- Bank of America (Charlotte, NC)
- …with complex balance sheets and income streams 3 - 5+ years of commercial/ private wealth management credit experience Strong negotiation and communication ... the Credit Executive (CE) in their goal of developing new custom lending relationships with strategic wealth clients, driving funded loan balance and revenue… more
- Bank of Montreal (Indianapolis, IN)
- Application Deadline: 07/31/2025 Address: 135 N Pennsylvania Street Job Family Group: Wealth Sales & Service Develops, manages, retains and grows profitable banking ... requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as… more
- Wells Fargo (Charlotte, NC)
- …Fargo is seeking talent to join the 2026 Summer Internship, Early Careers - Wealth & Investment Management program. Learn more about the career areas and lines of ... business atwellsfargojobs.com Business Overview Wealth & Investment Management, or WIM, is one of...in a "home office" or "middle/back office" environment. Banking, Lending & Trust (BL&T) : Center of Excellence providing… 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
- Citigroup, Inc. (Palm Desert, CA)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions.… more
- Morgan Stanley (New York, NY)
- …part of our culture. The Tailored Lending (TL) Group within Morgan Stanley Wealth Management Private Banking Group is seeking an Asset Manager to help grow ... The WM network includes almost 16,000 Financial Advisors and Private Wealth Advisors - one of the...and skills: *Bachelor's degree required *Minimum 7+ years of lending and credit experience in private… more
- Frost Bank (Arlington, TX)
- …Property and Casualty Insurance license Certified Financial Planner designation Certified Wealth Strategist designation Completion of formal credit training Our ... providing unparalleled banking services. Who you are: As a Private Banking Officer II , you will help customers...planning and strategy review Monitor and manage client's existing credit relationships by reviewing current loan portfolio on a… more
- First Horizon (Atlanta, GA)
- …in managing customer relationships. A Senior CA will be expected to provide credit analysis support for assigned lending relationships. The position also ... provides mentoring and guidance to Client Specialists and other Credit Analysts as it relates to lending ...southern US The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and… more
- Synovus (Columbia, SC)
- …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
- Old National Bank (Milwaukee, WI)
- …(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
- JPMorgan Chase & Co. (Richardson, TX)
- …primary banking relationships. Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase ... business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to...knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify… more
- Synovus (Atlanta, GA)
- …modeling, risk analysis, along with coordination with business partners in credit , capital markets, treasury management, corporate trust, wealth management ... strategies to originate and execute a wide variety of lending , public/ private capital, and advisory mandates in...of overall sales performance for team. Partners with the Credit Risk Management teams to ensure the appropriate level… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... creating client and prospect pitchbooks, presentations, financial modeling and research, credit related activities including review of credit presentations,… more
- Golub Capital (Chicago, IL)
- …Golub Capital Direct Lending Unlevered Corporation ("GDLCU") and Golub Capital Private Credit Fund ("GCRED"). Two additional BDCs are in advanced planning ... in a logical and comprehensive manner Building relationships with key internal ( Private Wealth Americas ("PWA"), Investor Communications and Marketing) and… more
- JPMorgan Chase & Co. (New Hyde Park, NY)
- …the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate ... provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based… more
- William Blair (Chicago, IL)
- …most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business ... as requested. Qualifications: Bachelor's Degree required. Prior investment banking or credit / lending experience required. Proven track record in… 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
