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OF POSITION A Mortgage Advisor should demonstrate commitment to delivering distinctive service. This position will be responsible for originating substantial mortgage loan volume and loan revenue in accordance with Pinnacle's values and mission as well as investor underwriting guidelines to assure timely loan funding and comply with all state, federal and investor complian
Posted 6 days ago
Analyze costs and inventory levels to support pricing efforts for new customers. Enhance and streamline current financial reports and data sources. Prepare and present materials supporting periodic business reviews and quarterly meetings. Build and/or utilize existing analytics and supporting written justifications for capital acquisition cases across the entire Tosca bus
Posted 5 days ago
OF POSITION A Credit Advisor should demonstrate commitment to delivering distinctive service. The position will be responsible for providing the credit analysis and underwriting for new and renewed credit requests. This position is also responsible for ongoing portfolio management and preparation of underwriting documentation. The Credit Advisor may become eligible to rece
Posted 6 days ago
The Manager SEC Reporting & Technical Accounting will report to the Controller and be primarily responsible for the preparation of the Company's SEC filings and requisite supporting documents underlying such filings. The Manager will also be primarily responsible for researching, opining, and memorializing the appropriate accounting treatment of material complex transacti
Posted 11 days ago
salesforce.com, inc.
- New York, NY / Baltimore, MD / Philadelphia, PA / 8 more...
To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts. Job Category Customer Success Job Details About Salesforce We're Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaz
Posted 4 days ago
Fifth Third Bank
- Charlotte, NC / Cincinnati, OH / Louisville, KY / 12 more...
Prospect and Client Discovery Plays a major role in the sales process in acquiring significant (generally > $10 million investable) relationships by partnering with the WMA and collaborating with specialists in delivering Fifth Third's discovery experience to clients and prospects. Primary focus is understanding and memorializing the entirety of the client's/prospect's cu
Posted 11 days ago
The Global Stock Plan Administrator will manage the end to end administration of our equity plan. This role administers the company stock plans, prepares and provides information to stock plan participants, manages the processing of grants, award terminations, equity vesting, exercises, share pool tracking, and the employee stock purchase plan. The position will maintain
Posted 18 days ago
Client Acquisition Identifies and attracts new clients to the Bank's wealth offerings through direct prospecting efforts, client referrals, and by partnering with Bank associates. Builds and cultivates strategic partnerships with centers of influence to enhance acquisition efforts. Responsible for external networking and market development. Relationship Management Serves
Posted 19 days ago
Client Acquisition Identifies and attracts new clients to the Bank's wealth offerings through direct prospecting efforts, client referrals, and by partnering with Bank associates. Builds and cultivates strategic partnerships with centers of influence to enhance acquisition efforts. Responsible for external networking and market development. Relationship Management Serves
Posted 19 days ago
Empower Retirement
- Greenwood Village, CO / Atlanta, GA / Tampa, FL / 1 more...
Grow your career with a growing organization Whether they're helping people reach their long term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freed
Posted 3 days ago
Crowe
- Chicago, IL / Louisville, KY / Miami, FL / 25 more...
Strong written and verbal communication and comprehension both formally and informally to our clients and our teams, in a variety of formats and settings, including in interviews, meetings, calls, e mails, reports, process narratives, presentations, etc. Willingness to travel 60% annually Internal operational and technology audit planning and execution, including risk ass
Posted 4 days ago
Sales Develops and prospects internal and external centers of influence to build and cultivate pipeline of new client opportunities. Effectively utilizes Life360 Discovery process to profile clients and issues spot client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning. Acts as the Core Team Member for One Bank to identify opportunities wit
Posted 15 days ago
Client Acquisition Identifies and attracts new clients to the Bank's wealth offerings through direct prospecting efforts, client referrals, and by partnering with Bank associates. Builds and cultivates strategic partnerships with centers of influence to enhance acquisition efforts. Responsible for external networking and market development. Relationship Management Serves
Posted 19 days ago
Elastic
- Mountain View, CA / Sacramento, CA / San Diego, CA / 21 more...
Elastic is a free and open search company that powers enterprise search, observability, and security solutions built on one technology stack that can be deployed anywhere. From finding documents to monitoring infrastructure to hunting for threats, Elastic makes data usable in real time and at scale. Thousands of organizations worldwide, including Barclays, Cisco, eBay, Fa
Posted 4 days ago
The Client Partner is responsible for partnering with customers to demonstrate value and deliver business outcomes using Infor solutions. Ensuring on going high levels of satisfaction and retention of customers is vital. The Client Partner will proactively work with both existing and new customers on a regular basis to uncover opportunities for increased utilization and a
Posted 4 days ago
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