Top Tech Jobs & Startup Jobs

Processes mutual fund transactions, account setups, purchases, redemptions, exchanges, and maintenance. Responds to shareholder, institutional client, and broker-dealer inquiries; researches and corrects transactions; supports conversions and liquidations; and explains mutual funds, performance, portfolio holdings, fund objectives, and IRA types while following regulatory and internal policies.

Manages commercial banking customer relationships, grows revenue through prospecting and account expansion, approves loans within assigned limits, maintains portfolio credit quality, and provides financial advice. Sells banking products and services, develops new customer relationships, and makes appropriate referrals. The role requires commercial lending expertise, credit knowledge, relationship management, business development, and strong analytical and communication skills.

Processes customer account documents and records, enters and updates account information, records transactions, answers inquiries, resolves or escalates customer issues, prepares reports, and provides administrative support. The role requires strong customer service, organization, communication, computer navigation, and knowledge of relevant financial products, services, procedures, and systems.

Leads cross-functional wealth management projects from initiation through implementation, coordinating milestones, deliverables, risks, and stakeholders. Develops executive reporting, presentations, dashboards, and governance materials; analyzes performance data and KPIs; facilitates meetings; and supports process improvement, change management, workforce planning, and business transformation. Partners with technology, operations, risk, compliance, and business leaders to improve organizational effectiveness and client and employee experiences.

Analyzes enterprise fraud data across deposits, digital, payments, authentication, and account lifecycle domains. Evaluates fraud decisioning, alerts, losses, false positives, customer friction, queue performance, and operational efficiency. Develops measurement frameworks, dashboards, performance metrics, and executive insights; conducts root-cause and trend analysis; quantifies benefits, risks, costs, and tradeoffs; and partners with Fraud Strategy, Risk, Operations, Technology, and AI/ML teams to improve fraud controls and prioritize investments.

Manages commercial banking customer relationships, grows revenue through prospecting and retention, approves loans within assigned limits, oversees credit quality, develops new business, provides financial advice, and sells appropriate banking products and services. The role requires strong commercial lending, credit analysis, relationship management, business development, and communication skills, along with a bachelor’s or master’s degree and seven to ten years of commercial lending experience.

Supports corporate and commercial banking lenders and wealth management relationship managers through financial statement spreading, trend analysis, covenant testing, loan monitoring, and compliance tracking. Reviews financial statements, tax returns, personal financial statements, and compliance certificates to support lending and credit activities. Identifies exceptions, interprets financial data, and ensures required customer reporting is received according to bank policies and credit standards.

Processes commercial loan servicing activities by reviewing loan documentation, validating AFS system data, researching discrepancies, documenting findings, and supporting customer or banker inquiries. The role also assists with remediation, data validation, process improvement, procedure updates, reporting, and escalation of non-routine issues while meeting accuracy, quality, and service-level standards.

Manage and enhance AML transaction-monitoring models across the full development lifecycle, including data exploration, production deployment, monitoring, tuning, documentation, and validation. Partner with financial-crime teams, model risk management, auditors, regulators, and business stakeholders. Apply statistical and machine-learning techniques to develop anomaly-detection systems, defend methodologies, address validation concerns, and advance the bank’s AML monitoring program.

Lead accounting and financial reporting for trust, wealth management, asset management, fiduciary, and related investment businesses. Oversee monthly/quarterly/annual close, ensure U.S. GAAP and regulatory compliance, maintain internal controls, support audits and examinations, drive process improvements with business partners, and manage and develop the accounting team.