- Raymond James Financial, Inc. (Pittsburgh, PA)
- **Job Description** **Summary of the Position:** The Private Bank Credit Officer reviews and provides credit decisions on approval requests submitted ... securities and other types of liquid asset collateral, ensuring that the Bank maintains high credit quality standards, and communicates findings accordingly.… more
- Bank of America (Conshohocken, PA)
- …include advising on the client's financial needs and the full array of Private Bank 's capabilities, establishing and deepening relationships with internal and ... Private Client Manager II Conshohocken, Pennsylvania **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives… more
- PNC (PA)
- …to contribute to the company's success. As an Institutional Trust Advisor within PNC's Private Bank organization, you will be based in Pittsburgh, PA. This ... the west coast time difference. As an Institutional Trust Officer (ITO), you will serve as the day-to-day contact...gatekeepers. Meets regularly with clients both on and/or off bank premises to maintain relationships. Identifies client needs and… more
- TD Bank (Exton, PA)
- …for business development and relationship management on behalf of TD Bank with regards to Registered Investment Advisor firms [RIAs], independent advisors ... Advisor is at the center of the TD Wealth Private Banking model in affiliate channels providing business development,...a multi-state geography. As the senior most lending sales officer , the Senior Wealth Lending Advisor supports new products… more
- Cherry Bekaert (Harrisburg, PA)
- …team of experts with a deep track record in New Markets Tax Credit (NMTC) allocation applications, CDFI Fund Applications, other Government and Philanthropic funding ... in order to develop a sustainable financial plan + Helping secure private investment commitments and a strategy for long-term financial viability + Actively… more