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Banker Resume Examples: Proven To Get You Hired In 2024

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Banker Resume Template

Download in google doc, word or pdf for free. designed to pass resume screening software in 2022., banker resume sample.

The banking industry is all about trust, relationship management, and understanding complex financial systems. A strong resume for a Banker role should reflect your ability to handle these tasks. Recently, the industry has been leaning heavily on technological innovation with online banking and digital transactions becoming standard. Also, sustainability and ethical banking practices are gaining traction. So, while it's essential to demonstrate your fundamental banking knowledge and financial acumen, showcasing your proficiency in the latest banking technologies and awareness of ethical banking practices could give you an added advantage. When crafting your resume, bear in mind that bankers are detail-oriented and value effective communication. Therefore, your resume needs to be impeccably neat, clear, and concise. It needs to quickly communicate your qualifications, experience, and skills relevant to the banking world.

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Recruiter Insight: Why this resume works in 2022

Tips to help you write your banker resume in 2024,    showcase technical skills and digital proficiency.

Banking is no longer just about traditional financial services; it's rapidly going digital. Mention any experience or familiarity with banking software, online transaction systems, or fintech innovations. This shows you’re not just adaptable, but also forward-thinking.

   Highlight understanding of ethical banking norms

As the industry shifts towards ethical banking practices and sustainable investing, it’s crucial to demonstrate your knowledge in this area. If you’ve been involved in any projects or initiatives related to ethical banking, sustainable finance, or corporate social responsibility (CSR), make sure it's there on your resume.

As a banker, your role is about more than just crunching numbers; you're expected to provide financial guidance, build relationships with clients, and work effectively in a highly regulated environment. Digital banking continues to grow so it's critical to understand latest technological trends and how they fit within the banking industry. By being mindful of these factors, you can tailor your resume to reflect the skills and experience that make you stand out in the evolving banking landscape. In crafting an effective banker resume, remember to emphasize your financial acumen and your customer service expertise. Don't just list out your duties; instead, quantify your achievements. It's a competitive field, so giving concrete evidence of your successes will definitely make your application more compelling.

   Demonstrate knowledge of banking regulations

In your resume, you should clearly state your understanding and application of banking regulations. Mention specific regulatory projects you've managed or contributed to. This shows that you can navigate the complexities of banking law, a crucial skill for any banker.

   Showcase your digital literacy

In light of the digital banking trend, demonstrating that you’re tech-savvy is a plus. List any software, tools or technologies you’ve used or learned that are relevant to banking. If you’ve been part of a project involving digital banking or fintech, make sure to include this in your list of accomplishments.

Commercial Banker Resume Sample

Personal banker resume sample.

We spoke with hiring managers at top banks like JPMorgan Chase, Bank of America, and Wells Fargo to understand what they look for in a banker's resume. The following tips will help you create a strong resume that stands out from other applicants and gets you interviews.

   Highlight your banking experience and skills

Recruiters want to see that you have relevant experience and skills for the banking role you are applying for. Emphasize your banking experience and skills in your resume, such as:

• 5+ years of experience in retail banking, managing customer accounts and transactions
• Expertise in financial analysis, risk assessment, and lending products
• Strong knowledge of banking regulations and compliance requirements

Quantify your achievements wherever possible to show the impact you made. Instead of generic statements, use specific examples like:

• Managed customer accounts
• Skilled in financial analysis
• Managed 200+ customer accounts with $10M+ in assets, consistently meeting sales targets
• Conducted financial analysis for 50+ commercial lending deals, averaging $5M per deal

   Tailor your resume to the specific banking role

Banking is a broad field with many different roles, such as retail banking, commercial banking, investment banking, and risk management. Tailor your resume to the specific role you are applying for. Here are some examples:

• For a retail banking role, focus on your experience with customer service, sales, and account management.
• For a commercial banking role, highlight your experience with business lending, financial analysis, and relationship management.
• For an investment banking role, emphasize your experience with financial modeling, deal execution, and client presentations.

Customizing your resume shows the recruiter that you understand the role and have the relevant skills and experience.

   Use industry-specific keywords

Many banks use applicant tracking systems (ATS) to screen resumes for relevant keywords before a recruiter even looks at them. Include banking-specific keywords in your resume to increase your chances of passing the ATS screening. Some examples:

• Risk assessment
• Financial analysis
• Lending products
• Regulatory compliance
• Customer relationship management

Sprinkle these keywords throughout your resume in the relevant sections, such as your professional summary, skills, and work experience. However, avoid keyword stuffing or using keywords that do not apply to your actual experience.

   Show your career progression

Recruiters want to see that you have progressed in your banking career and taken on increasing responsibilities. Show your career progression by listing your work experience in reverse-chronological order, with your most recent and relevant experience first.

For each job, include your title, the company name, dates of employment, and a few bullet points highlighting your key responsibilities and achievements. Use action verbs to describe what you did and the results you achieved. Here's an example:

Commercial Banking Relationship Manager, ABC Bank, 2018-2022 Managed a portfolio of 50+ mid-sized business clients with $100M+ in total loans Conducted financial analysis and risk assessment for new loan applications, resulting in a 20% increase in loan volume Developed and implemented a new client onboarding process, reducing onboarding time by 30%

   Include relevant education and certifications

In addition to work experience, recruiters also look for relevant education and certifications on a banker's resume. Include your degree(s), major(s), and any relevant coursework or projects. Here are some examples:

• Bachelor of Science in Finance, XYZ University, 2015
• Coursework: Financial Accounting, Corporate Finance, Investment Analysis
• Capstone project: Developed a financial model for a $50M real estate investment

Also include any relevant banking certifications you have earned, such as:

• Chartered Financial Analyst (CFA)
• Certified Treasury Professional (CTP)
• Certified Anti-Money Laundering Specialist (CAMS)

These certifications show your expertise and commitment to the banking profession.

   Demonstrate your soft skills

In addition to technical skills, banks also look for candidates with strong soft skills, such as communication, teamwork, and leadership. Demonstrate your soft skills by including examples in your work experience bullet points. Here are some examples:

• Collaborated with a cross-functional team of 10+ bankers, credit analysts, and underwriters to structure and close a $25M syndicated loan deal
• Presented quarterly portfolio performance reports to senior management, highlighting key risks and opportunities
• Mentored and trained 5 junior bankers on financial analysis and credit underwriting, resulting in a 50% reduction in errors

You can also include a separate skills section on your resume to highlight your key soft skills, such as:

• Relationship building
• Problem-solving
• Attention to detail

Writing Your Banker Resume: Section By Section

  summary.

A resume summary for a banker is an optional section that provides a brief overview of your professional experience, skills, and career goals. While a summary is not required, it can be a useful tool to provide context for your resume and highlight your most relevant qualifications. However, it's important to avoid using an objective statement, as these are outdated and focus on what you want rather than what you can offer the employer.

When writing your banker resume summary, focus on your key strengths, accomplishments, and the value you can bring to the role. Tailor your summary to the specific position you're applying for and the financial institution's needs. Keep it concise, no more than a few sentences or a short paragraph.

To learn how to write an effective resume summary for your Banker resume, or figure out if you need one, please read Banker Resume Summary Examples , or Banker Resume Objective Examples .

1. Highlight your banking expertise and specializations

In your resume summary, showcase your specific areas of expertise within the banking industry. This helps employers quickly understand your focus and how you can contribute to their organization. Consider the following examples:

• Experienced banker with a proven track record of success.
• Skilled professional with experience in various banking roles.

Instead, be more specific and highlight your key areas of specialization:

• Commercial banker with 5+ years of experience in loan origination and portfolio management.
• Investment banker specializing in mergers and acquisitions for technology startups.

By focusing on your specific expertise, you demonstrate your value to potential employers and help them envision how you can contribute to their team.

2. Emphasize your achievements and impact

When crafting your banker resume summary, focus on your achievements and the impact you've made in your previous roles. Quantify your results whenever possible to provide concrete evidence of your success.

Experienced relationship manager with strong communication and interpersonal skills. Proven ability to build and maintain client relationships.

While this summary mentions relevant skills, it lacks specific achievements and impact. Instead, consider a summary that highlights quantifiable results:

Accomplished relationship manager with a track record of growing client portfolio by 30% and increasing revenue by $5M+ annually. Skilled in developing strategic partnerships and providing exceptional client service to high-net-worth individuals.

By emphasizing your achievements and impact, you demonstrate your value to potential employers and set yourself apart from other candidates.

  Experience

The work experience section is the heart of your resume. It's where you demonstrate your qualifications and show the hiring manager how you've applied your skills to produce results. When writing your work experience section, aim to create a compelling narrative that paints a clear picture of your career trajectory and accomplishments.

1. Highlight banking experience and skills

When describing your work experience, focus on the aspects of your roles that are most relevant to banking. This could include:

• Managing client accounts and portfolios
• Conducting financial analysis and risk assessments
• Developing investment strategies and providing financial advice
• Collaborating with cross-functional teams to deliver banking solutions

By emphasizing your banking-specific experience and skills, you demonstrate your qualifications for the role and make it easier for the hiring manager to visualize you in the position.

2. Use strong banking action verbs

When describing your achievements, use strong action verbs that resonate with the banking industry. Compare the following examples:

• Responsible for managing client portfolios
• Worked on financial analysis and risk assessment

Instead, use powerful verbs that convey your impact:

• Spearheaded the management of a $50M client portfolio, implementing strategies that generated a 15% return on investment
• Conducted in-depth financial analysis and risk assessments, identifying potential threats and opportunities for clients

Action verbs like "spearheaded," "implemented," "generated," "conducted," and "identified" create a stronger impression of your contributions and leadership.

After writing your work experience section, use our Score My Resume tool to get instant feedback on the strength of your resume based on criteria hiring managers care about, including your use of action verbs.

3. Quantify your banking accomplishments

Whenever possible, use metrics to quantify your achievements and provide context for your contributions. Numbers help hiring managers understand the scope and impact of your work. For example:

Managed a portfolio of 50+ high-net-worth clients, overseeing $250M in assets and achieving an average annual return of 12%

If you don't have access to specific metrics, you can still provide context by using numbers or percentages, such as:

• Collaborated with a team of 15 bankers to develop and implement a new risk assessment framework
• Streamlined the account opening process, reducing average processing time by 30%

4. Demonstrate career growth in banking

Showcase your career progression within the banking industry by highlighting promotions, increased responsibilities, and key projects. This demonstrates your ability to learn, grow, and take on new challenges. For example:

Promoted to Senior Financial Analyst after consistently exceeding performance targets and demonstrating strong leadership skills. In this role, led a team of five analysts in developing and implementing a new investment strategy that increased client portfolio returns by an average of 10%.

By showcasing your career growth, you signal to hiring managers that you have the potential to continue advancing and making valuable contributions to their organization.

  Education

Your education section is a key part of your resume as a banker. It shows hiring managers that you have the necessary knowledge and qualifications for the role. In this section, we'll cover what to include and how to format your education section to make it stand out.

1. List your degrees in reverse chronological order

Start with your most recent degree first, and work backwards. This is the standard format for resumes in the banking industry.

For each degree, include:

• Name of the degree (e.g. Bachelor of Science in Finance)
• Name of the university
• Graduation year
• GPA (if above 3.5)

Here's an example of how to format your degrees:

• Master of Business Administration (MBA), XYZ University, 2020
• Bachelor of Science in Finance, ABC University, 2016

2. Highlight relevant coursework for entry-level bankers

If you are a recent graduate or have limited work experience, you can strengthen your education section by listing relevant coursework. This shows hiring managers that you have specific knowledge that applies to the banking role.

However, avoid listing every course you've taken. Instead, choose 3-5 courses that are most relevant to the job description.

Here's an example:

Bachelor of Science in Finance, DEF University, 2022 Relevant Coursework: Financial Modeling, Investment Banking, Corporate Finance, Financial Accounting

3. Keep it concise for experienced bankers

If you are a senior-level banker with many years of experience, your education section should be brief. Hiring managers will be more interested in your professional accomplishments than your degrees from many years ago.

Here's an example of what not to do:

• Master of Business Administration, XYZ University, 1995-1997
• Bachelor of Arts in Economics, ABC College, 1991-1995
• Online Course in Advanced Excel for Finance, 2005

Instead, keep it short and sweet:

• MBA, XYZ University
• B.A. Economics, ABC College

  Skills

The skills section of your banker resume is a critical component that showcases your abilities and qualifications to potential employers. It's important to highlight the most relevant and valuable skills that align with the job requirements and demonstrate your expertise in the banking industry. In this section, we'll provide you with tips and examples to help you craft a compelling skills section that will catch the attention of hiring managers and increase your chances of landing an interview.

1. Prioritize banking-specific skills

When listing your skills, focus on those that are directly related to the banking industry and the specific job you're applying for. Highlight your expertise in areas such as financial analysis, risk management, loan processing, and customer service.

Here's an example of a well-structured skills section for a banker resume:

Financial Analysis : Financial modeling, financial statement analysis, credit analysis, budgeting and forecasting Risk Management : Risk assessment, fraud detection, compliance, anti-money laundering (AML) Loan Processing : Loan origination, underwriting, documentation, closing Customer Service : Relationship building, problem-solving, communication, sales

To ensure your skills section is tailored to the job, review the job description carefully and incorporate the key skills and qualifications mentioned. Using our Targeted Resume tool can help you identify the most important skills to include based on the specific job posting.

2. Avoid generic or outdated skills

When crafting your skills section, steer clear of listing generic or outdated skills that don't add value to your resume. For example, instead of simply stating "computer skills," be specific and mention the relevant software or tools you're proficient in, such as financial analysis software or customer relationship management (CRM) systems.

Computer skills Microsoft Office Communication Teamwork

Instead, showcase your skills in a more targeted and impactful way:

Financial Software : Bloomberg Terminal, Thomson Reuters Eikon, Morningstar CRM Systems : Salesforce, Oracle CRM, Microsoft Dynamics Data Analysis : Excel (Advanced), SQL, Tableau

Keep in mind that hiring managers often use Applicant Tracking Systems (ATS) to filter resumes based on the presence of specific skills and keywords. By including relevant and up-to-date skills, you increase your chances of passing the ATS screening and reaching the next stage of the hiring process.

3. Quantify your skills with proficiency levels

To provide hiring managers with a clear understanding of your skill levels, consider including proficiency indicators next to each skill. This can be done using terms like "Expert," "Advanced," "Intermediate," or "Beginner," or by using a visual scale, such as stars or bars.

Here's an example of how you can incorporate proficiency levels into your skills section:

Financial Analysis (Expert) Risk Management (Advanced) Loan Processing (Intermediate) Customer Service (Expert)

By quantifying your skills, you provide hiring managers with a quick and easy way to assess your capabilities and determine if you're a good fit for the role.

To ensure your skills section is effective and impactful, consider using our Score My Resume tool, which provides instant expert feedback on your resume, including an assessment of your skills section. The tool checks your resume against 30+ key criteria that hiring managers look for and offers suggestions for improvement.

Skills For Banker Resumes

Here are examples of popular skills from Banker job descriptions that you can include on your resume.

• DCF Valuation
• Financial Analysis
• Capital Markets
• Python (Programming Language)
• Due Diligence
• S&P Capital IQ
• Financial Modeling

Skills Word Cloud For Banker Resumes

This word cloud highlights the important keywords that appear on Banker job descriptions and resumes. The bigger the word, the more frequently it appears on job postings, and the more likely you should include it in your resume.

How to use these skills?

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Resume Guide: Detailed Insights From Recruiters

• Investment Banking Resume Guide & Examples for 2022

Improve your Banker resume, instantly.

Use our free resume checker to get expert feedback on your resume. You will:

•  Get a resume score compared to other Banker resumes in your industry.

•  Fix all your resume's mistakes.

•  Find the Banker skills your resume is missing.

•  Get rid of hidden red flags the hiring managers and resume screeners look for.

It's instant, free and trusted by 1+ million job seekers globally. Get a better resume, guaranteed .

Banker Resumes

• Template #1: Banker
• Template #2: Banker
• Template #3: Banker
• Template #4: Commercial Banker
• Template #5: Personal Banker
• Skills for Banker Resumes
• Free Banker Resume Review
• Other Finance Resumes
• Banker Interview Guide
• Banker Sample Cover Letters
• Alternative Careers to a Investment Banking Specialist
• All Resumes
• Resume Action Verbs

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7 Bank Teller Resume Examples [& Templates]

Bank Teller

Best for careers that encourage creativity

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• Bank Teller Resumes
• Bank Teller Resumes by Experience
• Bank Teller Resumes by Role

As a bank teller, you’re the first point of interaction for customers. You’re responsible for verifying customers’ identities and processing various financial requests.

Bank tellers answer product and service questions and direct customers to more senior staff for complex bank transactions.

Each level of your career, the type of institution you work at, and the financial transactions you have experience with will determine how to  write your resume  and make a cover letter to  attract the attention of a hiring manager or recruiter for your dream job . 

We analyzed countless resumes from all stages of teller careers and created seven bank teller resume samples to help you  make a resume free  and land more interviews in 2024.

Bank Teller Resume

or download as PDF

Why this resume works

• Be sure to draw attention to any unique skills, such as speaking another language or managing security systems.
• Good security guard metrics can include how many visitors you greeted, the number of patrols you did per shift, and how much you increased efficiency with your efforts.

Bank Clerk Resume

• Put numbers (hint: reduced processing errors by 26%, and reduced average waiting time by 81%, and so on) in your piece and let recruiters be impressed by what they see.
• Complement this in your bank teller cover letter by explaining the how and why of your greatest achievements.

Entry-Level Bank Teller Resume

• List any job where you handled money; cashier, retail, food service. The business does not have to be a bank or credit union; it can be an environment where you provided trusted money handling.
• Customer service is very important for a bank teller, so showcase your ability to provide exceptional customer service (in any environment). Employers will appreciate seeing the applicable skills easily, ensuring your resume catches their eye.
• Use a  resume objective  to tell the hiring manager how your skills can be used in the bank teller role, how you will impact the company, and be sure to mention the target company by name. 

Senior Bank Teller Resume

• Use our  resume checker  to ensure your senior bank teller resume is the highest quality.
• Senior bank tellers are leaders, so including your leadership experience is important to hiring managers. They want to see that you share your knowledge, ensure the morale of your branch, and can meet or exceed your assigned branch goals. 
• Focus on your ability to follow the bank’s rules and regulations. As a senior bank teller, it is important to showcase your knowledge in the financial industry and your ability to audit transactions, ensuring the bank is compliant with all laws.

Wells Fargo Bank Teller Resume

• For instance, mentioning how you maintained a customers’ satisfaction rate of 98% would position you ahead of other applicants.

TD Bank Teller Resume

• Bank teller backgrounds can be vast; highlight any roles where money handling and customer service were a daily responsibility. Adding data behind your responsibilities is a great way to get the attention of a hiring manager or recruiter. 
• If you know a financial product, stand out by highlighting this experience on your resume. 
• Add your applicable skills and knowledge to ensure the hiring manager sees you are the right person for the job. 

Cash Management Services Teller Resume

• Use a muted, appropriate, but thoughtfully contrasting color for your header and the smaller sections on your resume.
• Organize your work experience and projects with bullet points, and don’t shy away from numbers.
• Including metrics that quantify your work experience will demonstrate to hiring managers that you’re accurate and efficient with numbers, essential for the job.
• This creates more applicable content for your resume, increasing your chances of an interview. 

Related resume guides

• Investment Banking
• Financial Analyst

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Bank Resume Samples

The guide to resume tailoring.

Guide the recruiter to the conclusion that you are the best candidate for the bank job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies, tailor your resume & cover letter with wording that best fits for each job you apply.

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• Direct operations to execute collateral management strategy
• Risk manage and work with desk and functional support areas on BRM initiated NPAs
• Day to day book management and maintenance
• Analyze the subsequent credit and market risks and execute/book the necessary IR/FX/Credit hedges
• Attend conferences and industry forums as collateral management subject matter expert
• Develop and implement and maintain daily, weekly and monthly metrics
• Raising and strategic planning and management of secured funding
• Preparation of management presentation decks
• Compilation of a wide range of analysis
• Involvement in business management issues including but not limited to budgets, forecasts, headcounts, strategy setting, business set-up and expansion
• Partnership with different business units e.g. Finance, Technology, Legal & Compliance on business planning and execution
• Undertaking of research in the local market to facilitate management and business decisions LI-MW1
• Work collaboratively with business units in MSBIC to review and advise on engagement and transaction documentation in both English and Chinese
• Interact regularly with business units and regional Legal & Compliance Division to assist in managing legal and regulatory risk and protecting the Bank’s reputation and interests
• Provide Human Resource Management for all service representative jobs including PPA’s, Developmental Plan/Training, Goal Setting and Corrective Action
• Leadership for Staff Performance
• Meet or exceed all personal referral goals as defined by referral program or by Bank Manager
• Risk and Compliance Management
• Service Team Performance
• Product Knowledge and Referral Development
• Risk Management
• Basic knowledge in financial markets and products
• Strong attention to detail
• Excellent analytical skills with a focus on attention to detail
• Strong communication skills in English necessary; business-level fluency in Japanese advantageous
• Ability to conduct business in Spanish or French
• Ability to multi-task in a high pressure environment
• Strong work ethic
• Strong interpersonal/relationship building Skills
• Ability to conduct business in Spanish or Portuguese
• Outstanding analytical and quantitative skills

15 Bank resume templates

Read our complete resume writing guides

How to tailor your resume, how to make a resume, how to mention achievements, work experience in resume, 50+ skills to put on a resume, how and why put hobbies, top 22 fonts for your resume, 50 best resume tips, 200+ action words to use, internship resume, killer resume summary, write a resume objective, what to put on a resume, how long should a resume be, the best resume format, how to list education, cv vs. resume: the difference, include contact information, resume format pdf vs word, how to write a student resume, bank resource management securities lending role resume examples & samples.

