- Regions Bank (Hoover, AL)
- …licensed bankers, related to age, time horizon, income need, liquidity, and investment experience to determine suitability + Approves or denies investments on behalf ... the insurance carrier + Serves as the internal client contact to address documentation issues or suitability concerns + Responsibility for ensuring customers correctly understand insurance and annuity contracts + Mitigates customer risk by anticipating… more
- OceanFirst Bank (Matawan, NJ)
- …environment. + Extensive working knowledge of Branch operations, sales, investment referrals, banking regulations, business development, and thorough understanding ... of the consumer and small business lending process. + Expertise interfacing with multiple departments and personnel at various levels. + Demonstrated excellent written, verbal communication, listening, and interpersonal skills. + Strong organizational,… more
- Huntington National Bank (Cleveland, OH)
- …experiences leveraging sound assumptions and customer trends to justify capital investment and prioritization + Collaborate with key partners to continuously ... identify opportunities to enhance existing experiences, create new experiences, drive adoption, and increase engagement + Partner with Research, UX, and Design to test, validate, and refine experiences + Identify downstream impacts to teams and processes such… more
- Regions Bank (Birmingham, AL)
- …role: fair value accounting, hedging, derivatives, debt and equity transactions, investment accounting, SOX, assurance/audit. _This position is intended to be ... onsite, now or in the near future. Associates will have regular work hours, including full days in the office three or more days a week. The manager will set the work schedule for this position, including in-office expectations. Regions will not provide… more
- First National Bank of Omaha (Omaha, NE)
- …teams to improve financial data processes and accuracy + Support technology investment evaluations with data-driven analysis **The Ideal Candidate for This Role:** ... **Required Skills/Experience** + Bachelor's Degree or 5+ years of relevant experience + 3+ years' experience in financial analysis, data analytics, or IT finance, preferably in banking or financial services + Strong SQL skills along withexperience workingin… more
- Regions Bank (Birmingham, AL)
- …systematic testing, measuring and optimizing the return on marketing investment + **Cross-functional Initiatives:** Leads and executes cross-functional projects ... using advanced data analysis techniques to discover insights that will drive strategic decisions and efficiencies + **Influence:** Leads and/or influences strategic marketing decisions relating to customer needs, preferences, behaviors, and segmentation, as… more
- Huntington National Bank (Denver, CO)
- …be a key factor in assessing financing opportunities and in making prudent investment decisions. In-depth knowledge of and experience with solar, wind, RNG, NG, and ... LNG technologies and projects regarding contracts, construction, production modelling, operations, and independent engineers is required. Duties and Responsibilities: + Technical and Commercial Diligence: Detailed technical assessments regarding project… more
- Regions Bank (Naples, FL)
- …financial services industry experience in commercial banking, consumer banking, trust investment , wealth management, or related **Skills and Competencies** + Ability ... to independently manage large client relationships + Anticipates client needs and is proactively provides solutions + Effective relationship management, business development and presentation skills + Effective sales, negotiation, problem solving, and… more
- UMB Bank (Austin, TX)
- …for administrative fees, facilitating transaction closing, handling cash and investment transactions, providing debt service calculations, accurate/timely setup of ... issues on all systems, preparing accounts for compliance review, reviewing legal documents and partnering with our corporate legal team to ensure operational mechanics are appropriate and to negotiate document provisions. Working in the Corporate Trust group… more
- Huntington National Bank (Columbus, OH)
- …team members, and external advisors, such as lawyers, accountants, and investment managers, to ensure a cohesive and integrated strategy. Philanthropy Management: ... Help the family define its philanthropic mission and develop a comprehensive strategy, aligning tax-beneficial charitable activities with the family's values. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace… more
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