leverage understanding of client and advisor wealth management processes (front, middle, and back offices),… more
- Cherry Bekaert (Tysons Corner, VA)
- …systems** (eg, Sage Intacct, Bill.com, QuickBooks Online). + Follow established client service delivery procedures and contribute to consistent, high‑quality ... process improvements, and delivers reliable financial information that supports client decision‑making. **Key Responsibilities** **Transactional Processing & Daily Operations**… more
- Citigroup (Tampa, FL)
- …project results, and obtaining buy-in for change. + Manage all aspects of client service , including planning, prioritizing and organizing projects. + Develop and ... Citi Wealth Business provides services for clients in Private Bank with a net worth of $25mm and as...as well as our Citi Gold and Citi Private Client business (net worth of ~$200k - $1mm). The… more
- JPMorgan Chase (New York, NY)
- …the Payments Command Center. + Develop strong working relationships with Sales, Client Service , Operations, Risk Stripes and functional partners (finance) as ... As an Intraday Payments Risk Vice President on the Commercial and Investment Bank (CIB) Wholesale Credit Risk (WCR) Intraday Payments team, you will monitor and… more
- JPMorgan Chase (Jersey City, NJ)
- …+ Serve as training resource during rollout of applications to Sales and Client Service staff **Required qualifications, capabilities, and skills** + 3+ years ... the Payments division of JP Morgan's Corporate & Investment Bank (CIB). Escrow holds institutional client assets...& Investment Bank (CIB). Escrow holds institutional client assets in safekeeping until certain pre-agreed conditions have… more
- Principal Financial Group (Des Moines, IA)
- …Office (Excel proficiency), preferably Power Query and/or Power BI. + Detailed oriented. + Client service orientation, the ability to work under pressure in a ... new reports to ensure readiness for trading, reconciliation, settlement and/or the client reporting process. Identify and resolve issues associated with client … more
- First Horizon Bank (New Iberia, LA)
- …and to ensure that the branch delivers quality, accurate and timely customer service in a retail environment, which include the duties and responsibilities described ... strategic initiatives are executed effectively. * Model and demonstrate First Horizon Bank (Firstpower) culture. Promote a positive work culture by increasing and… more
- Dickinson Financial Corporation (Kansas City, MO)
- …on to contact and collect from these clients is accurately maintained. + Support additional client service requests. + Handling high volume of client phone ... cause for payment disruption and then works with the client to resolve their account in full or to...negotiating payment in full or payment arrangements. + Employ bank protocol to handle each call in a manner… more
- Enterprise Bank & Trust (Clayton, MO)
- …offering annual paid volunteer time off and charitable-matching opportunities. Voted a** **_Best Bank to Work For_** **by American Banker for multiple years, we ... **Enterprise Bank & Trust was founded in the spirit...fee income and prepare various management reports. + Handles client fee billing and invoices. + Prepares quarterly SEC… more
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