- SMBC (Los Angeles, CA)
- …complex issues and escalates issues to the appropriate areas. The Sr. Client Specialist is also responsible for training junior staff on day-to-day and advanced ... knowledge and actual working experience of Corporate Cash Management / Treasury services system/product implementation . Strong team player . Excellent communication… more
- Flynn Restaurant Group (Independence, OH)
- …and thrive, together!_ **Our Vision for this Role** The Cash Verification Specialist position will be primarily responsible for handling the sales audit of ... Reviewing cash files to ensure all locations are loaded into SAP and Kyriba ( treasury workstation) + Reviewing bank files to ensure we received files for all… more
- Banc of California (Brea, CA)
- …premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc ... and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** As an Operations Support Specialist , you will be a team-oriented individual responsible for performing a variety… more
- Banc of California (Santa Ana, CA)
- …premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc ... groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The Sr. BSA Specialist will assist with BSA/AML related activities which may include currency transaction… more
- BMO Financial Group (Newport Beach, CA)
- …queries as and when required + Knowledge or experience in Loans, Deposits, or Treasury Payments is a nice-to-have + Must have the ability to learn Product Knowledge ... + Must have an understanding of Regulatory Compliance + Must understand Document Management and reposting + Well-versed in Microsoft Office + Must have Problem-Solving skills + Must have the ability to collaborate with team members + Must be Detail-Oriented… more
- Truist (Houston, TX)
- …a commercial book of business, demonstrate a basic understanding of treasury services and solutions, and identifying specialty-specific process and service/solution ... delivery gaps. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential… more
- UMB Bank (Kansas City, MO)
- …for FX transactions. + Liaise with front-office traders, relationship managers, and treasury teams to ensure smooth trade execution. + Address client inquiries ... regarding payment status, transaction charges, and settlement timelines. + Prepare and present reports on foreign exchange activities for presentation to senior management. + Provide client portal training to existing and prospective clients + Develop &… more
- Truist (Atlanta, GA)
- …servicing of Commercial Real Estate loans, deposits and fee services such as Treasury assigned to bankers, including but not limited to the completion of necessary ... forms and documentation, account opening, pulling & working reports, processing payments, assisting in fraud resolution, general research, wire processing, general maintenance, etc. 6. Assist bankers with portfolio management ensuring accurate client… more
- First Horizon Bank (Knoxville, TN)
- …all areas of the clients' relationship with the bank, including loans, deposits, Treasury Management, and other bank services + Research and coordinate responses to ... client needs, with other departments within the bank, as needed + Process payment and fees of commercial client overdrafts + Process commercial client draws and paydowns on lines of credit + Complete routine servicing of depository accounts + Communicate with… more
- Aston Carter (Mesa, AZ)
- …an updated aging report. + Assist with Vendor form completion requests, working with Treasury to obtain approval and signature on forms. + Respond to W9 requests and ... work with legal to obtain yearly signed W9 copies. + Update the accounting system client account changes in email contacts for statement deliveries. + Respond to individual Account Management requests for client balances, payment statuses and invoice copies. +… more