- City National Bank (Los Angeles, CA)
- *INVESTMENT RELATIONSHIP OFFICER * WHAT IS THE OPPORTUNITY? Assist Financial Advisors by providing day to day client support and operational service on all CNS ... * Maintain a proactive commitment to established Bank programs, such as Customer First, Community Reinvestment Act (CRA), and Affirmative Action. WHAT DO YOU… more
- Citigroup (Chicago, IL)
- The Investment Relationship Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. ... the KYC onboarding and account opening process + Provide the highest level of customer service and teamwork to our clients + Possess an expert knowledge in Citi's… more
- KeyBank (Indianapolis, IN)
- …members transition on or off the KPB sales team. + Maintenance of the Customer Relationship Management System (Salesforce) and the ability to leverage the system ... Gather information from the client and consult with the KPB Officer . + Assist relationship team in client contact strategy (inviting clients to events, sending… more
- Comerica (Ann Arbor, MI)
- …of this position at least 10% of the time. Qualifications First Level Officer , Relationship Manager I, Middle Market Position Qualifications: + Bachelor's degree ... Job Description Relationship Manager, Middle MarketThe Relationship Manager...between $30MM and $500MM. Position Competencies: Successful incumbents are customer focused, have strong decision quality, drive for results,… more
- First Horizon Bank (New York, NY)
- …models at time of new/renew requests. + Coordinate deal team meetings between Relationship Manager, Market President, Senior Credit Officer , and Underwriter + ... On site at office location listed in job posting. **Summary** Commercial Relationship Managers are the client-facing key to our core business of commercial… more
- City National Bank (Charlotte, NC)
- …/ existing client meetings at the request of the senior F&B coverage officer (s) * Responds timely to existing customer inquiries and requests, coordinating ... * Relationship Manager Associate - Southeast Middle Market *...etc). Provides responsive, quality support to senior F&B coverage officer (s) in the creation of internal credit documentation as… more
- First Horizon Bank (Houston, TX)
- …models at time of new/renew requests. + Coordinate deal team meetings between Relationship Manager, Market President, Senior Credit Officer , and Underwriter + ... at location listed in job posting **Summary** Develops new customer prospects and business with commercial clients, with the...to coordinate credit decision with Market President, Senior Credit Officer , Executive Credit Officer , Chief Credit … more
- First Horizon Bank (Houston, TX)
- …models at time of new/renew requests. + Coordinate deal team meetings between Relationship Manager, Market President, Senior Credit Officer , and Underwriter + ... On site at location listed in job posting** **Position Overview:** Develops new customer prospects and business with commercial clients, with the potential to manage… more
- First Horizon Bank (Orlando, FL)
- …models at time of new/renew requests + Coordinate deal team meetings between Relationship Manager, Market President, Senior Credit Officer , and Underwriter + CRM ... On site at location listed in job posting **Summary** Develops new customer prospects and business with commercial, middle market, and commercial real estate… more
- Huntington National Bank (Denver, CO)
- …Relationship Manager services, deepens, and retains assigned profitable customer relationships by pro-actively evaluating and mitigating associated business risks ... have demonstrated, extensive formal credit training and experience as approval officer in Commercial Auto Finance.Duties & Responsibilities: + Candidate will develop… more
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