- Truist (Winston Salem, NC)
- …seamless partnership with Wealth Advisors and sales support, the Consumer Lending Officer navigates consumer credit requests through the origination process, ... and transaction types. Borrowers in the Private Banking and Wealth Management group include certain business owners...such as physicians, lawyers, athletes, entertainers or international clients. Wealth Consumer Lending Officer also… more
- TD Bank (New York, NY)
- …regional coverage for a multi-state geography. As the senior most lending sales officer , the Senior Wealth Lending Advisor supports new products as they ... Business:** TD Wealth **Job Description:** The Senior Wealth Lending Advisor is responsible for business... Advisor is responsible for business development and relationship management on behalf of TD Bank with regards to… more
- Citigroup (East Meadow, NY)
- …and credit, corporate and investment banking, securities brokerage, and wealth management . Citi Bank Retail Mortgage provides home lending services via our ... The Mortgage Lending Officer role is a developing...partners when appropriate (including but not limited to Bank, Wealth Management , Small Business, Cards, etc. +… more
- Citigroup (Greenburgh, NY)
- The **Community Mortgage Lending Officer ** is an **entry level position** responsible for driving mortgage sales and client relationships through engagement with ... partners when appropriate (including but not limited to Bank, Wealth Management , Small Business, Cards, etc. +...able to work independently + Strong relationship development and management skills + Expertise of general lending … more
- JPMorgan Chase (New York, NY)
- …**Job summary:** As a Managing Director, Chief Credit Officer in the Asset and Wealth Management Credit Risk team, you will play a pivotal role in managing ... risk and supporting the JPM Wealth Management business. You will lead the...capabilities, and skills:** + Experience with high net worth lending and capital markets. + Familiarity with innovative technologies… more
- Comerica (Auburn Hills, MI)
- …into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people ... Job Description BIO -- Lending and CreditThe Business Information Officer ...Position Responsibilities: Strategy As a member of the senior management team, partner with BU and technology leaders to… more
- JPMorgan Chase (San Francisco, CA)
- …Net Worth individuals and institutions. This individual has extensive experience in wealth management and effectively introduces appropriate JPMorgan Chase ... Specialist provides high level advice and counsel, offers attractive wealth management solutions, and delivers a high...a focused sales process. + Generate new assets under management through the bank's existing lending relationships… more
- Citigroup (Pleasant Hill, CA)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... . Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the...(including, but not limited to Small Business Partners, Home Lending Officer , etc.) . Acquire new clients… more
- Citigroup (Paramus, NJ)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... + Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the...(including, but not limited to Small Business Partners, Home Lending Officer , etc.) + Acquire new clients… more
- Comerica (Detroit, MI)
- …into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people ... Management Support as needed other SBA Loan Servicing officer . Manage loan processes such as payoffs and collateral...from an accredited university + 5 years of Portfolio management , lending , or underwriting experience About Comerica… more
- Comerica (Dallas, TX)
- … lending and non- lending products and services, including Treasury Management , Wealth Management , International Trade Services, Foreign Exchange, and ... Job Description Commercial Underwriting Officer The Commercial Underwriting Officer plays...business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships,… more
- Hills Bank (Coralville, IA)
- …including: Commercial Lending , Mortgage Lending , Retail and Trust and Wealth Management . + Lead and/or provide leadership in office and department ... and let us surprise you with even more perks! SCOPE: The Treasury Management Sales Officer serves as a relationship manager with key Treasury Management … more
- Comerica (Los Angeles, CA)
- …into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people ... Job Description Treasury Management Sales Officer IIIThe Treasury ...and prospects. Develops strong relationships with existing customers and lending officers to retain and develop new business. Prospects… more
- Citigroup (Irving, TX)
- …Loss Forecasting analyses, projects, and reporting initiatives to support Personal Banking, Wealth Management and Legacy Franchise. + Provide strategic analytics ... actively manages and oversees aggregate credit risk. Retail Portfolio Management organization within the USPB Risk sets standards for...guidance to the Retail Risk businesses. Retail Risk Senior Officer will focus on Cost of Credit Forecast for… more
- Wells Fargo (Las Vegas, NV)
- …discuss the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. * ... with outstanding talent. It all begins with you. **Banking, Lending , & Trust (BL&T)** unlocks access to Wells Fargo...in Trust Client & Advisor Services as part of Wealth and Investment Management . Learn more about… more
- Wells Fargo (Winston Salem, NC)
- …discuss the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. * ... with outstanding talent. It all begins with you. **Banking, Lending , & Trust (BL&T)** unlocks access to Wells Fargo...in Trust Client & Advisor Services as part of Wealth and Investment Management . Learn more about… more
- Wells Fargo (Austin, TX)
- …discuss the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. * ... with outstanding talent. It all begins with you. **Banking, Lending , & Trust (BL&T)** unlocks access to Wells Fargo...the Special Needs Trust Services team as part of Wealth and Investment Management . **In this role,… more
- Citigroup (New York, NY)
- …and investment banking, securities brokerage, transaction services, and wealth management . Our core activities are safeguarding assets, lending money, making ... **SVP Cash Management Sales Officer - Global Solution Sales (Consumer, HealthCare, and Life Sciences)** **About Citi** Citi, the leading global bank, has… more
- Needham Bank (Needham, MA)
- …and recommend appropriate products and services including deposit accounts, Cash Management services, Merchant services, and Wealth solutions. Required ... Job Descriptions: Job Summary: The Senior Business Development Officer is responsible for the development and cultivation of a variety of business relationships… more
- Robert Half Finance & Accounting (Houston, TX)
- …fostering a culture of regulatory adherence. The ideal candidate will bring a wealth of expertise in compliance management , operational risk, and industry best ... Description Our client is looking for an experienced Compliance Officer to lead and enhance their regulatory compliance programs in alignment with organizational… more
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