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Fin'l Srvcs: Morgan Stanley Private Bank, N.The information below covers the role requirements, expected candidate experience, and accompanying qualifications.NY, NY: Vice President, Business Analysis to dsgn innovative new banking tech products w/ mrkt leading competitive advantages (salary range $

UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending,

Identify clients' needs and make appropriate referrals of products and services while executing a smooth transition of client to platform personnel. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of

High School diploma or GED and minimum 1 year of business services experience in branch banking and knowledge of branch operations or successful completion of a Valley Retail training program. Knowledge of all Bank products and services and ability to educate and demonstrate customers on such, as we

Knowledge of all Bank products and services and ability to educate and demonstrate customers on such, as well as cross sell various products and services. Ability to present a confident and professional demeanor to establish trust and gain knowledge from the customer. Ability to perform all transact

Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. Developing strong partnerships with branch teammates and lin

A Cash Account that, through our partner banks, offers one of the highest annual percentage yields on uninvested cash in the industry, while providing instant and secure access to your money with no account fees and a full suite of checking features. This position offers an exciting opportunity to b

This role demands a seasoned professional with a deep understanding of credit markets, investment banking, or crypto credit roles, coupled with an entrepreneurial spirit. Previous work experience in the crypto industry, with a strong understanding of crypto lending and credit products. As a Senior C

Acquires comprehensive knowledge of the products and services offered by the bank in order to provide accurate and relevant information to customers. Basic knowledge of Microsoft Office. Performs scanning of checks and ensures proper bank endorsement in order to receive accurate credit and settlemen

Timely completion of the credit recommendation report for new or existing clients with highest quality;. Excellent knowledge of Microsoft Packages (MS Excel, Word and PowerPoint, etc. The new intern will assist in enhancing the credit recommendation report processing.

With over $284 billion in assets under management as of June 30, 2025, we invest across three multi-strategy platforms: Credit, Real Assets and GP Strategic Capital. Responsible for the financial reporting and NAV close processes for multiple Alternative Credit Private Funds (Evergreen and drawdown

Monitor industry trends, credit markets, and regulatory developments to ensure competitiveness of our offerings. Define and iterate the go-to-market strategy for credit products, including terms, eligible collateral, and use cases (e. Work closely with credit risk, legal, compliance, and product tea

Demonstrates a thorough level of abilities and/or a proven record of success in how to lead or facilitate relevant project management or client consultations in the areas of credit-related activities and credit risk management, preferably in some combination of the following areas:. As a member of t

This policy applies to hiring, placement, internal promotions, training, opportunities for advancement, recruitment advertising, transfers, demotions, layoffs, terminations, recruitment advertising, rates of pay and other forms of compensation and all other terms, conditions and privileges of employ

Proficient in the use of Microsoft Office Suite, specifically Excel, Word, and PowerPoint, required. Job Summary: The Risk Advisory Services Financial Services ("RAS-FS") Senior Associate is responsible for providing risk consulting and issues resolution to financial services clients in the areas o

Paid Time Off and Holidays (based on date of hire, at least 23 days of vacation each year and 9 company-designated holidays). A senior-level sales representative with advanced understanding of sales principles, practices, products, and services. Employee discounts up to 50% off on eligible AT&T mobi

As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and gener

Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based

Our employees are, of course, one of the main keys to our continued success, and so, we are committed to your professional development. We are a leading home services provider, and due to our continued growth we are looking for knowledgeable and reliable individuals to serve as Credit Representative

Our employees are, of course, one of the main keys to our continued success, and so, we are committed to your professional development. We are a leading home services provider, and due to our continued growth we are looking for knowledgeable and reliable individuals to serve as Credit Representative

Proficiency in Microsoft Excel, Word, and PowerPoint. Note, the range takes into account a broad spectrum of qualifications, including, but not limited to, years of relevant work experience, education, and other relevant qualifications specific to the role. The firm also offers robust Benefits offer

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of

Meet sales referrals and cross-selling goals by knowing the features and benefits of all products and services to satisfy the needs of the customers. Responsibilities include responding to customer needs by processing a variety of financial transactions, including but not limited to opening accounts

High School diploma or GED and minimum 1 year of business services experience in branch banking and knowledge of branch operations or successful completion of a Valley Retail training program. Knowledge of all Bank products and services and ability to educate and demonstrate customers on such, as we

Proficient in Google Sheets, Microsoft Office; Salesforce is a plus. Premium Merchant Funding (PMF) offers a wide range of financial solutions for small businesses, including merchant cash advances, term loans, SBA loans, and equipment financing. Understanding of small business financing.

