- Berkshire Bank (Westfield, MA)
- …to their finances and managing relationships with such tools as the Relationship Builder and Salesforce. Works with clients to refer partnership solutions such ... as Wealth , Insurance, Cash Management and Mortgage. Lead through lobby...adherence to security measures. Provides backup to the Branch Officer and/or client service line. Conducts and/or approves client… more
- Truist (Mclean, VA)
- …relationships; supports credit presentation preparation and discussions with Credit Officer and other final approvers and coordinates legal documentation efforts ... and takes steps to address the issues, in consultation with Relationship Manager. + Analyzes financial statements/projections and documents client performance, along… more
- Citigroup (Jacksonville, FL)
- The Markets Supervisory Officer will be responsible for: + **Overseeing Investment Activities:** Candidate will be responsible for providing oversight of various ... with oversight of trading systems, rules engines and platforms used by Wealth Markets traders + Direct engagement with trade error remediation, reporting,… more
- University of Pennsylvania (Philadelphia, PA)
- …to detail. The Grants Coordinator will report to the Administrative and Financial Officer and will have an indirect reporting relationship to the Department ... variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more. Posted… more
- Tiburcio Vasquez Health Center (Hayward, CA)
- Under the general direction and oversight of the Chief Operations Officer , the Director of Information Technology provides leadership and direction for all ... package that extends beyond base salary, designed to support the health, wealth , and career development of our employees. Responsibilities: + Provide internal and… more
- First Horizon Bank (Houston, TX)
- …Sales Associate (SA) is responsible for assisting the Treasury Management Sales Officer (TMSO) with various sales related activities. Working closely with the TMSO, ... necessary. + Assist team in providing training and market support to the relationship management team. + Maintain sales materials and performs other duties as… more
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