- Citigroup, Inc. (New York, NY)
- …record in relationship selling Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. ... client families that cross generations to establish long-term connections to the Citi Private Bank . Effectively manage client expectations regarding what can and… more
- Metropolitan Commercial Bank (New York, NY)
- …and corporate enterprises and institutions, municipalities and local government entities. The Bank operates banking centers and private client offices in ... Come work with us: Metropolitan Commercial Bank (the " Bank ") is a New...home one day a week. About the role: The Senior Credit Underwriter (VP) role is a key position… more
- State Street Corporation (Boston, MA)
- Who we are looking for A leader within the Private Credit Fund Services business unit of the State Street Alternative Investment Services Group. We are a team of ... revolutionize how State Street services our customers. As a Senior Associate you will be responsible for the preparation,...reporting of investment and fund performance data for global Private Credit funds and affiliated entities Why this role… more
- Webster Bank (Providence, RI)
- …and our colleagues achieve their financial goals. As a leading commercial bank , we remain passionate about serving our clients and supporting our communities. ... are Webster's values, these set us apart as a bank and as an employer. Come join our team...our robust development opportunities, and enjoy meaningful work! The Relationship Manager is responsible for cultivating and growing a… more
- JPMorgan Chase & Co. (New Hyde Park, NY)
- …primary banking relationships. Develop strong referral network internally in partnership with Private Bank , Asset Wealth Management, Middle Market and One Chase ... Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in...banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate… more
- JPMorgan Chase & Co. (Brooklyn, NY)
- …of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions ... Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Deepening banker in...retention and growth, and gaining referrals to increase primary bank share. As a Senior Deepening banker,… more
- Avior Executive Search (New York, NY)
- …profile is quite simple: 1) You currently cater to this level of clientele from a private bank or RIA 2) Seeking equity surrounded by top level talent and client ... 3) Have a burning desire to serve clients in a completely holistic way 4) Clients can come from anywhere in the world, and you can be based anywhere as well 5) Must have an existing portffolio or network of UHNW clients with an average size of 25M and above… more
- Citigroup, Inc. (Hewlett, NY)
- …The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments ... offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to Wealth's… more
- Regions Financial Corporation (Tampa, FL)
- …into the careers section of the system. Job Description: At Regions, the Senior Consumer Relationship Banker is responsible for meeting with customers and ... Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit… more
- Citigroup, Inc. (New York, NY)
- …reports Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. Assist the Banker in deepening the existing client ... The Associate Banker Senior is a seasoned professional role. Applies in-depth... relationship through deep-dive analysis Assist the Banker in the… more
- Huntington National Bank (Indianapolis, IN)
- …manages licensed sales support associates. Coordinates sales efforts with branch and private bank regional leadership. Performs other duties as assigned. Basic ... Conducts coaching of advisors and licensed bankers to build sales and relationship management skills. Ensures operational effectiveness of advisors and sales support… more
- BOK Financial (Addison, TX)
- …new business and cross-sell to existing clients to produce revenue for the bank . RELATIONSHIP BUILDER: Strong interpersonal skills, high level of integrity, able ... BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal...Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; … more
- First Horizon (Knoxville, TN)
- …in underwriting/analyzing commercial credit facilities and assisting Portfolio Managers and Relationship Managers in managing customer relationships. A Senior CA ... loans with a focus on Medical Practices, service companies and commercial private client ventures. Work proactively to ensure production is prioritized appropriately… more
- First Horizon (Marietta, GA)
- …and alerting management to changes in portfolio conditions. Partners with Relationship Managers to manage credit proposals and renewals; independently prioritizes ... package Serves as a secondary customer contact to the Relationship Manager Supervisory Responsibilities No supervisory responsibilities Qualifications: Bachelor's… more
- BOK Financial (Addison, TX)
- …Dallas -DAL Areas of Interest: Business Development; Commercial Banking; Relationship Management; Sales Pay Transparency Salary Range: Not Available Application ... BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal...Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; … more
- Fremont Bancorporation (San Jose, CA)
- …past fourteen consecutive years, Fremont Bank has an immediate opening for a Senior Commercial Relationship Manager in San Jose, CA. Position Overview The ... Title: Senior Commercial Relationship Manager Job Location:...CA Hiring salary range: $129,290.00 - $170,700.00 annual Fremont Bank founded in 1964, is one of the oldest… more
- BOK Financial (Tulsa, OK)
- …Tulsa -TUL Areas of Interest: Investment Management; Portfolio Management; Relationship Management; Wealth Management Pay Transparency Salary Range: Not Available ... BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal...Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; … more
- Crdit Agricole CIB (New York, NY)
- …and policy development across ICBRC policies & procedures *Act as the key relationship manager with senior business leaders, providing advisory support on ... Vacancy details General information Entity About Crdit Agricole Corporate and Investment Bank (Crdit Agricole CIB) Crdit Agricole CIB is the corporate and investment… more
- Scotiabank (New York, NY)
- …for regulatory, management reporting and audit purposes. Communication with clients, lawyers, senior management (internal and client) on the Bank 's position with ... a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. This includes having a sense of urgency,… more
- BankUnited (Hialeah, FL)
- SUMMARY: The Director of Technology Solutioning and Engineering (TSE) is a senior technology leadership role reporting to the Chief Information Officer (CIO) within ... and integrating scalable, secure, and cloud-first solutions that support the bank 's business strategy. This leader will ensure the consistent delivery of… more
