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The Business Banking Relationship Manager reports to the Senior Manager, Business Banking. The Business Banking Relationship Manager (BBRM) manages business relationships in accordance with UFCU and regulatory guidelines and policies, from assessment of needs to filling needs for accounts, loans, financial education, and services.
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Account Manager / Client Services / client support / Analyst / registered paraplanner / CFP / FINRA / business manager / Client relationship manager / project manager / project management / retirement planning / banking / professional services / CPA / financial planner / financial analyst / Sales / account executive / key account manager / Broker / CExP / Certified Exit Planner / CLU / Chartered Life Underwriter / VP / Director / Vice President / Wealth Management.
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A quantitatively driven hedge fund specializing in fixed income products is seeking an experienced ABS Portfolio Manager with an exceptional investment track record and 10+ years in a trading or portfolio management position.
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Assists in business units' compliance with applicable laws, regulations, regulatory requirements and Bank policies and procedures, including but not limited to those related to Gramm-Leach-Bliley, Fair Banking, Anti-Money Laundering laws and regulations, Bank Secrecy Act, and USA PATRIOT Act.
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Eight years of retail banking credit experience in one or more of the following functions: credit analyst, underwriter, portfolio manager, relationship manager, credit risk review officer, or credit approval officer.
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CBCS Managing Director’s primary responsibilities will include: (i) serving as the CBCS expert to their Corporate Banking clients & partners; (ii) ensuring team’s high standard for deal execution and portfolio management; and (iii) leading / developing a team of VPs/Associates.
$232,010 - $348,014 a yearFull-timeExpandApply NowActive JobUpdated 30 days ago - UpvoteDownvoteShare Job
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Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years.
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He Portfolio Manager works closely with the Chief Investment Officer and with advisors to manage Retirement Ally investment accounts. The Portfolio Manager will also create reports on investment activity and performance to effectively communicate conditions and changes with advisors via marketing pieces and presentations in person or on-line.
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In addition, the Energy Portfolio Manager will work with the Energy Director to shape the agency’s strategy for doing energy project work, especially standalone energy work. The selected candidate will act as the Energy Portfolio Manager for the DEP Office of Energy and Resource Recovery Programs, overseeing the Office’s Project Implementation group, including supervising the two Energy Project Managers.
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This role supports the CAS Senior Audit Manager - Credit Risk Portfolio Reviews in providing the Audit Committee and senior management with independent assurance and advisory services designed to evaluate and improve the effectiveness of risk management, control, and governance processes of U.S. Bancorp (USB.
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Apex is seeking a seasoned Senior Lead Consultant Portfolio Coach lead with strong consultative skills to act as an Agile development leader Internal Practice Consultant within our Consulting Practice as part of our Apex Systems Solutions Delivery Organization.
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The Business Analyst with experience with FBTI (Fusion Banking Trade Innovation) and Loan IQ will be part of the global project team and work under the supervision of the NY IT Manager of the project.
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Reporting to a Manager, Third Party Portfolio Management, the Third-Party Portfolio Risk Manager (TPPRM) partners with Product Service Owners (PSOs) in assigned Business Lines (BL), BL Chief Risk Officers (CRO) staff, Risk/Compliance/Audit (RCA) Managers, Procurement Partners, Law Division, Technology and Information Security teams to implement and drive the end-to-end execution of third-party risk management lifecycle.
$102,340 - $132,440 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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In this role, the Global Treasury Manager will serve as an integral part of the Finance Team and apply their strategic, financial, and business acumen to deliver against business objectives including cash management, banking relationships, treasury operations, debt management, cash deposits, and forex.
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They are currently seeking an experienced Senior Quantitative Trader/Portfolio Manager to join their dynamic team. Job DescriptionJob DescriptionSenior Quantitative Trader/Portfolio Manager.
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business banking portfolio manager jobs Title: manager senior portfolio Company: Cambridge Savings Bank
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