• Pricing of new and existing business
• Close interaction with related business units to maximise franchise value
• At least one year of previous experience in a finance role
• Minimum of a Bachelors degree
• Persistence and self-starter
• Must be an excellent team player

Bank Treasury Resume Examples & Samples

• Support the US Bank Treasurer and Management Committees of the US Banks, through the reporting and analysis of key financial data related to funding, liquidity and capital
• Face off with the Chairman, CEO, CFOs and COOs of the Banks for client relationship management and ad hoc requirements
• Own the ICAAP and DFAST capital assessment and stress testing processes for the Banks
• Work with the QRM and Liquidity Risk teams on the calculation and management of liquidity reserves for the banks
• Work with Legal Entity Controllers, Product Controllers, Operations, Segment Treasury and others to gather a full view of all financial activity, risk and reporting
• Ability to develop rapport/credibility with diverse groups; must be comfortable interacting with and presenting to senior management
• Self-motivated with high personal standards for quality of work

China Bank, Zhuhai Resume Examples & Samples

• Meeting regulatory requirements on internal audit
• Conducting continuous monitoring and risk assessment to identify key risk for audit scoping and planning
• Conducting independent financial and operational audits, covering all audit phases from planning, fieldwork, to reporting
• Working with regional and global Internal Audit Department to ensure effective and timely coordination of audits
• Discussing and finalizing audit results
• Ensuring consistency of audit methodology
• Reporting audit status to the MSBIC Board Audit Committee
• Maintaining relationship with management and stakeholders of the Bank
• Following and understanding the market and regulatory changes and their risk impact on the Bank
• Acting as main audit liaison during regulatory inspections of MSBIC
• Occasional travel to MSBIC branches for audit execution or to assist other Morgan Stanley regional audits
• Experience from compliance, product control, and risk management departments will also be considered
• Familiar with banking products and business
• Understand regulatory environment in China
• Excellent analytical skill and teamwork, detail-oriented, and fast learning ability
• Mature, able to work independently and under minimum supervision

Bank Treasury Professional Resume Examples & Samples

• Provide regular and ad hoc reporting and analytics for the Chairman, CEO, CFOs and COOs of the Banks
• Work on the ICAAP and DFAST capital assessment and stress testing processes for the Banks
• Partner with the QRM and Liquidity Risk teams on the calculation and management of liquidity reserves for the banks
• Partner with IT and Controllers for any strategic technology initiatives
• Bachelor's degree, with 10+ years functional experience in Corporate Finance, preferably from a securities firm or bank
• Strong analytic capabilities, including ability to summarize complex business problems and detailed analysis with clarity and brevity in written and oral form
• Adept at working in a fast-paced, high-energy level environment
• Proven track record of working productively in a team-oriented environment with competing priorities

Bank Resource Management Resume Examples & Samples

• Risk management of positions on trading book
• Coverage of short positions
• Engaging with clients
• Entrepreneurial attitude
• Confidence in telephone, written and face to face interactions

RIA / Bank Trust Resume Examples & Samples

• Support numerous external sales people as an internal point person for existing and prospective clients in the intermediary investment market
• Maintain detailed knowledge of each client’s portfolio accounts and prepare thoughtful investment analysis in determining opportunities for cross-selling investment products
• Work closely with the group’s Managing Director to prepare business plans, sales objectives, forecasts, and sales channel reporting, and analyze financial P&L statements for the business
• Create marketing materials, including generic sales presentations, customized client-specific pitch books, and product performance analyses
• Establish excellent communications across functional areas of the firm—including portfolio management, marketing, legal and client service teams—to ensure seamless execution of business requests
• Maintain team pipeline information in firm CRM systems and prepare client activity reports for senior management
• Maintain detailed client databases and coordinate mass client distributions and communications

Preferred Bank Fulfillment, Merrill Edge Resume Examples & Samples

• Superior client satisfaction/service skills including excellent listening skills and professional phone/mail etiquette
• Good organizational and time management skills
• Track record of attention to detail and follow through on assignments
• Keep current and comply with regulatory requirements
• Apply sound judgment and enterprise-wide mindset in making decisions
• Foster collaborative relationships within and across business units and sectors
• Anticipate and understand client needs and concerns
• Customer Service and/or call center experience preferred
• Working knowledge of Microsoft Office Products; Word & Excel

Morgan Stanley Bank International China Resume Examples & Samples

• Partnership with different business units e.g. Finance, Technology, Legal & Compliance on business planning and execution
• Undertaking of research in the local market to facilitate management and business decisions*LI-MW1
• A university degree in Finance, Business or Economics
• Excellent communication skills in English and Mandarin essential
• Prior investment banking or management consulting experience preferred
• Sales and trading (fixed income e.g. credit, bonds, loans, structured products…etc., equities and derivatives) product knowledge a distinct advantage
• An analytical mindset
• Comfort in using Microsoft suite of software especially MS PowerPoint and MS Excel
• Strong initiative and ability to thrive in a fast-paced environment

Commerical Bank-senior Administrative Assistant Resume Examples & Samples

• Provide back up support for a senior executive, working closely with executive’s assistant
• Coordinate staff on boarding and off boarding, which includes requesting equipment setup and system access. Arrange new technology purchases, setup, and other requests for the team
• Provide general support including photocopying, booking meeting rooms, ordering supplies, etc
• Provide general office management such as new hire and contractor on boarding/termination checklist arrangements; space arrangements/real estate for the group; ordering supplies/equipment
• Management and maintenance of confidentiality of personal information
• Perform routine tasks such as those related to weekly staff meeting communications/dial-ins/room set up; weekly report collection/distribution; ad hoc group directory and org chart updating upon changes in group
• Handle regular activities without prompting, and advise in advance with issues or delays
• Provide regular status updates if work is outstanding
• Strong time management, sound judgment, good prioritizing, team player - Advanced ability to organize and manage own time
• Strong PC skills (proficient knowledge of MS Word, Excel, and PowerPoint)
• Superior oral and written communication skills - able to generate high quality emails and messages to individuals at all levels of the organization; proactive and polished manner
• Tact and good judgment in confidential situations and the ability to interact with senior management
• Enthusiastic, self-motivated, good common sense, effective under pressure, and flexible - Self starter with the ability to work in a high pressure environment
• Excellent organizational skills and the ability to effectively handle multiple priorities with a professional attitude
• Excellent problem solving and ability to think critically and outstanding oral and written communication skills
• Demonstrates sound judgment and discretion in handling confidentiality and sensitive topics
• Professional, refined profile with expertise in administrative or related functions; experience working for executives and proven ability to meet their expectations with accurate and efficient delivery
• Strong ownership, positive attitude and self-motivated - coupled with strong accountability for tasks
• Exceptional experience with: calendar management, time and expense management support, meeting coordination, meeting support planning
• Prefer minimum three years’ experience working in an administrative capacity
• Knowledge of the following systems: EURC, TEEMS, OTP, ePurchase, and Travel Express is a plus
• College degree is a plus
• Interact regularly with business units and regional Legal & Compliance Division to assist in managing legal and regulatory risk and protecting the Bank’s reputation and interests
• Understand and keep abreast of the market and regulatory changes and their risk impact on the Bank
• Work alongside Compliance colleagues to maintain regulatory relationships with the Bank’s regulators
• US/UK/HK/Singapore/Australia/PRC qualified lawyer
• Ideally 4-6 years of post-qualification experience preferably at a top tier international or PRC law firm, or a leading financial institution
• Excellent oral and written communication skills (including legal drafting) in English and Mandarin (Simplified Chinese)
• Presentable and proactive team player with flexibility and attention to detail

Bank Debt Specialist Resume Examples & Samples

• Maintain client bank debt portfolios in Wall Street Office, including processing daily trades and settlements and downloading credit activity
• Maintain bank debt security master records and book credit activity transactions in Advent Geneva
• Perform cash and position reconciliations
• Clear reconciliation breaks by investigating the trade, settlement and credit activity transactions, and security master set ups for accuracy
• Liaise with Wall Street Office support for data feed issues and inaccurate data as and when required
• Liaise with Wall Street Office to arrange for new loans to be tracked
• Liaise with account managers on all bank debt related issues as they impact the overall NAV
• Liaise with clients directly for all bank debt related queries, if required
• Provide HR services to MSBIC management and employees
• Monitor / respond to local regulatory requirements from Zhuhai / Beijing authorities
• Provide support on MSBIC HR, Nomination and Remuneration Committee matters
• Be the owner of HR processes for MSBIC including recruitment, performance management, compensation process and training coordination
• Manage MSBIC HR Risk issues
• Complete regular and ad-hoc, internal and external reporting requests
• Manage HR vendors *LI-MW1
• A university degree or above with a major in Human Resources Management preferred
• 8-10 years of HR work experience, prior HR experience in banking or management consulting desirable
• Excellent interpersonal and client servicing skills
• Results-oriented
• Fluency in English and Mandarin essential
• Efficient in using office software and applications

Securts Based Lndng Bank, Rjb Resume Examples & Samples

• Uses various reporting services to compile reports on clients
• Underwrites less complex/routine loans on a regular basis
• Interprets and evaluates financial information to determine credit worthiness, collateral value and makes decisions within lending limits
• Maintains a balanced and sound loan portfolio in conformance with established Bank policies, strategies and procedures
• Obtains loan approvals
• Monitors existing loans to ensure compliance with the terms of the loan and guidelines to Policy and takes corrective action on variances
• Attends broker/dealer conferences, branches and other events to promote and educate FA's regarding RJ Bank securities based lending products
• Principles, practices, concepts and procedures of securities based lending, banking and financial markets and products
• Interacting with Financial Advisors, clients and associates through the securities based lending process
• Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases
• Monitoring compliance on loan/collateral accounts
• Preparing routine credit approval reports with analysis emphasized on collateral value and financial position
• Verifying client compliance with terms of loan
• Build professional relationships
• Articulate reasons behind decisions
• Bachelor’s Degree in finance, accounting or business administration with a minimum of 2 years related experience

Asset Management, Bank Loans Specialist Resume Examples & Samples

• Settle bank loan trades in client portfolio that are executed by the portfolio manager/ trader
• Monitor and record all incoming cash flows generated by the loans held in client portfolio
• Maintain and update loan data attributes for loans held in client portfolio
• Bachelor's Degree in Accounting, Business Administration, Economics, or Finance
• General knowledge of Microsoft Suite with in depth knowledge of Excel
• Strong communications, interpersonal, and consultative skills

Bank Client Experience Agent Resume Examples & Samples

• High school diploma required
• 2+ years of customer service experience
• Bachelor’s degree strongly desired or the equivalent combination of education and experience
• 5+ years of client service and sales experience in a call center environment
• Customer Service: Must be service driven with an ability to dissect complex problems and create solutions that put the customer first
• Sales/Relationship Deepening: Must be able to provide product and service solutions in a consultative manner
• Communication: Exceptional listening skills, strong verbal and written/documentation skills, and the proven ability to communicate with and adapt to diverse individuals (internal and external to the company)
• Technology: Able to proficiently utilize all applications, systems, and financial planning tools including Microsoft Office, Seibel, and other customer relationship management tools
• Teamwork: Ability to closely partner with internal business partners and other key members of the organization. Strong negotiation skills with sound judgment and decision-making. Ability to influence others and operate flexibly. Consistently exemplifies cross-company collaboration and partnership. Values diverse and differing opinions. Ability to work independently when appropriate
• Driven: Ability to identify opportunities for personal and professional growth for self and team. Encourages continuous learning. Takes ownership and responsibility for work

Wholesale Bank Client On-boarding Resume Examples & Samples

• Individual must be results driven, have attention to detail, and skilled at diplomatically breaking down barriers and obstacles
• Focused on delivering a seamless and smooth "client experience" regardless of the complexity of the internal infrastructure, policies, procedures and systems
• Ability to successfully influence many different groups and individuals to deliver high quality and timely deliverables
• Ability to communicate effectively at all levels of the organization including front office individuals
• Strong sense of accountability and ownership over "Quality" and end-to-end best practices around the quality assurance process
• Excellent analytical, problem solving, and time management skills
• Adaptable, flexible and willing to work in a dynamic environment
• Comfortable leading and working with the team and individually to deliver results
• Experience with managing people including performance management process/year-end reviews
• Strong working experience with Microsoft Word, Excel and PowerPoint
• Significant KYC experience in wholesale financial services is required including an understanding of wholesale investment banking & treasury services infrastructure, applications, and businesses/products
• Significant prior experience/exposure to KYC/AML and Quality Assurance is required
• Bachelors Degree or equivalent preferred
• Manage day to day operations for the QA teams to ensure that the staff is reviewing the records timely and at a high quality level to ensure compliance with policy and regulatory requirements
• Provide coaching to the staff including having weekly one-to-one's, mid and annual year end reviews, etc
• Use the results of the quality metrics and QA review results to proactively assess areas for process improvements and make/propose changes as needed
• Facilitate regular updates with business and marketing with respect to their client KYC files and the quality thereof
• Help design and communicate necessary system changes to projects and technology
• Ensure the Client On-boarding teams teams, as part of quality review process, have collected and correctly updated and input the data into our system of Books and Records as appropriate
• Liaise with various groups including legal, compliance, credit and LOB operations to remove roadblocks impeding the On-boarding process while balancing the need for quality and regulatory and policy compliance
• Answering and responding to KYC inquiries
• Support your direct manager and the global QA team in fulfilling their assigned remit
• Provide KYC/AML Training for both front and support office as well as for the teams
• Attend meetings as the independent representative of KYC/CDD quality

Bank Branch Manager Resume Examples & Samples

• Bachelor’s degree, or equivalent work experience
• Three or more years of experience in a sales/retail or banking environment
• Minimum four years of management experience in banking or finance
• Thorough knowledge of the bank's products and services
• Strong background in sales and sales management practices

Morgan Stanley Bank-administrative Assistant Resume Examples & Samples

• Maintain executives’ calendar, schedule all meetings and conference calls, field e-mails and phone calls requesting meetings, handle meeting conflicts and prioritization issues
• Coordinate closing dinners, client outings
• Arrange all aspects of travel, keeping executives’ travel profile up-to-date, manage approvals for any travel, arrange flights, hotels, rental car and sedan service, currency exchange using agency and online services
• Prepare and submit all expense reports on a timely basis
• Prepare and submit all Vendor Invoices in a timely manner
• Type correspondence, memos and presentations, prepare presentation and meeting materials; copy, collate, bind
• Maintain filing system, correspondence, documents and personal files for Managers
• Navigate Firm’s resources, interface with various departments on behalf of executives to collect information, respond to requests, obtain services
• Open and distribute Managers’ mail, sort and prioritize; arrange messenger and overnight package services
• Provide backup support for colleagues during vacation/sick days, and assist their Managers as needed with phone coverage and other office needs
• Handle personal work as directed
• Must be an enthusiastic, positive team player who is willing to help out and who works well with colleagues
• Flexible to covering different groups
• Confidentiality a MUST

Bank Reconciliations Resume Examples & Samples

• Reconciliation bank statements
• Downloading bank statements
• Working with Payments, Bank Reconciliations Lead
• Liaised with other departments in the business
• Creating wire payments on IBB
• Ensure all bank statements are identified and reconciled
• 2-3 years experience in a similar role
• Oracle R11 or R12
• Microsoft Office

Agm-bank of Resume Examples & Samples

• Bachelor's Degree, MBA desired
• 10-12 years account management experience
• Experience in IT industry and in vertical industry preferred
• Experience in leading global teams
• P&L and risk management skills and experience required
• Provide daily responsiveness to locates and client communications
• Cover large number of execution based clients
• Develop reporting to monitor balances and profitability to ensure appropriate level of interaction
• Educate clients on rules of engagement, expectations
• Create general market content
• Analyze prospective portfolios and create pitch materials
• Distribution of team wide content to clients in an efficient manner

Americas One Bank Collaboration, VP Resume Examples & Samples

• Put clients at the center of what we do
• Offer our clients the full capabilities of the bank
• Act only in our clients’ best interests
• Develop long-term relationships with our clients
• Identify cross-selling opportunities
• Provide the platform to deliver cross-selling opportunities
• Serving as an change agent and influencer of the One Bank culture and working with key decision makers and Senior Management to push initiatives forward
• Support and drive the execution of new client management programs (focused on new business) across IB/PB and the implementation of new client initiatives
• Overall management and ownership of Americas One Bank program including all strategic initiatives, communications and events
• Timeline management, follow-ups, management briefings and decision making
• Managing events (FocusOn sessions, regular meetings, etc.)
• Managing communications (PB Newsletter, distributing white papers, etc.)
• Overall Financial and Strategic Analyses – work closely with One Bank Americas management to continually evaluate Collaboration performance and provide recommendations for program improvement. Craft presentations updating management on highlights of One Bank process. Conduct standard and ad-hoc analyses on topics including monthly performance, referral activity and progress vs. One Bank business plan

Move to Nantucket Today Immediate Hire for Senior Bank Branch Manager Resume Examples & Samples

• Plan, direct and manage all functions of the branch
• Be accountable for maximizing branch sales, customer satisfaction, branch staffing, revenues, and minimizing operating losses
• Deploy resources to optimize individual and team performance
• Responsible for branch compliance with bank policies, procedures, and operational integrity
• Develops and mentors staff for sales, service and operational proficiency through effective and consistent coaching efforts
• Prioritizes, manages, and communicates promotional campaigns and product initiatives
• Conducts calls on prospective small-business customers
• Maintains and develops relationships with existing consumer and small business customers
• Creates and manages to branch business plan
• Represent the bank in local community and business organizations
• Conducts performance reviews for staff

Student Dualer Studiengänge Bwl Bank Zentrale Resume Examples & Samples

• Assisting in engaging/ordering appraisals for US and European transactions (Asset Backed, Corporate, CMBS, Syndication, etc.) were an appraisal is required
• Assisting in reviewing appraisals that were ordered by warehouse lenders and table lenders for appropriateness and working with Front Office and/or the appraiser to resolve any concerns
• Preparing written review reports that conform with CS’s policies
• Providing support to senior appraisal services staff members
• Participating in or completing ad-hoc projects, reports, etc
• Solid attention to detail
• Exceptional time management and prioritization skills
• Self-motivated / self-starting
• Solid negotiation and inter-personal skills, especially influencing and personal impact
• Collaborating with senior business professionals in enhancing liquidity planning, liquidity stress testing, limit setting and asset/liability management
• Leading projects to investigate and improve the risk representation of the Bank’s liquidity risk, contingency funding plans, asset-liability management, and stress testing framework
• Preparing and presenting briefings to senior management on key risk issues
• Anti-Money Laundering (AML). Identify risk areas or conduct independent KYC compliance reviews and monitoring under management guidance. Be the key contact person with regulators regarding AML issues. Responsible for regular internal and external AML reports, coordinate on AML committee meetings and serve as Secretary for the AML Committees, etc
• Reports and Surveys. To act as a contact person for regulators' reports and surveys. Monitor and receive regulatory notices and new rules on daily basis. Summarize the regulatory requirements and follow up with the business on implementation
• Regulatory interaction. Support MSBIC Head of Compliance to manage relationships with regulators mainly in Zhuhai, such as CBRC, PBOC and SAFE, ensuring that communication with the regulators are open and constructive
• Regulatory inspection. Support MSBIC Head of Compliance in coordinating regulatory on-site inspection
• Compliance projects, surveillance and testing. Assist MSBIC Head of Compliance to perform such tasks
• Regulation communication to relevant stakeholders. Assist MSBIC Head of Compliance to communicate regulatory updates and development and provide teach-in as necessary.*LI-LT2
• A solid understanding of commercial banking regulatory and compliance requirements in China
• At least 5 years of relevant compliance experience in commercial banks with a substantial business presence in China
• Strong organizational skills and team spirit
• Effective written and oral communication skills in both English and Mandarin necessary
• Candidates with a personal motivation to move to Zhuhai a distinct advantage
• Candidates with more experience will be considered at Director (below VP) level

Director, Bank Deposits Modeling Resume Examples & Samples

• Partner with Alternative Funding and individual bank subsidiaries to develop econometric models for projecting the behavior of bank deposits under different macroeconomic conditions
• Design, prototype, and benchmark interest rates and FX market risk management models
• Acquire a deep understanding of the quantitative risk methodologies, and contribute to their continuous enhancement by developing, implementing, and documenting models
• Lead research projects designed to enhance the modeling framework, assisting in the development and subsequent deployment of model enhancements
• Lead quantitative modeling & validation activities for key GECC initiatives pertaining to rating models framework and model rationalization
• Provide insight in the evaluation of the latest developments in risk methodologies from academia, regulatory bodies, and industry
• Partner with Business units, other HQ functions and GE's GRC teams to provide analytical solutions and improvements to the suite of models used across E-Cap, R-Cap and Stress Tests
• Interact with business unit teams and HQ to provide expertise of quantitative methodologies, inputs and outputs for strategic portfolio management
• Master's degree or Ph.D. in a quantitative discipline (e.g. Mathematics, Statistics, Financial Risk Management, Engineering)
• Minimum of 5 years' experience in relevant Risk Management or Analytics roles
• Strong written and oral communication and presentation skills, with ability to write technical papers/documents
• Intermediate to advanced computer programming skills using statistical analysis/programming languages packages like SAS, R, S+ Matlab, C++, SQL, VBA
• Must submit your application for employment through www.gecareers.com to be considered
• Must be 18 years or older
• Knowledge of GE Capital products and business models
• Experience with statistical programming packages such as R, Matlab, Python etc
• Experience building econometric factor models and working with large data sets
• Knowledge of options pricing theory, understanding of risk management tools such as VaR and scenarios construction
• Experience leading large, complex project or initiatives from beginning to end
• Knowledge of internal controls and audit experience
• Strategic thinker – can create and execute concrete action plans
• External focus on emerging regulatory themes globally

Service Manager, Harris Bank Resume Examples & Samples

• Identifies customer needs and matches needs with appropriate product or service,utilizing opportunities to suggest or cross-sell other bank products and services
• Participates in all training relative to bank products and services
• Supports bank's community involvement and participates in community activities as required
• 5 years of teller or related work experience
• Bank Secrecy Act (BSA) experience
• Previous supervisory/management experience preferred
• Previous sales experience a plus
• Compliance training
• Risk and Compliance management experience (strong knowledge of all applicable regulations,audit standards
• Ability to foster teamwork,recognize and reward achievements,inspire trust and motivate others
• Ability to create an environment that promotes customer service internally and externally,and building lasting relationships thorough exceptional customer service

BSA / AML Manager Synchrony Bank Resume Examples & Samples

• Reporting to the Synchrony Bank BSA/AML/OFAC Officer, or his/her designee, this position will oversee the Retail Deposit BSA/AML program, including transaction monitoring, SAR filing, new account OFAC/watchlist screening, 314(a) name/entity searches of Retail Deposit accounts, CTR filing, monetary instruments/funds transfer recordkeeping, and quality control reviews, to ensure adherence to all applicable BSA/AML/OFAC laws and regulations
• Assist with establishing/maintaining policies, procedures, and job aids and provide guidance to the business to ensure adherence to BSA/AML/OFAC regulatory requirements
• Proactively identify areas for enhancement in the Retail Deposit BSA/AML program and associated operational processes
• Coordinate BSA/AML Retail Deposit program processes with RC/PSCC business unit processes; strive to achieve consistency where applicable
• Prepare and deliver required BSA/AML/OFAC-related metrics on a periodic basis to the BSA/AML/OFAC Officer, or his/her designee, for management reporting and the annual AML/OFAC Risk Assessment
• Manage BSA/AML/OFAC projects to remediate identified issues, implement new regulatory requirements, or respond to requests from the various governing regulators, internal audit or other internal testing teams
• Support Retail Deposit product strategies to achieve growth objectives giving full consideration to all BSA/AML requirements
• Other duties & functions as assigned
• Bachelors degree. In lieu of degree, 5 years of BSA/AML deposit product experience
• 5+ years of BSA/AML deposit product experience in a large depository financial institution
• Experience with bank policies, procedures and operations related to retail banking products
• Operations, Finance, Audit or Risk experience
• Experience in Financial Services
• ACAMS Certification
• Personnel management experience
• Demonstrated ability to manage and execute multiple demands, priorities, and projects
• Excellent written and oral communication, and collaboration and leadership skills
• Ability to understand business systems & processes
• Proven ability to influence management and initiate change
• Ability to work in a matrixed organization
• Team player in fast-paced, high-energy environment
• Experience with Microsoft Office (Excel, Word, Power Point and Access)
• Experience with implementations of FircoSoft and Actimize solutions preferred

