- Amerant Bank (Coral Gables, FL)
- …and internal transfer requests. This may include scheduling and coordination of Relationship Manager , Portfolio Officers, and/or other Manager functions ... The Client Specialist II position is responsible for assisting Relationship Managers, Portfolio Officers, and Managers with the overall administrative functions… more
- Truliant Federal Credit Union (Mebane, NC)
- …empowered and rewarded for all that they do. Purpose of the JobThe Branch Manager I ensures that a team of individuals are focused on successfully executing the ... organization's mission of improving members' financial lives. The manager is accountable for overseeing the daily functions of their branch, which includes managing… more
- Citizens (Boston, MA)
- …Team members with a Credit/ Lending focus act as the Business Banking Relationship Manager 's' "right hand" on lending transactions working both in ... Description The Lending Specialist supports the Business Banking...to lending transactions while keeping Business Banking Relationship Manager in the loop. + Manages… more
- Citizens (New York, NY)
- Description Citizens Private Bank is looking for a Senior Lending Specialist to support the underwriting needs of the Private Bank's business loan and commercial ... real estate loan products. The Senior Lending Specialist will focus on processing, evaluating,...loan requests. Additionally, they will partner closely with the Relationship Manager /Senior Business Banker as well as… more
- M&T Bank (Brattleboro, VT)
- **Overview:** The Business Lending Operations Specialist provides primary customer service to internal and external customers regarding daily transactions, ... addressing inquiries, and problem resolution in support of the Business Banking lending process. Proactively shares information, ideas and best practices with team… more
- Farm Credit Illinois (Mahomet, IL)
- Description/Job Summary The Portfolio Manager completes compliance, credit administration, and loan servicing responsibilities and serves as an information resource ... for the Commercial Lending Department. Responsibilities/Duties Compliance & Credit Administration + Monitors...accuracy + Provides guidance to support staff on customer relationship issues when the primary lender is unavailable +… more
- Access Dubuque (Dubuque, IA)
- …examiners, and others for auditing purposes, as needed + Serving as a relationship manager and facilitating discussions with members on all matters related ... VP, Business Lending **Dupaco Community Credit Union** 1 Positions ID:...**www.dupaco.com/careers** **!** Primary Contact 114365 Matt Hostert Senior Recruiting Specialist , Human Resources ###, ext. 2564 Phone Phone Phone… more
- Chartway Federal Credit Union (Norfolk, VA)
- …strengthens our credit union family and communities. The Floater Relationship Specialist is responsible to the Branch Manager for identifying and discussing ... **Job Title: Floater Relationship Specialist ** **Job Type: Full-time** **Location:...members with new account establishment, personal financing, real estate lending , investment referrals, and small business deposit products +… more
- Chartway Federal Credit Union (Humble, TX)
- …this commitment strengthens our credit union family and communities. Responsible to the Branch Manager , the Relationship Specialist is part of a highly ... **Job Title: Relationship Specialist ** **Job Type: Full-time** **Location:...members with new account establishment, personal financing, real estate lending , investment referrals, and small business deposit products +… more
- Morgan Stanley (New York, NY)
- …including brokerage, investment advisory, financial and wealth planning, credit & lending , deposits & cash management, annuities, insurance, retirement and trust ... this client segment (UHNW). The Senior Ultra High Net Worth Sales Specialist will collaborate with Private Bankers and Financial Advisors/Private Wealth Advisors in… more
- CIBC (Wilmette, IL)
- …about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) The Community Development Specialist - Relationship Manager (RM) position is ... We're building a relationship -oriented bank for the modern world. We need...you'll be doing** + Work with Community Development Portfolio Manager and Client Specialist to underwrite and… more
- City National Bank (Los Angeles, CA)
- ** RELATIONSHIP MANAGER II CRE** **WHAT IS...activities as appropriate. + May serve as a product specialist to Relationship Managers in other business ... resolve issues and prevent potential financial liability/loss. + Works with Regional Manager , Credit Manager and Credit Administration to negotiate, structure… more
- City National Bank (New York, NY)
- ** RELATIONSHIP MANAGER II ENT** **WHAT IS THE...minimize loss exposure. + May serve as a product specialist acting as a technical consultant to clients and ... quality service. Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable… more
- Citizens (Iselin, NJ)
- …and experience, required. + 2+ years in a Business Banking Relationship Manager role or related business lending experience preferred. + Business to Business ... helping them with short- and long-term financial goals. The Relationship Manager in the Virtual Channel is...are met by working with key colleagues including their Relationship Support Specialist (RSS), Contact Center and… more
- Santander US (Columbus, OH)
- … Manager - Akron, OH Columbus, United States of America The Dealer Relationship Manager (Sr. Specialist , Dealer Sales) is responsible for developing and ... collecting financial information and required closing documents. + Assists their Dealer Lending partners with portfolio and relationship management support. +… more
- CIBC (New York, NY)
- We're building a relationship -oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. ... CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As the Senior Manager , Agency Syndication you will be accountable for providing… more
- City National Bank (San Francisco, CA)
- ** RELATIONSHIP MANAGER SENIOR, Commercial Banking:** **_Hybrid Schedule, San Francisco or San Jose, CA._** **WHAT IS THE OPPORTUNITY?** Develops and manages ... quality service. Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable… more
- Wolters Kluwer (Columbus, OH)
- …here. (https://youtu.be/OZ2kSzAaXK4?si=sDgZ7DZUbMnBddMq)** **What We Offer: ** The Account & Relationship Manager role offers growth potential opportunities, ... and amazing benefits. **What You'll be Doing:** The Senior Account & Relationship Executive is a quota-carrying team member responsible for building and maintaining… more
- Wright-Patt Credit Union Inc. (Columbus, OH)
- The Relationship Manager II ("RM2") is responsible for creating and servicing productive relationships with business owners resulting in active participation in ... Minimum of 5 years of experience in a Business Lending (involving " relationship selling" and "cold calling")...manager . + At least 7 years of successful relationship building experience and a track record of effectively… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …internal and external attorneys (as applicable), title companies, external customer and relationship manager or financial center manager . + Coordinates ... analyzes draft and final credit approval/credit memo from underwriter or portfolio manager and determines due diligence requirements. + Analyzes and interprets the… more
