- KeyBank (Salt Lake City, UT)
- …Certifications** + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Chartered Financial Analyst ... Relationship Manager is at the center of this client promise acting as the primary client ...Develops and maintains an in-depth knowledge of financial wealth management and brokerage investment advisory services and products as… more
- JPMorgan Chase (San Francisco, CA)
- Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the ... our company, customers and communities. Our culture in Risk Management and Compliance is all about thinking outside the...Lead Credit Officer - Vice President in the Key Relationship Group, you will be part of a team… more
- HSBC (New York, NY)
- …(primarily hedge funds but also private equity funds) and to support the Institutional Client Group (ICG) relationship management team in all credit-related ... difficult to analyze and require a high degree of analyst skill to evaluate the relevant risk factors. The...to build effective relationships across various departments - Prime, Client Management , Relationship Management… more
- Columbia Bank (Walnut Creek, CA)
- …of balancing business development and asset quality. + Deep experience working in relationship management teams, collaborating with colleagues in a way that ... encourages a sense of ownership in all team members. + Excellent relationship management and business development abilities, analytical and problem-solving… more
- Banco Popular Puerto Rico (San Juan, PR)
- …level). + Team-worker, ability to delegate and give directions to others. + Client and relationship management , analysis of financial statements and ... 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… more
- FirstBank PR (San Juan, PR)
- …five years of experience on a similar position. This experience must include client and relationship management , analysis of financial statements, financial ... BUSINESS RELATIONSHIP OFFICER - CORPORATE BANKING Our Company At...of our team because they are continuously surpassing our client 's expectations. Do you have a passion for helping… more
- Regions Bank (Huntsville, AL)
- …to help the client succeed financially + Provides small business relationship management with existing customers to fully understand their business, ... section of the system. **Job Description:** At Regions, the Small Business Relationship Manager focuses on delivery of credit, products, and service solutions within… more
- JPMorgan Chase (San Francisco, CA)
- …Associate in Commercial Real Estate, your primary responsibility will be to assist in relationship management and business development with the banker team (REB ... Client Executives). You will participate in the Banking Associate...goals and maximize revenues over the life of the relationship . + Help foster strong internal relationships, particularly with… more
- US Bank (New York, NY)
- …at least 3+ years of covering insurance clients preferred + Strong relationship management and business development/sales skills + Well-developed analytical and ... **Job Description** This is an exciting VP-level role within US Bank's Institutional Client Group (ICG), which services our largest clients. The Relationship … more
- Two95 International Inc. (San Francisco, CA)
- …seven years of progressively responsible, post-baccalaureate experience as Business Analyst , Client Relationship or Management Associate + Masters Degree ... merger and acquisition accretion/dilution analysis and credit analysis for client and investor presentations + Develops investment scenarios and corresponding… more