- JPMorgan Chase (Largo, FL)
- **Job Profile:** Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and ... to grow your career while making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home Lending , you will take… more
- JPMorgan Chase (Chicago, IL)
- **Job Profile:** Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and ... to grow your career while making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home Lending , you will join… more
- TD Bank (New York, NY)
- … (Reg U) across all Wealth lending channels including TDPCW and TD Ameritrade Platforms. Senior Lending Advisor for Reg T Lending on the TDPCW ... role. **Line of Business:** TD Wealth **Job Description:** The Senior Wealth Lending Advisor is...colleagues need to thrive both at work and at home . **Colleague Development** If you're interested in a specific… more
- Citigroup (Pleasant Hill, CA)
- …experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. **Job Responsibilities:** . Build relationships with ... the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial...appropriate (including, but not limited to Small Business Partners, Home Lending Officer, etc.) . Acquire new… more
- Citigroup (Paramus, NJ)
- …and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. Citi has many locations across the United ... the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial...appropriate (including, but not limited to Small Business Partners, Home Lending Officer, etc.) + Acquire new… more
- Citigroup (Miami, FL)
- …segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending Officer, etc.) + Acquire ... The Senior Wealth Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques… more
- Bank of America (Glendale, CA)
- … Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at ... Credit Solutions Advisor - Wilson and Glendale Glendale, California **Job...America for 1 year + Knowledge of credit and home lending requirements + Actively listens to… more
- Citigroup (Jacksonville, FL)
- …segment partners where appropriate (including, but not limited to Senior Wealth Advisor , Small Business Partners, Home Lending Officer, Digital Wealth ... The Wealth Solutions Advisor SAFE Act position is a developing professional...referrals, as well as managing and fulfilling banking and lending needs. This role involves handling equal distribution of… more
- KeyBank (CA)
- **Location:** For Those Who Work At Home - Various, California 94121 Senior Relationship Manager, Middle Market Commercial Location: Los Angeles or Orange ... Los Angeles or Orange Counties.** Serves as the Relationship Manager and Financial Advisor to clients with complex needs, introducing a full range of core banking… more
- KeyBank (CO)
- **Location:** For Those Who Work At Home - Various, Colorado 80202 **JOB DESCRIPTION** **JOB BRIEF (PURPOSE)** The Business Banking Mission is to be our clients ... trusted advisor by providing financial solutions that help our clients...+ A minimum of 5 years' experience in SBA lending experience required. + A minimum of 5 years'… more
- City National Bank (Mclean, VA)
- *RELATIONSHIP MANAGER SENIOR * *Tysons Branch* WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible for ... both business & personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client needs with CNB's products… more
- City National Bank (Washington, DC)
- *RELATIONSHIP MANAGER SENIOR * *Washington DC Branch* WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible ... both business & personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client needs with CNB's products… more
- Umpqua Bank (Moscow, ID)
- …for better. **About the Role:** Responsible for being the key banking advisor for Commercial Banking client relationships. Accountable for prospecting new business ... that benefit the client. + Serves as the trusted advisor to clients, functions as the Commercial client "expert"...adequate risk management for Bank. + Knowledge of Commercial lending policies, procedures, practices and documentation. + Ability to… more
- Umpqua Bank (Lake Oswego, OR)
- …with Client Solution Managers to deepen client relationships. Maintains a "trusted advisor " role, engaging in dialogue with Executive-level client contacts to assess ... its overall financial targets. + Serves as a trusted advisor to clients, functions as the Middle Market client...and presentation skills. + Advanced knowledge of Middle Market lending policies, procedures, practices and documentation. + Ability to… more
- Umpqua Bank (Redding, CA)
- …with a Commercial team to deepen client relationships. Maintains a trusted advisor " role, engaging in dialogue with Executive-level client contacts to assess ... bank in achieving its overall financial targets. + Serves as a trusted advisor to clients, functions as the Commercial client "expert" in providing differentiating… more
- KeyBank (Denver, CO)
- …to lead discussions with clients during negotiations and act as primary lending representative on deal execution, leveraging senior leaders as appropriate ... Business Partners/Bankers/and Relationship Managers. Viewed as a value-add financial advisor by the client/borrower, critical and knowledgeable contributor to the… more
- KeyBank (Cleveland, OH)
- **Location:** 127 Public Square - Cleveland, Ohio 44114 **JOB BRIEF** The Senior Vice President, Portfolio Management is an individual contributor responsible for ... and other ancillary products) and amendments to existing exposure. Additionally, the Senior Vice President, Portfolio Management will be assigned a portfolio of… more
- City National Bank (Washington, DC)
- …needs, providing sound financial advice and acting as a trusted strategic advisor .Responsible for all functions of assigned branch with particular emphasis on ... new client relationships, and deepen existing client relationships; provide senior support and act as a role model to...Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.) * KEY CAPABILITIES… more
- Wells Fargo (Chicago, IL)
- …Fargo (wellsfargojobs.com) The WIM Residential Real Estate Team partners with Wells Fargo Home Lending (WFHL) to provide Residential Mortgage Products for our ... platform discussions. The individual should possess a strong knowledge of consumer credit lending to HNW clients and have proven expertise evaluating cash flow and… more
- TD Bank (Fort Lauderdale, FL)
- …Personal & Commercial Banking **Job Description:** Department Overview The Community Senior Relationship Manager (RM), Commercial Banking, is an external sales role ... space. The ideal candidate will have deep working knowledge of corporate lending solutions along with acceptable underwriting and credit risk knowledge. Our most… more