- PNC (Radnor, PA)
- …have an opportunity to contribute to the company's success. As a Senior Relationship Strategist within the PNC 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
- City National Bank (Wilmington, DE)
- * RELATIONSHIP MANAGER SENIOR CB* WHAT IS THE OPPORTUNITY? Develops and manages relationships with commercial clients in the assigned business segment and/or ... quality service. Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable… more
- JPMorgan Chase (King Of Prussia, PA)
- …a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be ... to increase primary bank share. As a Senior Acquisition banker , you will provide a...business and its owners and develop the full financial relationship + Understand the personal financial goals and needs… more
- M&T Bank (Paoli, PA)
- **Overview** **:** Identifies customers' needs through the bank 's retail sales process to provide proactive sales solutions through customer outreach for basic and ... leveraging the portfolio management process and utilizing the fundamentals of the Bank 's sales process to achieve personal sales and/or referral goals. + Play… more
- Truist (Gap, PA)
- …Participates fully in all components of the established Truist Retail Community Bank Leadership Routines 5. Commits to advancing individual knowledge of sales ... 3. Experience with sourcing and prospecting for new clients and client relationship building 4. Excellent interpersonal and communication skills, including a desire… more
- City National Bank (Wilmington, DE)
- …* Responsible for communicating with internal and external entities to include senior managers, relationship managers and other BSA-related units. * Assists ... business partners. The supervisor is to be familiar with bank products, services, attributes of higher risk clients, documentation...ability to interact with all levels of staff and Senior Management * Solid analytical skills with the ability… more
- TD Bank (Wilmington, DE)
- …legal risks presented in day-to-day operations. The team works closely with senior leadership, product managers, relationship managers and sales officers, vendor ... Team supports Corporate Products & Services within the Commercial Bank at TD Bank , advancing business transaction...the client + Identifies conflict situations and brings more senior lawyers into the decision-making process as appropriate by… more
- UMB Bank (Wilmington, DE)
- …partnerships, and other business entities and individuals. The Corporate Trust Relationship Manager III role supports our Corporate Trust team by acting ... complex needs, resolving the most complex administrative issues and providing support to senior level client staff. This position will provide day to day support to… more
- M&T Bank (Wilmington, DE)
- …business owners, and/or families. **Primary Responsibilities:** + Leads the client relationship team and has overall responsibility for assuring the client has ... to meet sales goal.Implement and deliver specific solutions. + Leads client relationship review discussion with committee.Manage and review the relationship on… more
- City National Bank (Wilmington, DE)
- *INVESTMENT MANAGEMENT GOVERNANCE OFFICE SENIOR BUSINESS ANALYST* WHAT IS THE OPPORTUNITY? Working within the Wealth Management division, you will be part of the ... stress, even faced with tight timelines for ambitious deliverables * Excellent relationship and stakeholder management skills * Be able to handle uncertainty well,… more
- PNC (Wilmington, DE)
- …contribute to the company's success. As a Wealth Strategist Sr. within PNC's Private Bank organization, you will be based in Philadelphia, PA or Wilmington, DE. The ... this position. **Preferred Skills** Capital Management, Client Prospecting, Client Relationship Building, Competitive Advantages, Decision Making, Financial Operations, Investment… more
- M&T Bank (Wilmington, DE)
- …as the primary point of contact for the client on the trust account relationship , communicate regularly with the client on all trust matters and responsible for ... partners. + Maintain comprehensive knowledge, and coordinate efforts, of appropriate Bank resources, including market leadership, tax liaison team, Legal and… more
- Citizens (Conshohocken, PA)
- …financial goals. Citizens is seeking a motivated, highly successful, proven Relationship Manager with experience in moderately to less complex portfolios, and ... a strong grasp of sales and credit skills. This senior level performer will have an immediate impact. We...loyalty and improve the profitability of customer and the Bank + Complete Business Banking University and Drive Sales… more
- TD Bank (Wilmington, DE)
- …of Business:** Risk Management **Job Description:** **Department Overview:** The TD Bank Credit Cards & Unsecured Lending (CCUL) Credit Management department is ... compelling business context and advice; influences and gains alignment across increasingly senior stakeholders + Works autonomously as the lead and guides others… more
- Vanguard (Malvern, PA)
- …and applies business unit's ideology and methodology to services provided in managing bank service relationship . + Develops and maintains strong understanding of ... Join the Bank Strategy & Relations Group as a People...needs and identifies service improvement opportunities. + Partners with senior management to establish the service expectations, structure, and… more
- Raymond James Financial, Inc. (Villanova, PA)
- …Commercial & Industrial lending opportunities + Prepares the following for presentation to Senior Loan Committee by the relationship managers: + Credit Approval ... The Commercial and Industrial (C&I) Portfolio Manager assists the relationship managers with the underwriting of credit and the...ongoing administration of loan portfolios to ensure that the Bank maintains high credit quality and to provide more… more
- Raymond James Financial, Inc. (Villanova, PA)
- …**Position:** The Commercial Real Estate (CRE) Credit Portfolio Manager assists the relationship managers with the underwriting of new and existing relationships to ... ensure the Bank maintains high credit quality and to provide more...credit quality and to provide more time for the relationship managers to generate new business opportunities. **Primary Functions… more
- The Hartford (Wayne, PA)
- …assigned geographic territory. This includes identifying and developing relationships with RIAs, Bank Trust, and Private Wealth Groups that have firm AUM over $500 ... a business plan to drive sales leveraging Hartford Funds product positioning on RIA's, Bank Trust and Private Wealth Groups and other centers of influence to drive… more
- Citigroup (Wilmington, DE)
- Marketing and Franchise Development in the US Personal Bank is focused on deploying best-in-class marketing campaigns and advertising efforts while engaging net new ... our product and solutions set. The team's focus is to unify cross-Personal Bank strategies to deliver ideal end-to-end experiences to our customers. The Citi Retail… more
- JPMorgan Chase (Wilmington, DE)
- …Credit Risk organization, and shape underwriting policies to align with the bank 's financial goals. This includes management of risk-taking activities for card ... track acquisitions performance. Lead the report outs for performance monitoring to senior leadership + **Policy & Strategy Development:** Help shape credit policies,… more