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Planning Manages preparation activities for Internal Audit and regulatory exams and participates in related meetings. Coordinate resources with direct and indirect reporting relationships to execute on various projects and efficiency initiatives related to credit risk remediation. Risk Management Program Interpret complex regulatory issues and coordinate response activiti
Posted 3 days ago
KeyBank
- Stone Ridge, NY
Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Branch Manager builds, coaches, develops, leads, and motivates a team that is capable of providing excellent client service in all interactions, analyzing clients' needs, and recommending financial solutions that help Key clients achieve confidence in their fina
Posted 3 days ago
Organize information in meaningful analyses and exhibits Quickly develop an understanding of an entity's financial records, tax filings and operating environment Have an understanding and be able to speak to various service lines in the Advisory group Work on multiple engagements simultaneously Maintain and organize documents received and produced in litigation Develop mo
Posted 3 days ago
SEI delivers technology and investment solutions that connect the financial services industry. With capabilities across investment processing, operations, and handling assets; we work with corporations, financial institutions and professionals, and ultra high net worth families to tackle problems, lead change, and help protect assets. Technology and operations The heartbe
Posted 3 days ago
Division Retail Banking Department Various Branch Network Reports to Financial Center Manager Status Non Exempt Grade 7 Pay Range $20.50 30.50 Actual compensation within the pay range will be decided based on factors including, but not limited to, skills, prior relevant experience, and specific work location. Location 50 52 Main Street, Chatham, NY Purpose/Objective Assist
Posted 8 days ago
SMBC Group is a top tier global financial group. Headquartered in Tokyo and with a 400 year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is t
Posted 1 day ago
Following established company policies and procedures, assists Loan Officers in the following essential functions. ESSENTIAL FUNCTIONS Prepare new and renewed underwriting packages. Order Credit reports, OFAC, Entity & UCC lien searches. Support Loan Officers in loan closing and funding. Assist Loan Officers with various account monitoring activities. Upload the credit fi
Posted 2 days ago
Manage the preparation and review of the company's quarterly and annual SEC filings, ensuring compliance with applicable regulations, accounting standards, and disclosure requirements. Collaborate with cross functional teams, including accounting, finance, legal, and treasury, to gather and analyze financial and non financial data for inclusion in SEC filings. Work on spe
Posted 3 days ago
Coordination with RM partners to develop materials required to evaluate, pitch and execute debt opportunities. Participation on diligence calls with prospects and portfolio companies. Takes notes on material updates and opportunities. Mentor the associate staff. Utilizes moderate decision making and independent judgement in negotiations and building relationships. Influen
Posted 3 days ago
EisnerAmper
- New York, NY / Iselin, NJ / Melville, NY / 3 more...
At EisnerAmper, we look for individuals who welcome new ideas , encourage innovation, and are eager to make an impact. Whether you are starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one of a kind. You can design a career you'll love from top to bottom we give you the tools you need to succeed and the autonomy
Posted 3 days ago
Needs to be a Hebrew Speaker with a business/finance background. Commercial Banking experience a plus. The Relationship Manager is responsible for monitoring and growing Commercial Loan customer relationships, and assisting the Loan Officers with the administration of loan portfolios. Responsibilities include but are not limited to Maintain and service assigned portfolios
Posted 5 days ago
Responsible for supporting the branch sales goals while overseeing all aspects of customer service levels and branch operational integrity. Responsible for personnel administration, staff development as well as the service driven sales culture of branch banking. Promote, implement, and ensure quality customer service. Provide operational support to areas involving busines
Posted 2 days ago
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You'll find an environ
Posted 3 days ago
Manage a wide range of client relationships. Develop deep knowledge of SVB products and services and demonstrate ability to provide creative solutions to meet client needs. Interact with clients, referrals, and prospects independently. Lead client meetings with cross functional SVB team members and colleagues to position appropriate solutions based on stage and business n
Posted 3 days ago
Serves as the Relationship Manager and Financial Advisor to clients with moderately complex needs, introducing a full range of core Business Banking products, differentiated capabilities and comprehensive solutions to meet client needs and exceed customer service expectations. This role is focused on acquiring new relationships as well as managing and growing existing rel
Posted 3 days ago
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