Clear loan conditions with applicants and communicating with loan officers on behalf of the processor. Because taking care of our team is just as important as taking care of our customers. From top-notch training to clear career paths, we support your professional growth every step of the way.

Additional compensation and benefits offered in connection with the role consist of comprehensive health benefits, including but not limited to medical, dental, vision, and FSA benefits; paid time off; life insurance; 401(k) plan; and discretionary bonuses. Partnering with many of the world's larges

This job description provides a high-level review of the types of work performed. A career with us means joining a team of more than 230,000 dedicated people from around the globe. The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or s

Major Holidays PAID & OFF Hourly pay with monthly commission+commision based off of performance and assigned goals. Office job Hours 9AM-6PM Monday- Friday with weekends off.

This job description provides a high-level review of the types of work performed. The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this rol

Strong understanding of letters of credit and their application in banking and financial services. Monitor the status of letters of credit and provide updates to stakeholders as needed. As a medium-sized company, it offers a structured and professional environment for its employees.

This job description provides a high-level review of the types of work performed. A career with us means joining a team of more than 230,000 dedicated people from around the globe. The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or s

Profit Sharing Plan with a generous company match. Friendly, professional demeanor with strong communication and people skills. As a Bob's Credit Specialist, you'll play a vital role in helping guests explore flexible, accessible financing solutions that support their shopping journey.

Standby Letter of credit technical Letter of Credit experience (5-7 years) knowledge of Uniform Customs and Practices for Documentary Credits (UCP 600), International Standby Practices (ISP98), and familiarity with Uniform Commercial Code Article 5. Transaction processing of all Standby letter of cr

Letters of Credit knowledge will be highly valued. Monitor client and front office requests. Prepare documentation and submit to Backoffice.

Proficient in Microsoft Office suite, e. Implementation of the credit policy and flow of incoming requests. SMBC requires that employees live within a reasonable commuting distance of their office location.

Review and challenge of credit applications submitted by the front office and the preparation / presentation of executive summaries and recommendations to the management of the Credit Department. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offer

This role sits within the second line of defense and focuses on managing counterparty credit risk across hedge funds, fund of hedge funds, proprietary trading groups, and regulated funds. You'll be responsible for conducting deep-dive due diligence, assigning internal ratings, setting and monitoring

Review and challenge of credit applications submitted by the front office and the preparation / presentation of executive summaries and recommendations to the management of the Credit Department. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offer

Minimum of 3+ years of relevant work experience, preferably within a credit risk function (formal credit training preferred). Review and challenge credit applications submitted by the front office, and prepare summaries for management. Conduct required analysis of various credit risk elements for ne

I am currently recruiting X2 Hedge Fund Risk Credit Officers - Director. Must have recent exposure as Hedge Fund Risk/Hedge Fund Credit Officer within sell side organization. Exposure as Credit Risk Officer 2LOD or 1LOD.

Provide training to Credit staffs internally and via outside professional development platform. To perform this job successfully, an individual should have knowledge of the software used by the bank. This is largely a sedentary role, requiring use of typical office equipment such as a computer, lapt

Minimum of 3+ years of relevant work experience, preferably within a credit risk function (formal credit training preferred). Review and challenge credit applications submitted by the front office, and prepare summaries for management. Conduct required analysis of various credit risk elements for ne

Review and challenge of credit applications submitted by the front office and the preparation / presentation of executive summaries and recommendations to the management of the Credit Department. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offer

Seeking a senior credit risk professional experienced in approving credit lines, managing exposures, and monitoring collateral for:. Strong knowledge of credit risk and U. Assess creditworthiness of counterparties and underlying assets.

Review and challenge of credit applications submitted by the front office and the preparation / presentation of executive summaries and recommendations to the management of the Credit Department. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offer

Responsibilities include assessing the credit risk and quality of transactions in the portfolio, assisting relationship manager and portfolio manager in underwriting and managing transactions according to the bank established guidelines and policies, analyzing transactions and creating credit memora