Task Management and Ownership Perform a wide array of lifecycle and valuation related tasks with precision and ownership, ensuring accurate trade capture, daily lifecycle management, accounting, pricing, analysis, and reporting for OTC Derivatives. Process Efficiency Contribute to streamlining valuation processes, aiming for increased efficiency and effectiveness in our d

The Loan Coordinator I is responsible for the data integrity of customer and loan information as it is populated within loan applications and product packages and is the primary associate that works alongside the Busey Relationship Manager (RM). The coordinator collaborates with sales leaders on the generation of new loan requests, renewals, modifications or other customer

Client Acquisition Acquires clients for Wealth Management through a variety of sales and marketing techniques. Provides customized banking solutions based on the needs of the client in coordination with the overall wealth plan. Develop both Internal and external network representing the Bank in the community and markets served. Portfolio Management Manages a portfolio of

As a leading regional bank, SouthState has been providing financial solutions to individuals, families, and businesses in the Southeast for more than 100 years. SouthState team members strive to create remarkable experiences while building meaningful and lasting relationships. We are proud to be a reflection of the communities we serve, and our team members share core val

Analyze, research and resolve problems and discrepancies related to member accounts/loans Assist members with submitting consumer/mortgage/equity loan, overdraft protection and credit card applications Counsel current and prospective members about Navy Federal's products and services Ensure cash and other negotiable instruments are handled properly Identify opportunities

Kindly greet all customers immediately upon entry to maintain a welcoming and helpful environment Assist customers with inquiries regarding their balances, statements, general information, etc. Ensure all customers have been fully assisted Use integrated teller and customer data base software to verify customer information and answer questions they may have about their ac

Private Client Specialist Boca Raton, FL, USA Req #11112 Thursday, April 18, 2024 About Crisis24 Crisis24, a GardaWorld company, is widely regarded as the leading integrated risk management, crisis response, consulting, and global protective solutions firm, serving the world's most influential people, disruptive brands, and prominent organizations. Championed by our advan

Track and monitor Treasury products and limits to manage risk and ensure adherence to regulation compliance. Monitor ACH returns based on NACHA operating rules. Ensure NACHA compliance for all ACH origination. Monitor and report metrics related to Treasury products and other electronic banking products as requested. Conduct and track annual customer reviews for various pr

Come join our GTE Financial team! We are looking for a customer focused individual to join our team. The Member Relationship Officer will ensure members' needs are achieved by conducting a thorough financial assessment and recommending the most appropriate products and services fulfilling the member's immediate and future financial goals. They will assist in generating le

This position reports to Head of Regions and User Engagement, North America in the IT organization. Process SGRE North America Purchase Orders Ensure invoices, accruals and payments are processed on a timely basis Partner, facilitate, and support IT functions related to Service Level Agreement (SLA) billings, Vendor Service Billings, Performance Metrics, and lead cost sav

Strictly adheres to Bank Secrecy Act requirements and applies organizational policies and procedures in all activities Responsible for the financial growth of the banking center through establishing, expanding, and retaining high value consumer and business client relationships Proactively communicates with current and prospective clients to educate, ensure understanding,

What The Role Is As a Personal Banker you will provide best in class service by processing routine banking transactions while also developing deep customer relationships and a thoughtful understanding of their needs. Through relationship building, you will identify and offer the best and most appropriate personal business financial products and services along with educati

Farm Credit of Northwest Florida, a $405 million federally chartered Farm Credit System association with offices throughout the Florida Panhandle, is seeking a Loan Accountant in the Marianna, Tallahassee, Monticello or Milton office. The position is responsible for supporting the Accounting Department in ensuring the smooth operation of the Department by performing a var

Relationship Banker I Location US FL Santa Rosa Beach Job ID 2024 17173 Category Branch Banking Type Regular Full Time Job Grade 5 FLSA Status Non Exempt Working Hours M F 8 5 Job Location Company Gulf Place 17108 Overview Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance a curr

Receives and processes member financial transactions, including deposits, withdrawals and loan payments; sells money orders and travelers checks to members; redeems bonds for members and nonmembers; performs credit card cash advances for both members and nonmembers; transfers amounts from member accounts as directed. Welcomes members and provides information and education