- KeyBank (Newport Beach, CA)
- …client and deal selection as well as appropriate pricing and credit risk parameters. + Aggressively develops CDLI client relationships, acts as a catalyst ... delivering exceptional client satisfaction. + Acts as a trusted advisor to a team's current and future most profitable...maintain credit quality goals in line with Keys moderate risk profile. Ensures that loans are closed in compliance… more
- Capital One (Mclean, VA)
- …Consumer Credit Review Senior Manager is responsible for executing independent, risk -based assurance reviews within Capital One's Consumer credit portfolios (card ... of credit strategies and practices, effectiveness of policy implementation and risk governance. The Senior Manager will also contribute towards the execution… more
- SAP (Herndon, VA)
- …has the qualifications and business acumen to manage large scale, high risk , strategic projects that span organizational boundaries including multiple business units ... engagement delivery model), project structure, organization, scoping, estimation, and risk assessment. **Key Areas of Responsibility and Tasks** **Opportunity… more
- BMO Financial Group (Chicago, IL)
- Delivers an exceptional customer experience for a defined portfolio of high risk borrowing accounts by applying expertise to reduce the Bank's loss exposure and ... manage risks. Advises internal and external stakeholders on complex, high- risk credit risk transactions and mitigation strategies. Makes credit… more
- Bank of America (Pittsburgh, PA)
- …Senior level depending on experience of the candidate and needs of the Financial Advisor Team. The Trainee is a non-exempt position for a hire lacking required ... for performing a variety of specialized functions across a Financial Advisor team such as: Business Management, Business Development, Wealth Planning, Investment… more
- Army National Guard Units (Fort Richardson, AK)
- …T57103P1 Selecting Supervisor: Timothy N. Kelly-Stahlnecker Responsibilities Serves as the principle advisor to the CIO and the respective staff on the latest ... in compliance with guidance concerning accreditation of automated information systems, risk management, control of computer viruses, and other similar issues.… more
- Bank of America (Beverly Hills, CA)
- …Growth Practice (EGP) Business Manager** is a key contributor to a Financial Advisor team in creating strategy and ensuring execution related to multiple metrics and ... client onboarding and resolving escalations + Assists the Financial Advisor team and/or Senior Business Managers in developing and...Management products and services + Proven ability to manage risk and support sound decisions + Ability to research… more
- Truist (Richmond, VA)
- …in collaboration with client-facing, Digital and Platform teams 3. Enable advisor -led planning to include: development and delivery of training curriculum, serving ... through praise, recognition, compensation and promotions. 8. Close collaboration with Financial Advisor , Wealth Advisor and Premier Banking to ensure alignment… more
- HUB International (Austin, TX)
- …and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management ... The Client Service Associate provides essential support to the Financial Advisor by ensuring seamless day-to-day operations, superior client service, and efficient… more
- Truist (Winter Park, FL)
- …clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic planning and ... the establishment of the strategic direction of the Financial Advisor team to increase revenue. 2. Consults clients and...clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services… more
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