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

Build and understand complex financial models. Perform complex financial analysis with minimal oversight. Create high impact presentation materials using PowerPoint, Excel, Word and other relevant software programs. Basic understanding of capital market trends and application to client needs. Ability to support execution of M&A advisory transactions. Work well as part of

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

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

As the Senior Director of Payment Operations, you'll report directly to the Senior Vice President of Growth & Operations. In this role, you'll be responsible for overseeing our department's efforts in researching, resolving, and reporting Level 2+ issues related to payments. You'll need to excel in managing workload and productivity within a case/ticketed queue environmen

General information JobID 14378 Position Level Individual Contributor Team Business Operations Working Time Full Time Position Type Regular Travel Requirements 0% Workplace Type Hybrid Preferred Location Allen, TX Additional Locations Allen, TX, Alpharetta, GA, Birmingham, AL, Branson, MO, Cedar Falls, IA, Charlotte, NC, Houston, TX, Lenexa, KS, Monett, MO, Shawnee, KS, S

General information JobID 14339 Position Level Individual Contributor Team Business Operations Working Time Full Time Position Type Regular Travel Requirements 10% Workplace Type Hybrid Preferred Location Springfield, MO Additional Locations Allen, TX, Alpharetta, GA, Birmingham, AL, Cedar Falls, IA, Charlotte, NC, Louisville, KY, Monett, MO, San Diego, CA

Serves as a subject matter expert of the fraud risk review process, returns and hold harmless process, and wire processes and regulations. Maintains knowledge of current fraud industry tools and Reg CC, Reg E and ACH/NACHA regulations. Develops and implements strategies and procedures for reviewing internal or external inquiries and identifying fraudulent transactions. Bu

Please note This position will follow a hybrid schedule working three days per week (Tuesday through Thursday) in our Alpharetta, GA office, and two days per week (Monday and Friday) working remotely. Education is ever evolving. And so are we. We seek passionate people from diverse backgrounds who are committed to helping improve the work of schools as a trusted partner i

Achieving sales goals while serving the clients' best interests. Plan and conduct individual and group coaching sessions with retail bank employees. Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers. Handle daily client needs and problems and prioritize and delegate tasks to resolve. Post appoint

Treasury Solutions Support Specialist Job ID 2024 11219 Job Locations US GA Lawrenceville | US GA Atlanta | US AL Homewood | US AL Birmingham | US TN Nashville | US TN Memphis | US MS Tupelo | US MS Flowood | US GA Columbus Overview The Treasury Solutions Support Specialist will fulfill a key role for Renasant Bank's Treasury clients. This person must be motivated and pas

Manage and oversee the forecasting, and long range financial planning processes Develop and maintain complex financial models to support decision making across the organization Analyze financial data to identify trends, risks, and opportunities for growth Collaborate with cross functional teams to ensure alignment of financial plans with strategic objectives Drive improve

The Credit Manager reports to the Senior National Director, Credit & Collections Located in Duluth, GA Full Time Hybrid The Credit Manager holds a position of accountability, overseeing the entire credit management and contract management functions within the organization. With a focus on maintaining compliance with state and federal procedures, this role involves strateg

EQ is looking for an Operational Auditor with Financial Industry Experience to help execute internal audits as part of the U.S. internal audit function and audit plan. The candidate must be collaborative with a team, participate in engaging with auditees, and contribute to risk and control analysis and audit project management including planning, leading meetings, process

As Controller for one of our multi faceted client locations, the successful candidate should possess savvy business skills, be a highly motivated professional, with proven ability to establish excellent working relationships with various team members. Additional responsibilities include but not limited to the following Key Responsibilities Responsible for all cash handlin