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COMMERCIAL AND PRIVATE BANKING ASSOCIATE

Manage customer portfolios. Maintain customer confidentiality at all times. Provide departmental coverage as it relates to phone and walk-in clients to assist with banking and loan needs. Assist clients in opening new accounts, an...

CompanyResource Bank
AddressCovington, LA
CategoryInformation Technology
Date Posted 2 months ago See detail

Commercial and Private Banking Associate

Resource Bank

Covington, LA

Manage customer portfolios. Maintain customer confidentiality at all times. Provide departmental coverage as it relates to phone and walk-in clients to assist with banking and loan needs. Assist clients in opening new accounts, an...

2 months ago seen See more...

Bank Loan, Associate 2 New

State Street

Quincy, MA

Not disclosed

Performing daily maintenance and record keeping for Syndicated Bank Loans held in various Mutual Fund and other Structured portfolios for various SSC clients. Processing trades, booking receipts and disbursements. Daily reconcilia...

4 hours ago seen See more...

Principal Associate, Marketing Strategy| Retail Bank

Capital One

New York, NY

Manage the monthly monitoring of approved Marketing claims and share POV on needed updates to Legal and Marketing when necessary. Lead the claims substantiation process by partnering closely with Legal, Product and Marketing inten...

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Senior Associate, Data Science - Retail Bank - Now Hiring

Capital One

Richmond, VA

Partner with a cross-functional team of data scientists, software engineers, and product managers to deliver a product customers love. Leverage a broad stack of technologies Python, Conda, AWS, H2O, Spark, and more to reveal t...

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PwC Private - Audit Senior Associate

Price Waterhouse Coopers

Montpelier, VT

Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the...

2 days ago seen See more...

Associate, Private Client Services Tax - Summer 2025

York State Department Of Labor

New York, NY

Perform special consulting projects such as preparing year-end tax projections, identifying and researching planning ideas, and preparing financial analysis to obtain optimal tax minimization strategies for our clients. Research v...

2 days ago seen See more...

Private Banking Credit Analysis Team Lead - Denver, CO

Zions Bancorporation

Colorado, United States

Vectra Bank Colorado offers our customers, and our employees, the best of both worlds: a broad reach and depth of financial resources alongside unparalleled personal attention. At Vectra, we actively listen to our employees and ou...

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Senior Associate - Private Equity Fund Accounting or Hedge Accounting

Ss&C

New York, NY

Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans. Your Future: 401k Matching Program, Professional Development Reimbursement. Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid H...

4 days ago seen See more...

Associate - Investment Banking Energy

Bank Of America

New York, NY

Conducts comprehensive company and industry research, preparing presentation materials for clients. Participates in specific client and deal teams, supporting financial and statistical analyses and structuring and execution activi...

5 days ago seen See more...

Investment Banking Associate Director or Director - Houston, TX

Zions Bancorporation

Texas, United States

(NYSE: ZION) is a premier financial services company with -$100B in assets operating through 8 brands in Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington, and Wyoming. Zions Capital Markets...

2 weeks ago seen See more...

Investment Banking Associate - Houston, TX

Zions Bancorporation

Texas, United States

(NYSE: ZION) is a premier financial services company with -$100B in assets operating through 8 brands in Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington, and Wyoming. Zions Capital Markets...

2 weeks ago seen See more...

Investment Banking Associate Director - Houston, TX

Zions Bancorporation

Texas, United States

(NYSE: ZION) is a premier financial services company with -$100B in assets operating through 8 brands in Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington, and Wyoming. Zions Capital Markets...

2 weeks ago seen See more...

Registered Private Wealth Client Associate

York State Department Of Labor

New York, NY

Work with highly affluent clients. Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materia...

6 days ago seen See more...

Private Placement Associate

Wellington Management Company, Llp

New York, NY

Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent...

6 days ago seen See more...

Senior Associate, Private Equity Accounting / Real Estate Fund Accounting

Ss&C

Los Angeles, CA

$70,000 - $95,000 a year

Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans Your Future: 401k Matching Program, Professional Development Reimbursement Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Hol...

a week ago seen See more...

Treasury Sales Associate - Middle Market Banking -Healthcare, Higher Education & Nonprofit

Jpmorgan Chase & Co

Chicago, IL

Collaborate with the Treasury Management Officer (TMO) on client proposals to identify appropriate Treasury solutions, perform cost and benefit analysis, competitive pricing and run profitability models Assist with client call pre...

2 weeks ago seen See more...

