Client Service Officer, Corporate Banking

Job description

Business Overview

We believe Bank of America Merrill Lynch can do more for our clients than any other financial services firm. We understand the challenges our clients face around the world, and we use the full resources of our company to help them achieve their goals. Our solutions span the complete range of advisory, capital raising, banking, treasury and liquidity, sales and trading, and research capabilities.

Job Description

The CSO will serve as a member of the client relationship team partnering in administration and management of their portfolios. The CSO will be required to co-locate with the banking industry team, develop continuity with the client population, reach out and engage clients for key documentation, provide Quality Assurance representation from the line, and act as an escalation point for service or operational challenges. Interface between banking and finance to identify and rectify any revenue reporting gaps. Act as a primary point of coordination between Banking and AML Operations supporting the Customer Due Diligence process to ensure timely and accurate compliance to policy and regulatory requirements related to Anti-Money Laundering, other high risk indicators or industries, and related Know-Your-Client activities. Be the buffer and client advocate in simplifying how we leverage client continuity to deliver the most seamless, holistic service relationship across the firm.

Key Responsibilities Include But Are Not Limited To

• Coordinate with partners in other regions and LOBs to ensure partnership in global KYC initiatives
• Serves as point of contact for AML Ops, GFCC and relevant approvers in client outreach document requests
• Review the industry group client's GCI hierarchy looking for inactive accounts to be closed, linkage errors within client structures, merge/purge of GCIs, other coordination with DMO (including insuring DMO completes updates of information)
• Escalation point for GTS outages or performance issues
• Coordinator in tracking remediation against Flood and other challenges
• Facilitate documentation requirements across ISDAs, Trade, Parent Guarantee or LoCs

Qualifications

• Bachelor’s degree required
• 1+ years of experience in financial services preferably with Corporate Banking or Investment Banking
• Possesses an awareness and understanding of the bank and operational aspects of the products and services used by clients
• Professional maturity and experience to interact with clients, senior bankers and senior management
• Ability to manage multiple projects at once and work effectively as an individual and as part of a team
• Must demonstrate a strong client focus
• Must demonstrate strong interpersonal and overall communication skills (written and verbal)
• Must demonstrate strong collaboration and teaming skills

Business Banking Officer at U.S. Bank in Chicago, Illinois

Job description

Responsible for meeting or exceeding assigned sales goals by building, developing, and managing new and existing relationships with Small Business Banking customers.

Outside Sales Activity (More than 80% of time spent on these functions):

• Builds, develops, and maintains profitable lending and deposit relationships with new and existing customers. Consults with customers and prospects at their places of business in order to understand their current business practices and identify their financial goals and needs.
• Contributes to the growth of a profitable loan portfolio by originating applications for all types of small business loans. Gathers, analyzes and discusses credit and financial information for determination of credit quality and appropriateness of bank products and services at prospects’ or customers’ places of business.
• Proactively deepens customer relationships by meeting their needs through additional products and services. Actively refers clients to other U.S. Bancorp areas for additional needs.
• Represents the bank at various civic and community functions to further enhance U.S. Bank’s image and develop additional business opportunities and centers of influence.
• Partners with branch employees developing, communicating, and implementing the sales strategy in order to meet/exceed business objectives, and exchange leads/referrals. Conducts joint outside sales calls with branch employees at prospects’ or customers’ places of business.

Your Career is Here.

Basic Qualifications

- Bachelor's degree, or equivalent work experience

- One to three years of experience in relationship banking or other job related experience

Preferred Skills/Experience

- Strong relationship management and business development/b2b sales skills

- Well-developed analytical and problem-solving skills

- Basic knowledge of credit administration and credit quality

- Thorough knowledge of business banking products and services

- Demonstrated understanding of basic financial accounting and analysis

- Ability to work effectively with individuals and groups in managing customer relationships

- Excellent presentation, verbal and written communication skills

- Previous experience with small business/commercial lending

Business Banking Officer

Job description

Job Description

What sets Bank of the West apart from other banks is our team members–they embody the optimistic spirit of the West. There is a spirit here that drives us to do more. Our team of more than 10,000 employees is vital to the success of our Bank. They reflect our modern western values—straightforward, entrepreneurial and optimistic. We seek to create a corporate culture that fosters and rewards excellence, encourages creative thinking and respects diversity – an environment where team members are engaged, supportive of one another and enthusiastic about serving our customers. Bank of the West offers the stability of a company that has a 135 year history and is part of BNP Paribas, a European leader in global banking and financial services and one of the 6 strongest banks in the world. We offer opportunities across our diverse business lines – Retail Banking, Commercial Banking, National Finance, and Wealth Management.

Generates Small Business loans, deposits and fee income for the Regional Banking Group. Develops new business banking relationships both independently and in partnership with Branch Managers and other Branch sales staff. Responsible for originating and boarding new business relationships in designated area. Business target market is companies, including sole proprietorships, with sales generally around $10 million in annual revenues.