Bank Debt Processing Manager Resume Examples & Samples

• Manage processing and application of trade events and loan activity
• Resolve position and cash breaks related to bank debt and other asset-backed securities
• Work closely with internal services partners to troubleshoot issues
• Supervise/oversee daily processing of onshore and offshore staff
• Represent team in interactions with a variety of clients
• Participate in testing of new/enhanced functionality
• Onboard new clients on behalf of bank debt processing team
• 5+ years bank debt or fund administration experience
• Advent Geneva experience a plus
• Proficient in hedge fund operations and technologies a plus
• Strong business acumen and the ability to build partnerships with operational associates
• Good communication skills, attention to detail and client focused orientation
• Ability to thrive in a rapidly evolving environment
• Proven ability to forge strong relationships with clients, internal departments and partnerships with key vendors

Wlo-commerical Bank Resume Examples & Samples

• Good Analytical skills and eye for details
• Strong problem solving skill and Decision making skill
• Strong interpersonal skills and customer service skill
• PeopleSoft literate with knowledge of MS Excel, Word, PowerPoint, Outlook & Lotus Notes
• Ability to work under pressure and high volumes
• Minimum of .5 -3 years of banking experience including operations, compliance and/or customer service
• Bachelors Degree strongly preferred
• Excellent attention to detail/reading comprehension skills
• Able to work well in a fast-paced environment
• Independent, self-motivated and a team player
• Able to indentify and communicate opportunities for process improvement
• Proficient with Microsoft Office Applications including: Excel, Word, Outlook and PowerPoint
• Due to the Time Sensitive nature of processing legal documents all candidates must be willing to work frequent and considerable overtime based on caseload volume
• General knowledge of wholesale banking products, services and processes
• Proven ability to communicate effectively in both verbal and written form; must also present information in a concise and effective manner
• Minimum of 1-3 years of banking experience including operations, compliance and/or customer service
• Ensure all the findings with in the SLA are been completed the same day
• Keeping track of the open items and taking appropriate action within the deadlines provided
• Ensure that the standard operating procedures are adhered to and are always updated
• Taking active participation in process improvement and automation
• Update the MIS/KPI on a daily, weekly or monthly basis
• Ensure adherence to the quality control standards that have been set for the process
• Escalates issues as required to the management

TCF Bank Hiring Event Resume Examples & Samples

• Health, life, and disability insurance
• Employee stock purchase plan with 401(k) company match
• Paid time off
• Personal development opportunities
• Tuition Reimbursement
• Discounted bus pass

Bank Signatory Management Manager Resume Examples & Samples

• Act as the Global lead for Bank Signatory Management managing teams in Tampa and Budapest with oversight and accountability for the BSM processes, controls and system enhancements
• Enhance and implement firm-wide controls and processes to minimize risks relating to signing authorities on bank accounts throughout the Citi network of third party and affiliate banks
• Oversee the collation and maintenance of bank account signing authority documents internally and from the agent bank network to populate the central repository (ABACUS/BSM system). Phase 1 firm owned/operated bank cash accounts. Phase 2 Bank securities accounts
• Lead system and process development to ensure robust controls are implemented
• Ensure best practices are adhered to through reviewing and updating signing authority documents to a common standard in a timely manner
• Implement an internal manager attestation process and develop a secure distribution/confirmation processes with the agent banks
• Manage/develop exception processes to maintain completeness of Citi’s bank account signing authority inventory
• Lead and/or contribute to team projects
• Develop and maintain tools to track and report progress on BNM/BSM projects
• The ideal candidate should have a BA/BS
• Ten years+ experience in the international financial services industry
• Experienced Team/People Manager (including remote locations)
• Strong knowledge of Operations, products and process
• Experience of working in a control function
• Experience working on large scale complex projects
• Bank Network Management experience preferred
• Dealing with third parties such as banks or service providers is an advantage
• Control and risk focus with attention to detail
• Analytical thinker with the ability to understand business requirements and creatively develop technical solutions
• Working knowledge of MS Office including Access and Excel
• Good knowledge of databases and PowerPoint

Branch Ops-change The Bank Team Resume Examples & Samples

• Project Management
• Project planning and control
• Governance / stakeholder management
• Financial management and Return on Investment (cost / benefit tracking)
• Status Tracking and Reporting
• Issue and Risk Management analysis
• Develop an understanding of current working practices in the line
• Lead detailed analysis with line staff, wider Ops groups and Business units to formulate and consolidate business requirements
• Document business processes
• Document screens and screen flows
• Document business rules and reference data requirements
• Liaise with Operations and Business Unit to ensure that business requirements have been correctly understood and documented
• Liaise with IT colleagues to ensure that business requirements are clearly understood
• Become a key contact for IT colleagues to assist on query resolution during system design and build
• Produce and distribute minutes of analysis meetings
• Remain current with all other areas of analysis across the Change program
• Prepare test strategy and approach
• Oversee/carry out documentation of test scripts
• Oversee/carry out test execution
• Provide progress reporting through effective and meaningful metrics
• Co-ordinate and provide training for test users during UAT
• Plan, test and control deployment and verification process
• Produce user manuals and reference materials, as required
• Produce training materials and participate in the delivery of training, as required
• Input to production support of the deployed process/system, as required
• Business Analyst with a strong track record developing functional knowledge
• Strong proponent of project management discipline principle
• Driven by a role which has changing priorities and objectives
• Strong team player
• Degree educated or equivalent
• A good understanding of investment banks and Operations
• Demonstrated Project / Software Delivery Management skills including issue and risk management, planning and control
• Demonstrated problem solving and business analysis skills, i.e. the ability to structure an approach to work through and solve complex and ill-defined problems and issues
• Ability to interact effectively with all levels of the organization
• Ability to conduct themselves effectively with senior management
• Ability to work well under time constraints and with multiple projects
• Advanced MS Office skills, including MS Project/ MS Powerpoint
• Some travel may be required
• Experience in consulting or other project management roles
• People and team management experience

Bank Protection & Investigations Specialist Resume Examples & Samples

• Partners with store managers and associates to prevent and reduce operational loss. Assists with coordination of security needs of locations throughout the bank in responding to security related inquiries from associates
• Conducts investigations including internal fraud, customer account fraud, identity theft and elder abuse. Researches, gathers facts and writes investigative reports
• Consults with Legal Department and Compliance for interpretation of federal and state laws and regulations related to banking and fraud
• Interacts with all levels of law enforcement and government agencies, process loss documentation and digital evidence as required. Files Suspicious Activity Reports for cases meeting criteria established by FinCEN. Maintains and updates case management database
• Applies bank policy, banking regulations and the UCC for loss charge-off decisions and recovery efforts. Demonstrates compliance with all bank regulations for assigned job function and as applied to designated job responsibilities. Completes all required training
• Monitors system reports for high risk accounts and internal fraud
• Collaborates with business units throughout the bank and provides data related to losses. Interacts with senior and executive management concerning matters related to security, fraud and loss prevention. Works with business units to develop fraud prevention training
• Recommends changes in policies and procedures according to loss trends detected throughout the bank. Assists in the development of departmental procedures and regularly contributes suggestions for greater efficiency. Keeps up-to-date on regulation changes
• Actively learns, demonstrates, and fosters the Umpqua corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. Embraces our vision to become “The World’s Greatest Bank.”
• Bachelor's degree or equivalent prior experience or training in audit, back-room operations, or accounting/bookkeeping or store operations
• 0-1 years of experience. Previous experience in a bank environment preferred
• Has knowledge of commonly-used concepts, practices, and procedures within security and loss prevention field. Relies on instructions and pre-established guidelines to perform the functions of the job
• Familiarity with Navigator, Director, Excel, Microsoft Word and Access
• Demonstrates strong written and communication skills
• Ability to multitask and prioritize
• Willingness to be a continual learner

GS Bank, Treasury, VP Resume Examples & Samples

• Asset-liability and interest rate risk management analysis
• Develop liability strategy and participate in liability raising activities
• Size and manage the Bank’s liquidity pool; monitor liquidity risks relating to the bank’s business activities, including trading, financing, and operational activities
• Develop financial models and analyses to support and evaluate strategic initiatives, business plans and stress testing
• Monitor emerging regulatory trends in treasury-related matters; interpret and respond to new regulations that have an impact on liquidity, funding and/or capital
• Prepare analysis for executive, management committee and board meetings
• Knowledge of treasury, general finance principles, commercial banking industry and ALM structure/funding models of the US banking sector
• Minimum of 7 years’ experience within a treasury function at a commercial bank
• College degree + Master’s degree in Finance, Accounting or Business
• Strong analytical, quantitative, and technical abilities; ability to analyze, evaluate and form independent judgments
• Excellent written presentation and verbal communication skills
• Strong organizational and multi-tasking skills essential
• Ability to work on multiple projects with a high attention to detail, versatility and flexibility
• Ability to interact with and build relationships with people from different departments and levels of seniority
• Self-starter with good commercial perspective

Bank Secrecy Act Resume Examples & Samples

• Complete the required FinCEN form (e.g. form 110) by utilizing banking systems to investigate and research all transaction information to ensure BSA/AML and Bank requirements are met
• Investigate cash transactions and complete Suspicious Incident Reports (SIRs) and Suspicious Activity Reports (SARs) in adherence to FinCEN SAR guidelines when suspicious activity is detected
• Monitor and research client transactions and account activity to ensure that BB&T remains in compliance with the BSA/AML regulations and Bank requirements regarding the sale of monetary instruments to banking and non-banking clients and affiliates
• Participate in all internal and external BSA/AML enterprise-wide audits and examinations, while ensuring no violations of law or repeat findings from previous audits or examinations occur
• Provide direction to the Community Bank and any BB&T affiliate by assisting with research and problem resolution regarding the exemption criteria and process, possible FinCEN reporting violations and the sale of monetary instruments to bank and non-bank clients
• Responsible for process improvements, documentation and merger/conversion activities in support of BSA/AML laws and regulations
• Bachelor's degree in business or related field or equivalent education and related training
• One or more years of banking or financial industry experience
• Thorough working knowledge of CTR solutions (such as Comply CT), mainframe applications, and case management systems
• Working knowledge of the BSA/AML regulations, including, but not limited to, currency transaction reporting, money laundering and terrorist financing detection
• Proven analytical and problem solving skills; ability to use logic, reason and sound judgment; ability to make sound decisions with limited supervision
• Strong verbal and written communication skills; ability to influence others without direct authority
• Strong work prioritization and time management skills
• Results driven and goal oriented
• Ability to work in a high stress, fast paced, and rapidly changing environment, with time-critical situations
• Ability to learn all internal applications necessary to perform the requirements of this position
• Must speak fluent English
• Drafting and negotiating ISDA Master Agreements, Credit Support Annexes, account control agreements and other ancillary documents
• Handling client negotiations and any related projects to ensure timely execution and completion
• Liaising with internal stakeholders in Credit, Risk Management, Legal and Sales
• Understanding and adhering to established procedures
• Communicating with clients and external counsel
• Have excellent interpersonal and communication skills (written and verbal)
• Be highly organized, detail-oriented and thorough
• Have a demonstrated ability to meet deadlines while handling multiple matters
• Have a demonstrated ability to work collaboratively on group projects and independently on individual assignments
• Have strong analytical and problem-solving skills
• Be mature and professional
• Be comfortable working in an open-floor working environment
• Experience in the financial industry, a law firm or other relevant area preferred
• Knowledge of ISDA and CSA preferred but not required
• To promote the culture and practice of compliance with the letter and spirit of regulatory requirements and ethical standards in the conduct of business, and to ensure the branch’s practice in compliance with those local and central requirements and standards
• To ensure that the Branch operate in accordance with (a) all regulatory requirements and (b) all Group standards of conduct, so as to protect and enhance the reputation of the bank with its regulators and avoid significant financial loss
• To provide support to MSBIC Head of Compliance and Bank Management to ensure that they establish and monitor appropriate arrangements for meeting regulatory obligations and high standards of conduct in their businesses, in accordance with Group compliance standards
• To provide compliance advisory to Business Units in a focused and consistent manner and in accordance with Group standards
• To assist MSBIC Head of Compliance to enhance the Group’s relationship with its central regulators as well as local regulators, so as to maximize the benefit to the Bank flowing from those relationships
• To acting as a contact person for regulators’ requirement and survey as well as on-site inspections, and to make sure all the reports and surveys in BJ branches are timely submitted
• To provide a pro-active support on regulatory problems arising from alleged or actual breaches of regulatory requirements and/or ethical standards, where there is a material risk to the reputation of the bank or its relationship with its regulators, so as to avoid/minimize reputational damage
• To provide necessary compliance training and AML training to branch people
• Others as the case may be
• Qualified professional with minimum 3 to 4 years working experience in financial areas
• Thorough knowledge of banking and other laws and regulations in China
• Strong analytical and monitoring skills
• Strong network with central and local regulatory bodies will be an advantage
• Good judgment enabling the provision of sound advice in difficult areas of compliance
• An inquisitive approach to practices, procedures and specific transactions
• Independence and robustness
• Personal authority, integrity and ethics

Bank Reconciliations Specialist Resume Examples & Samples

• SAP experience
• Proficient in Microsoft Office products, particularly Excel
• Comfortable handling a high volume of requests
• Prior experience in Real Estate
• Assist in coordinating, planning and executing all systems-related activities to ensure that BB&T Corporation remains in compliance with all applicable Bank Secrecy Act/Anti-Money Laundering (BSA/AML) laws and regulations
• Lead the coordination and preparation of data and activities required for regulatory examinations, and internal audits/tests
• Lead the implementation of system functionality, alerts, reports, etc., designed to support any new policies and procedures as they relate to BSA/AML regulations
• Manage the development and documentation of end-user requirements that can be translated into programming specifications. Serve as a liaison to the BB&T Information Technology (IT) department and solution vendors. Collaborate, consult and negotiate with vendors in the course of enhancing or developing technical solutions to comply with ongoing and future requirements
• Assist the BSA/AML Support Manager to arrange and facilitate departmental duties related to system implementations, testing and reporting for BSA/AML Management. Manage departmental responsibilities for all approved minor and major projects. This includes, but is not limited to, managing the preparation of test data and verification of test results in conjunction with LOB users and departmental IT support, and compiling, analyzing, preparing, and reporting business related statistics and metrics to the BSA/AML Support Manager or other managers as required
• Coordinate quality control reviews related to departmental processes supported by BSA/AML Support
• Ensure appropriate access and privileges are assigned to BSA/AML personnel by managing all internal control processes regarding the systems and applications managed and owned by their respective areas
• Provide value to the Community Bank and any BB&T affiliate regarding BSA/AML solutions by assisting with research, development, and problem resolution by representing BSA/AML Management during meetings or consultations with said entities
• Monitor and interpret industry trends related to BSA/AML software applications/vendor services. Notify the BSA/AML Support Manager of any needed adjustments to the BSA/AML procedures and strategies, if necessary
• Coordinate the completion of the BSA/AML Information Security Risk Assessment to include remediation of any issues resulting from the assessment
• Attend BSA/AML training to stay abreast of the BSA/AML laws and regulations
• Assist with the training and guidance of new associates as they are hired or transfer into the BSA/AML Support department
• Manage project budgets while optimizing service and cost to the business unit
• Bachelor's degree in business administration, management information systems or related field or comparable education and related training
• Three or more years of project or initiative related experience preferably in the financial industry
• Proven ability to use sound judgment when proposing solutions to management and/or making decisions with limited/minimal supervision
• Strong verbal and written communication skills; ability to communicate effectively with Senior Leadership, line of business department heads and external entities (e.g. federal examiners )
• Strong work prioritization and time management skills; strong planning and coordination skills
• Ability to provide constructive feedback through leadership, motivation and persuasion; ability to influence others without direct authority
• Thorough working knowledge of information technology and operational methodologies and practices such as project management and problem management processes
• Thorough working knowledge of case management systems, user administration and third party reporting applications
• Thorough knowledge of user acceptance testing including planning, development and execution of test cases
• Ability to work in a high stress, fast paced and rapidly changing environment, with time-critical situations
• Ability to complete accurate and detailed work within established Bank and regulatory defined timelines

GS Bank Resume Examples & Samples

• Facilitate management’s assessment of the design and operational effectiveness of internal controls over financial reporting and regulatory compliance
• Assist in performing in-depth reviews of key regulatory compliance areas to identify control enhancement opportunities. Analysis would include documenting process flows, identifying risks and key controls and identify control gaps and areas for improvement
• Assist in the development, enhancement and management of the internal controls self-assessment process
• Support senior team members in testing and verification efforts of key controls
• Participate in ongoing convergence efforts with other firm risk and control disciplines (e.g., S404, Internal Audit, Operational Risk, etc.) work with key project managers throughout the business and supporting areas to identify risks and required controls
• Ensure remediation projects are properly tracked and reported to Bank management
• Perform project management role for across variety of RCAP initiatives
• Draft presentations to Senior Management; coordinate meetings to facilitate status updates
• Candidate typically should possess a minimum of 1-3 years of experience in financial services industry role
• Risk management or auditing experience a significant plus
• Experience in business process management and process modeling tools a plus
• Must be highly motivated and possess strong analytical, verbal and written communication skills
• Ability to establish strong working relationships with clients and management
• Ability to manage multiple assignments and work collaboratively in a team environment

FRO / Treasury / AVP / EU Bank Resume Examples & Samples

• Lead a team of 5 individuals and end to end process and stakeholder management
• Reporting Current liquidity and accrual position through the production of the daily Gap Analysis Report
• Calculation of liquidity and accrual ratios to allow management to monitor changes in structural liquidity
• Also responsible for producing cash flow and various other ad-hoc regulatory reporting
• Supporting Functional Projects related to CRDIV / Basel III implementation
• Liaise with members of Risk Reporting/Risk Management, Finance, and Treasury to establish reporting requirements and develop the tools, analysis and reporting necessary to proactively identify and manage risk with respect to portfolios and products, and continuously update the reporting process to reflect the current business structure
• Responsible for participating in the production of existing as well as playing a lead role in the development of new Regulatory reporting requirements
• Participate with members of the various disciplines to identify ways to streamline and automate process flows in order to create more accurate and timely results, as well as improving efficiency
• Involvement in testing, Project documentation and understanding regulatory guidelines
• Team management and talent development/ retention
• Must possess strong knowledge of business and balance sheet composition
• Risk Management, Financial Control, Audit, Operations, Team Management etc
• Excellent interpersonal and leadership skills
• Strong written and verbal communication skills with good articulation
• Treasury experience in an Investment Bank is a plus

Senior Manager RBC IS Bank & Europe IS Performance Management Resume Examples & Samples

• 8-10 years experience in financial services including previous experience in a financial report production role
• Accounting/Finance designation or equivalent working experience
• Process driven/focused on meeting timelines and deliverables
• Strong knowledge of Microsoft Office suite of applications, particularly Excel
• Ability to work with cross-functional teams and with all levels of staff
• Previous experience working in a matrix environment
• Resolve customer related issues promptly using knowledge of bank services, products and processes
• Supports bank’s community involvement and participates in community activities as required
• Identifies risks associated with regulatory compliance, overdraft authority and bank secrecy act
• Adheres to all bank policies, directives and procedures
• Fosters a team approach ensuring audit requirements are achieved
• Conducts ongoing robbery training with staff
• Disseminates all fraud related alerts and conducts training with staff to reduce fraud losses
• Understands systems functionality and ensures transactions are input appropriately; responds to system messages to evaluate risk associated with transaction and accountable for granting overrides
• Ensures all necessary documentation is completed for all transactions
• Ensures all security measures are followed
• Provide Human Resource Management for all service representative jobs including PPA’s, Developmental Plan/Training, Goal Setting and Corrective Action
• Coordinates daily work routines and assigning duties for Service Representative staff
• Lead the Service Representative Team meetings, including Daily Huddles
• High School education or equivalent
• College or other courses related to retail banking preferred
• Bank Secrecy Act experience
• Previous Supervisory/Management experience preferred
• Personal Banking products/services, commercial deposit products
• Communication Skills
• Must be able to disseminate valuable information in a timely manner and have the ability to decipher and react to urgent requests, when appropriate
• Ability to give direction, set limits, and hold pople accountable for high performance
• Ability to manage difficult conversations with employees and give positive feedback and motivation
• Ability to assess risk in order to mitigate loss to the branch and organization
• Ability to adapt in a rapidly changing environment
• Ability to foster teamwork, recognize and reward achievements inspire trust and motivate others
• Ability to create an environment that promotes customer service internally and externally, and building lasting relationships through exceptional customer service
• Ability to take responsibility to team performance and development

Director, Global Institutional Bank Resume Examples & Samples

• Extensive Natural Resources sector knowledge in the O&G and Mining and Metals sub-sectors
• Proven transaction origination ability
• Significant debt markets experience gained in a commercial bank, investment bank or similar
• Demonstrated ability to execute corporate and project finance transactions
• Working knowledge of trade finance, risk management, debt capital market, project finance, transactional banking and wealth management products
• Experience leading deal teams and due diligence processes for debt transactions
• Review and evaluate real estate and other financing proposals
• Analyze financials, including evaluating projections and modeling returns
• Conduct due diligence on developers, budgets / cash flows, zoning, environmental, and market potential
• Structure investments with multiple financing sources from public, private, and not-for-profit sectors
• Review legal documentation and coordinate with other internal and external groups to execute transactions
• Complete a range of portfolio management duties, which includes monitoring development
• Minimum of 2 years of full time work experience in real estate or finance
• Strong combination of analytical, financial modeling, organizational and interpersonal skills
• Demonstrated interest in UIG’s mission and investment strategy
• Ability to interact and build relationships with people from different backgrounds
• Ability to manage multiple projects
• Strong commercial bank operation and risk control knowledge, especially in deposit, cash management/settlement area
• Strong local regulation and commercial bank product knowledge (deposit, remittance, settlement)
• Good communication skill and experience in engaging with local regulators
• Strong people leader with 3 years or more team management experience
• Fluent in Chinese and English

China Corporat Bank Transactor Resume Examples & Samples

• Strong credit and risk management background
• Willing to collaborate with various constituents, including coverage and product bankers, risk management, and external counsel to structure credit transactions
• Be highly proactive and will have large ownership over various transactions and projects
• Strong financial statement analysis / modeling skills
• Excellent client skills
• Fluent spoken & written English
• Great people skills with good communication and well-organized
• Open minded with creative thinking
• Mandarin speaker is preferred

