Company Description Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments networ

Private Banking Relationship Manager II Location US TX Houston Job ID 2024 17180 Category Private Banking Type Regular Full Time Job Grade 15 FLSA Status Exempt Working Hours 8am 5pm Job Location Company Houston Tanglewood Overview Provide a concierge delivery of financial services through a superior level of hands on contact to customers of the Bank. These clients are hi

Oversee all credit and non credit relationships and prospective opportunities with clients housed within cost center. Continue to expand product, market and sales depth to deliver revenue and net income growth. Maintain acceptable profitability levels with every customer. Maintains primary relationship contact for a portfolio of existing customers. Ensures the overall rel

The Branch Manager is responsible for oversight of service and operations for a branch in a designated market. This includes the supervision of branch staff to include the management of the branch's operations policies and procedures to ensure quality control protocols are in place. The Branch Manager will be responsible for supporting the banks' partners assigned to the

Are you ready to take your career to the next level? Regional strives to positively impact the financial lives of our customers. For over 35 years, our Team Members have been passionate about supporting customers through their financial challenges in life. They take pleasure in finding solutions and lending a helping hand, both to our customers and our communities. As we

Overseeing client delivery and satisfaction in Tax Filing. This includes ensuring timely and accurate responses to clients and partner teams. Additionally, it involves resolving escalations promptly and representing Tax Filing effectively in client meetings. Monitoring and auditing tasks to identify trends and improvement opportunities. You will lead process enhancement e

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Leads a team of wealth planning attorneys and other professionals responsible for designing and delivering solutions to NM's high net worth clients; oversees daily operations related to delivery of wealth plans; contributes to development of and drives execution of SPS' wealth planning strategy. Serves as a right hand person to the Vice President over wealth planning and

Promotes Sales of Treasury Management products and services in specified markets by performing the following duties. Duties and Responsibilities include the following; Responsible for Sales and Marketing of Treasury Products and Services. Provides support and customer service of Treasury Management products and services for clients when needed. Trains customers on Treasur

Consistently develop, execute and deliver audit reports in a timely manner, in accordance with Internal Audit and Regulatory standards Review and approve the Business Monitoring Quarterly summary and serve as lead reviewer for all reviews Collaborate with teams across the business and determine impact on overall control environment and audit approach Manage audit activiti

Roadmap Management Serve as a market expert for assigned product(s) through research (internal and external), discovery, validation and customer interactions and presentations, white papers, etc. Define market problems by gathering and analyzing market, customers, non customers and potential customer information; understanding product, position, competition and SWOT; and

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

Company Description Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments networ

The Director, Tax Strategy (DTS) under the leadership of the Vice President, Tax will work closely with stakeholders and others within the Tax Department on ensuring optimal tax strategies, structuring, and planning for the shareholders and their related ventures, interests, and businesses. The DTS will provide expert level knowledge of private companies, flow through tax

Contributes to the ongoing strategy of the NERC CIP compliance program to meet regulatory and company requirements Demonstrates a broad knowledge of NERC CIP compliance controls, regulatory matters, and business applications Performs investigative analysis and identifies risks and recommendations Maintain sound technical understanding of NERC compliance monitoring and enf