- CIBC (Denver, CO)
- …purpose is to ensure objectives related to asset management and portfolio maintenance , including some new business activities. GPM actively oversees their assigned ... GPM + Serve as client contact/resource/advocate at the Bank for portfolio-related issues/reporting/ maintenance or new requests on existing credit as well as renewal… more
- First National Bank of Omaha (Boulder, CO)
- …**Company and Business Unit Goals:** Accountable to work together to help meet the budgeted targets for the company and business unit. ... to the team good one on one skills to help customers build their wealth, perform financial planning light...80% or greater for new accounts and 70% for maintenance (by October 2021). . Minimize branch controllable fraud,… more
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