Business Banking Relationship Manager 3 Job at U.S. Bank National Association (Brea)

Cash relationship manager

Account opening for corporate clients and cross-selling of business banking prod...

Location

Singapore , Singapore

Salary:

Not provided

Randstad

Expiration Date

Until further notice

Requirements

An ideal candidates should come with good communication and analytical skills
A diploma is minimally required
At least 3 year of experience in business banking with knowledge in FX, trade, loans and cash

Job Responsibility

Account opening for corporate clients and cross-selling of business banking products
Acquisition of new business
SME/Corporates to grow deposit balance and revenue KPIS
Conduct KYC and ensure due dilligience

Fulltime

Markets Business Manager

Given the increasing industry and regulatory focus around control-related tasks,...

Location

Nigeria , Lagos

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Relevant experience in financial markets either in the business or business support functions
Exposure to financial markets related products and experience
Understanding of the broader financial markets regulatory landscape
A minimum of first degree or its equivalent plus a relevant higher degree or professional qualification
A minimum of 15 years post-graduation experience out of which at least 10 years must have been in the banking industry and at least 3 years on senior manager grade
Evidence of experience in at least 3 major areas of banking operations

Job Responsibility

Provide updates related to financial performance, opportunities, risk and control issues, escalation points, and regulatory engagement
Support the business in facilitating new business initiatives, product expansion and driving technology change
Create and provide effective metrics to stakeholders and management teams across various risk stripes
Advance control framework including executing Manager's Control Assessment testing, operational loss processes, and corrective actions
Build strong relationship with country product, business and function partners and coordinate effectively across the Markets team
Liaison with desk heads, support functions building relationships with control and support functions to develop and deliver on business strategy
Seek out and ensure corrective actions are implemented for control related issues across the spectrum of control functions with a goal of driving a robust, harmonized business model for the country
Have a critical mind and question processes and frameworks with an objective of risk reduction
Preparation of meeting materials, ensuring minutes are accurately recorded and tracking follow-up items
Relay business knowledge, product knowledge, and requirements to business and internal support functions where required

Fulltime

Business Operations - Bank Partnerships

We ensure cross-functional coordination and increase efficiency across Plaid to ...

Location

United States , New York

Salary:

150000.00 - 187200.00 USD / Year

Plaid

Expiration Date

Until further notice

Requirements

8+ years of experience including 3 years in Strategy, Business Operations, or Finance supporting complex, multi-stakeholder businesses
A passion for financial services innovation
Strong analytical, financial modeling, and presentation skills
Ability to distill complex issues into structured frameworks and action plans
Ability to thrive in an ambiguous environment with a high degree of autonomy
Ability to build productive and positive relationships across the organization at all levels
Ability to independently drive consensus across cross-functional teams and influence decision making
Strong knowledge of SQL preferred
Direct operational experience in fintech, data infrastructure or other high-growth SaaS company, with prior exposure to dual-sided marketplaces or network businesses preferred

Job Responsibility

Initiating, managing, and successfully executing new, cross-functional initiatives that increase alignment and create synergies across Plaid
Partnering with other teams and functions to improve efficiency, productivity, and performance
Developing and tracking key company KPIs to drive execution and identify opportunities for operational improvement
Identifying and assessing the viability of new business opportunities, strategic initiatives, and partnerships for Plaid
Building out processes and success measures, and executing on initiatives to build, launch, and operationalize Plaid’s new products, in close partnership with our Product and Go-To-Market teams

What we offer

medical
dental
vision
401(k)

Fulltime

Citigold Relationship Banker

The Citigold Relationship Banker is a developing professional role that applies ...

Location

Mexico , Monterrey

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Bachelor's/University degree or equivalent experience
0-2 years relevant experience
ability to manage relationships both internal and external
ability to prioritize
mandatory certifications as required for selling financial products
Licenciatura Económico-Administrativo concluida
experiencia como Becarios, Servicio Social o Practicas Profesionales
conocimiento en Inversiones, Mercado Financiero, Derivados
certificación AMIB Figura 3 (deseable)
habilidades: Trabajo en Equipo, Comunicación Efectiva, Capacidad Analítica, Resolución de Problemas y Atención a Cliente

Job Responsibility

Review CG customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs
advise CG customers to enrich the relationships by mobilizing additional funds and sell other fee-based products or services based on the current and future customer needs
review product penetration for the assigned client base, identify potential CG customers who can be sold tailored products to enhance product penetration
ensure coverage of all relationships through customer engagements, risk profiling and financial planning
organize CG customer events to enhance customer bonding
acquire new CitiGold customers through converting referral leads
ensure that KYC/AML and other compliance norms are strictly adhered to
fulfill the clients’ necessities while providing an exceptional client experience
appropriately assess risk when business decisions are made by demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets
brindar apoyo al banquero patrimonial en la gestión y atención del cliente de alto valor

Fulltime

Client Technology Solutions Manager

We are seeking a Client Technology Solutions Manager with a strong background in...

