- Navy Federal Credit Union (Westworth Village, TX)
- …lending products and depository accounts such as checking, savings, certificate, IRA, revocable trust and estate accounts + Assist the Manager in monitoring cash ... operations and branch self-auditing efforts to keep credit union assets secure and within operational limits + Manage staff to ensure vault opening, closing and balancing procedures are completed + Participate in outside marketing and promotional activities… more
- TD Bank (New York, NY)
- …enhance and expand the overall relationship + Leverages the availability of Specialists (Taxes, Trust and Estate ) in an effort to interest the client in ... deepening their relationship with TD Wealth + Executes in a manner that is compliant with regulations, policies and procedures + Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (eg OCC, SEC, FINRA etc.).… more
- Comerica (Dallas, TX)
- …community involvement. Maintain knowledge of corporate banking, credit and non-credit products, trust , real estate , treasury management and other bank functions. ... Maintain knowledge of accounting and financial principles, marketing and sales principles, credit analysis, economics and other bank functions. TravelTravel is required of this position at least 10% of the time. Qualifications Position Qualifications: Vice… more
- TEKsystems (Puyallup, WA)
- …client including depository accounts such as checking, savings, certificate IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. ... To perform moderately complex platform banking functions under supervision. Provide assistance/training to lower level team members. Experience + 1-3 years of relevant cash handling experience; banking is preferred but not required + Ability to communicate… more
- Navy Federal Credit Union (Lacey, WA)
- …lending products and depository accounts such as checking, savings, certificate, IRA, revocable trust and estate accounts + Lead cash operations and branch ... self-auditing efforts to keep credit union assets secure and within operational limits + Manage staff to ensure vault opening, closing and balancing procedures are completed + Increase productivity of branch office by implementing relevant employee training,… more
- TEKsystems (Oceanside, CA)
- …client including depository accounts such as checking, savings, certificate IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. ... To perform moderately complex platform banking functions under supervision. Provide assistance/training to lower level team members. Responsibilities: + Analyze, research and resolve problems and discrepancies related to member accounts/loans + Assist members… more
- Comerica (Costa Mesa, CA)
- …community involvement. Maintain knowledge of corporate banking, credit and non-credit products, trust , real estate , treasury management and other bank functions. ... Maintain knowledge of accounting and financial principles, marketing and sales principles, credit analysis, economics and other bank functions. TravelTravel is required of this position at least 10% of the time. Qualifications Position Qualifications Vice… more
- TEKsystems (Capitol Heights, MD)
- …client including depository accounts such as checking, savings, certificate IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. ... Skills Customer service team, cash handling, Customer service skills, Account management, Administration, Customer service oriented, Sales, Retail sales, Customer service, Banking, Data entry, Finance, Microsoft office Top Skills Details Customer service team,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …* Prepare and review various tax filings, including corporate, partnership, individual, trust , and estate income returns. * Conduct in-depth research on ... tax regulations and financial practices to develop effective strategies. * Collaborate directly with clients to address tax-related concerns and implement solutions. * Develop and execute tax projections and strategies, ensuring compliance with quarterly tax… more
- TEKsystems (Jacksonville, FL)
- …client including depository accounts such as checking, savings, certificate IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. ... To perform moderately complex platform banking functions under supervision. Provide assistance/training to lower level team members. Experience + 1-3 years of banking experience, retail, cash handling, customer service + Ability to communicate effectively in… more