דרושים United States, Providence

Data verification of new deals on source systems and posting of documents to electronic credit file. Monitor credit compliance and past-due exceptions to ensure date integrity. Source financial statements and...

Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows...

Account Management. Administrative Services. Attention to Detail. Client Management. Problem Solving. Referral Identification....

Drives inflows of new business across all product lines (i.e., Credit, Assets Under Management, Deposit) into existing book of business. Leads complex credit opportunities, including structured credit deals. Grows book...

Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies. Communicates solutions to clients that are best suited for their...

Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support. SAFE Act Registration; ADV-2B Required. CFP® or CPWA®...

Support the America’s businesses ensuring EMG policies and procedures are consistently followed. This position requires knowledge and experience of a variety of different Lease Structures i.e. TRAC/Split TRAC, FMV, Synthetic...