- Atlantic Union Bank (Newport News, VA)
- …business to identify/refer client needs (eg, Mortgage, Investments, Business Banking , Commercial Banking , Merchant Services, Treasury Management) ... sales/service solutions, as well as handle teller transactions. The Client Services Representative creates a positive client relationship by effectively… more
- Guidehouse (San Antonio, TX)
- …None Clearance Required: None What You Will Do: The Insurance Patient Account Representative is an extension of a client 's business office staff. Representatives ... calls to patients and insurance companies to resolve account balances. All client policies and procedures are followed. Representatives will perform any and all… more
- BNY Mellon (New York, NY)
- …will independently develop and implement the strategic plan for managing and growing client banking relationships with a focus on revenue growth and retention. ... years of relevant work experience preferred. Financial Services experience with a particular client type or banking product required and an understanding of… more
- South Shore Bank (Quincy, MA)
- Job Type Full-time Description SUMMARY South Shore Bank is seeking an experienced Commercial Lending Portfolio Manager (PM) II who will provide client management ... or secondary contact for assigned portfolio of loans/clients in the Commercial Lending Department. Work in conjunction with Relationship Managers/Loan Officers to… more
- Alpine Bank (Denver, CO)
- …Bachelor's degree in Accounting, Finance, Business or similar is required. Commercial banking , retail or hospitality experience preferred. Previous leadership ... General Purpose The Commercial and Industrial (C&I) Lending Officer is responsible...and implementation of lending strategies. Reviews existing and new client relationships for credit quality, structure and pricing. Ensures… more
- Westamerica Bank (Turlock, CA)
- …a client portfolio. Provides customers with information and resolves banking problems. Promotes sales of bank services and products. Financial Plan Attend ... Job Type Full-time Description Westamerica is among the largest commercial banks headquartered in California. We are looking for...quality calls. Achieve a 2 to 1 prospect to client ratio. Daily boxtime is required. A minimum of… more
- Riverview (Vancouver, WA)
- …members, Business Development Officer, Treasury Management Officer, Trust Officers, Commercial Relationship Managers, Merchant Sales Officer and other Merchant team ... authorities and making recommendations regarding the underwriting decisions. Inform client of results, including approvals and declines. Responsible for providing… more
- First Horizon (Metairie, LA)
- …12 states across the southern US The Company and its subsidiaries offer commercial , private banking , consumer, small business, wealth and trust management, ... involving daily processing of financial transactions in a retail banking environment. Often serving as the first point of...serving as the first point of contact to the client , may have responsibility for recommending bank products or… more
- First Horizon (Miami, FL)
- …12 states across the southern US The Company and its subsidiaries offer commercial , private banking , consumer, small business, wealth and trust management, ... of financial transactions and opening accounts in a retail banking environment. Introduce bank products and services through outreach...both teller and platform support as needed to keep client wait times to a minimum and to provide… more
- Axos Bank (San Diego, CA)
- …The Portfolio Analyst will support Credit & Portfolio Management by working with commercial borrowers and the portfolio management team to monitor loans. The role ... 1+ year's experience in underwriting, structuring, or portfolio management of commercial real estate transactions Strong organizational skills and ability to work… more
- First Horizon (Little Rock, AR)
- …12 states across the southern US The Company and its subsidiaries offer commercial , private banking , consumer, small business, wealth and trust management, ... treasury management sales, and joint calls on clients for cross sell and client retention and prospects as needed. Build general knowledge of Treasury Management… more
- First Horizon (New Orleans, LA)
- …12 states across the southern US The Company and its subsidiaries offer commercial , private banking , consumer, small business, wealth and trust management, ... region. Essential Duties and Responsibilities : *Manage independently a significant client portfolio for the bank *Expand existing client relationships… more
- US Bank (Gresham, OR)
- …Establish and maintain great working relationships with assigned business customers, serving as the main day to day contact between the customer and US Bank. Service ... 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 communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition… more
- Wells Fargo (Irving, TX)
- **About this role:** Wells Fargo is seeking a Lead Commercial Banking Business Development Representative for clients with annual revenue of $25MM to $2B as ... + Lead complex market and other large scale planning efforts with Commercial Banking Business Development, by conducting competitive analyses, leveraging… more
- Umpqua Bank (Roseville, CA)
- Commercial Client Services Representative Corporate Treasury Roseville, California Irvine, California Redding, California Sacramento, California ... subject matter expert for Treasury Management products. + Responsible for acting as Commercial Banking 's primary customer contact for the servicing of all… more
- Mass Markets (Dallas, TX)
- POSITION OVERVIEW CUSTOMER SERVICE REPRESENTATIVE SUPPORTING COMMERCIAL AND PUBLIC SECTOR CLIENTS We are looking for Customer Service Representatives to support ... customer service, help desk, and back-office processing representatives for commercial and public sector support positions . In this...effective call handling + Follow the processes of the Client program and perform all tasks in a courteous… more
- Truist (Atlanta, GA)
- …5. Ability to lead by influence (relationship building) 6. Knowledge of Corporate banking , commercial banking , industry vertical expertise 7. MBA preferred ... strategies and implement approaches needed to help achieve Wholesale Banking 's strategic objectives. **ESSENTIAL DUTIES AND RESPONSIBILITIES** Following is a… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …in banking at Fifth Third Bank. GENERAL FUNCTION: Handles Commercial customer interactions (email, telephone, etc.), providing outstanding customer service. Is ... Make banking a Fifth Third better(R) We connect great...May occasionally lift or move up to 10 lbs. Commercial Services Representative I LOCATION -- Cincinnati,… more
- Truist (Atlanta, GA)
- …pipeline activity. The Associate serves as a key point of contact in client engagements and internal deal discussions, with increasing autonomy over time. They play ... with RMs to deliver on value proposition; demonstrate growing comfort level with client interactions; may own less-complexity opportunities on behalf of RM. - Track… more
- SMBC (Los Angeles, CA)
- …Our SMBC Transactional Banking Department (TRBD) is looking for a Client Service Representative who will be responsible for addressing customer inquiries ... relationships in Asia, the Group offers a range of commercial and investment banking services to its...corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive… more
