91 to 105 of 149
First Merchants Bank
- Daleville, IN / Detroit, MI / Farmington Hills, MI / 5 more...
Perform monthly reporting of business segment financial information including variance analysis, profitability analysis, trending, reporting and analysis of key performance indicators, write up financial highlights summaries and assist with communication of such to senior management. Perform analysis of budget information including run rates, one time adjustments, and imp
Posted 16 days ago
Manage and direct all aspects of the Customer Care Center. Implement and review all Customer Care Center policies and procedures in order to provide a high quality client experience while maintaining appropriate protections for the client and the bank. Assist with the development and monitoring of department metrics, goals, key performance indicators and results reporting
Posted 16 days ago
First Merchants Bank is seeking a Customer Relationship Representative (Universal Banker) to join our team! This full time position will focus on providing high quality customer service by accurately and efficiently completing bank transactions and suggesting the products and services that meet the current and future financial needs of bank customers. We support you so yo
Posted 16 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 16 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 16 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 16 days ago
First Merchants Bank
- Lafayette, IN / Munster, IN / Indianapolis, IN / 5 more...
Provide high quality customer service on a wide variety of general banking matters. Assess client's financial position to identify additional relationship opportunities. Identify common service requests that need to be supported digitally. Consult with banking center staff on service needs that require a brick and mortar location. Set appointments as needed for banking ce
Posted 17 days ago
1. Provide administrative support for assigned officers, in the administration of accounts within the limits of authority. 2. Coordinate communications, appointments, documentation, etc. between the officers and their clients. 3. Process tasks requested by the officer by completing transaction in the software or completing necessary paper tickets. 4. Maintain compliance o
Posted 17 days ago
Manage investments of assigned client portfolios. Communicate with clients using multiple formats (verbal in person or by phone; written electronic or paper) Direct purchases and sales in accordance with company policies and client directives. Administer asset mix in accordance with company policies and client directives. Contribute to content and format of investment mar
Posted 17 days ago
1. Provide sales and service support directly to external clients, treasury management sales officers in a timely fashion. 2. Accompany sales officers on calls to gain client knowledge and build rapport interface with client and gather pertinent financial information to assist in the implementation and on boarding of the client/prospect. 3. Assist in the ongoing health of
Posted 20 days ago
Process all incoming wires from Fedline. Process all outgoing wires from the banking centers. Validate and review all outgoing wire requests. Take requests from customers through email, fax, and phone calls. Maintain records and statistics regarding wires received and sent. Monitor and check wire transactions in compliance with OFAC. Verify wires processed against wires r
Posted 20 days ago
First Merchants Bank
- Indianapolis, IN / Muncie, IN / Lafayette, IN / 6 more...
Develop strategic direction for the tax function within FMPWA in connection with the group's mission and fiduciary obligations. Centralize tax work across FMPWA's footprint including access to and provision of sound advice, management of tax preparation engagements with external firms, compliance, and execution of tax related obligations, i.e., filings, payments, etc., da
Posted 20 days ago
First Merchants Bank
- Indianapolis, IN / Muncie, IN / Daleville, IN / 7 more...
Provide support for preparation and tracking of fiduciary tax returns, information reporting related to 1099s and retirement plans, estimates, and other related tax matters. Review transactions, asset coding and accounting system postings for tax impact and to ensure accuracy. Research corporate transactions to ensure correct accounting and reporting for tax purposes and
Posted 20 days ago
First Merchants Bank is seeking a Customer Relationship Representative (Universal Banker) to join our team! This full time position will focus on providing high quality customer service by accurately and efficiently completing bank transactions and suggesting the products and services that meet the current and future financial needs of bank customers. We support you so yo
Posted 20 days ago
Perform data entry for all tickets that are not systematically read. Review runs for out of balance transactions. Review out of balance transactions and determine which type of error occurred. Process correction to balance the transaction. Receive, process and transmit all internal departments' proofs. Build, verify and transmit POD posting files. Distribute information t
Posted 21 days ago
Email this Job to Yourself or a Friend
Indicates required fields