Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through.... Bank of America is committed to an in-office culture with specific requirements for office-based attendance...
banking divisions: Bank of Albuquerque;Bank of Oklahoma;Bank of Texas and BOK Financial®. Bonus Type Formula Based... and/or professional certification (JD, CPA, CFA, CFP, etc.), and 3 - 5 years of equivalent work experience. Experience in an investment...
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through.... Bank of America is committed to an in-office culture with specific requirements for office-based attendance...
, and regulatory updates. Represent the bank in community events to build visibility and attract new prospects. Support business... field or equivalent experience. Certified Financial Planner (CFP) designation required. Preferred: JD or CPA credentials...
M&T Bank brand. Maintain M&T internal control standards, including timely implementation of internal and external audit... Education and Experience Preferred: MBA (Master’s degree in Business Administration) or JD (Juris Doctor) Minimum of 10...
matters, as needed. BASIC REQUIREMENTS JD degree and admission to a state bar required. Licensed to practice law... services, regulatory compliance, contract review, and litigation. Significant background working for a FinTech, bank, credit...
, CPAs and Trust Counsel, Portfolio Managers, Bankers, Investment Advisors, and other bank colleagues. Oversee annual... accounts and review fee agreements between the Bank, clients, and Co-Fiduciaries. Gather/submit pertinent facts to the Trust...
, and regulatory updates. Represent the bank in community events to build visibility and attract new prospects. Support business... or equivalent experience. Certified Financial Planner (CFP) designation required. Preferred: JD or CPA credentials. Skills...
accuracy and completeness. Review and reconcile bank accounts, prepaid balances, fixed assets, and other key general ledger.... Technical Skills: Strong proficiency in Microsoft Office, particularly Excel. Experience with ERP systems (e.g., JD Edwards...
: Bachelor’s degree or equivalent. JD and/or Masters degree preferred 2+ years of relevant trust administration experience... process improvements, etc.). This opportunity includes an excellent compensation and benefits package. This bank prides...