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POSITION SUMMARY The primary responsibility of the Branch Manager is to maximize the profitability of the branch and to lead the branch team in creating a culture of excellence in service and operations. Profitability is achieved through customer acquisition, retention and referrals to business partners. This position develops and executes a strategic plan that includes s
Posted 9 days ago
As a Senior Commercial Relationship Manager II provide a selection of services (primarily commercial credits and treasury management services) to business clients through active business development and relationship management. Develop relationships with business clients. Develop and manage a portfolio of high performing commercial relationships. In this role you'll have
Posted 4 days ago
Cooley LLP
- San Francisco, CA / New York, NY / Los Angeles, CA / 9 more...
Financial Services Operations Manager Cooley is seeking a Financial Services Operations Manager to join the Accounting and Finance team. Position summary The Financial Services Operations Manager is responsible for management of the Firm's treasury team (within Accounting and Finance department). Direct treasury management functions include daily cash balance analysis and
Posted 13 days ago
The Credit Risk Underwriter position is critical in supporting overall tasks, projects and direction of the Risk Management department. The position is vital in supporting Underwriting, Quality Assurance, Operations, and Origination managers and associates. Responsibilities PRIMARY DUTIES AND RESPONSIBILITIES Assist the VP of Credit Risk Management in the day to day servi
Posted 21 days ago
Founded in 1965, Herc Rentals is one of the leading equipment rental suppliers in North America with trailing twelve month total revenues of nearly $2.7 billion as of September 30, 2023. Herc Rentals' parent company, known as Herc Holdings Inc., listed on the New York Stock Exchange on July 1, 2016, under the symbol "HRI." Herc Rentals serves customers through approximate
Posted 24 days ago
Relationship Manager, working with the Team Leader, is responsible for the production of new commercial loan and deposit clients, the expansion of existing loan and deposit relationships, the generation of loan fee income, and the referral of products and services to other areas of the Bank, in accordance with annually established goals. In addition to developing loan and
Posted 13 days ago
What you'll do The duties and responsibilities of this position described here are representative of those an employee must perform. This is not a comprehensive list and other duties may be assigned, as needed. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of the position. What you'll love about being a Zip
Posted 20 days ago
Relationship Manager, working with the Team Leader, is responsible for the production of new commercial loan and deposit clients, the expansion of existing loan and deposit relationships, the generation of loan fee income, and the referral of products and services to other areas of the Bank, in accordance with annually established goals. In addition to developing loan and
Posted 13 days ago
Pacific Premier Bank
- Bellevue, WA / Lynnwood, WA / Everett, WA / 1 more...
Through an organized and consultative approach, develops new depository and loan customer relationships with prospective clients that includes telephonic, face to face visits and written communication to introduce the Bank's products and services. Participates in community events and tradeshows to promote the Bank's available services and financial products. Meets with ce
Posted 25 days ago
Alight Solutions
- Columbia, SC / Birmingham, AL / Little Rock, AR / 49 more...
Overseeing client delivery and satisfaction in Tax Filing. This includes ensuring timely and accurate responses to clients and partner teams. Additionally, it involves resolving escalations promptly and representing Tax Filing effectively in client meetings. Monitoring and auditing tasks to identify trends and improvement opportunities. You will lead process enhancement e
Posted 1 month ago
The Core Tax Services Manager is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In this role, Core Tax Services M
Posted 1 month 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 25 days ago
The Senior Tax Manager is responsible for providing tax and consulting services to business clients with pass through entities and to their business owners. Job Duties Performs tax planning, preparation and research for pass through entities (S corps, LLCs, Partnerships) and the business owners' individual returns, which may include estates, trusts and charitable entities
Posted 1 month ago
Banner Bank
- Edmonds, WA
Process client transactions accurately and efficiently in accordance with established policies and procedures. Refer Bank products and services and refer clients to other Bank specialists when appropriate. Requirements H.S. Diploma General Education (Required) 2 to 4 years of teller experience including sales experience with established goals (Required) Possess strong org
Posted 4 days ago
Symetra has an exciting opportunity to join our Retirement Sales team as a Relationship Manager , aligned to the Bank/Wirehouse distribution channels! About the role As the Relationship Manager, you will m anage and develop relationships with Retirement Division partners to drive growth of product sales. You will bring a strong understanding of Symetra products and capabi
Posted 27 days ago
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