- Arrow Financial Corporation (Glens Falls, NY)
- …About this position: Responsible for assisting the Mortgage Originations Senior Manager and supporting the mortgage origination team through application preparation, ... guidance for customers. Work to meet or exceed established sales goals while meeting credit quality standards as identified...goals while meeting credit quality standards as identified in Loan Policy and Company strategic plan. This position has… more
- BMO Financial Group (FL)
- Facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of ... significant revenue generation from sales and syndications. **Responsibilities:** + Acts as an escalation...client advocate to ensure alignment with client needs and bank objectives. + Drives negotiations for high-value, complex transactions… more
- Zions Bancorporation (Mountain View, CA)
- …+ Requires a high school diploma and 6+ years' experience in retail banking, sales , new accounts, customer service, loan processes or other directly related ... Associates at California Bank & Trust work in a relationship-centered culture...Awards. We are looking for a seasoned **Customer Relations Manager in Menlo Park, CA** . This role focuses… more
- MUFG (Chicago, IL)
- …to enhance sector penetration and returns, turning client interactions into significant sales opportunities. + Structure loan financing based on thorough risk ... servicing existing portfolio as Junior Account Officer "JAO" / Jr Relationship Manager "Jr RM"** **Developing banking business with new and existing customers, and**… more
- Citigroup (New York, NY)
- …CPB clients and perform responsibilities through proficient use of the following Citi Private Bank platform applications such as One Source, WINS, DMS, OLOD, etc ) + ... budget goals of assigned team. Provide banker with suggestions on potential sales opportunities based on perceived client needs, utilizing cash management, large… more
- Wells Fargo (Charlotte, NC)
- …and private corporations. **About this role:** Wells Fargo is seeking a Transaction Manager supporting its Commercial Mortgage Loan & Securities Finance group. ... **Corporate & Investment Bank (CIB)** delivers a comprehensive suite of banking,...markets and advisory solutions, including a full complement of sales , trading and research capabilities, to corporate, government and… more
- University of Southern California (Los Angeles, CA)
- …institution sales and service with a proven track record of meeting production and sales goals + Be knowledgeable in Bank Secrecy Act, OFAC , US Patriot Act, ... Center. This position works on-site and reports directly to the Call Center Manager and is responsible for building and fostering relationships with USCCU's members… more
- BMO Financial Group (Naperville, IL)
- …(3 to 4) at the same time in different functional areas of the Bank (eg, Channels, Sales /Marketing/CRM, Commercial Lending, Collections) + 15 years of IT ... in collaboration with other architects and in alignment with bank 's target architecture and standards for a business domain...coding + DBA, Data modellers + Project or Program Manager + Business analyst, Data analyst, System Analyst or… more
- S&P Global (New York, NY)
- …Impact:** We are seeking a dynamic and innovative leader, with an Investment Bank / Capital Markets Operations, Client Onboarding background, to drive engagement and ... business success across our Counterparty Manager product suite, which includes solutions such as CLM Pro, Onboarding Accelerator, Outreach360, Request for Amendment,… more
- BMO Financial Group (Sacramento, CA)
- …interest of the customer. Determines client needs and provides solutions though the sales of managed products and services (eg mutual funds, mutual fund wrap ... solutions indirectly through referrals to business partners. + Supports the achievement of sales and performance targets for new asset sales , joint appointments,… more