- M&T Bank (Rochester, NY)
- …Your Customer (KYC) and customer information profile (CIP)). Profiles customers to identify financial needs across all product and service lines, resolves ... the Bank's sales process to achieve personal sales and/or referral goals. Identify financial needs of customers and present all appropriate product and service … more
- Huntington National Bank (Columbus, OH)
- …include but are not limited to: + Oversee the Huntington Financial Advisors (HFA), Huntington Securities Incorporated (HSI), and Capstone Partners broker-dealer ... relationships with regulators and act as the liaison for all broker-dealer regulatory inquiries and examinations. + Advise and collaborate with the Business, Legal… more
- CVS Health (Columbus, OH)
- …meeting needs by evaluating member's benefit plan and available internal and external programs/ services . Identifies high risk factors and service needs that may ... At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming… more
- Fiserv (Alpharetta, GA)
- …will help deliver exceptional user experiences and support our mission of transforming financial services technology. **What you will do:** + Lead and execute ... in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another...strong focus on manual testing. + Deep understanding of consumer and commercial lending workflows and regulatory … more
- JPMorgan Chase (Jersey City, NJ)
- …over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and ... will be a key differentiator for our products and services in the years to come. The industry is...be made available on Mesh and distributed to meet consumer need + Ensuring data is easily and intuitively… more
- JPMorgan Chase (Jersey City, NJ)
- …over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and ... + Understand JPM product offerings (Payments, Cash Management, Liquidity, FX, Merchant Services , Embedded Finance, Trade, and Working Capital) and leverage them to… more
- Robert Half Finance & Accounting (Columbus, GA)
- …+ Support cost control initiatives and optimize capital structure. E-Commerce & Direct-to- Consumer Accounting + Oversee financial operations for DTC and ... Description Key Responsibilities Financial Management + Develop and implement financial...documentation and lead compliance-related reporting. + Stay current on regulatory changes and implement best practices in risk management.… more
- JPMorgan Chase (New York, NY)
- …with regards to valuation policies + Assist in the review of quarterly/annual financial statements for the funds including all regulatory filings + Ensure ... over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and… more
- McAfee, Inc. (Frisco, TX)
- …that financial processes and data within Workday comply with regulatory requirements, accounting standards, and internal controls + Assist with conducting data ... might be the role for you! The Workday Functional Team Manager ( Financial & Procurement) owns administering, maintaining, and optimizing Workday systems and… more
- JPMorgan Chase (New York, NY)
- …over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and ... Controller within the Global Alternatives Investments Solutions team, you will oversee financial operations of private credit funds. You will work closely with an… more