- Huntington National Bank (New York, NY)
- …services and associated resources. You will manage an assigned team of Relationship Manager /Bankers as direct reports; personally originate, service and maintain ... Preferred Qualifications: + 10+ years' experience working directly as a Mortgage Finance Relationship Manager with deep subject matter expertise, prior Team Lead… more
- JPMorgan Chase (New York, NY)
- …a Field Incentive Sales Strategy Support Manager within the Private Client Relationship Manager team, you will oversee and execute our incentive plans from ... start to finish. Our Private Client Relationship Manager incentive program reinforces our business...Capabilities:** + **Experienced** - 5+ years of experience in financial services and background in Finance, Compensation, and/or HR;… more
- CIBC (New York, NY)
- …to generate transaction ideas/opportunities that can be discussed with the relevant relationship manager and deal/coverage team ** Relationship Building** - ... We're building a relationship -oriented bank for the modern world. We need...technology. Our client-centric approach leads with M&A and other financial advisory services with full access to the debt,… more
- Bank of America (Elma, NY)
- …Sr. CPO collaborates with the Multi-Practice Business Development Officer (MP BDO), Relationship Account Officer (RAO), Client Manager (CM), Treasury Solutions ... are guided by a common purpose to help make financial lives better through the power of every connection....most complex credit solutions in the multi-practice and large relationship segment of Practice Solutions. Guidelines for assignment of… more
- City National Bank (New York, NY)
- …and recommendations before hand off to Credit Administration. * Works with Credit Manager and Relationship Manager to approve credit transactions that ... ENERGY PROJECT FINANCE* WHAT IS THE OPPORTUNITY? Develops sales management and relationship development strategies to promote the revenue growth and profitability of… more
- TD Bank (New York, NY)
- …+ Provides administrative support to Relationship Managers + Assists the Relationship Manager (s) in closing loans, including assisting to clear conditions of ... Assistant I provide ongoing Customer service and documentation support as the Relationship Teams liaison on assigned accounts. **Depth & Scope:** + Provides… more
- KeyBank (New York, NY)
- …the Transaction Analysis and draft preflight memo. + Assist the Relationship Manager to address preliminary risk and financial questions from the Team Leader ... financing sources. + Complete, update, and maintain deal level financial projections and preflight analysis prior to issuing an...+ Draft initial LOI/Term Sheet. + Work with the Relationship Manager to get LOI/Term Sheet signed,… more
- KeyBank (Tarrytown, NY)
- …(tax, estate planning, retirement, etc.). + Provide timely feedback to the Relationship Manager and/or Client Experience Manager regarding important/critical ... to client needs or preferences. Maintains a high level of collaboration with relationship team to ensure that investment advice is integrated with all aspects of… more
- MUFG (New York, NY)
- …Observe trends and understand the business cycles. Discuss any discrepancies or deviations with relationship manager and the team leader of CMG. + For secured ... actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading ...and mark-to-market reports. Discuss any discrepancies or deviations with relationship manager and the team leader of… more
- Citigroup (New York, NY)
- …all portfolio clients and select new to bank opportunities in partnership with the Relationship Manager * Develop and maintain an extensive knowledge in the ... product expertise, and an end-to-end ownership of the credit relationship into best-in-class lending solutions. We are seeking a...essential for the delivery of a wide range of financial solutions to Citi CCB clients, working in direct… more