- Hills Bank (Hills, IA)
- …orders + Funds transfer , account closure, and other transaction requests + Wire transfer requests + Support of bank services (cards, mobile banking, online ... banking, etc.) + Basic maintenance and account updates + Xpress transfers + General product inquiries and needs + Maintain excellent knowledge of products and services offered by the bank in order to answer questions effectively and recognize sales… more
- Qualus (Pensacola, FL)
- …solid state and microprocessor), pilot channel equipment (power line carrier, pilot wire , transfer , transfer trip, fiber optic, CVT's, line ... tuners, line traps, etc.), controls and communications equipment. + Providing Project Technical Support to Field Service personnel. + Providing technical mentorship to junior level field service personnel. + Is considered a subject matter expert in the area of… more
- Qualus (Cincinnati, OH)
- …solid state and microprocessor), pilot channel equipment (power line carrier, pilot wire , transfer , transfer trip, fiber optic, CVT's, line ... tuners, line traps, etc.), controls and communications equipment. + Providing Project Technical Support to Field Service personnel. + Providing technical mentorship to junior level field service personnel. + Is considered a subject matter expert in the area of… more
- Amalgamated Bank (New York, NY)
- …or documents to ensure timely completion and resolution of all processes + Cover wire transfer related tasks + Monitor internet banking email and handle customer ... + Research and respond to customer's inquiries regarding Electronic Funds Transfer (EFT) timely + Prepare reconciliations and settlements for origination activity,… more
- Affinius Capital (San Antonio, TX)
- …. + Experience with Kyriba or similar treasury management platform preferred. + ACH/ Wire Transfer and heavy Bank Account Reconciliation. + Highly proficient in ... cash availability with cash requirements (property closings, etc), direct the daily transfer of cash between accounts (cash or investment) to maintain target account… more
- M&T Bank (Syracuse, NY)
- …operational activities as appropriate (eg cash ordering, vault, ATM, and wire transfer activities). Process customer/account maintenance accurately. Complete ... Consumer AML (Anti-Money Laundering)/BSA (Bank Secrecy Act)/ KYC (Know Your Customer related activities. Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. Promote an environment that… more
- Robert Half Office Team (Walnut Creek, CA)
- …+ Help facilitate account-related tasks, such as processing beneficiary updates or wire transfer documentation. + Prepare client-facing materials, reports, and ... correspondence ahead of advisor meetings. + Follow up with clients on pending requests, ensuring timely resolution and excellent customer experience. + Maintain compliance and confidentiality standards in all client interactions. If you are interested in this… more
- Robert Half Finance & Accounting (Kailua, HI)
- …reconciliations and general ledger reconciliations to maintain financial accuracy. * Manage wire transfer processing and ensure proper documentation for all ... transactions. * Audit member forms to confirm system updates are accurate, including scanning and reviewing scanned documents. * Provide support to front-line tellers by handling member account entries, ordering debit cards, and setting up online banking. *… more
- Charles Schwab (Lone Tree, CO)
- …reference data for various treasury platforms including but not limited to wire transfer templates, securities master data, securities pricing, and counterparty ... maintenance. + Leverage BI tools (Power BI, Tableau, etc.) and automation to generate real-time treasury reports, dashboards, and key risk indicator monitors triggers. + Enhance data refinement capabilities for cash positioning and forecasting, and intraday… more
- Carrington (Aliso Viejo, CA)
- …+ Reviews and approves settlement statement from closing agent + Verifies and prepares wire transfer requests + Verifies loan amount, all fees, rates, discount ... points, broker rebates and other funding amounts + Reviews signed loan documents for correct signatures, notary information, title reports and escrow instructions + Inputs funding information into the Encompass loan system(s) + Follows up with any post-closing… more