Mbd-merchant Bank Regional Resume Examples & Samples

• Perform general tasks including, but not limited to, faxing, copying, archiving, filing
• Effectively manage a high volume of phone calls. Place, receive, screen and route calls as needed. Take detailed and accurate messages
• Coordinate meetings and conference calls, maintain banker calendars and contacts
• Coordinate travel including flights, car, hotel reservations and cash advances and prepare itineraries
• Process travel and entertainment expense reports timely and accurately; ensures compliance with expense guidelines
• Interact with colleagues in a professional and effective manner
• Foster a team-oriented environment provides support and shares responsibility with other member of the phone team
• Other ad hoc projects and duties as requested
• High attention to detail and strong technical skills
• 7 + years of experience

Bank Portfolio Manager Resume Examples & Samples

• Supporting the definition, planning and execution of our Bank roadmap
• Ensuring the Bankwide view, from the customer need to the IT solution, covering all segments and all products
• Pro-actively steering the roadmap and underlying portfolio of programs and projects towards strategic fit, delivering milestones and benefits, including dependency and risk management
• Analyze current portfolio delivery performance, identify improvements opportunities and offer solutions
• Make sure the various stakeholders involved are engaged and committed to deliver
• Guarantee the quality and sustainability of deliverables
• Supporting and give guidance to Value chains on all aspects of planning and execution of the Bank roadmap
• 3+ years’ financial services/securities industry experience in loan operations
• Knowledge of syndicated bank loans and credit markets
• Work experience with loan administration or loan servicing
• Familiar with Microsoft Excel
• Team-player
• Experience with bank loan administration systems and loan research tools
• Understanding of relational databases

Change The Bank Projects Director Resume Examples & Samples

• A skilled Business Analyst with a strong track record developing functional knowledge
• A strong proponent of project management discipline principle
• Motivated and excited by a role with changing priorities and objectives
• A good team player

Bank Contact Center Manager Resume Examples & Samples

• Coach an exceptional Call Center Team by identifying areas of strength and opportunities for improvement with a focus on relationship deepening, empowerment, engagement, and education
• Cultivate a deep understanding of the customer and work tirelessly to identify new opportunities to serve our customer’s needs and improve our experience
• Put the customer first and lead creative and holistic thinking across the product organization to improve the experience
• Function as glue for the team by providing support from the bottom up, deliver constructive criticisms, recognize and reinforce personal and professional accomplishments, and encourage ownership and a sense of responsibility
• Monitor the customer experience and interactions across the Contact Center
• Ensure legal and compliance adherence, and provide constructive feedback for continuous improvement
• Identify learning opportunities for team and self for personal and career growth
• Communicate regularly with leadership team key metrics and propose solutions for improvement of weaknesses
• 5+ years of related experience
• Working knowledge of Reg CC, Reg E and the Bank Secrecy Act
• 5+ years of management experience in a call center environment
• Customer Service: Must be service driven with an ability to dissect complex problems and create solutions that put the customer first. Must be passionate about empowering others and going the extra mile for both the internal team and our customers. Able to understand the needs of others
• Sales/Relationship Deepening: Must be able to develop and coach agents to be industry leaders in providing product and service solutions in a consultative manner
• Communication: Exceptional listening skills, strong verbal and written/documentation skills, and the proven ability to communicate with and adapt to diverse individuals (internal and external to the company). Strong presentation, facilitation, and interpersonal skills. Creates a positive environment by fostering open and honest communication
• Leadership: Leads by example by upholding TIAA Direct core values of client commitment, excellence, integrity and respect. Strategic thinker, with the ability to embrace and lead change. Ability to influence and empower others and operate flexibly. Consistently exemplifies cross-company collaboration and partnership. Eager to teach and develop others. Ability to recognize talents and or developmental needs. Conceives, proposes and implements initiatives designed enhance customer and employee experience
• Technology: Able to proficiently utilize all applications, systems, and financial planning tools including Microsoft Office, Seibel, and other customer relationship management tools. Experience with metrics and reporting findings to management
• ©2015 Teachers Insurance and Annuity Association of America-College Retirement Equities Fund (TIAA-CREF), 730 Third Avenue, New York, NY 10017 C23921

Citi Commerical Bank-intern Resume Examples & Samples

• Create algorithms and implement big data analytics to generate insights and correlations in the current selling process
• Generate customer pitch books(in Mandarin and English), fulfill requests and resolve queries from relationship managers
• Automate the manual workflows currently being used in the project to improve overall efficiency
• Interact and coordinate with external and internal data and technology vendors/teams
• Assist in project implementation and sales team trainings to onboard the teams to the platform
• Identify new opportunities and ideas to continuously enhance the platform
• Bachelor's/Master's/MBA in Computer Science, Information Technology, Finance, Accounting, Business or any related areas
• Excellent communication (written/verbal) skills both in English and Mandarin
• Solid PowerPoint and Excel skills
• Understanding of volatility, correlation and standard deviation and experienced in software development and coding
• Good understanding of financial modelling and analysis highly preferred
• Self-starter who can take initiative and is highly motivated
• Able to work minimum 3 days a week

Director, Service Management, Bank Solutions Resume Examples & Samples

• Define and execute an effective client engagement model that aligns with the Bank Solutions Account Executive engagement model
• Define, Communicate and execute an escalation plan for the overall client relationship that includes the VP of Account Management, The Director of Service Management (this position), BU Leaders, Key Execs and leaders from relevant functional areas
• Oversee the collaboration of the SM team and their role in account planning and relationship building activities
• Proactively assess and development plans to address/optimize areas to improve efficiency and effectiveness in terms of how we support our clients
• Provide guidance, direction and coaching to the service management team that encourages building stronger, broader and deeper relationships across a client organization
• Collaborate with the Account Executive teams to optimize an environment that promotes growth opportunities – Cross sell and Theme 2
• Collaborate with other BU’s service management leaders to ensure we have common goals and operating methodologies and to ensure consistency and a comprehensive approach to how we manage the day to day operational aspects of our client relationships
• Develop and execute a plan that gathers key data points from clients that will be used to track the value Fiserv delivers
• Develop and implement a plan to improve client satisfaction
• Track and monitor key benchmarks
• Five or more years of leadership experience
• Five or more years’ experience in customer service
• Ten or more years’ experience in the financial services industry
• Process optimization
• Customer Service and Conflict Management skills
• Ability to identify needs, formulate a plan, and execute plan through resolution
• Solid administrative skills, such as planning, organizing, and time management
• Ability to travel; holds a valid driver’s license and is able to travel via an airplane
• Strong written/verbal communication skills
• Knowledge of Fiserv systems
• Project Management Certification

AMP Bank Change Manager Resume Examples & Samples

• 5+ years' experience in Change / Release management in a large, complex environments
• Proven track record of interacting with executive & senior management and all levels across the business
• Exceptional interpersonal, communication, negotiation and facilitation skills
• Sound understanding and knowledge of financial services and life insurance industry and business operations
• Experience in business transformation highly desirable
• Experience in leading and managing resources

Hrps Team Lead-global Consumer Bank Resume Examples & Samples

• Lead and manage a team of 10+ GCB HR Generalists in the HRPS organization
• Manage daily escalations and provide support/guidance to team members
• Act a primary point of contact for designated HR Advisors on various matters related to HR processes, procedures and practices
• Manage the daily execution of HR activities in support of HR Advisors and line managers, including talent planning, compensation, performance management, employee engagement, providing consultation, guidance, and coaching to HRGs and managers in Employee Relations matters; understanding of employment policies and practices
• Partner closely with HR specialist groups: Compensation, Diversity, Employment Law, Employee Relations, HR Control and Compliance, Learning and Development, Recruiting and Talent
• Apply tactical in-depth technical expertise and influencing skills in resolving highly variable, confidential, sensitive and complex employee issues with urgency, while ensuring consistent interpretation and application of employment policy and practices in a high volume, fast paced, time sensitive environment
• Coach/motivate staff in their performance and support their career development
• Complete metrics to track performance/productivity and analyze trends for making recommendations to improve processes and drive consistency across the HRPS
• Manage special projects as assigned
• Minimum of 8 years of HR Generalist and/or Employee Relations experience and 3 years of management experience
• Strong technical knowledge of all HR functions (including employment policies and practices, staffing, reporting tools, compensation & benefits, employee relations)
• Citi experience or financial services experience a plus
• Demonstrated communication, feedback and coaching skills; ability to effectively communicate with and influence all levels of management and across all functional areas
• Demonstrated ability to effectively apply HR practices to diverse business situations
• Experience working with remote locations highly desirable
• Proven people manager and leadership skills inspiring trust, influencing others and promoting collaboration
• BS/BA degree preferred

Run The Bank Lead-wealth Management Resume Examples & Samples

• Manage the entire RTB process
• Oversee the production support functions for multiple applications
• Assure production assurance processes are in sequence and documented accordingly
• Take ownership of releases - Work with Change / Release / Deployment and operational team in planning and coordinating the release deployment activities
• Strong experience in managing Core Banking applications - mainly in Asset Management / Private Wealth Management applications
• Strong experience and understanding of Level 1 / Level 2 / Level 3 production management process
• Considerable experience in software release management activities, production support lifecycle, and change management process
• Should possess ITIL V8 Foundation certification
• Experience in Unix file systems, and shell / batch scripting
• Experience in Oracle PL/SQL queries

GS Bank Deposits Resume Examples & Samples

• Minimum - Bachelor’s Degree
• At least 8 years of prior experience in bank compliance, surveillance, audit or other control function
• Proactive in identifying risks and proposing creative solutions
• Demonstrate ability to appropriately exercise judgment and decision-making in a collaborative consensus-driven environment
• Excellent written/verbal communication skills
• Ability to handle multiple tasks simultaneously and work under tight deadlines
• Highly motivated, reliable, and accountability
• Good team player - one who is able to prioritize in a fast moving, constantly changing environment
• Ability to work with a range of senior managers, peers and junior colleagues and build smooth working relationships
• Strong project management, analytical, and functional skills
• Strong analytical and problem-solving skills with the ability to exercise sound and balanced judgment
• Partners with store managers, associates and various business lines of the bank to prevent and reduce operational losses
• Conducts investigations to identify internal fraud, customer account fraud transactions, identity theft, and elder abuse. Writes Investigative Reports based on investigation analysis and findings
• Analyzes customer accounts for opportunities for future loss and fraud prevention
• Identifies areas that need increased security procedures or software to protect customer accounts
• Researches and reports on advanced security options
• Applies bank policy, banking regulations, and the UCC for loss charge-off decisions and recovery efforts
• Consults with Legal Department and Compliance for interpretation of federal and state laws, and regulations related to banking and fraud
• Interacts with senior and executive management concerning matters related to security, fraud and loss prevention
• Interacts with all levels of law enforcement and government agencies, provides loss documentation and digital evidence as requested
• Files reports for cases meeting criteria established by FinCEN
• Reviews system reports for high-risk accounts and internal fraud
• Collaborates with business units throughout the bank and provides data related to losses
• Recommends changes in policies and procedures according to loss trends detected throughout the bank
• Works with Cultural Enhancement and Community Banking to develop fraud prevention training
• Maintains and updates Case Management Database
• Coordinates security needs with appropriate vendors for locations throughout the bank and responds to security-related inquiries from associates
• Assists in the continued development of departmental procedures and regularly contributes suggestions for greater security efficiency and effectiveness

GS Bank, GS Bank , Administrative Assistant Resume Examples & Samples

• Manages extensive calendar organizing and planning
• Assists in support of GS Bank USA events and set-up for meetings
• Takes on ad hoc projects while maintaining workflow
• Participates in general administrative duties (copying, filing, faxing, ordering supplies, etc.)
• Team player that works well with other admins and junior members of the Bank management
• Handles pressure well and maintains a positive attitude
• High level of organizational skills and follow-through
• Strong proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)

Cib-hfs-bank Loans Resume Examples & Samples

• Bank Loan Servicing
• Thorough knowledge of the Bank Debt asset class, including Primary and Secondary market trading; some exposure to loan closing is a plus
• Knowledge of Advent Geneva is strongly preferred; exposure to Wall Street Office, ClearPar, Bloomberg is a plus
• Superior interpersonal skills

Bank Trainee Resume Examples & Samples

• Conducting comprehensive financial analysis on companies of diverse industries and sizes
• Working with seasoned commercial bankers to conduct comprehensive financial analysis for commercial loan requests ranging from $250K to $50 Million by researching key underwriting criteria including loan structure, cash flow, collateral competition and industry considerations
• Participating in on-site meetings with CFO's and CEO's of the Midwest leading companies
• Self-starters with strong professional presence and proven leadership skills
• Excellent analytical skills utilizing financial and accounting principles
• A desire to work in a results-oriented, multi-tasking environment
• Strong communication and interpersonal skills capable of building relationships with people from all socioeconomic backgrounds
• Ability to work in a fast-paced, team-oriented environment
• Previous sales experience (retail, banking, etc.) a plus

GS Bank, Online Deposits Resume Examples & Samples

• Analyze the online user experience and call center user experience to develop data output that will improve the overall user experience, and gather data for reporting and analysis
• Stitch together the customer experience through data and metrics across customer lifecycle to identify opportunities to improve the customer experience, drive marketing efficiency and untapped growth potential
• Implement and maintain tags for tools and measurement systems across both advertising and website
• Analyze the performance of marketing programs and experiments, with the goal of quickly identifying opportunities and refining experiments to continually optimize acquisition cost and deposit growth
• Collaborate with Acquisition, Pricing and Portfolio team members to design measurement approaches to upcoming tests, and implement designed measurement methodology
• Develop and maintain a collaborative relationship with the technology team, with the goal of identifying, prioritizing, and implementing reporting, data modeling and portfolio priorities within a rapid growing on-line deposit banking environment
• Lead marketing performance reporting and analytics
• 5+ years of big data management and modeling experience
• Experience with multiple marketing analytic technologies, including: web analytics, multivariate testing and optimization, and tag management systems
• Proficient use of SPSS, R, SQL, Tableau, Excel (Macros, Pivot table, VBA), Access, PowerPoint
• MBA degree in Statistics
• Statistical modeling/data mining
• Logistic regression, multiple linear regression
• Cluster analysis, financial valuation
• Risk simulation
• Strong problem-solving and project management skills
• Ability to balance strategic focus with tactical implementation/execution
• Ability to effectively manage complex and/or multiple projects to completion on time and on budget
• Ability to quickly adapt to changes in the environment and prioritize accordingly
• Strong sense of urgency and attention to detail

TD Bank Open House Resume Examples & Samples

• Create a legendary customer experience at every interaction and look for ways to contribute to the ongoing improvement of the overall branch customer experience
• Complete financial transactions such as deposits, withdrawals, bill payments and/or other account transactions for customers in an accurate and efficient manner
• Ensure the customer area is professional and inviting in appearance
• Ensure customer problems are handled appropriately, escalating issues when necessary
• Proactively demonstrate lobby leadership in the customer lounge, help & advice area and in self serve areas of the branch with the goal to deliver an enhanced customer experience and create a positive “First Impression’” by greeting and engaging customers in a range of sales, service and informational conversations
• Assist in coordinating, planning, and executing all systems-related activities to ensure BB&T Corporation remains in compliance with all applicable Bank Secrecy Act (BSA)/Anti-Money Laundering (AML) laws and regulations
• Participate in the coordination and preparation of data and activities required for regulatory examinations and internal audits/tests
• Aid in the implementation of system functionality, alerts, reports, etc., designed to support any new policies and procedures as they relate to BSA/AML regulations
• Participate in the development and documentation of end-user requirements that can be translated into programming specifications
• Participate in departmental responsibilities for all approved minor and major projects. This includes, but is not limited to, assisting with the preparation of test data and verification of test results in conjunction with line of business (LOB) users and departmental IT support, and assisting with compiling, analyzing, preparing, and reporting business related statistics and metrics to the BSA/AML Support Manager or other managers as required
• Maintain an awareness of current and future industry trends and BSA/AML regulations. Discuss with the BSA/AML Support Manager possible adjustments to the BSA/AML procedures and strategies if necessary
• Assist with the completion of the BSA/AML Information Security Risk Assessment to include remediation of any issues resulting from the assessment
• Assist with process improvements, documentation and merger/conversion activities in support of BSA/AML laws and regulations
• Maintain an awareness of project budgets while optimizing service and cost to the business unit
• **INFORMATION SECURITY EXPERIENCE HIGHLY PREFERRED****

Macquarie Bank Limited Resume Examples & Samples

• Managing together with another part-time Office Manager / Executive Assistant all office related aspects, including supporting staff, IT, purchasing and event management
• Providing general administrative support to executives, including assisting with PowerPoint presentations, organising internal and external meetings and preparing printed material for meetings
• Booking international and domestic travel, including organising visas as required
• Completion of AMEX and Cash expense claims and processing invoices
• Ordering of office supplies and materials
• Answering the telephone and dealing with all calls professionally
• Completing basic HR tasks such as maintaining Attendance Register
• Manage contracts and suppliers relating to the Zurich office
• Regular interaction with assistants (internal and external companies) including coordinating conference calls with international offices and managing different time zones
• Client and inter-departmental liaison
• Demonstrate a proactive approach with the ability to fully understand the nature of the business and priorities within the team
• Have the ability to work with various personality types
• Have advanced skills in MS Word, PowerPoint and Outlook
• Be extremely organized, flexible and excellent attention to detail
• Have the ability to work well under pressure, manage workload, conflicting priorities and deadlines effectively
• Have the ability to solve problems and demonstrate initiative
• Be resourceful and have the ability to work independently as well as within a team
• Thrive in a dynamic business where accuracy, hard work and flexibility are imperative
• Have excellent verbal and written communication skills in English and German
• Have the ability to exercise appropriate judgment and discretion, especially when handling confidential information

GS Bank-digital Consumer Lending Resume Examples & Samples

• Responsible for front end user interface design. Work in complex, cross functional teams with strong influence, communication and ability to incorporate the contributions, objectives and constraints of all into a highly user experience centric function
• Define user experience priorities, design goals and frameworks supporting a digital oriented multi-channel approach
• Create information architecture and wireframes that both meet business goals and ensure a positive user experience
• Provide both analytical and creative ideas to a design engagement
• Conduct high-fidelity usability tests, creating test plans, applying contextual inquiry techniques; analyze and present findings
• Ensure that designs deliver an appropriate balance of optimizing business objectives & user engagement
• 2-8 years of experience as an Interaction Designer or UX Designer
• Expertise in user-centered design process and principles
• Practical understanding (including the capabilities and limitations) of the latest technologies used to build rich user experiences
• Experience developing & gathering user feedback on rapid prototypes
• Experience operating with Agile teams

Commerical Bank Middle Market & Specialized Industries Resume Examples & Samples

• Manage a national team of market managers — leading total team of 150+ — providing leadership, coaching and development on all aspects needed to achieve successful performance including partner management and customer retention
• Work with MMBSI leadership to formulate and execute market strategy for Treasury Services,
• Oversees Treasury Services budget, sales goals and P&L for MMBSI segment,
• Monitor staff performance, provides appropriate coaching, recognition and feedback
• Oversee the development of actionable relationship plans for select clients
• Manage, guide and coach development of client proposals/presentations
• Monitor performance of team members on a frequent basis
• Build collaborative internal relationships--with Coverage Leadership, Bankers, other internal partners
• Participates in partner meetings and communicates key Treasury Management messages in a timely and accurate manner
• Engages in a disciplined marketing process and quality call activities. Manages customer expectations by communicating upfront timelines and deliverables. As needed, partners with the client to ensure a successful implementation of TS products. (applies to “in market” team leads)
• Protects the firm by applying sound risk management protocols and adhering to regulatory requirements
• Takes ownership of escalated MMBSI TS segment client issues and leverages the appropriate resources to champion results
• Lead national team of Group Market Managers and Treasury Sales Officers in assigned region to deliver on business growth objectives
• Recruit, train, lead, coach, and motivate field sales managers
• Cultivate larger prospect relationships that are regional/national in scope
• Develop regional/district strategies to drive key metrics growth
• Develop, monitor and analyze performance metrics to evaluate national and regional effectiveness relative to key metric performance and goals
• Implement strategies and tactics to improve performance, efficiency and partner service
• Plan and direct market managers’ and field sales managers’ daily activities
• Demonstrate exceptional leadership, follow-up and project management skills
• Lead/execute special projects and assignments as required
• Strong controllership skills including managing expense budget to plan and adherence to process policies and procedures
• Bachelors Degree, MBA or Masters in Finance or related field
• 10+ years experience in Treasury Services, Financial Services or related business experience
• 10+ years of management experience
• Experience in managing geographically distributed team, and managing managers
• Sales management in an outside business to business sales environment with a documented track record of success / top performance
• Strong coaching, motivation and leadership skills; ability to network, recruit, train, develop and promote field sales managers
• Ability to develop, drive and articulate strategy and vision for the team and lead a sales force

Deustche Bank Wealth Management Resume Examples & Samples

• The candidate will be exposed to products across multiple asset classes (equities, rates, credit, hybrids, commodities, FX) and will require a strong understanding of financial products and their associated risks as well as major industry pricing models and discounting methodologies
• The candidate will be given an opportunity to advise the business on appropriate model usage, development and related projects, with a strong focus on improving operational processes to help mitigate operational risk. Furthermore, the candidate will spend time with both business and support partners to enhance the effectiveness of the existing control environment and improve the transparency and granularity of Risk and PnL
• The individual will be involved in various regulatory projects as well, insofar as process changes and reorganization is required to comply by them
• Some experience in programming linked to VBA
• Ability to work in a cross-geography team
• Fixed income client financing
• Borrowing / lending securities
• Managing / hedging derivative XVA
• Developing strategies and platforms for central clearing
• Self starter that can work well independently
• Ability to work effectively across business and functional groups to build working relationships
• Excellent analytical, oral and written communication skills in English
• Solid working knowledge of securities lending, secured funding and repo markets
• Knowledge of Morgan Stanley systems and infrastructure

