91 to 105 of 187
Ability to provide comprehensive financial advice to sophisticated and/or sensitive Private Wealth relationships Uphold and advise relationships based upon fiduciary administrative standards Develop new business and confer with potential customers Develop relationships with client's other advisors such as attorneys, advisors, consultants, and other financial services prov
Posted 12 days ago
Business Management 1. Review and act upon items for attention from broker / dealer (Cetera) 2. Monitor incoming and outgoing transfers 3. Process death claims 4. Assist with 1099s and other tax time issues 5. Communicate and process client Required Minimum Distributions (RMD) 6. Review of insufficient funds for periodic distributions 7. ACH maintenance 8. Manage and main
Posted 12 days ago
First Merchants Bank
- Muncie, IN / Daleville, IN / Monroe, MI / 12 more...
Implement, administer, and manage the RSA Archer platform to ensure features, capabilities, functionality, performance, and process are effective and efficient for the end user experience. Ensure the overall design, layout and workflow of the RSA Archer platform aligns with enterprise risk management standards, methodologies and taxonomies. Design, develop and test module
Posted 12 days ago
Document the business problem and work with stakeholders to define potential solutions. Perform feasibility analysis. Make recommendations to the team with rationale and obtain a supported team decision. Lead and facilitate the requirements elicitation sessions and/or utilize other elicitation techniques to fulfill the purpose and goal of the project leveraging the standa
Posted 12 days ago
1. Ensure the assigned applications are fully utilizing the feature/functionality and that processes are efficient. Perform business process review and analyses in order to drive efficiency and utilization gains throughout the department. Actively seek ways to improve the client experience. 2. Responsible for evaluating product offerings and potential enhancements and ide
Posted 12 days ago
Provide high quality customer service on a wide variety of general banking matters within the banking center. Some banking centers are designed to be a fluid, open space where employees are not at their desk or teller pod for long periods of time. Banking Centers are a fast paced environment that requires ability to multi task. Balance cash, daily transactions, TCR, vault
Posted 12 days ago
Draft and develop marketing strategies for cash management products, as well as marketing plans for current year goals. Research competitor's products; analyze strategies to recommend advantageous marketing position. Assist in the development of departmental strategies, tactics and objectives. In direct partnership with cash management services, work with external vendors
Posted 12 days ago
Provide high quality customer service within the banking centers. Respond to customer requests of everyday monetary banking transactions and process these according to regulations, bank policies and procedures in an accurate and timely manner i.e. cashing checks, deposits, loan payments, change orders and night deposits. Accept payments for various types of loans. Process
Posted 12 days ago
Provide high quality customer service within the banking centers. Respond to customer requests of everyday monetary banking transactions and process these according to regulations, bank policies and procedures in an accurate and timely manner i.e. cashing checks, deposits, loan payments, change orders and night deposits. Accept payments for various types of loans. Process
Posted 12 days ago
1. Review credit data to evaluate the Business Banking Center's most complex commercial loan requests in order to approve or deny applications within individual lending authority. 2. Analyze sources of financial information, such as tax returns, financial statements, credit bureaus, and other sources. 3. Order and review appraisals, evaluations and environmental assessmen
Posted 12 days ago
1. Implement an aggressive sales and marketing strategy to develop new and existing relationship, involves Identify and develop prospects into significant new relationship with yearly goals for income production. Aggressive sales call plan which aligns with the established goals. Cross sell opportunities. Ensure bank reporting tool is utilized for reporting progress. 2. P
Posted 12 days ago
Manage staff, conduct interviews and make hiring decisions, hire and mentor staff and evaluate performance. Continually review processes for improvement opportunities to enhance the department's efficiency. Maintain sound procedures and process controls to ensure compliance with regulatory requirements and SOX key controls. Identify, track, evaluate and report on Key Perf
Posted 12 days ago
Manage staff, conduct interviews and make hiring decisions, hire and mentor staff and evaluate performance. Continually review processes for improvement opportunities to enhance the department's efficiency. Maintain sound procedures and process controls to ensure compliance with regulatory requirements and SOX key controls. Identify, track, evaluate and report on Key Perf
Posted 12 days ago
Provide high quality customer service within the banking centers. Respond to customer requests of everyday monetary banking transactions and process these according to regulations, bank policies and procedures in an accurate and timely manner i.e. cashing checks, deposits, loan payments, change orders and night deposits. Accept payments for various types of loans. Process
Posted 12 days ago
Provide high quality customer service on a wide variety of general banking matters within the banking center. Some banking centers are designed to be a fluid, open space where employees are not at their desk or teller pod for long periods of time. Banking Centers are a fast paced environment that requires ability to multi task. When Banking Center Manager is not onsite, a
Posted 12 days ago
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