- Goldman Sachs, Inc. (Dallas, TX)
- …world, our business operates on a global platform. Goldman Sachs Asset Management Private Credit is one of the world's largest and longest-standing alternative ... $130bn of AUM and approaching 300 professionals globally. GS Private Credit is a dynamic platform with...lending (middle market and large cap performing non-IG credit ), opportunistic and structured investments across debt and equity… more
- Citigroup, Inc. (River Forest, IL)
- The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial… more
- JPMorgan Chase & Co. (Irvine, CA)
- …environment to deliver solutions for clients Demonstrated understanding of investments, wealth planning, credit and banking concepts Required Licenses: Series ... passionate about building and maintaining high-net-worth client relationships across banking, lending , and investments? This is a unique opportunity to manage and… more
- KeyBank (Tarrytown, NY)
- Location: 660 White Plains Road - Tarrytown, New York 10591 Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert ... to the local community. Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors and… more
- KeyBank (Toledo, OH)
- Location: 300 Madison Avenue - Toledo, Ohio 43604 Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and ... to the local community. Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors and… more
- First Horizon (Greensboro, NC)
- …site as described in posting. This is an excellent opportunity not only for current Private Bankers and Private Wealth Advisors, but also for Business ... states across the southern US The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail… more
- Synovus (Jasper, AL)
- …to small business owners. Collaborates with business partners such as private wealth , financial planning, commercial banking and other line-of-business ... involved with business development efforts, primarily in small business lending , deposit acquisition, and customer retention. Builds personal relationships with… more
- BOK Financial (Addison, TX)
- …Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth , Inc. BOKF, NA operates TransFund and Cavanal Hill ... rotational experience. SKILLS: Extensive knowledge and understanding of accounting and credit principles, lending functions, and loan analysis and ability… more
- First Horizon (Memphis, TN)
- …states across the southern US The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail ... at a time. Summary This opportunity is within our Centralized Commercial Lending team, specifically our Loss Mitigation group. The duties will include proactively… more
- BOK Financial (Salt Lake City, UT)
- …Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth , Inc. BOKF, NA operates TransFund and Cavanal Hill ... position and credit worthiness to ensure loans meet credit and financial requirements for lending quality and compliance as determined by the Bank's … more
- BOK Financial (Addison, TX)
- …Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth , Inc. BOKF, NA operates TransFund and Cavanal Hill ... leaders to maintain existing relationships, identifying opportunities and solutions, and evaluating credit requests. You will serve as the clients' primary link to… more
- BOK Financial (Denver, CO)
- …Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth , Inc. BOKF, NA operates TransFund and Cavanal Hill ... Sugarland -SGLND, Woodlands -WDLND Areas of Interest: Business Banking Credit ; Business Banking Underwriting; Business Development; Commercial Banking, Business… more
- First Horizon (Charlotte, NC)
- …states across the southern US The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail ... This role partners with local Relationship Managers and provides daily credit analysis, underwriting, and portfolio management support for assigned commercial and… more
- First Horizon (Birmingham, AL)
- …This position is responsible for the management of the digital experience for the credit card and lending products that reside on First Horizon's Treasury ... states across the southern US The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail… more
- Old National Bank (Fort Wayne, IN)
- …(eg, Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on ... required training. Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles.… more
- Citizens (Johnston, RI)
- …our custom credit products. The role of the Private & Wealth Lending Credit Services Professional performs functions supporting underwriting, ... of services, expertise, and research, while intimately focusing on each client's unique circumstances. Private & Wealth Specialty Lending , a critical part of… more
- Citigroup (New York, NY)
- …initiatives in collaboration with segment leadership to support wider Citi Wealth lending growth aspirations. Ensuring effective and consistent compliance ... service while helping clients preserve, grow and manage their wealth . Lending is a key product offering... solutions across all three client segments including Citi Private Bank, Wealth at Work, Citi … more
- Citigroup (New York, NY)
- …of excellence for Lending Products. The role is a member of the Citi Wealth Lending Leadership team and a key role in oversight of creating, updating and ... and ultra-high net worth clients around the world. Our Private Bankers, Financial Advisors and Lending Advisors...of the product frameworks and guidelines across all Citi Wealth Lending products to ensure appropriate risk… more
- Citigroup (San Francisco, CA)
- …are strategically integrated into our client's broader Wealth Management goals. Our Lending Advisors partner with Citi Private Bankers to advise clients on ... Citi Wealth Lending provides competitive borrowing solutions...Private Bank ("CPB") Banker teams to proactively identify lending opportunities with their clients and prospects through account… more
- Regions Bank (Hoover, AL)
- …standards Private Wealth Management (PWM) credit requests submitted by Private Wealth and Lending Advisors. This position will serve on the First ... Line of Defense and will analyze new Private Wealth Credit and underwrite new or renewed credit exposure. The role will gather information and preform… more