Large Bank-service Manager Resume Examples & Samples

• Timely and accurate implementation of client projects
• Enhanced client relationships / client retention
• Meet or exceed targeted goal of client satisfaction
• Enterprise Problem prevention and resolution
• The Service Manager has enterprise wide accountability for ensuring quality delivery of products and services for their assigned clients
• Provides oversight, proactive planning and is aligned closely with Fiserv conversions, implementations, development, product management and client services
• Work closely with the Account Executive in Account Planning
• Develops and manages operational and technical relationships through in-person visits and phone calls to help carry out their account plan
• Acts as the primary point of contact for issue resolution and escalation
• Ensures metrics are met or exceeded; drives Client satisfaction through gathering and disseminating feedback to drive performance improvements
• Tasked with understanding their client’s environment to ensure full utilization of our solutions for maximum benefit
• Provides various levels of reporting on accomplishments and in-process activities
• Analyze Client Surveys with the Account Executive to identify areas for improvement and development of action plans
• The above statements are intended only to describe the general nature of the job, and should not be construed as an all-inclusive list of position responsibilities
• Five or more years’ experience in the banking (or related) industry
• Project Management experience
• Strong PC skills, particularly with MS Office applications
• Ability to travel
• Seasoned individual who can manage complex accounts (interaction with specialized areas involving a large number of client contacts, oversight of the implementation and support of sophisticated solution sets, dynamic relationships, communication around technical and vast infrastructure, use of project governance, etc.)
• Requires management and leadership skills with the ability to operate at an executive and tactical level using both sophisticated written and verbal communication skills
• Ability to simultaneously manage complex situations
• Ability to deal with high stress situations
• Requires an in-depth knowledge of Fiserv BUs, resources, process, etc

GS Bank, Contact Center Resume Examples & Samples

• Employ principles and techniques as defined in the quality audit criteria, and develop and implement quality assurance standards, processes, and controls
• Collect and analyze data from each audit/monitor activity and assist contact center teams with development and implementation of appropriate corrective action plans, training tips, and team communication to improve overall quality results
• Conduct/participate in calibration session to ensure proper scoring across team members
• Evaluate findings and make appropriate recommendation to the Training department for improvements for New Hire training based on defects identified in monitoring results
• High School Diploma or GED / Associates or Bachelors degree preferred
• Minimum of 3 years of customer service and/or sales experience (or equivalent military experience)
• Perform statistically driven credit underwriting and risk analyses using a variety of analytical techniques and data sources for the development of digital lending across accept/ decline, pricing and term optimization
• Analyze credit bureau data to identify and derive attributes for credit risk decision
• Build and optimize existing customer management strategies to improve customer level profitability
• Determine optimal decision process in terms of validation of income and ability to pay to drive improved credit performance with least incremental friction for customers
• Partner with marketing, finance and operations teams to ensure appropriate execution of credit policy requirements
• Analyze and evaluate potential vendors/data providers for incremental value in credit management strategies in a continuous improvement environment
• Keep up to date with applicable regulations and compliance requirements with possible interactions with internal and external regulators
• Develop analytical reports and presentations for senior management, executive committees and regulatory exams
• 2+ years of experience in the job offered or in a quantitative research position for analyst and 5+ years of experience for associates
• Master’s degree (U.S. or equivalent) in Mathematics, Statistics, Economics, Engineering or a related field
• Prior work experience must include
• Building, improving, or analyzing risk management strategies in a digital consumer or small business lending context
• Utilizing knowledge of U.S. credit bureau data, Risk Scorecards and ability to pay quantification
• Utilizing SAS, R, Python (or similar) for statistical modeling and analyzing time-series data
• Using advanced Microsoft Office skills, specifically Excel (including creation of pivot tables, logic functions, data tables and regression analysis), PowerPoint and Word
• Visualizing complex data analyses and communicating to a wide variety of audiences, including senior leadership
• Developing comprehensive risk management reports using SQL or a similar database query language for extracting data from large datasets
• Managing several projects simultaneously and driving end-to-end project delivery
• Experience developing policy and procedures documentation for credit risk strategy execution
• Develop and automate quality control process to ensure intended execution of credit strategies
• Design, build and implement best in class credit decision infrastructure for digital banking products for top global financial firm
• Identify multitudes of data sources and build processing capability to retain highest degree of information value for credit modelling and strategy development
• Build capability to process hundreds of attributes to run optimization algorithms with complex constraints to determine underwriting decision, loan amount and pricing
• Collaborate with marketing, analytics, decision science, operation and technology to build a seamless credit decision framework over customer lifecycle that covers targeting, underwriting and servicing of loans
• 8+ years of experience working for a financial services company in risk management and other quantitative function
• Building, improving, or analyzing risk management in a digital consumer or small business lending context
• Expert knowledge of U.S. credit bureau data and Risk Scorecards building infrastructure
• Utilizing SAS, R, Python (or similar) for advanced statistical analysis for strategy development
• Hands on experience on credit policy implementation using end to end decision engine and loan origination systems
• Deep understanding of available technology, products and pain points of credit decision execution

KBC Bank Kilkenny Hub Manager Resume Examples & Samples

• Responsible for the overall leadership and performance of the Hubs from sales, service, governance, profitability and team
• Achieve specific sales targets and KPI's as agreed with the Retail Hub and Head of Retail Hub Network
• Set clear customer acquisition and cross-sales targets that are consistent with best practice and benchmarked against high-performing hubs
• Develop and implement forensic sales measurement and reporting that provides critical insights regarding sales performance, and ensuring performance issues are identified and appropriately addressed in a timely way
• Accountable for ensuring the Hub Governance & Controls are robust and implemented consistently
• Contribute, participate and engage with network strategy and change
• Deliver superior Customer Experience through assertive leadership, coaching, guidance and staff motivation in line with championing my kind of service "delivering on mystery shopping goals"
• Responsible for leading and developing a high performing team ensuring consistently high levels of capability and engagement
• Maximise the capability of the sales team and lead the implementation of the 'Great Sales Week' through the provision of daily, weekly, 1:1 coaching, performance reviews, training and ongoing mentoring and feedback to individual team members and to also ensure that capability, confidence, consistent high performance is achieved
• Manage PDP and team development
• Own the hub operating procedures and controls ensuring compliance with same
• Lead & contribute to the implementation of local marketing plan in order to develop the Hub Franchise ensuring maximum local market awareness and reputation / local embedness -'Face of KBC in local market', while also building strong relationships with local businesses, DPB and business associations through proactive networking and relationship management
• Relationship manage key workplace banking relationships to drive customer acquisition & x-sales
• Lead on Hub change initiatives and share best practice with colleagues
• Escalation point for customer complaints
• Contribute as an active member of the broader Retail Distribution Management Team and by taking an active role in various Retail Banking projects as they arise
• Point of contact for Hub comms, Retails Ops and other
• The successful candidate will typically have 7-10 years' experience within a similar environment
• QFA qualifiedand committed to further continuous development
• Proven track record in leading and developing high performance teams
• Leveraging emerging technologies to drive new and innovative ways of engaging with and selling to customers
• Developing and implementing integrated sales performance standards and reporting systems
• Strong communication skills with an ability to deal with all levels in a confident and professional manner
• End-to-end process improvement
• Planning, capacity management and budgeting
• Effective campaign management and planning
• The commensurate work experience associated with operating at a senior level
• Results focused and the ability to perform to meet stretch targets

Bank Administrative Assistant Resume Examples & Samples

• Four to five years of experience in administrative and support staff activities
• Advanced administrative, secretarial and clerical skills
• Excellent verbal and written communication and grammatical skills

Bank RCA Manager Resume Examples & Samples

• Ten or more years of experience in an applicable risk management environment (External Audit, SOX program)
• Applicable certifications (CPA)
• Preferred certifications (CISA, CIA)
• Internal Audit experience
• Financial Services experience
• EGRC/Archer experience
• Advanced knowledge of applicable laws, regulations, financial services, and regulatory trends that impact Finance Business Line
• Advanced knowledge of the business line’s operations, products/services, systems, and associated risks/controls
• Thorough knowledge of Risk/Compliance/Audit competencies
• Strong leadership and management skills of processes, projects and people
• Hands on analytical experience and performance measurement with digital channels such as Web, SEM, SEO, E-mail, Affiliates, Paid Ads, Social Media
• Experience with
• Programmatic Buying
• Personalization
• A/B Testing
• Funnel conversion optimization
• Data driven media Attribution and media mix modelling
• Creative mindset to ideate & test concepts to optimize online and offline audience experience and maximize user engagement for each digital channel
• Work with Marketing on design of experiments and lead analytical testing agenda like pricing, targeting segmentation
• Work with Data science team on testing and researching new data sources to enable personalization and business growth
• Big Data Predictive Modelling Experience preferred combining impression/cookie level digital data with other traditional data sources in a Big Data /Hadoop environment
• Perform analysis to measure and enhance channel and campaign effectiveness for all digital channels
• Skillset: Digital Analytics, Statistics
• Toolset: R, Tableau, Site Catalyst (Adobe Analytics), Adobe Target, Adobe Audience Manager

Director Bank Head of Projects Resume Examples & Samples

• Manage and support a team of Project Managers accountable for ensuring project deliverables are brought in on time, within budget and quality targets
• Responsible for ensuring the production (through PMs and Project coordinators) of all required project management documentation such as – detailed project plans, work plans, product delivery schedules, project estimates, conversion schedules, resource plans, status reports and financials
• Timely and efficient deployment of business solutions with adherence to Global & Div SDLC, PMF and PMO standards
• Support the utilization of Shared Services functions to ensure the successful delivery of projects and initiatives; develop a Service oriented team and culture
• Ensure adherence to change and release management standards
• Adheres to corporate project governance standards
• Responsible for leading the project team including developing, motivating, coaching, advising and managing
• Provide input into and manage the Bank Project Team Work Area and Portfolio budgets
• Effectively communicate with project sponsor(s) and key stakeholders helping manage obstacles for the team and PMs as necessary
• Liaison between project team, project sponsor and business
• Adhere to Global Information Risk Management policies and standards
• Manage vendor(s) within defined contract parameters
• Ensure adherence to quality standards
• Ongoing management of project schedules, resources, and related financials
• Facilitate the identification and resolution of project issues
• Manage project related risks
• Lead geographically and culturally diverse cross-functional teams
• Staff engagement and satisfaction
• Change management including People change management and building a culture resilient to change
• 5+ years of demonstrated successful Information Systems Project Delivery experience as a Project Manager
• 8-10+ years of progressive experience in an Enterprise scale business applications IS environment
• 5+ years of people management experience
• Experience in a bank environment desirable but not necessary
• Mastery of application solutions delivery, techniques, and systems development methodologies with specific expertise and passion for business application development and relationship management (SDLC is primarily used today but we are evolving to an agile/hybrid environment – experience with both methodologies would be an asset)
• Demonstrated financial skills to establish controls, track resource/costs and facilitate business case development
• Demonstrated planning, influencing, negotiating, and conflict management skills
• Strong organization, communication and problem solving skills
• Demonstrated experience managing the complexities of integrating new technologies and influencing individuals across businesses to achieve objectives
• Excellent communication and presentation skills with the ability to provide updates to all levels
• Comfortable working in a Matrix based organization
• PMP Certification or equivalent would be an asset

Manager, Bank Reconciliations Resume Examples & Samples

• B.Com or an equivalent bachelor’s degree from a recognised university, preferably in finance and accounting. A Master’s degree would be an added advantage
• At least 5 years of relevant experience in reconciliations function, preferably with existing knowledge of the FCA’s client money rules. Overall experience of 6-8 years required
• Strong accounting capability and an ability to interpret reconciliations
• Experience in managing medium to large teams
• Excellent communication skills with the ability to communicate effectively with teams and individuals in other areas and geographical locations
• Effective Time Management
• Performance Handling
• Networking / collaboration
• Strong Interpersonal and stakeholder management skills
• Highly motivated individual with a fair degree of flexibility

Bank Reconciliations Team Assistant Resume Examples & Samples

• Reconciling bank accounts
• Key support role is to assist bank reconciliation team with all sort of queries from bank and business units
• Co-ordinate, reconcile and manage in the daily, weekly and monthly tasks within the bank reconciliation team and meeting deadlines
• Produce and send report to various business units / divisions
• Carry out any other ad-hoc duties
• Prepare daily and monthly account reconciliations
• Review and updating daily payments and receipts on Axiom cashbook
• Daily investigation of any unmatched transactions
• Notifying other departments of any missing payments/receipts/returned payments
• Ensuring that bank transactions are cleared on a daily basis
• Update any queries from SAP
• Posting of various journals on SAP
• Deal with queries from the business units
• Deal and update query from offshore team
• Month end reviews including pay reconciliation
• Updating and review the cash flow spreadsheet on monthly basis
• Review various adjustments to daily receipts template and cash flows
• Liaise with the bank in regards to any query regarding bank reconciliation
• Deal with new acquisition
• Carry out ad-hoc duties
• Understanding of basic Double Entry accounting principles
• Experience in posting journals
• Ability to logically analyse
• Intermediate experience with MS Excel and MS Outlook

RJ Bank-consumer Lending Admin Asst Resume Examples & Samples

• Performs a wide variety of document processing assignments, including entering data and drafting, editing, revising, and print correspondence, reports and other materials
• Scans and reviews documents
• Sorts, screens and distributes incoming and outgoing mail and drafts or prepares responses to routine inquiries
• Establishes, maintains, processes and updates files, records and other documents
• Makes travel and lodging arrangements, either directly or through an internal travel group
• Operates standard office equipment and uses required software applications
• Basic principles of banking and finance and securities industry operations
• Greeting and directing visitors
• Responds to inquiries concerning activities and operations of assigned functional area
• Preparing responses to routine inquiries
• Establishing and maintaining files, records and other documents
• Making travel and lodging arrangements
• Read, comprehend and apply business related information
• High School diploma with a minimum of one (1) year of general administrative support experience required

Cell Bank Specialist Resume Examples & Samples

• Generate cell banking batch record and ensure proper execution
• Manage master and working cell banks testing, characterization and release
• Author and review cell bank-related protocols/reports, technical reports, SOPs
• Support cell bank-related activities (stability program, shipping, storage…)
• Support Analytical Sciences activities (data review, sample testing, method development)
• Attend conferences, present at internal/external meetings
• Assess risk and margin requirements on new cleared trades
• Devise and execute optimization strategies via clearing house switches, backloading and other strategies
• Provide trading desks across various asset classes (credit, commodities, equities, FX, and rates) with daily initial margin commentary
• Evaluate risk and margin model requirements / deficiencies of existing and upcoming CCP connections
• Engage with the CCPs as the Morgan Stanley point of contact for structuring new products across the product spectrum (Equities, Fixed Income, and Commodities)
• Partner with other groups to prepare for the implementation of and optimization around uncleared margin rules
• Strong technical abilities to understand margin and risk management methodologies
• Structuring skills additive given the scope of the products the group covers as well as the increasing expansion of products to be cleared
• Top class undergraduate degree or equivalent from a leading university
• Strong verbal and written skills
• A curious, creative mind
• Demonstrable passion for the financial markets
• Proven team player

GS Bank-gs Bank-administrative Assistant Resume Examples & Samples

• Coordinates complex, senior-level internal and external meetings and conference calls
• Handles a high volume of phone calls and interacts with senior business leaders in a professional and effective manner
• Coordinates travel arrangements and prepares/submits expense reports
• Team player that works well with other admins and junior members of the Bank management team
• Strong attention to detail and ability to multi-task
• Demonstrates high degree of integrity and professionalism
• Demonstrates dependability and sense of urgency about getting results
• Prefer 3+ years of experience

Director, Client Management, Bank Solutions Resume Examples & Samples

• Client renewals and retention
• Cross-sale revenue generation
• Meet or exceed the targeted goal for customer satisfaction
• Coach, monitor and develop staff to improve performance and/or enhance capabilities
• Ensure systems and processes are operating efficiently
• Produce accurate and timely administrative reports and well developed account plans
• Maximize client retention by actively assisting client partners with retention efforts, evaluating and escalating retention issues internally when necessary, evaluating client survey results and working closely with them to develop action plans to improve satisfaction as needed
• Ensure client satisfaction through the principles of service excellence. This includes working closely with clients, escalating critical satisfaction issues, coordinating strategic meetings and exposure at regional and national meetings
• Analyze the business needs and requirements of the client base and understand how Fiserv products can meet those needs
• Support the integrated sales program by cross-selling other Fiserv products and services to meet client needs and business objectives
• Maintain training and support structures to aide client partners in their selling and service efforts and develop their ability to discuss business and industry issues with the client, ensuring a strong partnership
• Manage the contract negotiation process to obtain acceptable revenue and profit growth
• Establish close relationships and alliances with the largest and most complex current and prospective clients
• Maintain a leading-edge consultative capability in the industry
• Provide commentary and insights to various industry trade groups
• Attend trade meetings and maintain Fiserv visibility at those functions
• Understand company and department objectives, translating goals into clear workgroup and individual performance plans and monitoring the plans to ensure steady progress toward the targeted goals; Recognize business risks and trends that will impact the goals and make necessary adjustments to plans and resources to accommodate changing demands
• Enhance departmental products and services by establishing metrics, analyzing processes, utilizing customer feedback and implementing best practices to ensure high-quality deliverables that are on time and within budget
• Monitor departmental budgets, using reporting tools as a way to improve operating efficiency, reduce costs, or improve service and quality. Provide management with timely and accurate reports or other information necessary to track progress towards goals
• Understand customer needs and allocate resources to address the needs, following through on any issues to ensure resolutions meet customer expectations
• Build strong, diverse teams with capabilities to effectively handle department responsibilities, collaborating with other internal resources as necessary; encourage employees to share knowledge and learn from each other
• Conduct timely individual, staff, and team meetings to communicate procedural changes, company, group, and business unit updates, project status information, goals, objectives, and performance expectations
• Meet regularly with individual staff members to review progress toward each one’s operational performance work plan (OPW)
• Establish behavioral, developmental, and results metrics and coach for performance excellence; Provide timely and effective recognition; Resolve problems as they arise and effectively administer corrective action when necessary; Identify and support developmental opportunities to encourage employee learning and growth
• Prepare and conduct effective annual performance appraisals
• 8-10 years’ experience in financial services
• 4-5 years’ management or supervisory experience
• Prior experience managing a strategic client partner or account executive team
• Experience and training in managing a staff of professionals, including staff development and performance measurements
• An in-depth knowledge of banking business and operations
• Excellent human relations skills are essential, including verbal and written communications skills and group presentations
• Must be skilled and experienced in contract negotiations, and be able to train/coach staff on those techniques
• Must be knowledgeable about data processing contracts and legal impact of contracts
• Must have good understanding of service pricing in order to ensure profitable pricing of services to Fiserv clients
• Pursuit of higher education; MBA desirable
• Producing quarterly and ad-hoc user access listings
• Reviewing new entries (additions, modifications, removals) made to the request log and ensure that the user roles, groups, and/or permissions match those on the user listing or that any users removed from the application are no longer on the user listing
• Reviewing the generic and service accounts on the user listing for each application and compare to the approved Generic and Service account documentation
• Working directly with application and system managers to verify continued user access
• Modifying and track user access changes as required
• Documenting the reviews and compile required documentation for Internal Control Record (ICR) reviews

Manager, Biospecimen Bank Resume Examples & Samples

• Storage and retrieval of biological specimens
• Maintain excellent customer relations
• Serve as a resource for information on the proper containment of biological materials
• Database maintenance of caTissue and Freezerworksfor freezer inventory
• CAMS online alarm system implementation
• Generate invoices via iLab
• Manage the operating budget. Annual financial analysis to maximize cost recovery, and to identify strategies for increasing revenue and controlling costs
• Audit procedures and records to ensure compliance with SOPs, policies and regulations
• Work closely with the Office of Environmental Health and Safety to ensure adherence to biosafety policies and procedures
• Maintain paperwork for shipping infectious/hazardous/dangerous goods
• Website maintenance
• Schedule and supervise installation, repair and maintenance of facility freezers
• Respond during off hours in the event of equipment failure
• Strong leadership and superb interpersonal skills
• Excellent organizational skills and the ability to multi-task
• Familiarity with ultracold freezers and liquid nitrogen handling
• Experience with budget preparation
• Four to five years of experience in administrative and support staff activities within a large, dynamic, corporate setting, supporting leaders
• Ability to exercise discretion due to accessing and handling sensitive information
• Ability to anticipate needs and use independent judgment given limited availability of senior managers

Branch Manager Nmls-bank Centre Branch Resume Examples & Samples

• Three or more years of management experience in banking or finance
• Strong analytical skills necessary to evaluate credit requests, prepare budgets and determine trends in a given marketplace
• Demonstrated ability to work within and develop a team environment
• Proven commitment to quality customer service
• Ability to proactively solicit new business
• Thorough knowledge of regulatory, policy and compliance issues
• Ability to resolve complex problems with minimal guidance
• Thorough knowledge of human resources issues, including performance management and progressive discipline
• Coordinate activities for assigned projects, including communication to all affected parties of timing, scope, objectives, approach, and deliverables
• Audit activity includes assessments of the clients BSA / AML compliance implementation
• Communicate progress and results of projects throughout the engagement to client and firm management
• Develop value added recommendations to deal with issues identified during assigned tasks and draft reports to formally communicate the results
• Travel required to San Francisco
• Assist with the modelling and documentation for deposit models, Contingency Funding Plan models
• Support regulatory liquidity requirements including the impact of Contingency Funding Plan, the Net Stable Funding Ratio (NSFR) and Liquidity Coverage Ratio and 5G Reporting
• Work with Corporate Strats, Liquidity Risk Department, Model Risk Management, IT and other teams on model analysis, testing, documentation, validation and other governance process
• Support analysis and reporting of liquidity and funding metrics for senior management
• Support processes related to regulatory deliverables, examinations and inquiries
• Financial modeling, stress testing and scenario analysis
• 0-3 years experience
• Excellent academic background, preferably an advanced degree in a quantitative discipline or equivalent
• Proficient at creating and managing complex, financial/quantitative models
• Experience with programming language and database skills. Ability to handle and analyze large data sets. Proficiency in Excel essential
• Strong, analytical problem solving skills
• Other scientific, statistical or mathematical experience and training is an advantage
• Previous experience in Corporate Treasury, Liquidity, Funding or Risk management role in an investment bank, commercial bank or consulting firm is an advantage

Bank Resume Examples & Samples

• Developing your network base with outside referral sources and current customer base
• Presenting and selling products and solutions to merchant prospects
• Following up with customers to provide warm connections to service and support channels
• Working with current customers to provide enhanced products and services which benefit them
• Calling on partner bank-generated sales leads
• Maintaining and establishing relationships with assigned bank partners
• Completing any required paperwork and e-signed applications for new customers
• Referring any products/services deeded by customer back to appropriate bank partners
• 2+ years of sales experience in the financial services industry

Bank Partnerships Manager Resume Examples & Samples

• Responsible for sales pitch work, prospecting pipeline management, financial analysis, running diligence processes for all investors and prospects in the financial institutions group
• Candidate must have the ability to manage multiple processes at once, and exhibit creative problem solving to help build unique solutions for investor problems
• Candidate must be ready to interact with investors of all levels (analyst to C-suite) directly on a daily basis
• 3-5 years of experience; work in the financial services industry in investment banking, strategy, corporate development or consulting is preferred, but not required
• Strong knowledge of excel and power point
• Demonstrated understanding of basic financial accounting and analysis
• Efficient and organized time management skills

