- BMO Financial Group (Los Angeles, CA)
- …and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. + Seasoned professional with ... Successful RMs develop and leverage strong relationships with the Portfolio Management and Treasury Product Services Teams,... Knowledge + Regulatory Compliance + Structuring Deals + Portfolio Management + Credit Risk Assessment +… more
- City National Bank (Irvine, CA)
- …client to develop solutions to minimize loss exposure. * May serve as a product specialist acting as a technical consultant to clients and Relationship Managers ... the assigned business segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Manages overall… more
- City National Bank (New York, NY)
- …client to develop solutions to minimize loss exposure. * May serve as a product specialist acting as a technical consultant to clients and Relationship Managers ... assigned business segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves… more
- City National Bank (New York, NY)
- …client to develop solutions to minimize loss exposure. * May serve as a product specialist acting as a technical consultant to clients and Relationship Managers ... attainment of Regional and individual goals and objectives, while ensuring CNB credit quality and risk management guidelines are maintained. Presents a variety of… more
- Truist (Charlotte, NC)
- …designated to support client service and business development efforts (eg credit , mortgage, planning, investment, trust and fiduciary services, and insurance ... retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to… more
- TD Bank (Cherry Hill, NJ)
- …competitive offers, and economic trends + Works closely with the Small Business Credit Center and SBB product groups to ensure satisfactory customer response ... Customer to the proper TD Relationship Manager (RMLM, SB Specialist , Store Manager) based on the results of the...to deepen relationship, manage customer service issues, and identify product needs + Actively generates sales and referrals to… more
- City National Bank (Los Angeles, CA)
- …growth of the portfolio . May serve as a segment or industry specialist acting as a technical consultant to clients and colleagues in various business segments ... Provide integrated financial services advice to these clients including: banking, credit , asset management, trust and estate planning, and brokerage. Manages overall… more
- Citizens (Conshohocken, PA)
- …be self motivated, have a good understanding of business banking solutions such as credit , deposit, cash management and other services. It is critical that the RM ... has developed the skills to independently assess and determine product solutions to help customers. The RM will be...fast paced team environment. The RM will manage a portfolio of 325 - 350 small business customers. The… more
- BMO Financial Group (Miami, FL)
- …proficiency: + Product Knowledge + Regulatory Compliance + Structuring Deals + Portfolio Management + Credit Risk Assessment + Customer Service + Stakeholder ... + Leads the structuring of high-value, complex deals, and credit approvals, ensuring alignment with client needs. + Oversees...+ Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns… more
- TD Bank (New York, NY)
- …as required) + Liaises and maintains client relationships + Acts as an experienced specialist for an assigned business or portfolio ; role requires deep knowledge ... the recognition of our in-depth industry knowledge and from our outstanding credit , structuring, research and distribution capabilities. At TD Securities, you will… more