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Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer, With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.
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In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial goals. Engage with Certified Financial Planners and Financial Advisors to create and analyze the client’s financial plan and strategize on how to present the breadth of Citizens solutions across banking, lending, and partner with the Advisor for investments to help clients reach their financial goals.
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Knowledge of industries, including investment banking, broker-dealers, custody, fund administration and investment management. Strong knowledge with a range of financial products, including derivatives, equities, and fixed income; foreign exchange; and commodities.
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Ability to work collaboratively with financial institutions to gain understanding of client need and identify solutions to analyze data, communicate findings, write reports, and work within Wolters Kluwer advisory and technology solutions to assess regulatory obligations related to the Community Reinvestment Act (CRA), Fair Lending laws and regulations, Dodd-Frank 1071, CRA Modernization, and the Home Mortgage Disclosure Act (HMDA.
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Previous administrative experience in a law firm or other financial or banking institution. Zwicker & Associates P.C. is a national creditor rights law firm whose focus on ethics, compliance, and assertive representation of our clients’ interests makes us the industry leader in debt collection.
Full-timeExpandApply NowActive JobUpdated 27 days ago - UpvoteDownvoteShare Job
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Market bank products to target clients inside and outside the banking center by contacting potential clients, businesses, and community and civic organizations to promote goodwill and generate new business; explaining appropriate bank products to target audience; interviewing clients to obtain information and explain available financial services; taking loan applications, quoting rates and closing loans with clients; cross selling new products to current bank clients.
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Develop and maintain strong relationships with business banking clients, including CFOs, treasurers, and financial decision-makers. Job Purpose: The Treasury Banking Manger is responsible for driving revenue growth by selling treasury management solutions to business banking clients.
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This position will perform professional duties required to accurately perform financial accounting functions necessary for GAAP basis financial accounting records for the Treasury and Banking Divisions of the SC State Treasurer's Office.
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Proven experience in treasury operations or financial analysis. This role is pivotal in managing the company's liquidity, cash flow, and financial risks, offering an exciting opportunity for those passionate about financial analysis and strategic planning.
$60,000 - $70,000 a yearFull-timeExpandApply NowActive JobUpdated 30 days ago - UpvoteDownvoteShare Job
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The Retail Banker I is a Customer liaison that is integral to delivering TD’s Brand promise by utilizing financial expertise and consultative advice in advising Customers regarding banking solutions/needs.
$22 - $28.25 an hourFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Required: 2+ years of experience in financial analysis, either within a corporate Finance, FP&A function, or within investment banking, commercial banking, or private equity. Enumerate needs a Financial Planning & Analysis Analyst for our rapidly growing team.
$75,000 - $85,000 a yearFull-timeRemoteExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Skill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Financial analysis, Credit underwriting, Knowledge of retail banking products and services, Business development, Financial plan conversations, Knowledge of securities products and services.
Full-timeExpandApply NowActive JobUpdated 28 days ago - UpvoteDownvoteShare Job
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10-15 years as an Enterprise Architect with experience in Banking or Financial Institutions. Oracle Financial Services are looking for a highly skilled and experienced Enterprise Architect specializing in Oracle SaaS (Software as a Service) and PaaS (Platform as a Service) implementations.
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Sell commercial bank services to customers and prospective customers; duties include explaining various accounts and marketing specific products such as credit cards, internet banking, merchant services, remote deposit, payment processing, and all other treasury management services.
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They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
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banking financial jobs in Columbia, UT, Pennsylvania
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