Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach o

Facilitate regulatory objectives through the management of cost recovery clauses, annual clause audit coordination, interrogatory responses, rate case responsibilities, depreciation studies and other rate/recovery assignments. Support rate case activity as needed, including MFRs. Manage the delivery of actual, budget and forecasted clause accounting information for use in

Under the supervision of the Treasury Management Excellence Center Manager, the Treasury Management Service Excellence Specialist will assist front line associates with operations affecting Commercial/Treasury customers. 40 Responsibilities include, but are not limited to Act as the day to day client contact for services relating to Treasury Products. Onboard and train com

Our client is looking for a Transformational Leader to build up their Application Development Team; guide them through the strategic decisions to outsource or build going forward; manage growth, scaling and leveraging tech to assist in the service. Requirement Someone that has worked in startup environments building up software dev teams or for PE backed companies and has

We are looking for an Accounts Receivable Clerk to join our Tampa office and manage our company's billing and collections process. In this important role, the Accounts Receivable Clerk will be responsible for invoicing customers, tracking payments, preparing account statements, and following up on open invoices. Primary Responsibilities Send out invoices to customers for

Answer incoming finance calls/email inquiries from customers and providers Communicate with external customers regarding billing issues Collaborate on collection strategies with management and leadership Contact customers by telephone to coordinate payment of outstanding balances Prevent recurring delinquency by educating customers on the billing process and procedures Ma

This position processes customer transactions for a variety of routine to more complex financial transactions including but not limited to check cashing, account withdrawals and deposits. Responsible to balance cash drawers, assist customers with product line information and provide a quality customer experience. Identifies and refers sales opportunities to appropriate ba

This position processes customer transactions for a variety of routine to more complex financial transactions including but not limited to check cashing, account withdrawals and deposits. Responsible to balance cash drawers, assist customers with product line information and provide a quality customer experience. Identifies and refers sales opportunities to appropriate ba

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA i

The Audit Manager is an intermediate level role responsible for performing moderately complex audits and assessments of Citis risk and control environments in coordination with the Audit team. The overall objective is to utilize in depth subject matter expertise to ensure that the firm meets audit standards and regulations and to work with business leaders to determine so

This position will report to the Head of Liquidity Risk Analytics within the second line Global Liquidity Risk Management organization and will own the delivery of independent assessment of liquidity reporting data processes and related controls. This role will require the ability to perform an end to end review of processes to identify gaps and recommend enhancements. Ex

This position will report to the Head of Liquidity Risk Analytics within the second line Global Liquidity Risk Management organization and will maintain the liquidity reporting and analytics for GLRM. Excellent communication and responsiveness are required, as well as engagement with other areas like first line Treasury, Finance Reporting, and Technology. Responsibilities

The Fund Accounting Lead Analyst VP is a senior level position responsible for leading a variety of fund valuation activities in coordination with the Operations Transaction Services team. The overall objective of this role is to assist in the calculation of daily and periodic Net Asset Valuations (NAVs) for funds and the distribution of associated unit prices. Responsibi

Serves as Global Functions product compliance risk officer for Independent Compliance Risk Management (ICRM) responsible for governance and reporting for Finance, Risk, ESPA, Legal and CSIS, which includes supporting effective and sustainable risk management processes to help ensure compliance risk requirements and processes comply with the regulatory and policy requireme

The Issue Management team member will report to GLRM's Head of Policy and Framework Governance and will be responsible for collaborating with partner resources from 1LoD businesses and functional risk and control teams, and front line process owners to ensure policies, execution of work drive deep and consistent root cause analysis, across GLRM and remediation that measur