Banking Services Associate | $17 - $19/Hour | Detroit Lakes, MN

Express Employment Professionals-Fargo

Detroit Lakes, MN

Call today for details!

Providing exceptional customer service by handling check cashing, deposits, withdrawals, and paperwork. Resolving customer issues promptly and efficiently. Ensuring accurate transaction processing and maintaining detailed records....

2 weeks ago seen See more...

Investment Banking Associate - Real Estate

Stifel

New York, NY

We offer associates a unique environment which combines a highly entrepreneurial platform focused on emerging growth companies with significant analytical rigor.ESSENTIAL DUTIES & RESPONSIBILITES* Work on multiple projects and tra...

3 weeks ago seen See more...

Investment Banking Associate, Real Estate

Royal Bank Of Canada

New York, NY

* Bachelor's degree and MBA, MA or MS or equivalent with emphasis in finance/accounting* Minimum of one year of Investment Banking experience and previous experience in the Real Estate space is highly desired* Solid understanding...

3 weeks ago seen See more...

Investment Banking Associate - Real Estate

Royal Bank Of Canada

New York, NY

Applies experience and seasoned knowledge, skills, and practices to perform a variety of assignments.What is the Opportunity?The role will support the Real EstateInvestment Banking team at RBC Capital Markets.What will you do? Th...

3 weeks ago seen See more...

Investment Banking Associate - Real Estate

Stifel

Saint Louis, MO

We offer associates a unique environment which combines a highly entrepreneurial platform focused on emerging growth companies with significant analytical rigor.ESSENTIAL DUTIES & RESPONSIBILITES* Work on multiple projects and tra...

3 weeks ago seen See more...

Investment Banking Associate - Real Estate

Stifel

United, PA

We offer associates a unique environment which combines a highly entrepreneurial platform focused on emerging growth companies with significant analytical rigor.ESSENTIAL DUTIES & RESPONSIBILITES* Work on multiple projects and tra...

3 weeks ago seen See more...

Associate Recruiter (Private Equity)

Charles Aris Executive Search

Washington, DC

$76k-95k (estimate)

Partner with client organizations to understand the needs of your search project. Work closely with our internal research team to formulate a search strategy and a target list. Source and qualify prospective candidates. Manage the...

2 weeks ago seen See more...

Private Markets Fundraising Analyst/Associate

York State Department Of Labor

New York, NY

Assist in managing fundraising processes. Liaise with portfolio managers and sales force, legal, finance, and operations teams to deliver materials and respond to requests for proposals (RfPs), manage prospect follow-ups, as wel...

2 weeks ago seen See more...

Private Wealth Associate

An Am Law 200 Law Firm

Atlanta, GA

Description: AGG, an Am Law 200 firm with more than 200 attorneys with offices in Atlanta and Washington, D.C., is seeking an associate for its Private Wealth group with exceptional academic credentials and two to five years of me...

2 weeks ago seen See more...

M&A & Private Equity - Associate

An American Multinational Law Firm

New York, NY

Description: The New York office of An American Multinational Law Firm is seeking mid-level associates to join its M&A and Private Equity Group. Responsibilities include drafting and negotiating acquisition agreements, supervising...

2 weeks ago seen See more...

Principal Associate, Programmatic Channel Lead| Retail Bank

Capital One

New York, NY

Display & Video Programmatic Channel Lead across Retail Bank. Ownership of Programmatic Channel (display and video) performance across key products - keeping steady pulse on performance against goals. Proposing, vetting and valida...

2 weeks ago seen See more...

Director, Credit Risk - Private Banking

Bny Mellon

United, PA

Responsible and accountable for credit approvals within a portfolio and the development and monitoring of Credit Risk management within Private Banking. Responsible for the risk management strategy for the assigned Credit Risk foc...

3 weeks ago seen See more...

West Coast Private Wealth Planning Associate (Midlevel)

Venable Llp

United States

$205,000 - $365,000 a year

Venable LLPs West Coast Private Wealth Planning Group seeks a midlevel to senior associate with at least 4 years of experience in high-net-worth Wealth Planning to join the practice in the San Francisco or Los Angeles office.The...

2 weeks ago seen

Senior Associate, Private Equity Fund Accounting

Bny Mellon

Lorida, FL

Prepare capital call and distribution calculations to facilitate capital funding requests from clients. Facilitate wire instructions for vendor expense payments and review fund operating expense accrual budgets. Process portfolio...

2 weeks ago seen See more...

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