- CIBC (Chicago, IL)
- …+ Maintain Salesforce pipeline on existing clients (draws, increases, paydowns, payoffs) ** Client Onboarding /Closing** + Loan closing process - responsible for ... the Relationship Manager ** Client Activities** + Serve as the client 's primary contact/resource/advocate at the Bank for portfolio related… more
- Santander US (New York, NY)
- …etc.) to provide a best-in-class service and seamless end to end execution including client onboarding and due diligences process + Ensure understanding of the ... of contact for clients' ongoing trade finance needs. Manage client journey from sales through implementation, and act as...under a portfolio or name-by-name approach. + Preparation of commercial plans, pitches and RFIs designed to target C… more
- KeyBank (Overland Park, KS)
- …In addition, the administrator will be responsible for the establishment of Controlled Bank Accounts and onboarding into our system of record. **ESSENTIAL JOB ... FUNCTIONS** + Responsible for providing superior client service while independently maintaining risk management, compliance with bank policies and regulatory… more
- JPMorgan Chase (Charlotte, NC)
- … & Investment Bank , you will be responsible for the overall client experience and project management of technical commercial product implementations. Partner ... Own our Client 's Technical Product Onboarding experience end...leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We… more
- JPMorgan Chase (Tampa, FL)
- …strong relationships with clients and business partners? If so, our KYC team within the Commercial Investment Bank is the perfect place for you! As a **Wholesale ... to meet KYC requirements as it pertains to new client relationships in the Corporate & Investment Bank...(CIB). As a Wholesale KYC Associate, you will be onboarding incremental business to existing relationships in the CIB,… more
- KeyBank (Washington, DC)
- …utilize the full breadth of Key's product platform which includes traditional bank products, investment banking and capital markets executions. Senior Bankers also ... targeting and developing new business relationships while actively deepening existing client relationships. Senior Banker also serves in a leadership role, mentoring… more
- SMBC (White Plains, NY)
- …knowledge and understanding of all applicable regulations and standards related to commercial lending programs. Possess good knowledge of bank accounting/general ... value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It… more
- Scotiabank (New York, NY)
- …**What You'll Do** + Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. ... + Continuous improvement of the ITAM process for the bank . + Maintain the ServiceNow-based Asset Management tool in...on the shelf readily for use. + Work with Onboarding team to understand hardware requirements for new hires.… more
- Scotiabank (Houston, TX)
- …Mae **What You'll Do** + Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. + ... policies and procedures. The job is responsible for: - Onboarding , integration with clients to the platform, coordinating with...Escalate funding wires with AML / Sanctions and resolve client issues on a daily basis. - Release interest… more
- Citigroup (Jersey City, NJ)
- **About Citi:** Citi, the leading global bank , has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi ... and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi creates economic value that is… more