Essential Job Functions

• Generates new business through prospecting, outside calling, networking and referrals. Makes a substantial number of outside, in-person calls on prospects and clients throughout a designated geography
• Achieves quarterly goals through business generation of small business loans, deposits, cash management and other products detailed in the Business Banking Officers' incentive plan.
• Develops and implements marketing activities within the budgetary constraints established by supervisor. Also works with the retail Regional Manager and/or Branch Manager to develop and implement marketing plans. Marketing area is designated by the National Small Business Banking Manager. Marketing activities outside designated area will require supervisory approval
• Works to foster new and expand existing customer relationships through cross-selling products and services
• Maintains and applies a thorough understanding of the bank's credit policy, client eligibility and all necessary business practices to ensure the submission of accurate and complete loan application packages.
• Actively participates in local business functions with assigned marketing area.
• Provides management with input regarding current policies and practices
• Assists the bank in the promotion of all product lines offered in assigned market Generates loans that maintain an acceptable level of performance. Assists special assets and credit services in any requested servicing action within assigned marketing area
• Gathers market intelligence so that market opportunities may be capitalized on as they occur.
• Ensures that operating procedures are in compliance with the approved policies and procedures of the bank and with applicable regulations
• Participate in community and business functions/groups to ensure a positive image for the bank. Ensures compliance with bank CRA programs
• Performs other duties as assigned.

Primary Location

United States-Oregon-Portland

Job

Sales and Sales Related

Job Posting

Jan 17, 2018, 5:07:03 PM

Job Qualifications

• High School - Required
• Bachelor’s Degree in Business Admin., finance, accounting - Preferred
• Requires advanced knowledge of job area typically obtained through advanced education combined with experience. May have practical knowledge of project management.
• Requires 5 years minimum prior relevant experience.

Equal Employment Opportunity Policy

Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law.Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.

Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations.

Finance Manager, Corporate Finance

Job description

Description

Palo Alto Networks® is the fastest-growing security company in history. We offer the chance to be part of an important mission: ending breaches and protecting our way of digital life. If you are a motivated, intelligent, creative, and hardworking individual, then this job is for you!

Palo Alto Networks is looking for an experienced finance professional to join the team as a Finance Manager, Corporate Finance. We’re looking for someone with an analytical mind and strong knowledge of finance, who is a self-starter, a great communicator and passionate about driving change in a dynamic fast-paced environment.

This role will report to Sr. Manager, FP&A and is responsible for helping manage the overall Company income statement, preparing and presenting deliverables to Company leadership, partnering cross functionally, providing business/financial insights & analytics, and supporting the Company earnings cycles.

Responsibilities

• Serve as Finance’s main point of contact in providing financial information across the Company.
• Provide insights to Company decision makers to help make wide reaching strategic decisions for the Company.
• Collaborate with other business and finance functions to understand key drivers and fluctuations within the income statement.
• Develop deep understanding of the Company income statement and financial metrics to drive optimal financial strategy.
• Perform key analysis to support Company leadership during the Company’s quarterly earnings cycles.
• Drive and provide support for ad-hoc strategic financial analyses.

Skills/Requirements

• Bachelor degree in Economics/Finance, CPA and/or MBA strongly preferred
• 5-10 years related experience
• Strategic thinking while being detailed-oriented
• Excellent financial modeling skills, with understanding of software, appliances and/or internet industry business models
• Strong team player with excellent communication skills in an executive facing role
• Willingness and ability to adapt to the rapid business and organizational changes that accompany a high-growth environment

Learn more about Palo Alto Networks here and check out our fast facts.

Finance and Accounting Coordinator

Job description

We are looking for a candidate to join our rapidly growing accounting and finance team focusing on billing. This is a role that will allow the team member to get their hands involved with many key aspects of our accounting and financial operations. A wonderful chance to join our global headquarters located at Battery Park in the IPsoft Building.

Responsibilities:

• Accounts Payable maintenance -Receiving, processing and reconcilinglocal and foreign invoices within PeopleSoft and maintaining an organizedfiling system.
• Prepare system bills for certain clients which includes printing draft statements, transferring time, revising figures, executing text corrections, write-offs, and producing additional schedules as requested by client guidelines.
• Obtain back-up documentation required by client, such as copies of expense reports, third party bills, etc.
• Review detailed billing reports.
• Communicate with vendors regarding disputed or missing invoices.
• Working closely with internal procurement team reconciling PO amountsto vendor invoices and resolving differences.
• Overseeing employee expense reports process and adherence tocompany policy.
• Coordinating international aspects of assigned areas of responsibilitywith local offices and local accountants.
• Organization and maintenance of client contracts and lease agreements.
• Respond to requests for ad hoc special projects.

Qualifications:

• Bachelor's degree in Accounting, Mathematics or Finance.
• Extremely detail oriented and organized.
• Excellent MS Word & Excel skills.
• Driven and goal oriented.