- CGI Technologies and Solutions, Inc. (San Diego, CA)
- …financial models and reports in Microsoft Excel . Acting as a trusted advisor by providing strategic insights and raising issues proactively in a fast-paced ... trends, and provide actionable insights . Proven track record of delivering creative solutions and driving process improvements Soft Skills & Work Style: . Highly… more
- CGI Technologies and Solutions, Inc. (New York, NY)
- …contract negotiation. Champion competitive pursuits and position CGI as a trusted advisor to public sector clients. . Client Relationship Management: Cultivate and ... strategy and direction. Your work creates value. You'll develop innovative solutions and build relationships with teammates and clients while accessing global… more
- BMO Financial Group (Indianapolis, IN)
- …the Portfolio Manager will facilitate decisioning and analysis of all types of credit information to support lending decisions and processes for the bank. Maintains ... exceed customer needs and expectations. This role will make credit decisions and recommendations in accordance with sound ...**Client Relationship & Advisory** + Act as a trusted advisor to clients and internal stakeholders. + Ensure high-quality… more
- First Horizon Bank (Orlando, FL)
- …track record working complex credit deals and/or in tandem with a senior credit advisor . + Advanced and proven working knowledge of deposit, credit ... clients on building, preserving, and managing their wealth, risk management solutions , business transition strategies, etc. You will utilize our financial planning… more
- CIBC (St. Louis, MO)
- …owners, and corporate executives. + **Risk-focused and analytical:** You can assess credit risk, structure lending solutions , and complete the necessary analysis ... and ultra-high-net-worth (UHNW) client relationships, providing tailored banking and lending solutions . You will oversee a portfolio of relationships while leading a… more
- VentureTech Solutions (Fort Lauderdale, FL)
- …Finance company offering consumers access to unsecured loans and soon lines of credit . This position is in-office. The corporate office is in Central Broward County, ... the financial and accounting process/operations for the portfolio . Being a key advisor to the President and the accounting leadership team providing support for… more
- Columbia Bank (Los Angeles, CA)
- …and internal partners. Identifies opportunities and partners to structure, coordinate and sponsor credit and non- credit solutions . + In partnership with the ... with Client Solution Managers to deepen client relationships. Maintains a "trusted advisor " role, engaging in dialogue with Executive-level client contacts to assess… more
- KeyBank (Dallas, TX)
- …Road, Suite 400, Dallas Texas The Senior Banker serves as the Trusted Advisor for clients and prospects who are primarily active real estate owners, investors ... and developers. Senior Bankers provide comprehensive financial advice and solutions that enable the clients to meet their financial...Key values. **ESSENTIAL JOB FUNCTIONS** + Serves as Trusted Advisor to clients by developing a clear and holistic… more
- Wells Fargo (Scottsdale, AZ)
- …Partner with Commercial Lending Product Management to inform the design and delivery of credit solutions that meet the evolving needs of public sector clients. + ... cities, counties, school districts, utilities, and transit authorities-by delivering tailored financial solutions and acting as a trusted advisor across the full… more
- TXNM Energy (Albuquerque, NM)
- …Apply engineering expertise to improve or develop new standards and new technology solutions Perform all work in a safe and timely manner COMPETENCIES: Demonstrated ... position, this position may be required to obtain a credit check depending on location. If the position is...are complex in nature and often functions as staff advisor and consultant by performing the following duties. ESSENTIAL… more
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