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Responsible for providing exceptional service to all existing and potential clients. Will manage the full client experience efficiently by identifying cross sell opportunities, making referrals to partnering business lines, executing service requests and transactions. Assume management responsibilities within approved limits in the absence of the Retail Private Banker and
Posted 7 days ago
The Senior Tax Manager is responsible for providing tax and consulting services to business clients with pass through entities and to their business owners. Job Duties Performs tax planning, preparation and research for pass through entities (S corps, LLCs, Partnerships) and the business owners' individual returns, which may include estates, trusts and charitable entities
Posted 9 days ago
Fulton Bank, N.A.
- Lancaster, PA / Mount Laurel, NJ / Lebanon, PA / 4 more...
Loan Workout Officer III Job Locations US PA Lancaster | US NJ Mt Laurel | US PA Lebanon | US MD Hunt Valley | US PA Philadelphia | US DE Wilmington | US VA Richmond Requisition ID 2024 20313 Location Name Corporate Headquarters County Lancaster Category Audit/Risk/Compliance Position Type (Portal Searching) Full Time FLSA Status Exempt Value Proposition Our values define
Posted 10 days ago
Morgan, Lewis & Bockius LLP
- Philadelphia, PA / Chicago, IL / Boston, MA / 2 more...
Morgan, Lewis & Bockius LLP, one of the world's leading global law firms with offices in strategic hubs of commerce, law, and government across North America, Asia, Europe, and the Middle East, is seeking to hire a Patent Agent and/or Technical Specialist to join their award winning Intellectual Property Practice Group and be responsible for preparing, filing, and prosecu
Posted 4 days ago
A Floating Teller will work in various branch offices in a defined geographical area. A Teller is responsible to create and deliver a positive customer experience while conducting financial transactions. This position requires an individual with a positive attitude, who is a team player, and who is able to actively listen for customer financial needs in order to refer the
Posted 4 days ago
Key responsibilities include, but are not limited to Provide core financial and operational reporting and strategic analysis in supporting decision making for our fast growing private equity backed companies; Prepare core financial information, models and analyses relative to the engagement requirements/expectations; Communicate and interface with key stakeholders includi
Posted 4 days ago
KeyBank
- Spring House, PA
Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Branch Manager builds, coaches, develops, leads, and motivates a team that is capable of providing excellent client service in all interactions, analyzing clients' needs, and recommending financial solutions that help Key clients achieve confidence in their fina
Posted 4 days ago
The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Alternative Investment Funds team. Our primary goal is to provide exceptional customer service and administration servicing for our clients' assigned hedge and private equity funds. As a Fund Accounting Senior Supervisor, you will act as an intermediary between the f
Posted 4 days ago
Assists the Retail Private Banker in the day to day operation of the Branch and manages the insides sales process. In the Retail Private Banker's absence, runs the branch, manages sales and ensures staff is current with compliance of internal and external policy and regulations. Leads staff with regard to providing exceptional service to clients. Responsibilities 1. List
Posted 9 days ago
Universal Banker Job Locations US PA Emmaus Requisition ID 2024 20314 Location Name Chestnut Street County Lehigh Category Retail/Branch Banking Pennsylvania Position Type (Portal Searching) Full Time FLSA Status Non Exempt Value Proposition Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company
Posted 10 days ago
Macquarie Asset Management is searching for an Associate General Counsel to work within the investment management space. At Macquarie, we are working to create lasting value for our communities, our clients and our people. We are a global financial services group operating in 34 markets and with 54 years of unbroken profitability. You'll be part of a supportive team where
Posted 4 days ago
PATH
- Washington, DC / Columbus, OH / New York, NY / 13 more...
Manage a globally distributed Proposal Budgeting and Pricing team, including hiring, training, motivating, coaching, and retaining team members. Coordinate with the Business Development and Program teams on strategic issues involving competitive, realistic, and responsive proposal budgets, including alternative financing models for new donors and/or geographies. Ensure th
Posted 4 days ago
The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Private Equity & Hedge Fund Accounting Teams. Our primary goal is to provide exceptional customer service, accounting and administration services to our hedge and private equity fund customers. As a Fund Accounting Assistant Director, you will be responsible for the
Posted 4 days ago
Corporate Finance Analytics Manager LinkedIn Twitter Email Message Share Accounting and Finance > General Accounting Wilkes Barre, PA ID 1090 Full Time/Regular InterMetro Industries Corporation is seeking a Corporate Finance Analytics Manager for our Corporate HQ located in Wilkes Barre, PA. The Corporate Finance Analytics Manager will possess a strong software mindset an
Posted 4 days ago
Manages and drives all aspects of sales development, operations and customer service activities within the branch. Delivers financial service products to current and potential customers while meeting established sales and deposit goals and objectives as well as ensuring regulatory compliance within the assigned branch. Responsibilities 1. 50% Lead outside calling efforts
Posted 9 days ago
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