- Truist (Philadelphia, PA)
- …region or territory * The role requires significant leadership, sales and relationship management , business development, presentation and sales skills that ... investment and financial planning with an emphasis on sales and relationship management of complex and sensitive accounts and business development within a… more
- Bank of America (Greensburg, PA)
- …+ Attention to Detail + Business Development + Loan Structuring + Portfolio Management + Relationship Building + Active Listening + Analytical Thinking + ... Credit Product Specialist, Global Wealth & Investment Management Chicago, Illinois;Greensburg, Pennsylvania; Columbia, Maryland; Atlanta, Georgia **To proceed with… more
- PNC (PA)
- …aligns, and oversees the development of the C&IB Merchant Services Commercial Relationship Management team which may include supervisors and individual ... (CX), Management of Employees, Merchant Services, Personal Initiative, Relationship Management , Results-Oriented **Competencies** Customer Relationship … more
- Truist (Willow Grove, PA)
- …particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities. ESSENTIAL DUTIES AND RESPONSIBILITIES ... branch team members or specialist. 4. Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise… more
- Truist (Philadelphia, PA)
- …functions. 1. Bachelor's Degree 2. 7 or more years of lending or relationship management experience in the financial services industry 3. FINRA: Maintains ... review the following job description:** Responsible for origination and on-going management of a profitable loan, deposit, fee income, and non-interest income… more
- Raymond James Financial, Inc. (Pittsburgh, PA)
- …and analysis statements for Treasury clients + Works closely with Relationship Managers, Treasury Management Officers, Deposit Operations, Wire Operations, ... **Summary of the Position:** The Treasury Management Operations Specialist (Tech & Analysis) manages the... Operations Specialist (Tech & Analysis) manages the Treasury Management client agreements and all accompanying documentation related to… more
- PNC (Pittsburgh, PA)
- …Skills, Negotiation, Relationship Building, Sales Operations **Competencies** Account Management , Customer Relationship Management Applications, Customer ... servicing opportunities with existing clients to build and maintain a long-lasting relationship . Utilizes basic industry and PNC knowledge to inform customers of… more
- Lincoln Financial (Harrisburg, PA)
- …we're looking for** _Must-haves:_ + 3 - 5 + years' experience in account management and/or relationship management and retirement industry + Ability to ... work independently and as part of a team + Demonstrated strong relationship management skills + 4-year degree or equivalent work experience + Demonstrated… more
- Fortrex (Philadelphia, PA)
- …as a valued partner. If you are a self-motivated professional with strong relationship management and consultative selling skills, and you are passionate about ... the client's goals. + Ensure contract renewals and retention through ongoing relationship building and value delivery. **Strategic Account Management :** **.**… more
- Wells Fargo (Philadelphia, PA)
- …lead credit focused projects, partnering with Portfolio Managers, Corporate Banker Relationship Management , Analysts, and Associates. Engage with internal and ... management , and coverage partners. + Partner with Corporate Banking Relationship Management , Investment Banking Insurance Coverage, Debt Capital Markets… more