Collecting information
Organizing data
Our focused model and bold ambition have put us at the center of events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insur
Develops detailed understanding about a clients financial and operational processes, key decision criteria, technology, and the competition in support of delivering powerful proposals and presentations resulting in winning new business. Serve as integral member of the client management and cash mana
The Treasury Management Service Specialist II - National Deposit Group (NDG) and HOA support clients within the National Deposit Group and Homeowners Association (HOA) business segments by delivering high-quality treasury management onboarding, implementation, and ongoing service support. Ensure adh
Lead and execute transactions across mergers and acquisitions, debt and equity financing, and other strategic advisory mandates. You would serve as a key resource in client discussions and presentations, alongside Citizens product partners, while participating in the origination and execution of M&A
Maintain appropriate credit quality and portfolio health through proper review and evaluation of new credit requests, modifications, and amendments, providing well-supported, timely and accurate credit recommendations/decisions, portfolio reporting, and risk rating updates, problem loan management,
Evaluates Lines of Business (LOB) financial performances and assists with decision making by synthesizing key trends, assessing current and future business risks, and preparing, analyzing, and reporting on financial results and key metrics. Collaborate with cross-functional teams, including: Finance
Responsible for consultative sales of Treasury Solutions (TS) products and services to assigned client group via a cash flow management/working capital approach with a focus on risk mitigation and grounded in Truist's Purpose, Mission and Values. Executes sales plan, develops strong partnership and
The preferred candidate will have knowledge of commercial real estate process and operations. The Real Estate Operations team supports commercial real estate investment activities across the platform. Support property and asset management operations among all sectors within Clients Real Estate Ameri
Support development and maintenance of core risk management standards and frameworks Manage change management process for committee charters and policies. As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of app
Provides ideas and insights based on understanding of the clients needs and their financial well-being while focusing on increasing client engagement and loyalty. Actively identifies and mitigates different types of risk, such as regulatory, reputational, and operational risks. Manages the originati
Develop strategies and action plans for emerging risk, and elevate to Senior Credit Officer and present portfolio updates and recommendations to senior executives, Risk Oversight Committees, and regulators as requested. Broad product knowledge and experience, including Debt and Equity Capital Market
The Investment Banking Analyst will be involved in all facets of Citizens' investment banking activities and will play an integral role supporting the origination and execution of a broad range of transactions, including private and public financings (equity, equity-linked and debt), mergers and acq
The CUII is responsible for performing and documenting comprehensive financial analysis to support credit decisions for ultra-high-net-worth clientsincluding individuals, family offices, trusts, and specialized wealth entitiesensuring full adherence to applicable policies, procedures, and underwriti
Investment Team Associate - Private Credit, Direct Lending & Equity Investments.
As an organization, we believe that a diversity of perspectives and strengths is essential to meeting the evolving needs of our clients, and we are committed to attracting and retaining a talented workforce as diverse as the clients and communities that contribute to our success. Risk management and
Direct experience leading non-financial risk management initiatives and/or experience related to: Strategy, Investment Portfolio Management, Project Management, Change Management, Workforce Management, Talent Strategy, and/or Business Management Operations. Execute, facilitate and monitor risk gover
Skills and competencies include the ability to analyze data and facts, ability to learn additional systems as needed, ability to work with limited supervision, demonstrated self-starter commitment to meeting deadlines and performing tasks carefully to avoid regulatory, reputational, legal, and finan
Key responsibilities include documenting credit analysis, independently assessing historic and projected borrower financial information, evaluating adherence to policy and procedure, providing loan structure analysis and recommendations, and monitoring portfolio performance. The SCU is responsible f
Develop advanced audit skills and begin developing risk assessment and project management skills. Strong knowledge of audit principles, practices, and methodologies including risk assessment, and audit documentation. Present and effectively communicate identified audit issues to Management and the E
Working with managing directors, vice presidents, associates within the debt capital markets, equity capital markets and M&A product groups, sponsor coverage and corporate banking relationship teams to develop new business ideas, pitch strategies or transaction financing scenarios to help corporate