- Bank of America (Chicago, IL)
- …Officer (TSO) is responsible for managing all aspects of the treasury management relationship for a complex portfolio of current and prospective global clients in ... Credit, Risk and Service partners to present optimal global solutions to meet client objectives. Responsibilities include: + Focus on responsible growth of new … more
- Bank of America (Chicago, IL)
- …(TSO) is responsible for managing all aspects of the treasury management relationship for a large ($100M+), complex portfolio of current and prospective global ... Service partners to present optimal global solutions to meet client objectives. **Responsibilities:** + Focus on growth of new...Minimum 8 to 10 years of relevant experience in banking , treasury, and/or finance + Successful history of direct… more
- BMO Financial Group (Roselle, IL)
- …rapport and instils confidence to develop credibility and earn their trust as relationship manager . + Understands the local market and proactively develops ... efforts. + Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives. + Identifies… more
- Bank of America (Chicago, IL)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... personal relationship with their advisory team committed to their needs....to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed… more
- Guidehouse (Chicago, IL)
- …20+ people as part of program execution. + Build, manage and maintain client relationship and expectations, work to resolve project issues, proactively identify ... as team and partner management of various functional groups (internal and external), client , and stakeholders. The Portfolio Manager will build and maintain… more
- Huntington National Bank (Chicago, IL)
- Description Summary: The Private Bank Wealth Advisor IV is the primary client relationship manager in the Huntington Private Bank responsible for developing, ... days of hire + At least 5 years of wealth management/financial advisory/sales/ relationship management experience in banking , investment management, or insurance… more
- CIBC (Chicago, IL)
- 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. ... guidelines. You will take direction from the Market Sales Manager with regard to new business generation activities, and...**Who you are** + You have 5+ years mortgage banking sales experience + You have experience building trust… more
- Wells Fargo (Chicago, IL)
- **Corporate & Investment Bank (CIB)** delivers a comprehensive suite of banking , capital markets and advisory solutions, including a full complement of sales, ... clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo. **Commercial Real Estate (CRE)** provides a fully… more
- PNC (Chicago, IL)
- …certifications/licensures needed to be successful in this position. **Competencies** Client Relationship Management, Customer Experience Management, Decision ... efficiency. Identifies, researches, and evaluates the market. Regularly engages with relationship managers, Corporate Banking leadership team, and the… more
- Huntington National Bank (Chicago, IL)
- …credits within the portfolio or for new prospects. + Proactively assists Relationship Manager in development of marketing presentations and pitch books ... The REF team is seeking a talented and ambitious Sr. Portfolio Manager (Associate Director), and this role supports the Renewable Energy, Underwriting and… more