- Zions Bancorporation (El Cajon, CA)
- …loans, and performing client services issues. + Resolve client concerns through direct personal action or by referring clients to an alternative bank department ... for making appropriate referrals for other bank products and services, including commercial lending products. + Follows up with clients as needed. + May be… more
- Zions Bancorporation (Boise, ID)
- …and refer other banking products as applicable. + Resolve client concerns through direct personal action or by referring clients to an alternative bank department ... appropriate referrals for other bank products and services, including commercial lending products. + Potentially perform cash transactions, open or update accounts,… more
- TD Bank (Greenville, SC)
- …control to avoid losses and reduce undue risk. The Associate works with lending and credit management personnel on customer requests to determine and collect ... Associate III will serve as an expert in commercial lending process and be a resource for others. **Depth...information and influence others in a tactful way without direct authority + Relationship management skills, with ability to… more
- Insight Global (Fort Lauderdale, FL)
- …financial leader with deep expertise in GAAP, revenue recognition, CECL, lending and software accounting frameworks, and full-cycle financial management. This ... individual will manage direct reports and cultivate a high-performing team. We are...related frameworks. - Structured Finance Exposure - Treasury Experience - Experience in lending , fintech, or SaaS/software industries strongly… more
- City National Bank (Burlingame, CA)
- …maintain awareness of updates to policies and procedures, stay within delegated lending authorities. Ensures that decisions made are consistent with all Bank ... Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). * Client Centricity...Bachelor's Degree or equivalent * Minimum 3 years of direct sales experience required. * Minimum 3 years of… more
- Heritage Financial Credit Union (Middletown, NY)
- …generous PTO policy. POSITION PURPOSE The Retail Banking Analyst provides direct analytical, administrative, and operational support to Retail Senior Management. ... interpret data related to branch performance, member growth, deposit trends, consumer lending results, and sales activity. + Prepare weekly, monthly, and quarterly… more
- Hills Bank (Hills, IA)
- …Sales and Service: + Support the Bank's overall sales efforts through direct sales of deposit products, consumer loans, and related services. + Identify ... for consumer relationships. + Effectively handle credit card and consumer lending requests. + Acquire the necessary product, compliance, and systems knowledge… more
- Zions Bancorporation (Austin, TX)
- …Make appropriate referrals for other bank products and services, including commercial lending products and follow up with clients as needed. + Execute inside/outside ... regulations, and bank policies and procedures. + Resolve client concerns through direct personal action or referral to alternative banking center or bank resources.… more
- Comerica (Fort Lauderdale, FL)
- …leadership. Collaborative and supportive team environment. Gain in-depth knowledge of lending and non- lending products and services, including Treasury ... months. Associates will demonstrate their credit and sales skills, with direct involvement in the prospecting and loan approval process. Specific responsibilities… more
- Trustco Bank (Albany, NY)
- …Non-Exempt **Salary Grade:** NE12 **Supervisory Responsibility:** No **SUMMARY:** Under the direct supervision of the Commercial Loans Manager and Senior Officers, ... commercial loans application to ensure adherence to the current Commercial Loans Lending policies and to comply with all appropriate regulations. **ESSENTIAL DUTIES… more