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Fintech
The Consumer Deposit Operations Product Manager is responsible for managing the Deposit Pricing Escalation process, ensuring compliance with regulations, completing project management tasks, and executing strategic initiatives to monitor portfolio performance in the Consumer Deposit sector.
Fintech
The Consumer Consultant position involves providing expert advice and support to clients, leveraging industry knowledge and experience to enhance client satisfaction and retention. The role also includes assessing clients' needs and recommending suitable financial products and services, while ensuring compliance with regulatory standards.
Fintech
As a Float Financial Wellness Associate, you will serve clients by managing financial transactions, identifying financial wellness opportunities, and building relationships. You will engage in teamwork, maintain compliance, and provide personalized financial advice while achieving sales goals.
Fintech
The Financial Wellness Associate serves as a trusted advisor to clients, providing guidance for their financial wellness through transactions and deeper conversations. Responsibilities include client servicing, managing complex issues, achieving sales goals, and building relationships. They work collaboratively with branch teammates to facilitate client acquisition and relationship expansion while adhering to compliance and security procedures.
Fintech
The Consumer Sr. Analyst will support retail bank branches in risk management and compliance, focusing on continuous improvement and operational efficiency. Responsibilities include managing risks and controls, collaborating with various teams, driving project completion, and ensuring timely resolution of compliance issues. The role requires strategic thinking, strong project management skills, and the ability to foster partnerships across departments.
Fintech
The Financial Wellness Associate engages with clients to enhance their financial well-being by providing guidance and support. Responsibilities include processing transactions, resolving client issues, and building relationships to attract new clients while achieving sales goals. This hybrid role emphasizes teamwork, communication, and compliance with banking procedures.
Fintech
The Investor Accounting Analyst will manage the accounting requirements for commercial mortgage loans, including the administration of bank accounts, overseeing fund activity, maintaining accurate reconciliations, and facilitating communication with various stakeholders while ensuring compliance with loan documents.
Fintech
This role involves analyzing and providing insights to support the pricing strategy for a Consumer Deposit portfolio. Responsibilities include creating reports, collaborating with management, and leveraging analytical tools like SAS and Tableau to drive growth and profitability through data-informed recommendations.
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The Private Client Advisor focuses on providing investment services to Mass Affluent clients, aiming to grow new client relationships and expand existing ones through holistic financial planning and a consultative sales process. They collaborate with team members and utilize various assessment tools to achieve sales goals and ensure client needs are met.
Fintech
The Senior Digital Analyst formulates hypotheses, analyzes data, and designs experiments to generate insights for business decisions. Responsibilities include conducting complex analyses, presenting findings, mentoring junior staff, and suggesting process improvements to enhance business operations.
Fintech
The Private Client Advisor will focus on providing investment services to Mass Affluent clients, promoting financial wellness, and growing client relationships with investable assets between $250,000 and $2 million. Responsibilities include establishing partnerships, executing sales processes, delivering financial solutions, achieving sales goals, and collaborating with branch personnel.
3 Days Ago
Fintech
The Sr. Business Analytics Associate/Manager will engage with senior executives to shape the bank’s geographical and go to market strategy, gather and analyze data, develop actionable conclusions, and present recommendations for broader strategic goals.
Fintech
The Problem Manager oversees the Problem Management process, performing root cause analyses and managing problems throughout their lifecycle. They aim to improve service quality, document workarounds, and prevent future incidents while coordinating with teams to enhance problem resolution. Additionally, they lead projects to optimize the Problem Management process, ensure compliance with KPIs, and provide training for process adherence.
Fintech
The Commercial Analyst supports sales and credit functions by creating pitch materials, managing the lending process, conducting due diligence, and ensuring data integrity. The role involves collaboration with relationship managers, reviewing loan requests, preparing financial analyses, and engaging with credit teams.
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The Commercial Analyst supports sales and credit functions by managing the lending process for under $10 million credit commitments. Key tasks include creating pitch materials, conducting due diligence, reviewing loan requests, and ensuring data integrity for documentation. The role involves working with various teams, managing workflows, and assisting in new analyst training.
Fintech
As a Financial Wellness Associate, you will support clients in their financial wellness by providing trusted advice and solutions. Your role will involve processing transactions, identifying client needs, and assisting clients in navigating digital banking tools. You're expected to build relationships with clients to help them achieve their financial goals while complying with bank policies.
Fintech
The Finance Manager will oversee financial performance within the Institutional Bank LOB. Responsibilities include developing forecast models, managing the monthly forecast process, analyzing macroeconomic impacts, and leading a team of analysts. The role requires effective partnerships with senior leadership and regular presentations on financial performance and strategic initiatives.
Fintech
The Financial Wellness Associate acts as a trusted advisor, providing clients with guidance on financial wellness while managing transactions and fostering relationships. This hybrid role focuses on client servicing, building new client relationships, and promoting financial goals in compliance with bank policies.
Fintech
The Float Financial Wellness Associate engages with clients to provide financial guidance, processes transactions, resolves issues, and contributes to team goals. They focus on developing client relationships and achieving sales targets, while collaborating effectively within the branch team.
Fintech
The Senior Business Analytics Associate formulates hypotheses, translates data into insights, and designs experiments to inform business decisions. Responsibilities include performing complex analyses, developing presentations, leading projects with junior staff, and suggesting process improvements based on analytics.