- Huntington National Bank (Chicago, IL)
- …a variety of clients to continue to enhance and streamline the end-to-end client experience + On a day-to-day basis, collaborate and partner with various risk ... across HNAB, including the 2nd LOD Risk, Enterprise Fraud, InfoSec, Third Party Relationship Management and 3rd LOD to effectively manage risk. + Support the BIN… more
- Bank of America (Chicago, IL)
- …65. This role is an FA Paid Resource. This **Elite Growth Practice (EGP) Relationship Manager ** is responsible for supporting the Financial Advisor (FA) team to ... world specializing in goals-based wealth management, including planning for retirement , education, legacy, and other life goals through investment... client 's needs + Manages aspects of the client relationship process, including client … more
- BMO Financial Group (Mundelein, IL)
- …attorneys, accountants) to create integrated business development plan. + Act as the primary Relationship Manager for assigned client relationships + Leads / ... between stakeholders. + Bridges banking, trust and investment disciplines together for client communications when the full relationship exists. + Breaks down… more
- WTW (Chicago, IL)
- …teams and producing quality deliverables on time and within budget + Strong client relationship , interpersonal and team skills with the ability to work ... In this role you will serve as the project manager and day-to-day communication liaison with our clients, trouble... Relationship Managers + Develop a trusted advisor relationship with client contacts through effective communication,… more
- MUFG (Chicago, IL)
- …**Maintaining and servicing existing portfolio as Junior Account Officer "JAO" / Jr Relationship Manager "Jr RM"** **Developing banking business with new and ... product planning, marketing, and sales strategies, in line with the guidelines provided by Relationship Manager (RM). + Face customers to : 1) maintain customer… more
- BMO Financial Group (Joliet, IL)
- …+ Implements a relationship management plan in collaboration with the lead relationship manager . + Determines client needs and provides solutions though ... business/group program. + Works collaboratively and in partnership with members of the client relationship team to apply a consultative sales process and… more
- Bank of America (Swansea, IL)
- …Management + Client Investments Management + Client Management + Client Solutions Advisory + Relationship Building + Advisory + Business Development + ... in the world specializing in goals-based wealth management, including planning for retirement , education, legacy, and other life goals through investment advice and… more
- Bank of America (Chicago, IL)
- … client meetings and national events + Partner with Advisors or Relationship Managers in client solicitation efforts and generating wealth management ... in the world specializing in goals-based wealth management, including planning for retirement , education, legacy, and other life goals through investment advice and… more
- PNC (Champaign, IL)
- …certifications/licensures needed to be successful in this position. **Preferred Skills** Client Prospecting, Client Relationship Building, Credit Risk ... and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating… more
- PNC (Chicago, IL)
- …to be successful in this position. **Preferred Skills** Book Of Business, Client Relationship Building, Credit, Credit Products, Customer Engagement, Decision ... Making, Financial Analysis, Identifying Sales Opportunities **Competencies** Business Acumen, Client Relationship Management, Customer Experience Management, Decision… more