- BMO Financial Group (Scottsdale, AZ)
- …opportunities during customer conversations to generate referrals for personal and commercial banking products (eg personal banking, lending , and investments). ... + Implements a relationship management plan in collaboration with the lead relationship manager . + Determines client needs and provides solutions though the sales of… more
- Newtown Savings Bank (Newtown, CT)
- …to customer inquiries and identify new sales opportunities. Refer customers to Commercial Lending , Mortgage and Newtown Investment Solutions as appropriate. + ... works under the direction of the Retail Banking Operations Manager and with Branch Management to implement and carry...+ Lead in the absence of the Customer Experience Manager including opening and closing of branch. Support Branch… more
- UMB Bank (Denver, CO)
- …show initiative; Proficiency in Word, Excel, PowerPoint; and familiarity with commercial lending software **Compensation Range:** $49,510.00 - $95,170.00 _The ... Complete financial spreads upon receipt in Moody's; inform Portfolio Manager when covenant test is ready to complete; Assist...by REG lenders, Portfolio Managers, the REG Portfolio Administration Manager or the REG regional manager ; Other… more
- MUFG (Chicago, IL)
- …servicing existing portfolio as Junior Account Officer "JAO" / Jr Relationship Manager "Jr RM"** **Developing banking business with new and existing customers, and** ... marketing, and sales strategies, in line with the guidelines provided by Relationship Manager (RM). + Face customers to : 1) maintain customer relationships and… more
- Newtown Savings Bank (Newtown, CT)
- …to customer inquiries and identify new sales opportunities. Refer customers to Commercial Lending , Mortgage and Newtown Investment Solutions as appropriate. ... and credit card applications. + Work with Customer Experience Manager to drive staff to achieve operational and sales...goals. Lead in the absence of the Customer Experience Manager including opening and closing of branch. Provide timely… more
- Columbia Bank (Mountlake Terrace, WA)
- …construction related due diligence items and equity verification during commercial real estate loan underwriting operations, and coordinates loan closings; ... and consultants daily, both individually and in conjunction with the relationship manager (Regional Manager , loan officer) and other Columbia associates. +… more
- Lithia & Driveway (PA)
- …flexible, customer-focused financing solutions that support both retail and commercial clients . Our innovative approach combines technology with personalized ... The DFC Dealer Relations Associate I reports to the DFC Dealer Relations Manager . Locations: Pittsburgh, PA (Remote with travel), Richmond, VA (Remote with travel)… more
- Huntington National Bank (St. Paul, MN)
- …+ Bachelor's Degree + 3 or more years of experience in commercial /business banking underwriting, lending , credit and/or appraisal required. Preferred ... compliance and audit performance for area(s) of responsibility whether a supervisor, manager or individual contributor. + Establishes or works with management to… more
- TD Bank (New York, NY)
- …role across a variety of financing structures, including project finance, commercial real estate, warehouse/securitization, and cash flow lending . Directors ... you succeed. You'll have regular career, development, and performance conversations with your manager , as well as access to an online learning platform and a variety… more
- Huntington National Bank (Columbus, OH)
- …Group Portfolio Manager , you will be responsible for underwriting CMF Lending facilities, assisting with legal documentation reviews as well as monitoring client ... mortgage finance industry or other specialty finance areas. + Formal commercial credit experience, preferably within corporate mortgage finance; proven communication… more