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Develop new business and provide support to bank prospects and clients. Make calls with RM's and business banking officers to identify client needs and recommend solutions. Develop referral sources for leads to new business. Cross sell Treasury Management and other Enterprise products/services to existing clients in a consultative fashion. Essential Duties and Responsibil
Posted 3 days ago
Partner with TMOs in sales and servicing, performing analytical tasks. Assist in identifying and qualifying prospects with limited guidance from TMOs or TMO Team Leads. Have direct contact with clients to conduct business development and enhancing the relationship Conduct industry research on prospects and current customers Create and maintain prospect profiles (including
Posted 3 days ago
More than a career a chance to make a difference in people's lives. Build an exciting, rewarding career with us help us make a difference for millions of people every day. Consider joining the Duke Energy team, where you'll find a friendly work environment, opportunities for growth and development, recognition for your work, and competitive pay and benefits. This is the t
Posted 1 day ago
Working as a Treasury Manager, you'll play a critical role in driving treasury and corporate finance excellence. On this highly visible, fun, and motivated team, you'll have involvement in all treasury areas and have the opportunity to provide your thought leadership that will continue to shape the Treasury department into a world class organization. You will partner with
Posted 1 day ago
BOA ScrumMaster 1 NC Charlotte TX Dallas TX Irving TX Plano Anti Money Laundering (AML) Know Your Customer/Client Due Diligence (KYC/CDD) is part of the Global Technology organization and is responsible for client AML/KYC refresh globally. The team supports the business in completing AML/KYC due diligence checks as well as maintaining client records. The Business Analysts
Posted 1 day ago
Position Details SUMMARY Treasury Management Officer (TMO) is the primary sales resource in Treasury Management focused on business development and new business acquisition activity. Maintains contact with top and high priority prospects and customers. Also, supports the business development and customer expansion efforts of the Commercial Banking Teams . ESSENTIAL DUTIES
Posted 1 day ago
Brattleboro Savings and Loan - Brattleboro
- Brattleboro, VT
The Senior Vice President, Chief Financial Officer (CFO) is a critical role at BS&L, reporting directly to the President and CEO. This executive leadership position is responsible for managing the bank's financial actions, including planning, risk management, record keeping, and financial reporting. The ideal candidate will provide strategic financial guidance to ensure t
Posted 1 day ago
We are CFO Enterprise Value, and we give finance execs the sounding board they need. Value isnt just about maintenance. Its about zeroing in on smart, sustainable ways to grow, and finding the right tools to keep everything on track. Weve got the deep industry experience, the functional insights, the data power, and the digital tech leadership to help our clients make imp
Posted 1 day ago
In this role, this person will cover a portfolio of North American (US and Mexico) business units and actively communicate with the various commercial functions and the Credit Risk Team to fully understand the risk nature of the transactions. Duties and Responsibilities Assess prospective counterparties'/vendors' business/financial risk profile using publicly available da
Posted 1 day ago
(Essential Functions) Lead an accounting team including corporate accounting, treasury management, accounts payable, and property level accounting and administration functions. Oversee month end closing process for all entities including analyzing results. Oversee the preparation and analysis of all financial statements in compliance with US GAAP including the creation and
Posted 1 day ago
Cash Analysis, Investment Strategies, Debt Management, Treasury, Municipal Debt, Bond issue
Posted 1 day ago
Performs essential duties and responsibilities in the following areas which may include but are not limited to those listed and are subject to change. Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times. Demonstrates teamwork in all
Posted 2 days ago
The Compliance Advisor will be the subject matter expert and primary source for direction and day to day support to the various business units on loan origination compliance related issues. This position will interface with all levels of management and personnel. Strong interpersonal skills, good judgement, excellent written and oral communication skills, and the ability
Posted 2 days ago
At VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on the job training program, and tuition reimbursement available to all full and part time employees. Part time positions start at a minimum of 30 hours per week. We encourage you to become a part of VyStar Credit Union's family of employees. Mana
Posted 2 days ago
Pact
- Washington, DC
Director, Treasury Job Locations US DC Job ID 2024 2217 # of Openings 1 Category Finance, Grants & Contracts PACT Overview Pact is an international nonprofit that works in nearly 40 countries building solutions for human development that are evidence based, data driven and owned by the communities we serve. Founded in 1971, Pact works with partners to build resilience, im
Posted 2 days ago
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