- JPMorgan Chase (Tampa, FL)
- …products that resonate with clients. As a Product Manager within the Fraud Prevention, Trust and Safety for Payments team, you will be instrumental in innovating and ... vision and strategy for data systems that support our Trust and Safety team. Stay informed about industry trends,...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- First State Bank (Denton, TX)
- …create value for our shareholders. Our Core Values are Genuinely Care, Trust , Relentless Improvement and Accountability. All FSB employees perform their daily job ... to our internal and external customers and is able to assist Wealth Management & Trust Team as assigned to ensure effective Trust functions of the bank. The… more
- Commerce Bank (Kansas City, MO)
- …resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 ... assets through its collaboration with Commerce Bank and Commerce Trust . The ideal candidate should be a motivated and...which use LPL Financial as a broker-dealer & Registered Investment Advisor. The team provides exceptional customer service and… more
- Raymond James Financial, Inc. (Denver, CO)
- …OCC; and/or the New Hampshire Banking Department. + Compliance and legal procedures in trust and asset management. + Concepts, practices, and procedures of trust ... approved by Human Resources. **Licenses/Certifications** + Certified Fiduciary and Investment Risk Specialist (CFIRS) preferred + Additional licenses/certifications demonstrating… more
- City National Bank (New York, NY)
- …Bank services. Directs customers to appropriate area within the Bank such as Investment Department, Trust Department, or to a Relationship Manager. Maintains ... complete knowledge of all banking products and services including technical proficiency with product utilization. * Develops new business through referrals and existing clients. Participates in customer call program either independently or with Relationship… more
- Google (New York, NY)
- …product strategy, technical execution, product challenges, and AI product opportunities for investment . + Build trust and rhythm with stakeholders across Google ... to understand needs, challenges, and priorities while collaborating on joint strategies and future opportunities. + Partner with UX researchers on initiatives including studies, user research, technical requirements, and product opportunities. + Collaborate… more
- City National Bank (Jefferson City, MO)
- …the cross-selling of other product and/or services (ie, cash management, foreign exchange, investment and trust , etc.). May interface with other Bank departments ... as necessary to define responsibilities and coordinate objectives for all product areas. * Obtains and completes mortgage loan application packages, including supporting documentation required to process loan requests; reviews information to ensure that files… more
- TD Bank (Boston, MA)
- …and State Securities Regulators) + In-depth knowledge of OCC, RIA and B/D Operations, investment products, trust + Must be able to delegate activities and ... responsibilities, projects and tasks to ensure proper resourcing + Must possess ability to think strategically as well as tactically + Strong leadership and management skills with a track record of successfully managing cross-functional teams and large-scale… more
- Heritage Ministries (Gerry, NY)
- …out of the pharmacy management software package. + Prepare and maintain debt, investment , and trust schedules. Prepare monthly journal entries to record monthly ... activity in these accounts. + Track cash activity weekly and communicate with the AR department to ensure accuracy; evaluate and correct discrepancies at least monthly. Process monthly direct debits when approved by AR. + Prepare support for and process… more
- Zions Bancorporation (Austin, TX)
- …business in one or more of the following areas: loan and deposit products, investment and trust referrals, and commercial business referrals. + Responsible for ... overseeing credit analysis and proper loan structuring. + Responsible for maintaining a high level of client satisfaction. + Development and follows-up on new client leads through existing clients, referrals from other bank departments and divisions. Working… more