- 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 (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
- 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
- Comerica (Auburn Hills, MI)
- …is accountable for defining and delivering technology strategy and capabilities across the Treasury and payments functions. The BIO is a key contributor to the ... strong and productive relationships with all BU leaders, acting as a trusted advisor to BU Heads and their leadership team. Position Responsibilities: Strategy As a… more
- SMBC (Sacramento, CA)
- …include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, including cross selling ... Bank's credit appetite. + Collaborates with Product partners in credit, deposits and treasury management to design and deliver a holistic solution to the client. +… more
- The Hartford (Hartford, CT)
- …to strengthen/improve financial controls, where applicable.* Serve as a trusted advisor for the business while building and maintaining relationships of trust ... including new products, and system integrations. * Work closely with Treasury leadership to prepare and analyze results of periodic Outlooks.* Effectively… more