- Citigroup (New York, NY)
- …portfolio. With a deep understanding of financial markets, lending practices and client relationship management, the Senior Vice President plays a pivotal ... role in driving revenue, developing relationships with prospects, enhancing client satisfaction, and ensuring the financial success of both Citi and its commercial… more
- Mindful Support Services (Mountlake Terrace, WA)
- …service industries preferred. + Candidates with backgrounds in hospitality or client relationship management are encouraged to apply. Core Competencies ... provider partnerships to our internal team culture. Position Summary The Account Relationship Sales Specialist, known internally as Onboarding Specialist is the main… more
- Huntington National Bank (Austin, TX)
- …and $2 million or greater in Annualized Contribution, or responsibility for client relationship management within Municipal and Tax-Exempt Lending. + Performs ... Description Summary: Huntington Bank's Commercial Relationship Manager III, Licensed serves as the point...service efforts. + Required metrics for the licensed Commercial Relationship Manager III is a combined $100 million or… more
- City National Bank (Los Angeles, CA)
- …WHAT WILL YOU DO? * Focus to develop New Deposit Relationships. Prepare a Relationship Plan and calling schedule for each client or prospect in conjunction ... of company, industry, business and needs to assist in client calling efforts. Set objectives for each relationship... client calling efforts. Set objectives for each relationship in terms of revenue/deposit contribution, etc. * Call… more
- City National Bank (Washington, DC)
- …representative of CNB, promoting and attracting new colleagues and customers. * Prepares a Relationship Plan and calling schedule for each client or prospect in ... of company, industry, business and needs to assist in client calling efforts. Sets objectives for each relationship... client calling efforts. Sets objectives for each relationship in terms of cross sell opportunity and revenue… more
- City National Bank (Beverly Hills, CA)
- …representative of CNB, promoting and attracting new colleagues and customers. * Prepares a Relationship Plan and calling schedule for each client or prospect in ... all Bank products and services in order to establish a total client banking relationship . Discusses financing opportunities and general business conditions;… more
- CIBC (Atlanta, GA)
- …the client base through networking, community involvement, and exceptional relationship management. **_At CIBC we enable the work environment most optimal_** ... leveraging expertise in investment and wealth advisory services to provide best-in-class relationship management. + Engage in client events: Actively participate… more
- City National Bank (San Diego, CA)
- …Client , Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). * Client Centricity & Relationship Management - to understand a client ... advise accordingly. * Negotiation - ability to maintain a profitable relationship , balancing bank and client needs. * Policy & Procedures - knowledge of CNB's… more
- Banco Popular Puerto Rico (San Juan, PR)
- …to identify client 's needs and address opportunities to expand the relationship with the institution while promoting the cross-selling of other Bank products and ... ability to delegate and give directions to others. + Client and relationship management, analysis of financial statements and commercial credit knowledge.… more
- Charles Schwab (Richfield, OH)
- …Manager, Relationship Management** will work together, as a team, with their Client Relationship Practice Leader and Client Relationship ... Service Manager, Relationship Management** will typically provide comprehensive client relationship support for clients that have enhanced complexity and… more
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