Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach o

Contracts and Corporate Law Oversee the drafting, negotiation, and execution of various contracts, ensuring compliance and risk mitigation. Manages alerts, termination and renewals of existing contracts. Organizes and maintains contractual records and documentation such as receipt and control of all contract correspondence, contractual changes, status reports and other do

As a Branch Supervisor Float, you'll help UNIFY's credit union members safeguard their assets! At UNIFY, you matter and are supported, because your success is integral in the overall success of the teams and the experience of our members. Our members are the priority. As a Credit Union we are not driven by profit margins and stock prices (like other financial institutions

Tricon Residential Inc. (NYSE TCN, TSX TCN) is anownerand operatorofa growing portfolioof morethan 36,000 single family rental homes in the U.S.Sun Beltand multi familyapartmentsin Canada.Our commitment to enriching the lives of our employees, residents and local communities underpins Tricon's culture and business philosophy.We provide high quality rental housing options

Cultivate outside referrals from realtors, builders, and financial planners. Cultivate referrals for deposit relationships. Assist clients in achieving their financial goals and managing their mortgages more effectively. Analyze data and assist clients in assessing possible courses of action and ultimately making recommendations that best suit the client's needs. Assist l

Actively manage customer relationships along with commercial sales team to ensure that customer experience is optimal. Manage a portfolio of key accounts. Work closely with any 3rd party providers to provide support, escalation routes, ensuring their service levels are being achieved. Manage to KPIs and goals which are provided by management, including collection goals Ot

Identify and lead strategic sourcing initiatives using 7 step sourcing approach to meet business requirements and maximize stakeholder value Oversee and assist in the sourcing of multiple strategic direct/indirect materials. Drive reductions in total cost of ownership, manage the external spend while increasing cash flow Build and maintain supplier relationships and provi

Reviews, analyzes and approves or denies customer credit applications. Manages credit hold policy, reviewing customer account status, payment and collections. Provides communications to MAs (marketing associates), on customer accounts. Handles escalated collection accounts. Performs regular review of customer files to manage risk and remain compliant with audit controls.

Responsible for management of compliance with the Sarbanes Oxley Act. Principal Duties Supervises and ensures compliance with Sarbanes Oxley Act regulations and ensures appropriate internal controls are in place. Ensures complete and accurate documentation in accordance with the Committee of Sponsoring Organizations of the Treadway Commission's (COSO) Internal Control Fra

Ability to handle and maintain confidential information As part of our ongoing commitment to be #AlwaysBetter for our people, clients and communities, we have created a culture of belonging that champions your individuality as both a person and a professional. From our competitive compensation, top benefits and award winning professional development programs to industry l

In this role you will get to Make an impact by contributing to the growth of the bank through commercial loans, deposits and fee income. Leverage your network to engage with local business owners and companies to develop business lending opportunities. Represent the bank in the community by attending and participating in civic, community and networking events. Engage in a

Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL (LB&I) DIVISION? A description of the business units can be found at Vacancies will be filled in the following specialty areas Large Business and International Director Enterprise Activities The following are the duties of this position at the full working level. If this vacancy includes more than one grade and you are s

To direct and manage the Southeast Region within the Cyber Risks underwriting team. To assist with the delivery and execution of the annual business plan. To underwrite cyber and E&O accounts within the Cyber Risks division and provide counsel and advice on underwriting related issues. Provide technical expertise in this business area and maintain and improve market reput

Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach o

What You'll Do This position is responsible for conducting enthusiastic interactions to uncover needs, inspire possibilities, provide financial education, and deliver solutions to advance our members' financial success. Guided by a strong commitment to provide a better financial future for our members, the Financial Solutions Specialist (FSS) will suggest relevant product