- Macpower Digital Assets Edge (Birmingham, AL)
- …, you will be part of a highly skilled team delivering objective evaluations of commercial credit exposures. You may serve as the Reviewer in Charge , ... Preferred Qualifications Robust credit knowledge and significant experience in commercial credit extension and portfolio management 12+ years of credit … more
- JPMorgan Chase & Co. (New York, NY)
- …client relationships across Mexico, Central America, South America, and Brazil. As an Advisor Trainee in Global Private Bank, you will gain exposure to every facet ... senior executives and build global networks. For the entirety of the Advisor Training Program, you'll have ongoing formal and informal training opportunities, as… more
- Goldman Sachs, Inc. (Miami, FL)
- …& EXPERIENCE WE'RE LOOKING FOR 8+ years' experience in UHNW lending origination and credit analysis in a private bank or commercial banking organization Expert ... customers around the world to reach their financial goals. Our advisor -led wealth management businesses provide financial planning, investment management, banking… more
- Regions Financial Corporation (Tampa, FL)
- …of the system. Job Description: At Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the defined ... and estate planning, insurance and risk management services, consumer and mortgage credit , and general banking services Serves as a focused partner, working closely… more
- Flagstar Bank (Hicksville, NY)
- … advisor responsible for structuring, negotiating, and managing highly complex commercial credit relationships. This role influences credit strategy ... years of equivalent experience. Minimum experience required: 10+ Years in commercial credit analysis/structuring, underwriting, portfolio management and risk… more
- Fifth Third Bank (Miami, FL)
- …for assigned clients and prospects. This position requires a strong understanding of commercial credit , commercial products and financial statement analysis, ... customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met....at least 3 years in a sales role. Formalized commercial credit training or equivalent credit… more
- South Shore Bank (Quincy, MA)
- Job Type Full-time Description SUMMARY South Shore Bank is seeking a Commercial Lending Portfolio Manager I (PM) who will provide client management support as ... or secondary contact for assigned portfolio of loans/clients in the Commercial Lending Department. Work in conjunction with Relationship Managers/Loan Officers to… more
- Pacific Premier Bank (San Diego, CA)
- The Sr. Relationship Manager is responsible for creating, developing, and managing commercial (C&I) middle market banking relationships in the San Diego, CA market. ... anticipate additional customer needs or concerns. Follows up on credit line and other expirations and renewals on a...and thereby serve as a more effective consultant and advisor in such areas as unique financing needs, challenges… more
- Gpac (Lawrence, KS)
- …deliver the right solutions at the right time. I place these people: Loan Officer, Commercial Credit , CRE, C&I, Commercial & Industrial loans, BDO, Business ... Bachelor's degree preferred Minimum 2 years' experience in actual commercial and farm lending, agricultural and commercial ,..., finance, Trust Officer, Trust , Wealth Officer, Financial advisor banking, bank, credit union, CU, President… more
- JPMorgan Chase & Co. (Brooklyn, NY)
- …to ensuring the governance, integrity, and accuracy of the firmwide allowance for credit losses (ACL) reporting, as calculated under the Current Expected Credit ... role, your team will serve as the central point for consolidating ACL and Credit Costs, integrating results from both Consumer and Wholesale lines of business. You… more
- Washington Trust Bank (Bellevue, WA)
- …companies, or family office. Ability to work with clients as a trusted advisor , with moderate to complex credit needs. Excellent relationship management skills ... client-focused, trusted financial partner to clients through a seamless delivery of credit and depository services. You will engage in business expansion for… more
- JPMorgan Chase & Co. (Fort Worth, TX)
- …Non-Profit boards Preferred qualifications, capabilities, and skills Expert knowledge of business, credit underwriting with commercial credit training About ... the client who has multiple products and services Serve as a trusted advisor to the client in delivering comprehensive and customized business banking products and… more
- Goldman Sachs, Inc. (Los Angeles, CA)
- …customers around the world to reach their financial goals. Our advisor -led wealth management businesses provide financial planning, investment management, banking ... classes ranging from marketable securities and alternative investments, residential and commercial real estate to more tailored solutions against private assets such… more
- The McPherson Companies (Atlanta, GA)
- …focus on gaining new business through lead generation and referrals. The Commercial and Industrial sales team focuses on several industrial lubricant solutions ... including, commercial vehicle lubricants, industrial lubricants, and industrial engineering services....calling on regular and prospective customers Become a trusted advisor for assigned client base by learning our manufacturers… more
- First Horizon (Fort Lauderdale, FL)
- …role or related business lending experience. Knowledge of cash flow and business credit underwriting with commercial credit training preferred. Ability to ... other departments and fulfills cross-sell opportunities. Acts as a financial advisor by educating the customer about financial strategies (eg Financial planning,… more
- Bank of America (Kansas City, MO)
- …and industry conditions as needed Required Qualifications: 5+ years experience in commercial lending, business development, commercial credit and portfolio ... responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating… more
- US Bank (Las Vegas, NV)
- …and credit policy/procedure - Knowledge of cash flow management and business credit underwriting with commercial credit training preferred - Demonstrated ... goals and needs. US Bank Business Banking Relationship Managers are the primary advisor for our business clients and are responsible for building, developing, and… more
- City of West Covina, CA (West Covina, CA)
- …Serves as staff representative to the Planning Commission and as a technical advisor to the Successor Agency of the West Covina Redevelopment Agency. Represents the ... planning, and; experience in the implementation and development of major commercial developments; building code, successor agency knowledge, public works knowledge,… more
- Citigroup, Inc. (New York, NY)
- …range of financial products and services, including consumer banking and credit , corporate and investment banking, securities brokerage, transaction services, and ... solutions that deliver on their key objectives, and become a trusted advisor for Citi's globally diverse institutional client base. You will collaborate across… more
- First Horizon (Hermitage, TN)
- …location in the posting. SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their ... an emphasis on deposit accounts, loans and lines of credit , and referrals to other lines of business within...the southern US The Company and its subsidiaries offer commercial , private banking, consumer, small business, wealth and trust… more
