- M&T Bank (New York, NY)
- …in line with the risk appetite of the Bank. + Cross-sell all aspects of financial solutions and bank products to clients. + Work with a team to obtain and analyze ... a focus on client experience. + Partner effectively with Credit Officers, UW Teams, PMs in connection with ...CRA needs are prioritized. + Act as a trusted advisor to both current clients and future customers. +… more
- City National Bank (Los Angeles, CA)
- …Provides integrated financial services and advice to clients including: banking, credit , asset management, trust and estate planning. Manages overall relationship ... are developed and maintained with the support of Financial Advisor partner. * Ensure that regular, tailored investment and...occur between client team and client. * Risk Management, Credit Quality, and Compliance * Keep current on client's… more
- Fifth Third Bank, NA (Tampa, FL)
- …and deliver on growth and profitability goals. + Act as a trusted advisor and thought leader, driving collaboration and accountability within a matrix operating ... and leadership teams to identify, attract, and retain top talent across markets. Credit & Risk Partnership + Collaborate with Risk leadership to maintain asset… more
- TD Bank (New York, NY)
- …Prime Brokerage Agreements, Term Commitment Agreements, ISDA Master Agreements, Credit Support Annexes, Master Confirmation Agreements, Regulatory IM Documents, ... corporate and commodities hedging documentation for loan-linked transactions, related credit support documentation, prime brokerage agreements, master confirmation agreements,… more
- Deloitte (Los Angeles, CA)
- …the potential benefits and eligibility requirements related to: + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax Credit + IRC section 45Q ... Credit + IRC section 45V Clean Hydrogen Tax Credit + Preparation of tax returns and provide advisory...at book value) + Identify potential issues and propose solutions to leadership, as well as implement process improvement… more
- US Bank (Bismarck, ND)
- …to lead. You will also have access to an expansive set of products and solutions to better serve your business clients today and into the future. Strong client ... deposit and loan products and services, and recommending financial solutions based on each client's unique goals and needs....US Bank Business Banking Relationship Managers are the primary advisor for our business clients and are responsible for… more
- The County of Los Angeles (Los Angeles, CA)
- …future direction of technological developments related to eProcurement. Acts as an advisor to ISD executive management on strategic IT policy decisions. Requirements ... Specialist, ISD is defined as acts as a consultant, technical expert, systems/ solutions architect, or a project manager in a technical and specialized field… more
- KeyBank (NY)
- …cross-marketing opportunities to meet the clients' need and become their trusted advisor . They develop strategic relationships with Key lines of business in order ... informed of products, services, special promotions, and providing appropriate financial solutions via consultative review and proactive contact. + Make joint calls… more
- KeyBank (OH)
- …cross-marketing opportunities to meet the clients' need and become their trusted advisor . Develops strategic relationships with Key lines of business in order to ... informed of products, services, special promotions, and provides appropriate financial solutions via consultative review and proactive contact. + Makes joint calls… more
- Veterans Affairs, Veterans Health Administration (Fort Harrison, MT)
- …determines the nature and extent of problem areas. Develops recommendations and solutions for program improvement. Develops and implements innovative solutions ... professional health records standards. Clinical support role: The incumbent is a key advisor to the Chief of Staff, Executive Management, and clinicians and is… more
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