Business Banking Officer | Olympia, WA, USA
Business Development in Banking Business development in the banking industry is a critical function that involves a series of activities. This includes reviewing market information, seeking out networking opportunities, and using other sources to generate leads for business development. These efforts are meticulously organized, involving continuous outreach to both new and existing clients. The use […]
Banking Relationship Specialist | Unionville, NC, USA
Understanding the Role of a Banking Relationship Specialist Banking Relationship Specialists form the backbone of the ConnectOne “Client-First” banking experience. They are primarily tasked with acquiring, retaining, and expanding banking relationships with both business and consumer clients. Their role is instrumental in creating a seamless banking experience while upholding the ConnectOne Culture. Their expertise in […]
Stress-test transparency: how much is too much?
Understanding Bank Stress-Test Transparency: Striking a Balance Stress tests have become a critical tool for financial institutions, particularly in the wake of the global financial crisis. These tests, designed to assess the resilience of banks in the face of potential economic shocks, played a significant role in restoring market confidence. Today, they’re part of regular […]
Customer Service Representative Lead – Bank Plaza
The Role of a Lead Customer Service Representative in Banking In today’s digital age, the human touch remains an essential aspect of customer service. In the banking industry, the role of Customer Service Representatives (CSR) is crucial for customer satisfaction and operational efficiency. In particular, the role of a Lead CSR carries immense responsibility and […]
Carver taps veteran OCC official to bolster leadership team
Carver Bancorp Appoints Retired OCC Official Jason Sisack to Bolster Leadership Team Carver Bancorp, a New York City-based bank that has been operating under regulatory enforcement action since May, has made a strategic move in its leadership lineup. The bank has hired Jason Sisack, a retired official from the Office of the Comptroller of the […]
How RIAs can launch M&A strategies
This is the 25th installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a successful RIA. See the previous stories here, or find them by following Salinger on LinkedIn. Registered investment advisory firms are growing rapidly through M&A deals, but that doesn’t mean every RIA should pursue an acquisition […]
Dive Newsdesk: Circle co-founder eyes banking for the ‘AI actor’
The Role of Stablecoins in the Growth of Agentic Finance Financial institutions are increasingly investing in and exploring the uses of agentic finance, which involves the use of AI systems to make finance decisions autonomously. According to Circle co-founder Sean Neville, stablecoins will play a crucial role in the growth of agentic finance. Stablecoins, which […]