- PNC (Radnor, PA)
- …have an opportunity to contribute to the company's success. As a Senior Relationship Strategist within the PNC Private Bank organization, you will be based ... and prospective clients. Responsible for the development and execution of a relationship management plan to acquire and retain clients. Is accountable for ongoing… more
- JPMorgan Chase (King Of Prussia, PA)
- …a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be ... to increase primary bank share. As a Senior Acquisition banker , you will provide a...business and its owners and develop the full financial relationship + Understand the personal financial goals and needs… more
- M&T Bank (Paoli, PA)
- **Overview** **:** Identifies customers' needs through the bank 's retail sales process to provide proactive sales solutions through customer outreach for basic and ... leveraging the portfolio management process and utilizing the fundamentals of the Bank 's sales process to achieve personal sales and/or referral goals. + Play… more
- Citizens (Conshohocken, PA)
- …financial goals. Citizens is seeking a motivated, highly successful, proven Relationship Manager with experience in moderately to less complex portfolios, and ... a strong grasp of sales and credit skills. This senior level performer will have an immediate impact. We...loyalty and improve the profitability of customer and the Bank + Complete Business Banking University and Drive Sales… more
- Vanguard (Malvern, PA)
- …and applies business unit's ideology and methodology to services provided in managing bank service relationship . + Develops and maintains strong understanding of ... Join the Bank Strategy & Relations Group as a People...needs and identifies service improvement opportunities. + Partners with senior management to establish the service expectations, structure, and… more
- Raymond James Financial, Inc. (Villanova, PA)
- …Commercial & Industrial lending opportunities + Prepares the following for presentation to Senior Loan Committee by the relationship managers: + Credit Approval ... The Commercial and Industrial (C&I) Portfolio Manager assists the relationship managers with the underwriting of credit and the...ongoing administration of loan portfolios to ensure that the Bank maintains high credit quality and to provide more… more
- Raymond James Financial, Inc. (Villanova, PA)
- …**Position:** The Commercial Real Estate (CRE) Credit Portfolio Manager assists the relationship managers with the underwriting of new and existing relationships to ... ensure the Bank maintains high credit quality and to provide more...credit quality and to provide more time for the relationship managers to generate new business opportunities. **Primary Functions… more
- The Hartford (Wayne, PA)
- …assigned geographic territory. This includes identifying and developing relationships with RIAs, Bank Trust, and Private Wealth Groups that have firm AUM over $500 ... a business plan to drive sales leveraging Hartford Funds product positioning on RIA's, Bank Trust and Private Wealth Groups and other centers of influence to drive… more