- Banc of California (Santa Ana, CA)
- …of the Corporate and Business Card program designing and executing the successful onboarding and life-cycle management of client card programs, while driving ... operates. **HOW YOU'LL MAKE A DIFFERENCE** + Lead the client experience, onboarding , and operational life-cycle of...onboarding , and operational life-cycle of the business and commercial credit card. Drive the execution and improve the… more
- KeyBank (Akron, OH)
- …resources), including Wealth Direction and KeyPad. + Oversight/execution of the New Client Onboarding Process, Officer Transitions, and Service Reviews. + ... BRIEF)** Manages the Associate roles of the Key Private Bank (KPB) sales team to ensure quality client...markets. + Ensures effective utilization of staff, by hiring, onboarding , and recruiting. Partners to build bench strength and… more
- Scotiabank (New York, NY)
- …performance in close collaboration with key stakeholders and functional areas of the Bank to align sales initiatives with company and GTB wide objectives. These key ... Analytics, Enterprise Strategy and Operations, Enterprise Analytics and Innovation, Client Insights and Analytics (CIDA), Global Banking & Markets,...of key aspects of our Sales Model, across the bank 's footprint, in a way that we ensure global… more
- Banc of California (San Luis Obispo, CA)
- …operational controls, and regulatory procedures to ensure the safety and security of client and bank assetsAssist with processing and scanning of daily teller ... CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one...the execution of branch activities, including day-to-day delivery of client -facing services and processing transactions. The role of a… more
- Banc of California (San Luis Obispo, CA)
- …CALIFORNIA AND YOUR CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, ... Banc of California (the " bank "). Banc of California is one of the nation's...who can handle the full range of retail and commercial transactions. Performs all duties in accordance with the… more
- Raymond James Financial, Inc. (New York, NY)
- …sourcing and evaluating new business opportunities from customers that comply with the Bank 's risk appetite, managing the onboarding process, and overseeing the ... basis to establish and maintain direct relationships with clients and Commercial Banking Teams. + Targets calling efforts directed towards financial executives,… more
- EverBank (El Segundo, CA)
- …processes and programs, focusing on continuous improvement and innovation in client onboarding and solution delivery. **Educational Requirements** + University ... escalations, and manages internal procedures. This role focuses on onboarding , leading implementation, guiding training, managing projects, operational transformation,… more
- JPMorgan Chase (Jersey City, NJ)
- …and/or operational change. + Knowledge of party and account Core data and client onboarding processes. + Excellent analytical skills, with the ability to ... Join our Commercial and Investment Bank (CIB) Data...the adoption of the strategic Core data model from onboarding to downstream business processing, working with cross-functional teams.… more
- JPMorgan Chase (Chicago, IL)
- …in Equipment Finance. Your role will be dedicated to providing an exceptional client experience when onboarding new Equipment Finance products. **Job Summary:** ... necessary to close and fund loans and leases for Commercial , Corporate Investment, and Private Bank clients....lending transactions & loan documentation. + Experienced in handling client issues and problem resolution in a high volume,… more
- Citigroup (New York, NY)
- …. Incorporating technical solutioning into the client implementation process for seamless client onboarding . Communicating client feedback to the Spring ... Citi, the leading global bank , has approximately 200 million customer accounts and...become a trusted advisor for Citi's globally diverse institutional client base. You will collaborate across the global organization… more