- Bank of America (Santa Fe, NM)
- …at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Santa-Fe/ Relationship - Banker \_25040816) **Job Description:** At Bank ... Relationship Banker Santa Fe, New Mexico;Santa... Relationship Banker Santa Fe, New Mexico;Santa Fe, New Mexico;...we make an impact in the communities we serve. Bank of America is committed to an in-office culture… more
- US Bank (Santa Fe, NM)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...you excel at-all from Day One. **Job Description** Client Relationship Consultants build relationships with customers, engaging them via… more
- UMB Bank (Santa Fe, NM)
- …Consumer Services offers financial solutions to customers, who value an individualized relationship and advisory experience. For more than a century, we've invested ... Bankers eager to assist our customers. As a Personal Banker at UMB, you'll be on the front lines,...growing into other positions across the company. The Personal Banker II role elevates what the Banker … more
- UMB Bank (Santa Fe, NM)
- …leading the way to meaningful financial recommendations for our customers. Relationship banking is not a one-size-fits-all approach; we differentiate ourselves by ... we're committed to helping you achieve your own goals. As a Personal Banker , you'll receive extensive training on UMB's products and services, the sales process,… more
- UMB Bank (Santa Fe, NM)
- …leading the way to meaningful financial recommendations for our customers. Relationship banking is not a one-size-fits-all approach; we differentiate ourselves by ... we're committed to helping you achieve your own goals. As a Personal Banker , you'll receive extensive training on UMB's products and services, the sales process,… more
- UMB Bank (Santa Fe, NM)
- …that might create a change in their financial service needs. The Ag Relationship Manager leads a team of professional product specialists and they collectively shape ... analyze the business in order to qualify clients for bank products and services. **We're excited to talk with...years sales experience with 2 years in Agricultural Commercial Bank Sales. + Bachelor's degree or equivalent experience in… more
- UMB Bank (Santa Fe, NM)
- …partnerships, and other business entities and individuals. The Corporate Trust Relationship Manager III role supports our Corporate Trust team by acting ... as the main point of contact for our clients and ensuring we deliver the unparalleled customer experience. This role will provide highly complex support to an assigned group of the largest trustee clients with the most complex needs, resolving the most complex… more
- Enterprise Bank & Trust (Santa Fe, NM)
- …offering annual paid volunteer time off and charitable-matching opportunities. Voted a** **_Best Bank to Work For_** **by American Banker for multiple years, we ... **Enterprise Bank & Trust was founded in the spirit...banking relationships by working closely with customers, focusing on relationship retention. + Evaluate pertinent financial information and determine… more
- City National Bank (Santa Fe, NM)
- …credit management team focused on the long-term risk-adjusted returns for the bank within the assigned business segment and/or geographic area(s). This individual ... key risk partners related to prospect(s) and existing clients of the bank (including moderate to complex new credit structures, modifications, and extensions) based… more
- UMB Bank (Santa Fe, NM)
- …Estate Underwriter II-Arizona Remote** This role is responsible for assisting UMB relationship managers in the assessment and underwriting of new SBCRE (Small ... **How you will spend your time:** + Partner with UMB relationship managers to perform credit underwriting duties for existing/prospective client relationships,… more
- UMB Bank (Santa Fe, NM)
- …a focus on client experience, the governing instruments, fiduciary laws, and bank policies and procedures. + You will work collaboratively with Senior Associates ... facilitate asset set up and removal, maintainappropriate insurance coverage through Bank 's blanket program or external policy, facilitate insurance claims, taxation… more
- UMB Bank (Santa Fe, NM)
- …As the primary contact, you will be a vital part of the client's relationship to help deliver growth and opportunity by creating a trusting relationship . ... via phone or email to support day-to-day servicing needs + Develop a relationship with the client proactively to identify solutions to problems and improve the… more
- UMB Bank (Santa Fe, NM)
- …Loan Originator is a part of, is vital in attracting new clients to the bank - they do this by building relationships with internal stake holders, real estate agents ... client's needs. It is important that the Mortgage Loan Originator build a strong relationship with our clients and they do that by providing progress reports to our… more
- UMB Bank (Santa Fe, NM)
- …(Business Banking Loan Center). You will partner with and support both relationship managers and client managers. You will perform credit underwriting related to ... requests for renewals, modifications, changes in terms, credit reviews and reaffirmations for the Business Banking and credit portfolios. **How** **you'll** **spend your time: ** + You will analyze business and personal financial statements and work with the… more
- UMB Bank (Santa Fe, NM)
- …critical to UMB's growth strategy and allows our customers to have a single relationship for their banking and HSA needs. As a Senior Healthcare Services Business ... Development Officer, you will be responsible for lead generation, prospect identification and qualification. You will have to understand the prospect's needs and have the knowledge to map those needs back to the UMB products and services that can add value to… more
- Fiserv (Santa Fe, NM)
- …you swipe your credit card, pay through a mobile app, or withdraw money from the bank , we're involved. If you want to make an impact on a global scale, come make ... a difference at Fiserv. **Job Title** Relationship Manager, Large Financial Institutions **Important info about this...in sales and negotiating techniques. + Strong knowledge of bank operations. + Bachelor's degree in Finance, Technology, Business… more
- Lincoln Financial (Santa Fe, NM)
- …75172 **The Role at a Glance** Lincoln has an opening for a ** Relationship Manager** who is passionate about helping plan sponsors and financial professionals ... deliver the best retirement plan experience possible. As a Relationship Manager, you will lead an experienced and dynamic...to provide their social security numbers, date of birth, bank account information or other sensitive information in job… more
- Lincoln Financial (Santa Fe, NM)
- …evolving team. As an Account Manager, you will work closely with our Relationship Managers, internal service team and intermediaries to provide first class service ... our existing clients by developing and maintaining client satisfaction through relationship building * Collaborating with internal partners to establish and… more
- Lincoln Financial (Santa Fe, NM)
- …in lieu of Bachelor's). + 3 - 5+ Years of experience in relationship management that directly aligns with the specific responsibilities for this position. + ... with internal/external stakeholders of all levels. + Demonstrated strong relationship management skills; proven ability to develop collaborative approaches. +… more
- Fiserv (Santa Fe, NM)
- …you swipe your credit card, pay through a mobile app, or withdraw money from the bank , we're involved. If you want to make an impact on a global scale, come make ... controls, and money movement operations and related systems. + Experience in relationship building, with both internal and external business partners. + 6+ year… more