Sales Develops and prospects internal and external centers of influence to build and cultivate pipeline of new client opportunities. Effectively utilizes Life360 Discovery process to profile clients and issues spot client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning. Acts as the Core Team Member for One Bank to identify opportunities wit

Client Service Frequent direct communication with client Support Senior Trust Advisor with all decision making aspects of trust administration Partner with Trust Advisor to retain client base Partner with Trust Advisor to optimize effective and efficient process and client service Account Administration Review daily trust activity Ensure compliance with all processes and

Pursues communication with defaulted customers utilizing manual dialing to offer potential workout alternatives Contacts delinquent customers to obtain payment commitments. Makes collection/demand calls with an account load defined by applicable capacity model. Analyze customer's situation and collateral risk to present alternative solutions including Forbearance Plans, R

Pursues communication with defaulted customers utilizing manual dialing to offer potential workout alternatives Contacts delinquent customers to obtain payment commitments. Makes collection/demand calls with an account load defined by applicable capacity model. Analyze customer's situation and collateral risk to present alternative solutions including Forbearance Plans, R

Job Responsibilities Provide leadership for the financial and program analysis management functions of the company Ensure soundness of analysis, good business judgment, compliance with policies and procedures, adequacy of results and that all costs and reasonable fees have been provided for Obtain agreement on previously determined goals and objectives through negotiation

At H&M we refer to our Assistant Managers as Department Managers and you are responsible for supporting the Sales and Profit goals in the store by setting a plan to deliver the Best Customer Experience in the department and overall store. The Department Manager will ensure that you have the Best Team and support their development, as well as work with succession planning,

Surveys and analyses best practices for techniques and processes. Organizes, leads, and facilitates cross functional project teams. Communicate team progress. Performs cost and benefit analysis. What you bring Excellent verbal and written communication skills to technical and non technical audiences of various levels in the organization, e.g., executive, management, indiv

Budget Analyst Job Locations US OH WPAFB ID 2024 8222 Category Accounting/Finance Type Regular Full Time Overview Credence Management Solutions, LLC, is seeking Financial Analyst/ Resource Advisor who will be primarily responsible for supporting the Air Force Institute of Technology School of Strategic Force Studies (AFIT/EX) at WPAFB, OH. AFIT/EX develops airmen, joint s

Prepares basic financial reports under direct supervision. Assists in the day to day maintenance of a complete and accurate general ledger. Major Responsibilities Prepares, reviews, and adjusts journal entries Performs reconciliations of balance sheet accounts Participates in Department Efficiency Teams including re engineering and automation of accounting processes Perfo

Develop referral contacts (realtors, builders, professional and personal contacts). Maintain knowledge of Fifth Third Mortgage Company's policies and procedures. Maintain knowledge of available loan products, processing procedures, and underwriting and general departmental guidelines. Follow defined protocol for escalation exceptions. Take applicant applications by comple

Prospect and Client Discovery Plays a major role in the sales process in acquiring significant (generally > $10 million investable) relationships by partnering with the WMA and collaborating with specialists in delivering Fifth Third's discovery experience to clients and prospects. Primary focus is understanding and memorializing the entirety of the client's/prospect's cu

Financial Specialist 1 Job Locations US OH Dayton ID 2024 4659 Category Finance Type Full Time Hours/Week 40 Location Name Wright Patterson AFB Max USD $41,000.00/Yr. Position Summary Odyssey is seeking a Financial Specialist I to support Naval Medical Research Unit Dayton (NAMRU D). NAMRU D is located at Wright Patterson Air Force Base and is Navy Medicine's world class,

Monitor and analyze wholesale product profitability at an aggregate and relationship specific level Act as the review and approval resource for all Treasury Management pricing exception requests to ensure adequate relationship returns for all products and businesses. Revise, update and communicate minimum pricing guidelines to ensure minimum return guidelines achieved in

Communicate financial information to key stakeholders in a clear and understandable manner. Lead the consolidation of financial data process for the company , applying best practices and ensuring accuracy and completeness. Collaborate with department heads to develop and monitor budgets and forecasts. Develop and maintain financial models, forecasts, and budgets, and perf

Provide Risk guidance & support for Credit Policy. Monitor underwriter processes for Audit and related groups. Provide sound advice in asset growth, and/or asset sales to optimize profit and minimize unnecessary exposure to credit loss. Provide semi annual review of portfolio risk strategies for loans held in portfolio and for loans sold on the secondary market. Coordinat