- BMO Financial Group (Los Angeles, CA)
- …RMs develop and leverage strong relationships with the Portfolio Management and Treasury Product Services Teams, as well as other key product and support ... Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. + Acts as an escalation point for complex client… more
- City National Bank (Irvine, CA)
- …organizations, and other professional activities as appropriate. * May serve as a product specialist to Relationship Managers in other business units. * Complies ... and bank operations policies and procedures. * Excellent client servicing and sales skills. Excellent credit analysis and accounting skills. * Ability… 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 ... 3 years of experience as a Relationship Manager * Minimum 3 years of credit experience required *Additional Qualifications* * Good sales management and business… more
- Wells Fargo (Charlotte, NC)
- …and collaborating with other business and functional areas + Certified Documentary Credit Specialist (CDCS) Certification + In-depth knowledge of Uniform Customs ... **About this role:** Wells Fargo is seeking a Lead Trade Services Specialist to lead US Trade Operations Customer Delivery & Implementation, Transaction Risk and… 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 ... policies and procedures, and bank operations policies and procedures. * Demonstrated sales and marketing abilities. Good credit analysis and accounting skills.… more
- Access Dubuque (Dubuque, IA)
- Deposit Ops Business Service Support Representative **Dupaco Community Credit Union** 1 Positions ID: DEPOS002925 Posted On 11/13/2025 **Job Overview** ... with coworkers. . Promote a professional image of the credit union at all times. . Provide assistance with...Deposit . Work with vendors in resolving business service product difficulties or complications . Work cross functionally with… more
- MetLife (Whippany, NJ)
- …private equity and real estate. Visit us at www.metlife.com/investments to learn more. The product specialist group is focused on product management and ... mortgage credit , infrastructure and corporate private placements. The goal of the product specialist team is to serve as the liaisons between MIM's… more
- Bloomberg (Montgomery, NJ)
- …time-sensitive financial data + Drive collaboration with key partners across Product , Sales , News, and Engineering to deliver impactful, client-ready ... culture. Success will rely on close collaboration with Engineering, Product , Enterprise, and other key partners. **We'll Trust You...sales support, client service, or marketing in Private Credit + Deep understanding of how financial data drives… more
- Citizens (Conshohocken, PA)
- …management and other product solutions appropriate for the customer base. Meeting sales targets will require strong credit acumen and the ability to work ... a good understanding of business banking solutions such as credit , deposit, cash management and other services. It is...has developed the skills to independently assess and determine product solutions to help customers. The RM will be… 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