Location

Australia , Sydney

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Demonstrated experience in the Investment Banking or Asset Management industries, preferably in Custody, Fund Services, ETF Servicing, Transfer Agency, FX, Securities Lending or Middle Office areas
Ability to drive holistic operational processes and cross product technical solutions across product areas
Demonstrated client-facing experience with a concentration on technical relationship management and technical program delivery with proven success
Proven Project management skills focused on technical solutions delivery
Operate with a product and solutions mindset
Excellent stakeholder management skills, with the ability to build and maintain strong relationships with senior-level stakeholders, both internally and externally
Must possess highly professional presence
Excellent communication and relationship-building skills
Must possess ability to lead working sessions and senior client presentations
Ability to drive consensus and manage differing points of view with composure

Job Responsibility

Client Facing Solutions: Engage directly with clients in the financial services industry to understand their needs and develop tailored solutions
Problem Solving & Solution Delivery: Identify client pain points, propose innovative technology-oriented solutions, and overs their implementation to ensure delivery of high-quality results
Change Management: Lead change initiatives for clients, ensuring seamless transitions and the adoption of new technologies and processes
Program Management: Drive program success from initiation through execution, ensuring that goals, timelines and deliverables are met
Business Re-Engineering: Partner with cross-functional teams to analyze existing processes, identify inefficiencies, and design technology-driven enhancements
Stakeholder Management: Build and maintain strong relationships with senior-level stakeholders, including C-Suite executives, to align solutions with business strategies and goals
Technology Focus: Stay up to date with industry technology trends and integrate relevant innovations into client solutions and internal process
End-to-End Delivery: Define, design, and deliver end-to-end solutions that are scalable, sustainable, and meet both business and technical requirements

Fulltime

Business Analyst/ Application Product Owner

We are seeking a Business Analyst/ Application Product Owner to join our team in...

Location

United States , Lawrenceville

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 3 years of experience as a Business Analyst in the Banking sector
Proficiency in using Atlassian Jira for project management
Demonstrable experience with Customer Relationship Management (CRM) tools
Proven skills in Gap Analysis to identify improvements in business processes
Advanced knowledge of Microsoft Excel and Microsoft Word
Experience with AB Testing methods to optimize business processes
Familiarity with Agile Scrum methodologies for project management
Solid understanding of Business Process Functions within the Banking industry
Capable of creating effective Business Requirement Documents
Experience in Claim Administration within the banking sector

Job Responsibility

Collaborate with stakeholders using Agile methodologies to meet project goals and deadlines
Understand stakeholder needs, identify pain points, and generate innovative ideas for product enhancement
Maintain a product backlog, translating unstructured or ambiguous requests into actionable user stories
Conduct functional testing of PBIs before their release into production
Continuously evaluate, prepare, and meticulously plan PBIs for future development cycles
Evaluate current business processes and requirements to identify opportunities for enhancement
Host meetings and presentations to share application process ideas and findings
Review support tickets or customer feedback to identify common issues or pain points experienced by users
Serve as Operations Department backup support when necessary
Participate in seminars and community outreach efforts to provide tutorials and walkthroughs of the web application

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Fulltime

Business Analyst/ Application Product Owner

We are seeking a Business Analyst/ Application Product Owner to join our team in...

Location

United States , Lawrenceville

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 3 years of experience as a Business Analyst in the Banking sector
Proficiency in using Atlassian Jira for project management
Demonstrable experience with Customer Relationship Management (CRM) tools
Proven skills in Gap Analysis to identify improvements in business processes
Advanced knowledge of Microsoft Excel and Microsoft Word
Experience with AB Testing methods to optimize business processes
Familiarity with Agile Scrum methodologies for project management
Solid understanding of Business Process Functions within the Banking industry
Capable of creating effective Business Requirement Documents
Experience in Claim Administration within the banking sector

Job Responsibility

Collaborate with stakeholders using Agile methodologies to meet project goals and deadlines
Understand stakeholder needs, identify pain points, and generate innovative ideas for product enhancement
Maintain a product backlog, translating unstructured or ambiguous requests into actionable user stories
Conduct functional testing of PBIs before their release into production
Continuously evaluate, prepare, and meticulously plan PBIs for future development cycles
Evaluate current business processes and requirements to identify opportunities for enhancement
Host meetings and presentations to share application process ideas and findings
Review support tickets or customer feedback to identify common issues or pain points experienced by users
Serve as Operations Department backup support when necessary
Participate in seminars and community outreach efforts to provide tutorials and walkthroughs of the web application

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Fulltime

New