- Wells Fargo (New York, NY)
- …closing, legal documentation, compliance requirements, and final credit memos + Partner with senior banker to prepare and present portfolio updates to senior ... Fargo's growing Industrials business. The Portfolio Manager will partner with Relationship Managers, Industry Coverage and Risk Management to oversee execution of… more
- Truist (New York, NY)
- …skills 6. Advanced skills in written and oral communications, and interpersonal relationship management 7. Solid analytical and sales skills **Preferred ... review the following job description:** Responsible for providing client relationship management and investment banking services including strategic advisory… more
- BMO Financial Group (New York, NY)
- …as needed. **Qualifications:** + 10+ years of relevant experience in Commercial Bank Loan Syndications, Relationship Management, Account Management or Portfolio ... + 10+ years experience in commercial bank Commercial Real Estate ("CRE") lending. + 5+...outstanding and continuous record of significant revenue generation from sales and syndications. + Acts as an escalation point… more
- Citigroup (Smithtown, NY)
- The Wealth Regional Director is a senior leader within the US Wealth Management Business managing multiple teams of Wealth Group Executives ( Sales Managers) and ... their teams of Financial Advisors (100+ individuals), Relationship Managers (100+ individuals), and other functions supporting wealth advisory sales . The Wealth… more
- PNC (New York, NY)
- …executive presence and presentation skills. **Job Description** + Serves as a recognized senior leader within the bank . In collaboration with internal leaders, ... You will be responsible for leading the distribution strategy for the bank 's Escrow, Paying Agent, and Shareholder Representative services. You will define the… more
- JPMorgan Chase (New York, NY)
- …advice to your clients. A role as a Healthcare, Higher Education and Non-Profit Relationship Executive could be a great fit for you. As a Healthcare, Higher ... Education and Non-Profit (HHN) Relationship Executive, you will drive business development efforts to grow and retain profitable banking relationships with Middle… more
- Scotiabank (New York, NY)
- …equity financing, mergers & acquisitions, corporate banking, institutional equity sales , trading and research, fixed income products, derivatives, energy, foreign ... drive ambition for every future! **Overview** : The Associate will work with senior bankers across a variety of different transaction types and advisory assignments:… more
- Comerica (New York, NY)
- …Special Needs Solution Team. The position is responsible for serving as a relationship manager to most routine and standard client relationships for special needs ... monitors and tracks tax reporting activities, coordinating with more senior Trust Administrators. Compliance Meets all compliance requirements under the… more
- Scotiabank (New York, NY)
- …equity financing, mergers & acquisitions, corporate banking, institutional equity sales , trading and research, fixed income products, derivatives, energy, foreign ... a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. + Perform client and prospect research,… more
- Citizens (New York, NY)
- …offices including those who underwrite and manage Middle Market (annual sales revenue between $50MM - $500MM) transactions and relationships. Functions/Deliverables: ... Managers & Credit Analysts are trained and kept up to date on Citizens Bank credit policy as well as credit issues affecting the general economy. + Actively… more
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