Bank Account Management Analyst | Malvern, PA, USA
Understanding the Role of a Bank Account Management Analyst A Bank Account Management Analyst performs a crucial role in the global enterprise processes related to banking. This role involves comprehensive account management, including account openings, closures, and ongoing maintenance, with a strong operational focus on the account opening process. As the backbone of the financial […]
How advisors are using AI tools for prospecting and growth
Advisors Leveraging AI Tools to Enhance Client Relationships As Michael Kitces highlighted in his opening fireside chat at Financial Planning’s ADVISE AI 2025 event in Las Vegas, artificial intelligence (AI) is becoming increasingly integrated into advisor tech stacks to identify potential clients. Once these prospects are identified, firms are utilizing AI tools to delve deeper […]
Monzo CEO to step down in February
Monzo CEO TS Anil to Hand Over Reins to Diana Layfield Monzo CEO TS Anil has announced his decision to step down from his role in February, paving the way for former Google and Standard Chartered executive Diana Layfield to take the helm of the U.K. fintech company. This leadership transition was revealed in a […]
Financial Advisor – Thumb Bank and Trust
Bank Financial Advisor – An Exciting Opportunity Awaits at Thumb Bank and Trust If you are a financial professional seeking a rewarding career path filled with opportunity, consider the position of a Bank Financial Advisor at Thumb Bank and Trust in Sandusky, MI. This opportunity, offered in partnership with LPL Financial, presents a chance to […]
Top SBA lenders left in the lurch by government shutdown
Government Shutdown Impacts Top SBA Lenders The ongoing government shutdown is causing havoc in various sectors, with the nation’s leading Small Business Administration (SBA) lenders bearing the brunt. As the uncertainty surrounding the shutdown continues, companies like NewtekOne and Live Oak Bancshares have expressed concerns about the potential impacts on their operations, especially if the […]