- Truist (Richmond, VA)
- …including sole proprietors, non-profits and employer firms. Acts as an expert advisor to the Small Business owner on financial management covering a full ... including deposits, loans, credit cards, merchant services, payroll, ACH/Wires, treasury services, insurance and employee benefits. Performance goals include growth… more
- Capital One (Chicago, IL)
- …by cross-selling the full suite of Capital One's Capital Markets and Treasury Management products to their client portfolio. Additional responsibilities and duties ... and products + Proven ability to develop, nurture and monetize "trusted advisor " client relationships with senior executives + Leverage advanced analytical and… more
- US Marine Corps (Quantico, VA)
- …of the HRMS system. Serves as a subject matter expert (SME) and direct advisor to field commands on operational problems not covered by established policies or ... payments for HQ Benefits into centralized software system. Coordinates with HQ Treasury for payments processed and released. Processes W-2, W-2c, and year end… more
- Banco Popular Puerto Rico (New York, NY)
- …on the small and medium enterprise client segment. Serves as a "trusted advisor ", developing relationships with clients based on the clients' business objectives and ... are most appropriate for their situation + Cultivate internal partnerships with Treasury Management, Private Banking, Wealth Management, and Branch teams to provide… more
- Wells Fargo (Richmond, VA)
- …our Richmond, VA Market **In this role, you will:** + Act as an advisor to determine appropriate strategy and actions of team to guide, influence, develop, retain, ... of core banking products and services, such as commercial lending and treasury management + Completion of formal credit training program + Demonstrated experience… more
- Wells Fargo (Charlotte, NC)
- …strategies + Interact with key stakeholders including Corporate Banking, Underwriting, Corporate Treasury and other support partners on a regular basis to understand ... communicate effective solutions + Understand profitability/pricing tool and act as a consultant/ advisor to teams through the modeling and capital review process and… more
- BMO Financial Group (Chicago, IL)
- …manage process improvement initiatives within the commercial cards, lending and treasury ecosystems. + **Process Optimization:** Identify and eliminate manual work ... to) fulfillment, operations, services, sales, etc. + Acts as a trusted advisor to assigned business/group. + Influences and negotiates to achieve business… more
- Bank of America (Cincinnati, OH)
- …responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating ... Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver… more
- Commerce Bank (Kansas City, MO)
- …and Healthcare segments Essential Functions + Serve as the primary consultative advisor for an assigned portfolio of diverse and complex not-for-profit and ... + Work collaboratively across multiple teams, including portfolio management, treasury services, credit administration, and other solution partners to ensure… more
- Comerica (Redford, MI)
- …lending needs up to 100K (future will be up to $250K) The trusted advisor will be committed to new business development, conducting quality conversations to build ... customers to our small business, business banking, merchant services, and treasury management partners. Qualifications Qualifications: + Bachelor's Degree from an… more