- Truist (Orlando, FL)
- …functions. 1. Bachelor's Degree 2. 5 years or more of commercial banking & relationship management experience 3. FINRA: Series 7, Series 66, Life, Health, and ... America) **Please review the following job description:** A Legal Relationship Manger 1 is responsible for origination and on-going... Manger 1 is responsible for origination and on-going management of a profitable loan, deposit, fee income, and… more
- JPMorgan Chase (Tempe, AZ)
- …thinker, passionate about delivering solutions to clients, and have experience in relationship management within Payments As a Payments Relationship ... Extensive knowledge of functional discipline with proven track record of successful relationship management experience JPMorganChase, one of the oldest financial… more
- Raymond James Financial, Inc. (Jackson, MS)
- …financial advisor. + Creates and maintains records and files utilizing Client Relationship Management (CRM) software. + Assists Financial Advisors with marketing ... industry. + Financial markets, products and industry regulations. **Skill in** + Client Relationship Management (CRM) software, or similar contact management … more
- Raymond James Financial, Inc. (Deerfield, IL)
- …Summary** We are seeking to add a **Senior** **R** **egistered Client Relationship Associate ** to join our growing, high-performing financial services team. ... products and industry regulations. + Trading terminology. **Skill in:** + Client Relationship Management (CRM) software, or similar contact management … more
- Huntington National Bank (Columbus, OH)
- Description Summary:As a Mortgage Direct - Account Relationship Associate , you're more than just a financial resource for our existing customers; you're their ... client and team relationships. Duties & Responsibilities: + As a Mortgage Direct / Relationship Sales & Service Specialist, you would perform outbound phone calls to… more
- Huntington National Bank (Tallahassee, FL)
- Description Summary: The Middle Market Relationship Associate will be a part of a team supporting Bankers across diversified industries and verticals for ... will develop pitches and client presentation in tandem with relationship managers, as well as, creating and organizing content...finance decisions. + Act as the liaison to deal management and all product groups within Huntington for idea… more
- City National Bank (Atlanta, GA)
- * Relationship Manager Associate - Southeast Middle Market * WHAT IS THE OPPORTUNITY? Assists in the development and management of middle market relationships ... Defines responsibilities and coordinates objectives for all product areas in a relationship or transaction. Resolves all client needs and any internal issues. WHAT… more
- Principal Financial Group (Overland Park, KS)
- …Do** Are you passionate about making a difference in people's lives? As an ** Associate Client Relationship Consultant** , you'll play a key role in driving ... + Must have excellent persuasion, organizational, problem-solving, decision-making, time management , presentation, listening, oral and written communication skills, as… more
- City National Bank (Long Beach, CA)
- * RELATIONSHIP ASSOCIATE SENIOR - PBB* WHAT IS THE OPPORTUNITY? Their primary responsibility is to work directly with clients on a daily basis in handling all ... is responsible for upholding the operational integrity of the branch as defined by management and bank policy. This colleague understands and is able to execute all… more
- Raymond James Financial, Inc. (Jackson, MI)
- …client meetings + Create and maintain records and files utilizing Client Relationship Management (CRM) software + Actively engage in available ... industry + Financial markets, products and industry regulations **Skill in** + Client Relationship Management (CRM) software + Microsoft Office Suite + Effective… more