- 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
- Truist (Greensboro, NC)
- …the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent ... segment within the Truist footprint. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed … more
- JPMorgan Chase (Irvine, CA)
- …relationships and providing financial services to your clients. A role as an International Product Specialist is for you. As an International Product ... among clients and prospects in the fast-growing and dynamic Innovation Economy portfolio , which is comprised of Technology, Disruptive Commerce, Life Sciences and… more
- TD Bank (Latham, NY)
- …This role assigns Customer to the proper TD Relationship Manager (RMLM, SB Specialist , Store Manager) based on the results of the customer assessment. **Depth & ... as necessary to deepen relationship, manage customer service issues, and identify product needs + Actively generates sales and referrals to all business partners… more
- S&P Global (New York, NY)
- …which provides software, services and data that drive lending operations across the credit markets, including private credit . We are a small, dynamic team ... and Impact:** A key partner to sales, commercial strategy, product , and business leadership, you will work closely with...campaigns and events that support an exciting and evolving portfolio of products within a high-growth part of our… more
- State of Colorado (Denver, CO)
- …short-term disability coverage + Additional optional life and disability plans + Credit Union membership + Training and professional development To learn more about ... has 4 crucial teams responsible for the entire agency technology portfolio . The 4 teams manage CDEC's information technology, infrastructure, operations, projects,… more