- Truist (Media, 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
- M&T Bank (Southampton, 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
- Santander US (North Wales, PA)
- Consumer And Business Banking, Senior Relationship Banker , Montgomeryville, PA North Wales, United States of America USA Job Family Description: Identifies ... + Engage customers through proactive, outbound calling for both service and relationship deepening opportunities. + Assess customer needs by being genuinely curious,… more
- Bank of America (Philadelphia, PA)
- …business flows of a commercial financial institution-preferably finance company or bank . + Customer/Client Relationship Management + Customer/Client Industry ... Sr . Leasing Sales Specialist (Mid Atlantic Business Banking...Washington, District of Columbia; Fairfax, Virginia **Job Description:** At Bank of America, we are guided by a common… more
- KeyBank (Plymouth Meeting, PA)
- …financial solutions that help our clients grow profitably. Partners with Business Banking Relationship Managers to acquire new clients and expand share of wallet of ... and enrich the client experience. Working as the trust advisor, poises the client relationship for deeper cross-sales by their relationship manager for a broad… more
- WSFS Bank (Philadelphia, PA)
- …Full-time Location: Philadelphia, PA Schedule: Monday - Friday Hybrid/Onsite Description: The Senior Small Business Relationship Manager will be responsible for ... and national economic, financial, political, competitor, and legislative trends. The Senior Small Business Relationship Manager will assist with onboarding,… more
- M&T Bank (Radnor, PA)
- …with both credit policy and loan agreements. The position interacts with Commercial Relationship Managers and Group Managers throughout the bank 's footprint, as ... information and related materials and complete ongoing credit monitoring for the Bank 's commercial transactions. Risk assessment of customers is on an ongoing basis… more
- JPMorgan Chase (Philadelphia, PA)
- …relationships and providing support and advice to your constituents. A role as a Relationship Executive is for you. As a Relationship Executive within the ... President and Associate to execute the strategy. As a Relationship Executive, you will focus on supporting new client...Market Banking platform. You will have direct interaction with senior and local leaders, as well as individual bankers.… more
- American Heart Association (Philadelphia, PA)
- …will be responsible for providing sophisticated administrative support to the market's senior leader, the Region SVP, Sr . Executive Director, Development and ... can make with us. The American Heart Association has an excellent opportunity for a ** Senior Business Operations Coordinator** in **Philadelphia** ! The Coordinator… more
- Lincoln Financial (Radnor, PA)
- …#:** 74564 **The Role at a Glance** As a Business Transformation Sr . Consultant, you will be responsible for leading and driving business transformation ... Underwriting organization, with a specific focus on optimizing our sourcing partner relationship . You will provide subject matter expertise and direction to our… more
- Lincoln Financial (Radnor, PA)
- …for this opportunity. **Requisition #:** 74329 **The Role at a Glance** As a Sr . Product Training Consultant - Life & Long-term Care Insurance, you will develop, ... life insurance and long-term care insurance products + Strong interpersonal and relationship management skills + Effective verbal and written communication skills +… more
- Lincoln Financial (Radnor, PA)
- …ability to build both technical and leadership skills. + Demonstrated strong relationship management skills with internal clients (eg senior management, peers ... #:** 74387 **The Role at a Glance** As a Senior Analyst, you will own the separate account ledger...reconciliation processes for the separate accounts. + Understanding the relationship of applicable systems and data required to account… more
- Wells Fargo (Plymouth Meeting, PA)
- **About this role:** Wells Fargo is seeking a Senior Lead Commercial Business Relationship Manager for Specialized Industries in Commercial Auto as part of the ... Commercial Bank . This role will support eastern Pennsylvania, southern New...to highly complex client relationships through the art of relationship management, by understanding the needs and priorities of… more
- M&T Bank (Radnor, PA)
- …both credit policy and loan agreements. This position interacts with Commercial Banking Relationship Managers throughout the bank 's footprint, as well as other ... information and related materials and complete ongoing credit monitoring for the Bank 's commercial transactions. Risk assessment of customers is on an ongoing basis… more
- WSFS Bank (Philadelphia, PA)
- …equipment manufacturers, distributors, and dealers. NewLane Finance is powered by WSFS Bank , a $20+ billion financial organization. NewLane Finance is seeking an ... prepare and present credit approval summaries to members of Credit and Senior Management. + Using online resources and other publicly available tools, properly… more
- Bank of America (Philadelphia, PA)
- …II, Lending Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker , Business Solutions Advisor or Financial Solutions Advisor ... - City Avenue Philadelphia, Pennsylvania **Job Description:** **Credit Solutions Advisor II** At Bank of America, we are guided by a common purpose to help make… more
- Citizens (Philadelphia, PA)
- Description The Senior Relationship Manager is the central contact person for credit-based clients; he/she quarterbacks the delivery and maintenance of a wide ... array of diverse bank products and services through cross-sell partners and acts...executive management team. Within the Middle Market team, the Relationship Manager will focus on companies with annual revenue… 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 (Philadelphia, PA)
- …+ Functions as a resource for business lines and works with senior management on various issues; managing expectations and negotiating timelines + Partners ... action as necessary to correct deficiencies + Coordinates with Account and Relationship Managers to perform routine financial analyses and credit investigations +… more
- WSFS Bank (Philadelphia, PA)
- …type: Full-time Location: Philadelphia, PA Schedule: Monday - Friday Description: At WSFS Bank , we empower our Associates to grow their careers, guide our customers ... Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries,...mission and our purpose. This position will be a senior -level sales professional with a minimum of 5 years… more