Work Stream Head-bank of West Resume Examples & Samples

• Direct managing a team of 9-10 people; setting up the team, responsible for the career and personal development of the team
• Participate in complex functional examination processes consisting of assessment of risk and exposure associated with bank activities in the areas of control examination remit
• Reporting to various stakeholders (Group Finance, Regional Finance, Local Management, CFOs) on a monthly basis
• Participate in Finance Projects linked to accounting and accounting controls
• Responsible for migration of any new role, that is planned by the BNPP management
• Banking Industry (mandatory)
• Accounting Function (mandatory)
• Financial Accounting and Controls function in banking industry OR
• Able to do multitasking and work under pressure
• CA Mandatory or equivalent (CPA/ CFA)
• Experience in SOX, CCAR & Liquidity reporting
• Analytical and Critical thinking
• Enjoys a fast paced environment

Bank Secrecy Act Specialist Resume Examples & Samples

• High school education or equivalent
• Two or more years’ experience in retail branch, corporate operations, or similar Know-Your-Customer (KYC) or CIP position, or 0-2 years’ experience with four-year degree
• Knowledge of concepts, practices and compliance techniques for the financial services industry and knowledge or familiarity with Bank Secrecy Act is preferred
• Exposure to or knowledge of various regulatory agencies

Consumer Bank & Wealth Management Regional Director for New Jersey Resume Examples & Samples

• Drive the integration of deposits and investments regionally, lead and build belief in the branch model and achieve key, financial metrics including YOY revenue and profit growth, NNM, deepening, client acquisition and expense management
• Think broadly to define customer experience model and lead regional execution to deliver on customer expectations
• Build strategies (client service model, client segmentation strategy), product solutions, etc and find opportunities to deepen and grow customer relationships (affluent and other segments)
• Create a culture of risk and control that acts with appropriate understanding and urgency; ultimate responsibility to safeguard our customers and business
• FINRA Series 7, 9/10 (or equivalent) and 66 (or equivalent) required within 90 days in seat, in addition to meeting FINRA continuing education requirements
• 10+ years proven experience coaching and managing multiple layers of management and employees in the organization
• Proven ability to source and attract internal and external talent by building and maintaining personal network of contacts
• Demonstrated ability to build relationships and partner with other areas of Consumer & Business Banking
• High degree of investment services and product acumen, and keen interest in the financial markets
• Strong communication skills, attention to detail and excellent follow-through

Head of Run The Bank Vulnerability Management Resume Examples & Samples

• Lead the Run The Bank Vulnerability Management team and operate day to day team management and performance management
• Establish and deliver the accelerated vulnerability remediation program, ensuring that urgent initiatives receive the right BU focus and are remediated across the organisation in an effective and expedited way
• Maintain oversight of the group wide risk exposure to vulnerabilities and report it to senior stakeholders
• Vulnerability Management and Remediation: This role will Oversee the delivery of security assessments and other security services required based on GIS strategy for RTB activity
• Oversee the delivery of security assessments and other security services required based on GIS strategy for RTB activity
• Own and co-ordinate the process to ensure the RTB estate of applications both from an MVE and Risk based approach (Production Assurance) are subjected to security testing
• Ensure that security issues identified during RTB activities are managed, and where appropriate ensuring that RTB vulnerabilities are progressed to BTB projects to ensure appropriate governance to remedial actions
• Consolidate multiple sources of control gaps and vulnerabilities
• Oversee the delivery of a security assessment capability to the Barclays Run The Bank systems
• Articulation of security risk exposure to Run The Bank stakeholders
• Oversee the process of utilising the BU and Functions Information Asset Registers to drive a priority map for vulnerability remediation of production or disaster recovery applications and systems
• Oversee input to Security Engineering for the creation and update of Secure Builds and Secure Building Blocks
• Collaborate with GIS Red Team to capture and oversee the remediation of identified security weaknesses, ensuring these are delivered as BTB project activities where appropriate and adherence to required change governance
• Oversee the management of non-compliances to Information Risk Standards and Policies for the RTB teams on security issues identified
• Oversee the performance of root cause analysis for wide scale vulnerabilities
• Broad IT expertise coupled with good understanding of financial services and impacting laws and regulations
• Detailed understanding of principles, practices, and techniques related to IT Security
• Knowledgeable about existing best practices for integration of security controls
• Understands security controls from a people, process and technology perspective. Experienced at implementing or managing risk management processes and tools
• Demonstrate a significant impact on the operating efficiency of the area. Manage deliverables and resources. Deliver results which add value
• Security qualification (CISSP or CISM preferred)
• Security Testing, Ethical Hacker Certification (Preferred)
• Strong relationship, communication and stakeholder management skills
• Strong Written and Verbal language skills

Discover Bank-personal Loans Collections Resume Examples & Samples

• Utilize various skip tracing techniques and recovery strategies to locate right parties in order to negotiate payment arrangements on accounts
• Make outbound and receive inbound calls and consistently follow Discovers recovery call model and techniques
• Able to influence, creative problem solve, and find customized solutions
• Able to navigate various computer applications, retrieving relevant information to respond to and service customer inquiries
• Able to efficiently multitask

Bank Secrecy Act Administrator Resume Examples & Samples

• Performs Quality Assurance Reviews (QAR) of key BSA program elements to ensure departments throughout the corporation are performing appropriate monitoring, documenting the process and results, and identifying and responding to increasing risk trends
• Conducts interviews, sample testing and reviews of management reports to verify the effectiveness of business unit compliance programs
• Assists with the formal BSA Risk Management program, including all Enhanced Due Diligence (EDD) programs which cover many BSA/Patriot Act requirements including Customer Identification Program (CIP), Customer Due Diligence (CDD) and EDD in accordance with regulatory expectations
• Monitors all business units opening new accounts for compliance with Customer Identification Program (CIP) requirements of the USA Patriot Act
• Reviews forms, procedures, processes and monitoring results
• Escalates results to management and conducts training as necessary to resolve compliance exceptions
• Assists with the BSA Risk Assessment process; develops functional control and monitoring standards; maintains documentation
• Works closely with business unit managers to identify, assess and document gross risks, risk mitigants and net risk trends
• Coordinates risk assessments by client type, product type and geography
• Consults and coordinates with Risk Assessment Administration
• Follows the status of known deficiencies in BSA/Patriot Act compliance audits and Federal Reserve Bank examinations, monitoring results, etc., and maintains status reports
• Verifies effectiveness of any corrective actions
• Assists with advance preparation for BSA examinations, including follow up on findings and development of written responses
• Reviews and revises BSA Standard Procedures Manual (SPM) sections as necessary and other relevant department policies, procedures and forms as requested by business unit managers
• Minimum 7 years of business experience with 2 - 3 years in regulatory compliance of banking laws and regulations or other related experience
• Working knowledge of complex database systems
• Personal computer skills must include proficiency in the use of Microsoft Office and network environments
• Must be able to identify and define problems; conduct research and analyze information and various situations relating to data management issues
• Must be able to recommend alternatives or solutions
• Strong verbal and written communication skills to include presentation skills
• Must be flexible, able to work on multiple projects that may require restructuring due to shifting demands, unforeseen events and changing priorities
• Must be able to work independently and meet deadline with minimal supervision
• Must be able to provide own transportation and able to commute and arrive at intended destination in a timely manner and/or as required

Manager In-house Bank Resume Examples & Samples

• A degree at University level with a major in Business Management, Finance, Accounting, or Business Economics
• Minimum 5 years’ experience in a dynamic multinational finance environment
• Good knowledge of Project Management, especially in Treasury or Payment Factory area
• Ambitious finance professional with excellent analytical skills and with strong interests in technology that is flexible and can work independently
• Excellent communication and collaboration skills across all levels in an organization
• Ability to work and deliver to tight deadlines and under pressure
• Experience in an in-house bank, payment factory, treasury
• Experience with payment systems, preferably AvantGard TRAX
• Experience with treasury systems, preferably AvantGard Quantum
• Two to four years of experience in administrative and support staff activities
• Excellent verbal and written communication skills and good grammatical skills
• The ability to manage multiple tasks, prioritize work and meet deadlines is essential, along with the ability to identify and escalate priority situations
• Demonstrated administrative, secretarial, and clerical skills are a must
• PC literacy in word processing, email systems and intranet databases is required. -Typing requirement is 45 wpm
• Ability to occasionally lift 25-30 lbs

Work Stream Avp-bank of West Resume Examples & Samples

• Managing and ensuring smooth client relationship
• Responsible for recognizing potential issues in business practices and accounting determined through examination work and effectively communicating findings to Accounting Policies and Internal Controls department
• Plan, design, performance, documentation, supervision and review of examination work
• Presentation and monitoring of the key performance and key risk indicators
• Full ownership of handling the audits and inspections (mainly from Head Office and Regional Finance)
• Management of team (mandatory)
• US GAAP, SOX, CCAR, Liquidity Reporting knowledge
• Finance Audit experience for Banking Sector
• Excellent Managerial Skills
• Good client relationship management
• Strong interpersonal, communication and presentation skills
• Strong analytical mind
• Experience in Us GAAP
• Effective Communication Skills – fluent in English
• People Skills
• Dependable/Reliable
• Driven/Motivated

Eye Bank Specialist Resume Examples & Samples

• Perform microscopic evaluation of tissue for suitability determination
• Release and distribute tissue for transplant and/or research purposes
• Able to perform eye recovery procedures as needed for transplant and/or research
• Perform internal processing of tissue on as needed bases
• Able to perform initial referral screening for eligibility determination; obtain legal consent for tissue donation, obtain medical and social history of donors; communication with all referral sources on as needed bases
• Assist with training on recovery and coordinator procedures
• Attend staff meetings
• High School graduate/GED
• One year in a health care, laboratory or surgical setting

Mid-mkt / Commnty Bank Slsperson Resume Examples & Samples

• Successful Business Consultants will be adept at working with their assigned Commercial Bankers and Treasury Management officers to generate leads from existing bank portfolios, as well as generating their own leads through strategic self-sourcing activities
• As a Commercial Mid-Market Business Consultant you will have access to the senior bankers and bank leaders and the ability to collaboratively design a go to market strategy to best position our products and services in your assigned market
• Additionally, Commercial Mid-Market Business Consultants are provided with extraordinary resources to aid in the sales process
• Including a dedicated product specialist, reporting experts, an implementations team, relationship management team and more
• With these additional resources more time can be spent in a consultative selling capacity and pursuing strategic referral partnerships
• First Data has over 1,400 nationwide bank partnerships and other referral sources
• The position will also provide you the opportunity for retaining clients by building relationships and growing portfolios through relationship management and cross consulting

Bank Administration Specialist Resume Examples & Samples

• Assists in evaluation of business unit banking needs and potential solutions in light of industry regulations, company policies and other appropriate criteria
• Communicates and resolves bank account issues in coordination with business units, management and relationship banks
• With regard to potential cases of fraud or AML concerns, gathers and communicates relevant facts as well as documents, including indemnification agreements, pertaining to recall of wire transfers, and resolution of instances of fraud
• Researches back office systems for resolution of issues or problems
• Identifies, reports, and communicates potential compliance and procedural issues
• Establishes and meets time-sensitive deadlines and requirements, manage changing priorities
• Meets weekly with Manager and report updates on projects, and progress in resolving issues
• Provides guidance and support to coworkers and others when needed
• Processes requests from internal, external auditors, SEC, and FINRA examiners, as directed by Manager
• Performs other duties and responsibilities as assigned by Manager or requested by business units
• Company structure and lines of communication for dealing with concerns, challenges and meeting banking needs
• Basic accounting and office practices and back office systems
• Accounting, operation of bank accounts and documentation as well as related general ledger accounts
• Broker dealer and regulatory agency terminology and requirements related to bank accounts
• PeopleSoft payroll system
• Use of common office software
• Gathering and compiling information from various sources
• Operating standard office equipment and using common software for correspondence, electronic and hard copy
• Reviewing, interpreting and preparing typical commercial bank forms
• Identifying, researching, monitoring and resolving bank account issues, reporting activity with relationship banks and business units of Raymond James
• Tracking and reporting of bank account-related data and statistics
• Maintenance of bank-related spreadsheets, documentation and databases
• Identify and resolve operational problems related to bank accounts
• Demonstrate efficiency and flexibility in performing complicated tasks in a fast-paced work environment with frequent interruptions and changing priorities
• Provide a high quality customer service
• Identify and reduce risk, recommend procedural changes to management and affected departments
• Work independently to resolve complex issues with summary to management
• Address, or refer to others, compliance issues
• Communicate effectively both orally and in written communications to all organizational levels as well as banking institutions
• High School Diploma or equivalent and a minimum of three (3) years of office and/or banking experience

Flexi / Bank Forensic Paramedics Resume Examples & Samples

• Assessment/Treatment of illnesses and injuries
• Determination of fitness to be detained in custody
• Determination of fitness to be released
• Determination of fitness to be charged: competent to understand charge
• Determination to transfer, or be interviewed by the police detaining body
• Examination and forensic sampling of adult suspects of serious crime
• O carry out examinations in accordance with G4S medical Services guidelines
• All police calls should be attended without delay
• To be available for court attendance when requested
• To treat the detained person as a patient and make clear that no evidence can be treated in ‘confidence&#8217
• State registered paramedic with at least 2-3 years post qualification experience
• Ability to take blood samples
• Full Driving License
• Own vehicle
• Experience in an autonomous/lone working rolePeople who applied for this job also applied for
• Forensic Paramedics

Bank of Ireland Agent Resume Examples & Samples

• Handles customer service inquiries and problems via the telephone
• Deal with inquiries, resolve problems, and promote products/services
• Receive and respond to customer service inquires via correspondence
• May monitor accounts that show signs of potential fraudulent activity and refer on a case by case basis
• Application management is the primary function but will also offer customer service assistance for the account holders right through to if their account falls delinquent
• Provide direction to the Community Bank and any BB&T affiliate by assisting with research and problem resolution regarding the exemption criteria and process, possible FinCEN reporting violations and the sale of monetary instruments to Bank and non-Bank clients
• Function, as needed, in the capacity of the CTM Team Leader and/or CTM Supervisor roles. This includes the day-to-day oversight and management of FinCEN exemption processing and reporting, suspicious activity reporting, monetary instrument sales to banking and non-banking clients, and personnel matters
• Manage all process improvements, documentation and merger/conversion activities in support of BSA/AML laws and regulations
• Responsible for maintaining and coordinating all on-site and off-site record storage in accordance to the U.S. Treasury FinCEN record retention guidelines
• Provide training and guidance for new associates as they are hired or transfer into the CTM department
• Responsible for providing and making updates to internal CTM policy and procedures as well as annual updates to the Branch Operations Manual (BOM)

Bank Nurses Resume Examples & Samples

• Provide health and social care to offenders to ensure a professional service is delivered in line with professional, contractual and company standards, including security instructions
• Undertake assessments of offenders to identify physical and mental health needs and determine the appropriate level of intervention, care and management
• To work predominantly within own area of specialism but to operate as part of a team delivering generic primary care services
• Liaise with key stakeholders, including external agencies, to ensure the delivery of an effective and appropriate health service
• Provide professional advice and support to allied health professionals and non-clinical staff to ensure the effective health and social care of offenders in line with current best practice
• Coach, support and supervise healthcare staff, as required, to develop their skills in line with professional standards and current best practice as appropriate
• Promote an understanding of, and develop health and social care services within the prison environment to maximise personal well-being and promote independence
• Promotion of a positive health, safety and infection control culture to maintain a safe environment for all stakeholders
• Complete all relevant documentation to deadline in accordance with professional, contractual and company requirements
• To work at all times within the bounds of confidentiality, adhering to data protection and maintaining Caldicott Guidelines
• Communicate effectively with appropriate others to minimise risk
• To operate within the equality and diversity framework
• Participate in bi annual Employee Development Review (EDR)
• Engage where appropriate in the selection, training and development of healthcare professionals and other related staff, in conjunction with appropriate others
• Operate in accordance with the NMC Code of Conduct and G4S policies and procedures, adhering to legislation and best practice, undertaking further training as identified in conjunction with Line Manager
• Any additional duties as negotiated with your Line Manager
• Part 1 NMC registration
• Experience of working within a team
• Able to demonstrate a high level of literacy and numeracy
• Able to provide examples of diversity in practice
• Able to work within challenging and complex situations
• Experience of working with potentially aggressive people
• Evidence of ability to develop and maintain effective working relationships at all levels
• Evidence of further development of own clinical practice
• Experience of working within a secure environment
• Degree level qualification or above
• Experience of involvement in innovation or change
• Hold a Nurse Prescriber qualification
• Hold a Nurse Practitioner qualification
• Evidence of working within a ‘value for money’ service
• Driving Licence

Cdi-segment Manager Blood Bank & Advanced Therapies Resume Examples & Samples

• Develop an expertise related to the customers’ needs and to the market environment. Coordinate and analyze market studies. Recommend and evaluate new business opportunities if needed
• Set up a strategy for the segment under your responsibility (growth of market shares, value, volume, profitability), analyze and follow market trends to quantified the opportunities and suggest evolutions products. You will be responsible for implementing the strategy to reach the defined goals
• Define the business plan for new business opportunities. Present new projects and manage the process of decision-making (GO / NO GO). Establish the link between the administrator of solutions for products specifications and the BPs products
• Create the annual strategic plan for the segment (market tends, needs, strategic: product, price, position, promotion…) and execute it in collaboration with the key partner in the global marketing team
• Develop the KOL network for the segment, create and lead the international scientific and medical advisory board. The technologic strategic decision will be advise by the board
• Lean on the internal network for the business and public affairs decision
• Develop relationship with government and health office in key countries to raise awareness among microbiology contamination during transfusion and educate the heatlh authorities on bioMérieux quality control integrated solution
• Create and set up the communication network suited to collect and share information related to the market segment. Interact with subsidiaries to insure a good understanding of the strategy
• Work with consultant, public affairs specialist, to follow process and analyze the government activities, European institute, political organization, local groups, lobbyist, non-governmental organization, etc. to maintain bioMérieux visibility and to adapt the strategy
• Insure international visibility of the company and our solutions through publications
• Work in collaboration with Industry communication director and the Corporate Communication Director to aligne agenda and communication strategy
• Identify the possibilities and the answer to governmental questions

Bank CoE Intern Resume Examples & Samples

• Principal activities based on supporting Bank CoE Analyst for bank account reconciliation
• Prepare recurrent monthly JEs as amortization and accruals
• Support on closing activities to register cashpool, bank fees, open items and others
• Documental keeping such as bank statements, trial balance, ICO invoices, etc
• Submit reports for eAccounting
• Data consolidation for mothly and quarterly Metrics
• CPA student
• Analytical mindset, Excel (formulas and pivot table knowledge)
• Responsible, proactive, team work
• English - Fluent

Director Bank Branch & Contact Centre Systems Resume Examples & Samples

• Independently resolve highly complex, multi-faceted problems, which are often unstructured and without precedent to meet the business needs of the end users
• Apply expert financial and technological knowledge to the design of methodologies, models, and/or systems solutions
• May involve rapid prototyping, with requirements and solutions developed on an iterative basis, that provide interim deliverables until a final production solution is created
• Manage major, multi-disciplinary projects to implement solutions to business problems
• Involves planning, securing, and scheduling resources
• Oversee the defining of business requirements, processes and preparation of business case proposals
• Oversee the development of testing, conversion, and implementation strategies
• Oversee the development of detailed project plans, the monitoring of progress against planned objectives, the financial review, and securing consensus and co-operation from users and senior management
• Continually acquire and enhance knowledge of both the Bank’s and the Division's business strategies and policies, risk management practices and methodologies, product offerings, financial markets, financial instruments, regulatory requirements, Back Office processes, and rapidly changing technology to be able to provide effective business solutions, services and support to the end user business lines
• Must have 10 to 15 years of progressive technical working experience in or a blend of the following: technology development, systems analysis, business analysis or IT project management
• Must have at least 3 years of demonstrated working experience in managing large teams (up to 100 direct/indirect resources) and projects (ranging from $100,000 - $50+ million)
• Must have strong communication skills (verbal/written/presentation) skills
• Must be able to interact seamlessly with both IT & business partners/clients/vendors
• Must have strong relationship management & persuasion skills
• Must possess strong coaching & leadership skills
• Must have expertise in highly complex business and technical processes and their implications across the enterprise
• Must have expertise in project management disciplines/protocols
• Is a critical thinker, visionary & possesses strong thought leadership
• Working experience with Agile is an asset
• Advanced technical and business knowledge in multiple disciplines, technologies, and processes in a bank’s Front Office Branch Systems or Contact Centre’s tools/applications (e.g., CRM) is desired

Bank Resource Management Firm Funding Resume Examples & Samples

• Competitive team player that measures success with results
• Strong interest in financial markets - particularly equity and fixed income financing markets (sec lending, repo, delta one) and short duration fixed income products (front end credit and rates)
• Effective communicator with the ability to handle daily interactions across divisions in the firm to build relationships and drive revenue production
• Strong presentation skills with ability to organize and deliver strategic initiatives
• Knowledge of the operational flows of securities financing transaction and outright trade settlement
• Proficient in PPT, Excel, Bloomberg

Women s Scholarship National Bank Capital Markets Resume Examples & Samples

• Legally entitled to work in Canada
• Enrolled in, or accepted into, a full-time post-graduate program in a university in Canada approved by National Bank (successful applicants will be required to provide evidence of their enrolment for the academic year)
• Acceptance of employment opportunity (internship/full-time employment)
• Interested in a career in finance

Bank Intern Resume Examples & Samples

• Observes the business operation and becomes familiar with the business and its environment
• Assists with projects and completes routine work assignments as directed by management
• Interacts with internal and external business customers
• Assists in data collection, maintenance, and analysis activities including updating database information, verifying data accuracy, and compiling reports
• Ability to analyze material and exercise judgement, be flexible

Regional Director, Bank / Trust Resume Examples & Samples

• Sales leadership and management of a territory composed primarily of bank wealth management divisions and independent Trust companies
• Develops and delivers strategies to recruit new bank relationships and retention strategies for existing bank clients
• Educates bank-based wealth management personnel on capital market behavior and investment theory
• Consults with bank executives on building an efficient wealth management division while providing a successful investment experience to clients
• Presents Dimensional Fund Advisors’ investment capabilities, investment theory and performance to bank wealth management personnel, branch offices, company conferences and industry functions
• Formulates and executes tailored Dimensional initiatives and champions existing company initiatives
• Be a team-player and sales and marketing thought leader within the Dimensional team
• Be a spokesperson and champion of the Dimensional brand and investment theory throughout the industry and marketplace
• Increase revenues, AUM and bank wealth management clients through the profitable growth of the Dimensional product suite
• A personal alignment, understanding and appreciation of Dimensional's investment process, philosophy and business strategy
• Must have 10+ years in wealth management, either as advisor or in distribution, in which a minumum of 5 has been involved in working with banks in some capacity
• Excellent written and oral communication skills
• Strong presentation skills (small and large groups)
• Must be series 7 licensed
• Undergraduate Degree, MBA or CFA preferred

