- Citizens (San Francisco, CA)
- …limited to: Personal Online Banking, Cash Flow Essentials, accessOptima, CB Forex and the services contained within these platforms. Primary responsibilities include ... + Partner with Preferred Bankers and Relationship Managers to present relevant products and services to prospective clients. + Prepare and present tailored live platform demonstrations for prospective clients. + Facilitate an efficient digital onboarding… more
- MUFG (New York, NY)
- …of standard bank products such as loans, stand-by LC, trade finance, forex , derivatives, and securitization. + Maintain direct communication with assigned customers. ... + Oversight of covenants compliance, facility due date, condition / instruction / report required. + Responsible for coordinating and communicating account information to internal auditors and external regulators (eg, FRB, FSA, BOJ, SNIC, OCC). + Ongoing… more