- 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 advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client promise acting as the primary… more
- PNC Financial Services Group, Inc. (Pittsburgh, PA)
- …have an opportunity to contribute to the company's success. As a Senior Relationship Strategist within PNC's Private Bank organization, you will be based ... and prospective clients. Responsible for the development and execution of a relationship management plan to acquire and retain clients. Is accountable for ongoing… more
- Citigroup, Inc. (New York, NY)
- …technical developments and the general technical strategy of the whole technical area.The Private Bank at Citi (CPB) is part of the Institutional Clients ... The Invst Counselor Sr Principal is an internally and externally recognized...investment strategies, banking and lending, trust and specialized services.The Private Bank delivers solutions to help meet… more
- First Horizon (Greensboro, NC)
- …suite of First Horizon's solutions. Team and peer group role model for other Private Client Relationship Managers Continuously act as a culture champion that is ... This is an excellent opportunity not only for current Private Bankers and Private Wealth Advisors, but...associations with target High Net Worth Clients The PB Relationship Manager will provide business depository, treasury management, and… more
- State Street Corporation (Boston, MA)
- Who we are looking for A leader within the Private Equity and Real Assets Fund Services business unit of the State Street Alternative Investment Services Group. We ... revolutionize how State Street services our customers. As a Senior Associate you will be responsible for the preparation,...fund administration and risk services to hedge funds and private equity funds. These services are fully integrated to… more
- First Horizon (New Orleans, LA)
- Location : This position will provide a Senior Level of Relationship Banking coverage for the Greater New Orleans, Louisiana Metropolitan market. SUMMARY The ... Relationship Banker is a trusted advisor who engages clients...will drive growth by actively promoting and selling the bank 's products and services. This role emphasizes deepening client… more
- Regions Financial Corporation (Atlanta, GA)
- …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
- MUFG Bank, Ltd. (New York, NY)
- …role covers both investment grade and non-investment grade public and private corporate borrowers, with a particular emphasis on structured finance transactions, ... downgrades or general credit deterioration with the goal of maximizing the bank 's net income while minimizing credit costs. Additionally, you will have direct… 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
- Citigroup, Inc. (Paramus, NJ)
- …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
- First Horizon (Memphis, TN)
- …is a part of the syndications deal team and takes ownership of the day-to-day relationship with the lender bank partners or clients after the initial closing. ... New Orleans, LA; or Raleigh, NC. At First Horizon Bank Operations, we are on a mission to deliver...their customers one opportunity at a time. Summary: The Senior Syndications Account Manager partners with the specialty and… more
- First Horizon (Charlotte, NC)
- Location: On site in Charlotte, NC SUMMARY We're seeking an experienced Senior Portfolio Manager to work with the Charlotte Commercial & Middle Market team. This ... role partners with local Relationship Managers and provides daily credit analysis, underwriting, and...and risk mitigation skills Understanding and application of the Bank 's risk grading methodology and credit appetite Managing complex… more
- Citigroup, Inc. (Arlington Heights, IL)
- The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... Build relationships with new clients with the goal of bringing in new bank and brokerage assets. Deepen relationships with existing clients in PWM and Retail… more
- BOK Financial (Salt Lake City, UT)
- …Group includes 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; ...great career! The Portfolio Manager III partners with the Relationship Manager in supporting the growth and management of… more
- BOK Financial (Denver, CO)
- …Business Development; Commercial Banking, Business Banking; Portfolio Management; Relationship Management; Sales Pay Transparency Salary Range: $110,000 - ... 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
- Scotiabank (New York, NY)
- …a customer-first culture to be able to bring in new clients to the Bank , deepen existing client relationships and improve client experience Works along with the ... Senior Manager (GTM) and the Product Owners in conceptualizing,...updates to partners and escalations to management as required Relationship Management, Collaboration and Communication Managing partner, business line,… more
- Manulife and John Hancock (New York, NY)
- …actively lead asset management of real estate credit, both public and private credit Excellent relationship -management skills to establish, cultivate and ... deals with future business given we are in a relationship business If a credit deal is not performing,...the investments, including loan negotiations in collaboration with other senior leaders of Real Estate Credit Collaborate with … more
- Scotiabank (New York, NY)
- …customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. Perform client and prospect research, ... Directors and Managing Directors. Over time, assume management of all client relationship activities on a select portfolio of accounts. Assist in the preparation… more
- Insight Global (Columbus, OH)
- …reviews to monitor borrower performance and emerging risks. Communicate proactively with relationship managers and senior credit leaders regarding deal terms, ... A local community bank is seeking to hire a full time...the banks risk appetite. This role works closely with relationship managers, credit officers, and loan operations teams to… more
- Shuvel Digital (Washington, DC)
- …decision-making. Financial Operations Facilitate the opening and closing of new bank accounts; Managing American Express (AMEX) corporate card account, including ... data schema; Authorize and release outgoing ACH/WIRE payments from Wacif bank accounts; Approve financial management related policies; Review and approve Finance,… more