Change The Bank Specialist Resume Examples & Samples

• Ownership and involvement in multiple streams of work simultaneously
• Work with Operations and GFC users to define scope, document current state processes and agree business requirements
• Design future state process flows, incorporate new business requirements and obtain required signoffs
• Liaise with Technology colleagues to ensure business requirements are understood by development teams and converted into functional requirements
• Review functional specifications and design documents to ensure that they support agreed business requirements
• Own and coordinate the delivery of specific project activities and phases, for example requirements gathering, user acceptance testing, user training, operational procedures and go-live planning
• Formal and informal status reporting
• Proactive issue resolution and escalation, and post go-live production support
• Ability to take high level summaries of potential project work and turn them into well-defined proposals
• Strong project management/business analyst experience throughout the complete system development lifecycle from inception to implementation
• Proven leader that can facilitate and drive change across many different facets of organizations, processes and technologies
• Strong understanding of the IT development process and approach
• Strong analytical and problem solving skills; able to lead and execute critical business analysis, requirements capture, design discussion and issue resolution
• Strong communication, written and interpersonal skills; able to build relationships at all levels
• Strong excel and power point skills
• Knowledge of payments
• Fraud agenda, AML and OFAC screening specifically
• Prior experience coordinating with Compliance and responding to regulators
• Client financing
• Borrowing or lending securities
• Managing or hedging counterparty credit risk
• Negotiating and executing client documentation
• Collateral Management, Optimization and Trading
• Optimally meeting all CCP margin requirements in region, and elsewhere in the Eastern Hemisphere
• Overseeing all OTC bilateral collateral for optimal balance sheet, P&L and liquidity purposes
• Thoroughly understanding all CCP collateral requirements and relevant rules
• Managing relevant position risks and limits for P&L and PV01
• Ownership of Tri-party relationship management and act as key escalation contact where needed
• Understanding the relevant rates for cash and securities in all markets covered
• Drive process and technology improvements across the platform
• Analyze market for new product or strategic approaches*LI-JG1
• Extensive background in collateral management and secured financing
• Understanding of Fixed Income and Equity based asset classes and their relevant financing rates within the markets
• A core competency in project management

Contact Center Rep-bank of Ireland Resume Examples & Samples

• Handles both inbound & outbound calls, which are predominantly routine, but may require deviation from standard screens, scripts, and procedures. This is for both Customer Service and Collections
• Establish financial difficulties and assist account holders to manage their repayments
• Follow established procedures, but have the ability to deviate when needed, and requires only general supervision

Director, GCM Banking, Bank Execution Resume Examples & Samples

• The review of credit presentations, including new clients, interim and annual reviews, and other credit related requests for the portfolio submitted to Global Risk Management and other internal BNS approval groups
• Supervising a team of Managers and Senior Managers in order to provide ongoing credit and execution support for marketers/product teams and traders; and processing their limit requests for the portfolio, which includes: commercial banks, broker dealers, central banks, sovereigns and other potential FI clients of GBM in the EMEA and Asia Pacific regions. Team members within the group are the primary service contacts for the onboarding, credit execution and maintenance of these GBM relationships in the EMEA and Asia Pacific regions
• Client contact - initial due diligence / onboarding (where applicable) and ongoing monitoring of a portfolio of accounts
• The oversight of the negotiation and review of documentation for related transactions and onboarding of accounts booked in various jurisdictions
• Actively using various BNS and GBM management information trading and booking systems to provide accurate and relevant information as required
• Ongoing oversight and monitoring of the portfolio for trading and limit overruns; assisting in exception reporting and resolution of the same
• The Director will be responsible for monitoring industry developments and supporting new business products / initiatives as required; and
• Will liaise with and manage relationships with Global Risk Management, Country Risk Management, Market Risk Management, Legal, Tax, Finance, Audit, Compliance, back offices, GCM Documentation, GCM Onboarding, and other Execution teams in regional and head offices
• Strong knowledge of BNS credit and lending practices
• Understanding of trade finance and derivative products in relation to their credit risk. Familiarity with ISDA/CSA and other trading and credit documentation is essential
• People management, team building, coaching and leadership skills. Effectively manage talent and team workload
• A willingness to embrace change and build team consensus around new processes, procedures and business strategies
• Strong interpersonal skills to effectively collaborate and manage the relationship with the various internal BNS teams that interact with the GCM Banking team on a regular basis
• Strong time management skills are essential, as is a strong aptitude for understanding and managing operational risks that impact the credit function
• It is preferred, but not essential, that the incumbent be familiar with regulatory & compliance matters in the financial services sector
• Prior Banking experience in a credit or execution related role an asset. Prior exposure to the regions of EMEA and Asia Pacific is considered an asset
• University education or post-graduate education. An MBA or CFA is considered an asset

Dream Bank Student Internship Resume Examples & Samples

• Demonstrated experience providing customer-driven solutions, support or service
• Basic analytical skills
• Basic knowledge and experience working within a team environment
• Basic knowledge of developing and managing project work

Citi Commerical Bank-clm Credit Portfolio Team Head Resume Examples & Samples

• The ability to thrive in an entrepreneurial organizational structure and add value by bringing an optimistic and proactive approach to the work they do
• The ability to go beyond immediate business silos to build their network
• Confidence and drive to own developing high quality, client ready information with strong attention to detail
• Strong analytical skills with ability to process and prioritize complex information
• The resilience to adjust plans and priorities when necessary to meet evolving client and business needs
• Good command of English and Mandarin
• Achieve quota (for self and team) and contribute to overall Premier OS revenue and expense targets
• Ability to build, maintain, and leverage relationships effectively in a matrix environment

Cib-ais-bank Loans Resume Examples & Samples

• Bachelor degree required; preferably Finance, Accounting, or Economics
• Thorough knowledge of the Bank Debt asset class, including Primary and Secondary market trading; some exposure to loan closing is preferred
• Excellent client service orientation and proven ability to deal with demanding clients
• Ability to lead and manage high performing teams
• Strategic thinker with proven track record

Cord Blood Bank Collector Resume Examples & Samples

• Communication, Education, Recruitment and Donor Suitability
• Promote, educate and recruit potential donor mothers: through explanation of the cord blood donation program to expectant mothers and participation in hospital programs directed towards pregnant mothers
• Perform initial screen to identify suitable potential cord blood donor mothers
• Explain the donation program
• Obtain informed consent from all potential cord blood donor mothers for the collection, testing and use of the cord blood
• Evaluate donors for suitability to donate infant’s cord blood
• Interview donor mothers to obtain answers to a standard questionnaire designed to elicit behavioral risk factors, medical and travel history information of the donor mother and infant’s immediate family
• Communication and with potential donor mothers/families, hospital staff and team members
• Must have excellent verbal communication skills
• Train obstetricians in the in-utero collection technique, including retraining as required, and monitoring of competency on an annual basis
• Participate in the education of hospital staff
• Product, Samples and Records Management
• Responsible for the collection of cord blood and maternal blood samples using aseptic techniques
• Collect cord blood ex-utero in the dedicated collection room
• Assist and/or prepare the supplies for the obstetricians performing in-utero collections
• Collect and/or facilitate drawing of maternal blood samples
• Prepare the cord blood donations, maternal samples and paperwork for transportation to the Cord Blood Bank on pre-arranged schedules
• Utilize various computer systems and databases to enter data and complete donor mother and donor infant records
• Review hospital charts
• Must have good organizational skills
• Must pay attention to detail
• Must have good writing skills
• Quality Control Compliance
• Perform procedures and maintain accurate documentation in compliance with current Good Laboratory Practice, current Good Manufacturing Practice and current Good Tissue Practice regulations and applicable accreditation agency standards, including but not limited to FACT-NetCord, CAP and CLIA
• Participate in the daily functions of the CBB collection room, including data and records management, inventory management, ordering and logging of supplies and reagents, cleaning, temperature monitoring, ancillary office and administrative functions
• Responsible for the quality control and documentation of all equipment, reagents and supplies that are used for cord blood collection
• Document deviations and events; notify technical and quality management personnel in timely manner and assist in the investigation of the cause and any required corrective actions

Bank Card Product Development Manager Resume Examples & Samples

• Ability to gather and synthesize ideas in developing and managing products
• Strong financial analysis, Project management
• Preferred Qualifications
• ·Prior experience in credit card product management, product marketing, or direct to consumer digital lending a plus·
• Understanding and experience with credit card and financial service regulatory environment a plus

Village Bank & Trust Resume Examples & Samples

• Responsible and accountable for sustaining the Bank’s reputation as an ethical, responsible and integral member of the community
• Responsible and accountable for the day to day operation of multiple branch locations. Maintain proficiency in front line processes in order to assist and provide back-up to bankers/tellers as needed
• Manages, coaches and develops retail staff with focus on operations, sales and customer service
• Expand and retain both new and existing relationships by cross-selling services and partnering with appropriate Bank/Wintrust associates
• Responsible for management of the sales performance of branch staff and achievement of branch sales goal
• Develops and maintains business relationships with customers/prospects. Source leads for asset generation along with commercial, retail and municipal deposit growth within established market
• Represents the company in community/economic development activities and initiatives. Also responsible for ensuring company visibility in all aspects of the community, establishing and maintaining relationships with other organizations in the community to meet and not duplicate needs and services
• Proactively identify marketing needs in branch footprint to maintain competitive position of the bank. Work with Village and Wintrust marketing to develop necessary materials and methods of distribution
• Source referrals to Wayne Hummer, Consumer Lending, Wintrust Mortgage and Commercial Banking individually and though branch team
• Ensures compliance with bank policies and government regulations by maintaining files, following internal audit, loan review, branch operations, and collection procedures. Adhere to operational controls including legal, corporate and regulatory procedures to ensure safety and security of customer and bank assets
• Qualify for, register and maintain mortgage lending originator (MLO) status with the Nationwide Mortgage Licensing system and Registry (NMLS) according to the SAFE Act. Perform MLO activities in accordance with SAFE Act
• Travel between branches is required; some travel between banks may be necessary
• Various other tasks as assigned

Mexico Global Consumer Bank FP&A Resume Examples & Samples

• Degree in Finance, Economics, Accounting, Industrial Engineer or a related field with at least 3-6 years of experience
• Understanding of Banking & Finance products and markets is preferable but not essential
• Financial analysis foundation creating forecasts and models is desirable
• Bilingual: English and Spanish. Articulate with excellent verbal and written communication skills. Portuguese is a plus
• Proficient in MS Excel and PowerPoint skills
• Ability collaborate within a team while being able to work independently as an individual contributor
• Good analytical skills, intellectual curiosity
• Ability to question status quo, and identify opportunities to reengineer/streamline processes
• Ability to exchange information in a concise and logical way as well as be sensitive to audience diversity

Blood Bank Technologists Resume Examples & Samples

• At least 2 years experience as a Laboratory Technologist
• ASCP certification
• Bachelors Degree in Medical Technology or any other health science related field
• New York State Clinical Laboratory Technologist from New York Education Department

Bank Administration Internship Resume Examples & Samples

• Excellent quantitative skills
• Able to take initiative and problem solve with minimal direction
• Ability to multi-task, prioritize and meet deadlines
• Adequate oral, written and presentation skills

Eye Bank Prgm Liaison Resume Examples & Samples

• Serves as liaison between the Eye Bank and member hospitals
• Arranges in-service education for hospital staff regarding eye donation
• Coordinates outreach events designed to educate the public about the Eye Bank and eye donation
• Maintains and distributes calendar of events
• Identifies and invites approved attendees
• Arranges related facilities, literature, refreshments, etc
• Coordinates details with other departments and Community groups
• Registers members of the public for hospital Outreach events; and
• Oversees follow-up procedures are carried out, as necessary
• Coordinates communication between the Eye Bank and hospital staff pertaining to referral and/or donor outcomes
• Acts as a liaison between the Eye Bank and the Lions Clubs of Nassau, Suffolk, Brooklyn, and Queens
• Assists in the training of Lions members and other individuals interested in speaking about donation and the Gift of Sight
• Participates in Public Relations campaigns to raise public awareness of the need for organ, tissue, and eye donation
• High School Diploma or equivalent, required. Knowledge of operations management, education and/or communications normally acquired by completion of a Bachelors Degree in related field, required
• Minimum of three (3) years of health care experience, preferably in a hospital setting, with demonstrated ability to communicate effectively with medical staff, Hospital departments and community organizations, required. Experience in communicating organ, tissue, and eye donation, preferred

State Bank of the Lakes Resume Examples & Samples

• Recognize potential cross-sell opportunities and direct customers to appropriate bank personnel
• Minimum 6 months of experience in cash handling or customer service
• High school degree or equivalent

Bank Treasury Team Assistant Resume Examples & Samples

• Organisation of team meetings, activities and catering
• Assist with presentations and investor meetings
• Investor Relations planning/coordination
• Publishing and formatting content
• Managing expenses via PeopleSoft
• Raising purchase orders, facilitating payment of invoices and follow up of outstanding invoices as required
• Bank Treasury Intranet Site Management

Senior Bank Internship Resume Examples & Samples

• Participates in the business operation and gains knowledge of the business and its environment
• Completes projects and work assignments as directed by management
• Interacts and works with internal business customers
• Collects, maintains, and analyzes information. Compiles reports, communicates findings, and makes recommendations
• Job-related coursework or equivalent experience in a field related to the internship
• Strong knowledge of and ability to use various business software applications on a personal computer including word processing, spreadsheet, and database applications
• Ability to analyze and interpret information, exercise judgment, be flexible
• Currently working toward a degree in Marketing, Information Technology or Business

Manager, Partner & Bank Relationships Resume Examples & Samples

• Manage banking relationships to ensure issuer outreach efforts, minimize customer disputes and resolution time, and protect the WU brand
• Review vendor contracts and ensure vendor contracts are up to date
• Review network updates and complete impact assessments
• Responsible for driving revenue, decrease loss, decreasing exceptions, and improving customer experience
• Responsible for reporting, monitoring, and optimizing payment performance, issuer outreach
• Support vendor relationships, vendor contact list, quarterly business review, account management, resolving day to day issues, and supporting strategic initiatives
• Responsible for developing, implementing, and maintaining new processes for both new and existing payment methods, and supplier risk assessment
• Complete team trainings and ensure processes are compliant and auditable
• Work closely with the Compliance Officer and Risk Management to roll out new projects/procedures, review existing procedures, resolve issues, and minimize risk to the business
• Actively work with the project management team to complete detailed business requirements, assesses impacts of projects, and ensure key tasks are incorporated to project plans. Engage in project releases and user acceptance testing
• Lead projects to identify control gaps and support continuous process improvement

EE Test Manager Home Bank Resume Examples & Samples

• Ensure the qualitative delivery of test planning, test preparation, test execution, defect management, requirements/testing traceability, and test reporting activities
• Manage all functional testing phases, including System Testing, System Integration Testing, User Acceptance Testing, and Regression Tests
• Manage all non-functional testing phases, including load & performance tests, and security / penetration tests
• Manage testing financials including the creation of estimates, revisions to estimates, provision of forecasts, and tracking of actuals
• Manage the creation, review and sign-off of testing documentation/artifacts ensuring adherence to standards and gating criteria
• Report overall status of testing activities and summarize issues encountered
• Provide effective communication to all levels of management (senior management included), with the ability to effectively frame issues, status, and provide recommendations where necessary
• Maintain and enforce a testing methodology (planning, preparing, executing, evaluating)
• Recommend a go/no go action towards all involved stakeholders, based on test results
• Demonstrate leadership, mentorship and (technical) expertise to guide and build the E2E test team
• Take ownership to build out the necessary processes, tools and infrastructure, alongside the DevOps team, to support deployments to the different environments
• Provide advice towards senior management on evolution and improvements to undertake on testing strategies, processes, tooling and environments
• Liaise with program team leads, vendors, process assurors, internal audit team, and other resources at various levels, including senior management level
• Follow market evolutions and adapt the way testing is applied accordingly in terms of tooling, technology, and insights

Peak Time Teller Las Vegas Bank Center Resume Examples & Samples

• Minimum one year of experience in customer service
• Physical requirements: May be required to stand for extended periods of time and may be required to lift bags/boxes of coin weighing up to 50 pounds
• Basic clerical and processing skills
• Ability to communicate clearly and effectively with customers and coworkers
• Willingness to gain knowledge of U.S. Bancorp products
• Bilingual language skills a plus

Town Bank-administrative Assistant Resume Examples & Samples

• High school diploma or equivalent required; with 3-5 years prior previous secretarial, administrative assistant and office services preferred
• Or equivalent combination of both education and experience
• Strong verbal and writing communication skills
• Must be able to maintain confidentiality
• Customer Service focus in dealing with all levels of employees
• Regularly lift 5 to 10 pounds, and up to 50 pounds, periodically
• Intermediate-to-advanced skill-level in and knowledge of various computer software applications, including internet access, database management, and Microsoft spreadsheet, word processing, and electronic mail, software applications; and
• Ability to use a variety of office/production related equipment such as: a personal computer utilizing spreadsheet, word processing, email and internet access software; telephone; business calculator; adding machine; photocopier; facsimile machine, etc

Bank Workplace Violence Prevention Case Manager Resume Examples & Samples

• Collaborates and fosters strong relationships, both internally and externally, in order to create and maintain a strong multidisciplinary team for the management of threats of workplace violence or workplace violence incidents
• Commits to learning threat management/threat assessment concepts and techniques in order to become an on-call Workplace Violence Prevention Threat Assessment Team Leader
• Participates in Threat Assessment activations, working with key leaders among various business lines and within all levels of management
• Assists Workplace Violence Prevention Program Team in assessing and monitoring any reported cases
• Continuous education and networking in Threat Assessment, Workplace Violence Prevention, Risk Management and various other topics that will benefit the Workplace Violence Prevention Program and the larger Employee Relations group
• Conduct threat assessments on reports of threats of workplace violence
• Maintain effective and timely communication and documentation regarding threat of workplace violence cases
• Perform continued follow up on assigned threat of workplace violence cases
• 5+ years’ experience in threat assessment, corporate security, law enforcement, human resources, employee relations, investigations, or loss prevention
• Ability to be on-call
• Must possess strong analytical & evaluative thinking
• Ability to be a leader and a follower and determine which is necessary at the time
• Strong negotiation and problem solving skills
• Proficient PC skills and proficient in the use of Microsoft Office suite products
• Knowledge and understanding of the pathway to violence, cycles of violence, domestic violence, stalking, and suicide
• Strong organization and time management skills, attention to detail with high degree of accuracy, and the ability to work independently
• Strong interpersonal, verbal, and written communication skills
• Good analytical, mathematical and problem solving skills

Senior Bank Intern Resume Examples & Samples

• Engages in effective and efficient work processes to contribute to the achievement of Company business objectives
• Sound judgement, decision-making ability, and the ability to work in pressure situations
• Proficient in Power Point and Microsoft Excel presentations
• Skills in oral and written communication, human relations, creativity
• BS/BA in Finance/Accounting or related field
• Experience in commercial credit analysis or finance/accounting
• Knowledge of banking, including an understanding of commercial lending and credit and appropriate banking laws, regulations, and bank policies and procedures

Change the Bank Client Correspondence Resume Examples & Samples

• Project Management including
• Milestone tracking
• Risk identification and assessment
• Status reporting
• Documentation of project team best practices and guidelines
• Business analysis and requirement writing
• Reading and understanding business requirements and software requirements specification
• Identifying UAT scenarios from requirements
• Documenting use cases, test plans and test scripts
• Creating test cases and relevant data required to execute the test case(s) based on documented acceptance criteria and the associated business/operational processes; triggering the test scripts
• Communicates test progress and test results with project stakeholders and management
• Addresses and resolves UAT findings with project teams
• Performs regression testing
• Documents test results for project stakeholder signoff
• Defect management
• Production Support
• Able to maintain composure and professionalism in a fast-paced, busy environment
• Ability to excel under pressure and to prioritize appropriately to respond to deadline sensitive requests
• Strong knowledge of Microsoft Office, including Visio and Project
• Highly developed communication skills, written and verbal
• Ability to develop strong working relationships with Business and Technology counterparts
• Familiarity with a software development lifecycle (SDLC) methodology
• Business analysis and project management competency
• Supply and Vendor Management
• 4-6 years related experience
• Prior Operations experience a plus
• Wealth Management experience a plus
• At least one year of testing experience in the retail brokerage industry

Bank Card Services Specialist Resume Examples & Samples

• Must have high school diploma or equivalent
• Bachelor’s Degree is preferred
• Must have minimum of 3 years of experience in transaction services operations
• Must have previous debit and/or credit card operations experience
• Must have a working knowledge of Visa operating rules
• Must have a working knowledge of Regulation E
• Must have practical knowledge in Bank Card operations, as well as other areas that may include transaction support activities including research and adjustments, reconcilements, ATM operations, wire transfers, or other support areas
• Must have an understanding of payments networks, as well as banking products and services
• Must be proficient in using Microsoft Office products

Bank Case Specialist Resume Examples & Samples

• Minimum: 2 year college or post-secondary course work in related field or applicable work experience
• Preferred: - Bachelor’s degree
• HR certification
• Minimum of 2-5 years of experience in administration of HR, Payroll, or Benefits
• Strong PC skills with solid experience with PeopleSoft, PowerPoint, Word and Excel
• Established vocabulary of human resources, benefits and payroll related terminology
• Excellent interpersonal skills with and a customer service approach to problem solving
• Commitment to maintaining the highest level of confidentiality when dealing with personal information, compensation and benefit information

Specimen Bank / Clin Svcs Spec Resume Examples & Samples

• Reviews project(s) documents to assure that they comply with the written procedures
• Compiles and reviews project records for completeness and compliance to written procedures
• Maintains databases required to support R&D Processes and Services
• Initiates Document Change; Nonconformance and CAPA activities when needed
• Participates on CFTs with R&D Project Managers and external vendors to meet project timelines
• 3-5 years’ relevant professional experience in a related area such as R&D, Quality, Technical Product Development or Clinical Research

Bank-statement Processing Operator Resume Examples & Samples

• Two to three years of experience in the operation of basic office and computer peripheral equipment
• Physical ability to operate machines (possesses manual dexterity, ability to key repetitively using both hands and arms, and possesses the capability to work under the given conditions)
• Thorough knowledge of operations, including office equipment and machines
• Demonstrated clerical, reading, writing and communication skills
• Demonstrated key entry skills

Mchenry Bank & Trust Resume Examples & Samples

• Opening, closing, and basic maintenance on new and existing customer accounts including checking/savings/retirement accounts as well as online banking/mobile banking and debit/credit cards, etc
• Previous personal banker experience is preferred for success in this role
• Minimum 2 years in a customer contact/sales position or equivalent will be considered if no prior banking experience exists
• Must be available to work all shifts (including Saturdays if needed)

Supv-blood Bank Resume Examples & Samples

• Supervise blood bank personnel in the performance of basic and advanced patient and donor tests including automated and manual test procedures and the interpretation of results to determine donor-recipient compatibility
• Responsible for developing, implementing and overseeing policies, processes and procedures that address all aspects of immunohematology diagnostic testing
• Consult and communicate with staff at SFH Blood Bank to help resolve technological and operational problems. As directed by the Laboratory Director, the Blood Bank Supervisor ensures that all Division and Departmental policies are adhered to and all lab safety procedures are followed. Requires critical thinking skills and decisive judgment
• Must be able to work in a demanding environment and take appropriate action

Regional Bank President Resume Examples & Samples

• Bachelor degree in Finance, Accounting, or Business Administration. Advanced degree preferred
• At least 15 years of recent banking experience in commercial, wealth management and various other bank product lines
• Strong knowledge of lending and credit
• Excellent time management skills and strong organizational skills
• Excellent communication, both written and verbal
• High values and ethics
• Demonstrated ability to give professional and high quality presentations
• Experience with Microsoft software applications

Administrative Assistant Iv-principal Bank Resume Examples & Samples

• Work under minimal supervision; deliver a full range of administrative services to senior leaders and key staff members
• Support senior leaders with calendar management, prioritization, travel arrangements and expense reports
• Assist in planning meetings and take detailed minutes
• Collaborate with others to ensure a productive environment for internal team members
• Providing excellent client care to both internal and external partners
• Judgment is required to resolve problems and make recommendations for solutions and actions
• College degree preferred, high school diploma or equivalent required
• 6 years of related experience of which 5 years of experience has been in an administrative assistant capacity
• Experience within the financial services or banking industry is preferred
• Excellent time management, problem solving skills and ability to prioritize work in a fast-paced environment
• Proficient in Microsoft Office Suite (MS Word, MS Excel, MS PowerPoint ,Outlook and Skype, in particular)
• Ability to type 45-55 wpm
• Strong business acumen and excellent verbal/written communication (including grammar and spelling)
• Position requires tact, ability to maintain confidentiality and good customer service and interpersonal skills
• Experience coordinating complex travel arrangements
• This position may require successful completion of a criminal background check

Coord QM Eye Bank Resume Examples & Samples

• Coordinates and facilitates the Quality Management and Performance Improvement activities for the Eye Bank including Chart, Equipment and Administrative functions. Creates and maintains internal auditing schedule
• Performs monthly audits of medical charts. Reviews charts for completion, adherence to FDA, NYSDOH and Eye Bank Association guidelines. Ensures clinical procedures are documented and being performed correctly
• Audits equipment maintenance and adherence to Health System guidelines on sanitation. Ensures equipment meets calibration standards, specimens meet storage standards (temperature, packaging), supplies fall within expiration dates, and required supplier documentation is maintained and current
• Ensures administrative requirements are met including external service contracts meet FDA, NYSDOH and Eye Bank Association of America standards and employee training and certification requirements are met
• Keeps current on all NYSDOH and FDA regulations as well as all Eye Bank Association of America standards. Ensures changes are incorporated into Eye Bank QM Standard Operating Procedures and educates clinical and support staff regarding quality management regulations
• Collects and aggregates data for department management and medical board. Collaborates with Eye Bank management in making recommendations for improvement in all areas, as necessary. Follows-up to ensure correction of identified problems
• Monitors Quality Management dashboard to ensure compliance with Quality Management program
• Bachelor’s Degree in Biology, Physiology or related field, required
• Certified Eye Bank Technician certification, preferred
• Minimum of two (2) years progressively responsible related work experience to ensure familiarity with Eye Bank standards and protocols including NYSDOH, FDA and Eye Bank Association of America requirements

Bank Capital Markets Administrative Assistant Resume Examples & Samples

• General administrative support for legal professionals in capital markets and trust and for the management team of the Wholesale Risk Management department
• Project file management
• Legal invoice management
• Coordinate travel and manage expense reimbursement
• Calendar management
• Review and draft correspondence for highly confidential matters
• Catalog orders for supplies and equipment
• Candidate must have excellent organizational skills and provide complex and highly confidential support services under minimal supervision
• Must have a demonstrated ability to interface effectively within all levels of the organization
• Must display excellent follow-through on projects where input from a variety of parties requires monitoring and follow-up until project completion
• Must be a team player, prioritize well, meet deadlines and handle multiple high-priority tasks concurrently
• Must be flexible, willing and able to learn new software and new tasks
• Must have excellent judgment, tact and diplomacy in dealing with internal and external customers to independently handle a wide variety of situations and conflicts that are non-routine
• Proficiency in Microsoft Office 2010 products
• Complies with all policies and guidelines (Board, ALCO, Credit, etc.) in managing the investment portfolio
• Maintain good communication with brokers and dealers to monitor the market and to develop strategies
• Participates in sub-group or task force to revise or modify existing internal or external procedures, guidelines or to review new products
• Maintains awareness of current and pending legal and regulatory issues that impact institutional investments
• Works closely with internal partners (operations, accounting, credit, legal, etc.) to coordinate issues related to the investment portfolio specifically or Treasury generally, working across groups to execute solutions
• 3-5 years of investment experience
• Conducts investigations to identify internal fraud, customer account fraud transactions, identity theft, and elder abuse. Writes internal and external Investigative Reports based on investigation analysis and findings
• Analyzes customer accounts during investigations for fraud
• Identifies areas that need increased security procedures. Recommend software to customers to protect their accounts from fraud
• Researches and reports on security options
• Interacts with senior management concerning matters related to security, fraud and loss prevention
• Exercise independence of thought but refers more complex problems to supervisor or other expert. Roles at this level are typically for those exhibiting strong basic executional capabilities and who are beginning to take on more responsibility
• Bachelor's degree preferred in relevant field
• Minimum 3 years of experience required with a focus on bank operations and compliance. Prior banking experience preferred
• CFE preferred
• Skill in writing internal investigative reports
• Demonstrated knowledge of bank computer systems such as, Sharepoint, Excel, and Word
• Ability to work after hours on occasion for physical security and investigations
• Calculate xVA charges on new derivative trades
• Analyze the daily P&L reports and prepare commentary
• Sign-off on the Daily Risk and P&L Reports
• Liaise with various related teams e.g. Strats, Documentation, BU Risk, Sales & Trading, Legal etc. on general counterparty issues and projects
• At least 2 years of relevant experience in a related role
• Familiarity with OTC derivatives, especially Rates, Credit and FX
• Exposure to Fixed Income OTC Derivatives, trading risk and/or market risk a distinct advantage
• A degree in Finance- or Engineering-related discipline preferred
• A Team player, enthusiastic and willing to learn
• Resilience to succeed in a small team setting necessary
• This role will be based in either HKG or Tokyo office

Blood Bank Specialist Resume Examples & Samples

• Serving as the Sunquest application and database expert for the Transfusion Service Labs (TSL); keeping current with AABB regulations and requirements and their impact to the LIS, EMRs, and TSL operations
• Attending meetings, analyzing workflows and recommending solutions
• Making database modifications, and assisting with documentation requirements for FDA validation
• Evaluating application upgrades (Sunquest, Epic, ORCA, Soarian, etc.) for

Senior Manager Bank BSA Resume Examples & Samples

• Track product launches for AML issues, including the timely collection and provision of AML requirements. The Senior Manager, Bank BSA/AML Special projects will be required to work with and organize the wider AML function as necessary in responding to new product launches or product changes
• Management of timely and accurate responses to regulatory and audit requests
• Manage the reporting on and timely closure of issues levied against the Bank AML organization. Work with first line and CRM contacts to ensure effective and compliant closure
• Provide oversight over the enterprise screening function, by performing the following tasks, as necessary: reviewing regular metrics reports and demonstrating judgment in determining how and when to act on metrics; reviewing watchlist screening requirements; escalating issues to the Director of AML Strategy and the DB BSA Officer
• Lead/Project Manage efforts across legal and the first line of business when significant sanctions related events (e.g. positive match, high projected volumes due to process/system change) occur, including coordinating efforts prior to implementation of changes
• Team Management
• 8 years working experience in AML, Bank operations, Management , Regulatory

Bank Continuous Improvement Manager Resume Examples & Samples

• Business process management, development, optimization and sustainment through the collaborative design of business processes
• Works closely with senior leadership and subject matter experts to design and enhance processes
• Collaboratively manages the associated implementation plan, metrics, controls, and technology requirements with key stakeholders
• Develops plans to provide for ongoing monitoring and management of business processes
• Synthesizes and communicates findings and recommendations to business and process leaders
• Establish a Continuous Improvement mindset across the organization
• In conjunction with the business partners and subject matter experts, leads problem solving and surfaces opportunities and solutions to improve processes and create efficiencies
• Builds and enhances the capability of others through role modeling, training and coaching on control design and process improvement
• Contributes to the toolsets and methodologies used by the process improvement team based on experience and project findings
• Contribute actively to network of process improvement professionals within the enterprise
• Bachelor’s degree in relevant field required, graduate degree preferred
• 15 years of experience in process design, process engineering and implementation
• Knowledge and expertise in process improvement methodologies and tools (e.g. Lean or Six Sigma)
• Demonstrated ability to effectively facilitate the implementation of new processes/procedures with compelling influence to gain acceptance and adoption
• Strong analytical and problem solving skills to conduct data analysis/synthesis, process mapping, gap analyses, and solution development
• Ability to manage projects, gather data, organize ideas, formulate recommendations, and implement solutions
• Demonstrates intellectual curiosity
• Excellent verbal and written communication/presentation skills
• Superior collaboration skills with the ability to successfully navigate in a large organization
• Proven experience with a top consulting firm a plus
• Detail oriented with strong organizational skills and ability to adapt to change
• Experience with the Ultra High Net Worth (UHN) customer base
• Experience in management consulting at a top tier firm preferred

Director of Bank Administration Resume Examples & Samples

• You have persuasive and strong negation skills
• You have the ability to interact with all levels of management, as well as internal and external business partners
• You can work independently and demonstrate sound judgment
• You have a strong attention to detail
• You possess strong oral and written communication skills
• You work effectively in a team environment and collaborate with others
• You bring a strong sense of ownership, accountability and a commitment to achieving objectives
• You can multi-task and prioritize assignments

Service Center Bank Specialist Resume Examples & Samples

• Develop and deliver specialized bank related training (group, team or one-on-one feedback) to Bank Customer Service Representatives
• Respond to escalated customer requests and inquiries and provide accurate information and follow through on commitments within the designated time frames
• Work with Scottrade Bank’s core service platforms to identify and address customer service issues. Follow up with customers on service issues that required further research
• Assist with creating, documenting, and maintaining department best practices, procedures, and training
• Support Bank Support Representatives, Brokers, and Supervisors with routine and complex account inquiries that require additional time and research
• Identify opportunities to introduce products and services that - improve the customer’s product and online experience
• Establish and maintain effective coordination and working relationships with Scottrade Bank Operations, the Service Center, other Scottrade departments, vendors and management
• Knowledge of retail banking products, policy & procedures
• Ability to utilize banking and brokerage systems and applications to support customer inquiries
• Ability to maintain a high degree of confidentiality; signed confidentiality agreement required
• Ability to work independently to resolve customer service issues
• Ability to quickly evaluate information and identify key issues and problems
• Ability to coach/train others
• Strong positive attitude and willingness to assist others at all times
• Strong writing and verbal communication skills
• Ability to multitask to meet customer commitments
• Basic level proficiency with Windows Operating System
• Basic understanding of Scottrade Bank relationship with the brokerage side of business preferred
• Basic understanding of the Scottrade brokerage division including margin, cash and retirement account policy & procedures preferred
• Intermediate level proficiency with Microsoft Word, Excel, and Outlook
• Foster company success through a professional appearance, being courteous to customers and all Scottrade associates and by having a positive attitude
• Bachelor’s degree in Business, Finance, or related field or equivalent combination of education and experience required
• 2+ years customer service experience
• 2+ years Call Center experience required
• 1+ years bank experience required

Mgr LIS Blood Bank Resume Examples & Samples

• Provide application maintenance, support and implementation support for the Cerner Millennium PathNet, Mediware HCLL, and Meditech laboratory products (Blood Bank and Donor.)
• Responsible for providing professional consultative oversight to the training, testing, maintenance, upgrade, evaluation, and implementation of Blood Bank software systems and applications
• Demonstrates strong analytical, organizational, interpersonal, and creativity skills in providing necessary support of Blood Bank lab systems in conjunction with Northwell Health IT strategic planning
• Develop and implement regression, unit and integration testing plans for Blood Bank system software
• Completes assigned tasks per defined project scope, timelines, and budgets for implementations. Works to prescribed methodologies for all project implementations and may include multiple implementations simultaneously
• Completion of department solutions and strategies based on the system analysis of the application
• Reports on systems projects and any technical issues, problems, timelines in a timely manner
• Provides oversight in Cerner and Mediware products among other clinical applications
• Reviews all new projects listed, manages multiple projects and gives weekly status reports
• ADA Essential Functions
• Bachelor’s Degree in Computer Science Medical Technology, required. Master’s Degree, preferred
• Minimum of five (5) years progressively responsible experience in information systems, including operating knowledge of Laboratory systems and leadership, required
• Functions as a team leader with advanced problem solving and implementation skills, and/or as a team member to implement, upgrade and support complex application systems
• Demonstrates strong analytical skills in gathering information, defining work problems, and designing a system of procedures to resolve problems
• Team player and meets all mandatory requirements for compliance and maintains compliance with all regulatory and safety requirements
• Displays initiative and good judgment in fostering the mission of Northwell Health

Suites Manager Bank Stadium Resume Examples & Samples

• Plan, direct and control premium services within this sports & entertainment facility to meet operating and financial goals, client objectives and customer needs
• Premium services at the arena include premium concessions, private club boxes, VIP events, and suites services
• Responsible for developing a management team to oversee daily suites and club operations
• Bachelor's Degree required
• 5+ years of hospitality management experience in an upscale environment
• The ability to manage in a fast-paced, diverse environment with focus on client and customer services, entrepreneurship and building and growing a strong business is essential
• Knowledge of and experience with selling, planning and executing special events is required
• P&L accountability and/or contract-managed service experience is desirable
• Candidate must be willing to work event based hours which include nights, weekends and holidays as necessary
• Detects, researches, and reports Bank Secrecy Act (BSA) required transactions
• Strong time management skills
• Working knowledge of and experienced in Microsoft Word and Excel

Coord Eye Bank Donor Resume Examples & Samples

• Receives and accurately records communications regarding potential donors
• Screen donor referrals to determine potential eligibility
• Follow prescribed screening and consent procdures to procure tissue donations to include medical history screening, contacting next-of-kin, obtaining recorded consent, complete medical-social interviews
• Coordinates placing the body on hold, notification of Eye bank technicians and coordinates consent and clearance documentation
• Liases between technicians and all agencies in the processing of eye tissues
• Performs related duties, as required
• High School Diploma or equivalent, required
• Excellent communication skills, required

Consumer Bank Market Manager Resume Examples & Samples

• Manage the day-to-day activities of or Relationship Managers (RMs) to drive sales growth, including: managing sales interactions, sales processes, outbound calling, sales deepening and Preferred Reward and Small Business results
• Partner with Market Ops Manager to ensure coordination and adherence of team members to operational policies, procedures
• Administer superior sales supervision best practices in order to remain up to date on all Risk and Regulatory requirements
• Drive an enhanced client experience
• Responsible for molding the behavior and performance of all team members, while maintaining adherence to applicable securities and regulatory laws, polcies and procedures
• Resolve all client issues that are elevated to management level
• Drive sales management routines
• Proven track record of coaching and improving performance in others
• Can quickly learn partners business, priorities, challenges, and goals
• Ability to perform in an explosive growth environment that is experiencing change
• Ability to lead and motivate a diverse group of employees
• Undergraduate College Degree
• Prior management experience

Cross Asset Projects Change the Bank Resume Examples & Samples

• 7+ years project management and/or business analysis experience
• Financial Services industry experience, preferably in banking operations
• Ability to challenge the status-quo, think strategically and provide insight into how to improve existing business and technology processes
• Experience in the full delivery lifecycle for both process and technology driven projects
• Experience managing global diverse teams
• Experience with developing, managing and tracking project budgets and financials
• Proven ability to successfully deliver large-scale projects from inception to implementation
• Strong analytic and problem solving/process improvement skills; ability to learn quickly and solve poorly defined problems
• Ability to develop strong relationships and personal credibility with stakeholders and understand how their needs and requirements can be incorporated into the delivery of the solution
• Ability to excel in an environment of ambiguity and pressure by quickly adapting behavior and work methods to adjust to multiple demands and shifting priorities
• Ability to anticipate and manage the immediate and longer-term consequences when things go wrong
• Capable of setting direction and motivating teams
• Manage the day-to-day activities of Financial Solutions Advisors (FSAs), Banking Center Financial Advisors (BFAs), Center Based Small Business Bankers (CBSBB), Personal Bankers and/or Relationship Managers (RMs)
• Manage and execute end to end talent management process for RMs/FSAs/BFAs including market expansion, hiring, onboarding, proficiency of sales management; Perform performance reviews of all FSAs/BFAs/RMs and provide constructive feedback and coaching
• Adhere to regulatory and supervision policies and procedures when coaching and managing producer performance; Enforce policies and procedures and ensure adherence of team members (Note: while the creation and enhancement of partnerships across the company is encouraged, setting referral goals or targets for unregistered individuals for investment referrals to the broker dealer is not permissible)
• Drive a Preferred branded client experience
• Responsible for molding the behavior and performance of all team members, while maintaining adherence to applicable securities and regulatory laws, polices and procedures
• Supervisory Licenses of an 8 or (9 and 10 combined) or possess a Series 4, 24, and 53

Laboratory Asst-blood Bank-pd, Days Resume Examples & Samples

• 1 year clinical laboratory experience or 1 year as an intern in a laboratory
• Proficient with computer. Strong interpersonal and organizational skills
• 3 years or more of clinical Laboratory experience
• Associate Degree
• Cert Phlebotomist Tech 1

Bank Loan Client Specialist Resume Examples & Samples

• Bachelor’s Degree preferred in Business, Finance, Accounting or Economics. Alternatively, 1-2 years of experience in the finance industry is required
• Experience in loan administration / operations / another relevant area
• Confident, articulate, and able to build rapport and maintain strong relationships with clients
• Numerate and literate with a high attention to detail
• Ability to work to multi-task and work in a fast-paced environment
• PC literate with good working knowledge of MS Excel, MS Word, Debtdomain / Intralinks,
• Knowledge of Loan IQ system preferred but not required
• Self motivated, proactive, and possessed of an ability to use own initiative
• Assertive, with excellent interpersonal skills
• Possess well-developed business skills
• An excellent team player, capable of sharing information freely, and assisting others as required
• Displays attention to detail and accuracy
• Possesses a demonstrated ability to build and manage relationships, and has the credibility and confidence to liaise effectively at senior levels
• Has a good understanding of market practice and procedures relating to Syndicated Loans agency work
• Shows willingness to, and demonstrated experience of, delivering to clients
• Has strong time management and organizational capability

Consumer Bank & Merrill Edge Market Manager Resume Examples & Samples

• Integrate across One Team to manage joint success by building and managing relationships with local banking center partners (Home Loans, US Trust, GWIM, BCM, Market Ops Mgr, Small Business, etc.) to ensure referral flow and execution of One Team in compliance with regulatory and supervision policies and procedures
• Supervise the investment and sales process, including recommendations of team members
• Partner with Market Ops Manager and Admin Manager to ensure coordination and adherence of team members to operational, regulatory and supervision policies, procedures
• Partner with Admin for Banking Oversight (e.g. FSA/BFA Control Review Follow-up)
• Resolve all client issues that are elevated to supervisory level
• Manage licensing process for unlicensed RMs (as needed)
• Series 7, 66, (Series 7 must be held for a minimum of 3 years)
• 5 years of sales experience
• Proactively builds trusted relationships with key partners/clients
• Can attract, recruit and retain an effective sales force
• Exercises good judgment and experience to make timely and effective decisions
• Communicates clearly and effectively at all levels
• Communicates strategic business plans and tactical sales goals to team members

Team Leader, Bank Loans Resume Examples & Samples

• Provide Loan mark to market bid and offer levels to clients on a daily, weekly and monthly basis
• Obtain market color through interaction with various Bank Loan trading desks
• Maintain close contacts with the dealer community to obtain market insights in times of little transparency
• Obtain and analyze market related news on a regular basis
• Manage a team of Loan evaluators
• Direct responsibilities appropriately and ensure that workflow is efficient/logical
• Oversee all analysis and results and ensure they are accurate and timely
• Educate the team about Bank Loans and market practices, as well as cultivate capability to discern new trends and assumptions; train team in proper/effective client interaction
• Ability to network and build internal and external relationships, ability to work effectively in a team environment and mentor/train
• Network of industry contacts
• Customer Service Skills
• Quantitative and analytical skills
• Prior management or product lead experience preferred
• Willingness to travel a plus
• Prior experience in dealing with clients a plus
• Knowledge of third party software solutions a plus
• Other relevant Fixed Income certifications a plus
• Prior experience as trader, research analyst, quantitative analyst, portfolio manager, valuation/pricing expert with significant industry connections and relationships
• Expertise in global financial markets and specifically, fixed income and Bank Loan products
• Ability and willingness to mentor/train junior staff and to participate in the summer and full-time analyst programs

CG Role-bank Levy & Finrep Resume Examples & Samples

• Review of daily and monthly batches to ensure that any errors or suspense items are addressed
• Managing the processing of daily and monthly processes, e.g. FX revaluation and restatement, dividending, funding
• Reporting on the integrity of static and transaction data from the trading systems throughout the general ledger
• Front-to-back reconciliations through the general ledger environment
• Investigating issues to assist users and technical teams, propose a solution and see through to implementation
• Involvement on mini-projects to close down year-end, prepare Corporate annual reporting structures etc
• Provide assistance to IT projects / implementation teams and act as liaison between IT and Finance
• Participate in or initiate process improvements
• Ongoing compliance with SOX 404 requirements
• Providing support to other regions where required
• Excellent communication skills both written and oral are a pre-requisite. In particular, the ability to present findings in a clear, concise and logical fashion
• Energetic self-motivated, flexible, independent personality who is interested in the risk aspects of the Bank's activities
• The analyst should be a strong team player, pro-active and assist colleagues when required
• The analyst should be flexible to varying tasks and adaptable to a high volume of change
• Ability to analyse and solve problems independently
• Should be proactive in proposing solutions to unique systems issues that regularly occur and gain consensus for proposed remediation
• Should have excellent PC skills, with advanced MS Excel or MS Access, strong Oracle SQL & Star Schema experience & ETL experience or at least experience with large flat file and Oracle SQL loader
• A broad knowledge of banking products, capital markets products and derivative fundamentals would be an advantage

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