- Truist (Atlanta, GA)
- …**Please review the following job description:** The Client Advocacy (CA) Relationship Manager is responsible for collecting, aggregating, reporting, and analyzing ... business units for future problem avoidance. To aid in this effort, the Relationship Manager will be responsible for partnering with other Businses Unit Senior… more
- CIBC (Chicago, IL)
- We're building a relationship -oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our ... result of the analysis, identify potential business interruption risks, including operational, financial and regulatory and work with the business units to create… more
- JPMorgan Chase (Chicago, IL)
- You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as an Insurance Services Executive Director is for you. ... Banking, etc.) to deliver integrated, client-focused solutions. + Analyze financial statements, assess creditworthiness, and prepare and present credit proposals.… more
- Scotiabank (Houston, TX)
- …Bring** Must have 5-10 + years working with a client-facing team in financial services Strong relationship building capability - friendly, positive, collaborate ... a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. Understand how the Bank 's risk… more
- UMB Bank (Overland Park, KS)
- …modifications. **How you will spend your time:** + Analyze business and personal financial statements and performing financial spreading of those statements. + ... be presented for approval. + Present solutions to credit structure, covenants, financial reporting requirements and other credit conditions to the Portfolio Manager.… more
- First National Bank of Omaha (Omaha, NE)
- …plays a critical role in partnering with IT leadership to transform financial and technology data into strategic insights to support informed decision-making within ... IT senior leadership, this position builds executive-level dashboards and performs financial analysis to optimize technology spending across the enterprise. The role… more
- UMB Bank (Harrisburg, PA)
- …clients and services are billing properly + Creates comprehensive Relationship Reviews including account structure, industry updates, and product/service ... Refer and/or cross-sell TM products that result in client relationship product penetration ratio growth YoY through review for...you make the best of every moment with a financial foundation that can help you succeed. Learn more… more
- Citizens (Johnston, RI)
- …across banking, lending and investing, helping them with short- and long-term financial goals. Citizens is seeking a motivated, highly successful, proven ... Relationship Manager with experience in moderately to less complex...loyalty and improve the profitability of customer and the Bank + Complete Business Banking University and Drive Sales… more
- Citizens (Miami, FL)
- …across banking, lending and investing, helping them with short- and long-term financial goals. Primary responsibilities include + Manage, acquire and deepen a ... customer experience, increase loyalty, and improve the profitability of customer and the Bank . + Possess and maintain a working knowledge in all aspects of… more
- UMB Bank (Ogden, UT)
- …regulations such as SEC, IRS, and GAAP. + Develop and maintain a strong relationship with the clients and other professional firms (such as auditors) with whom the ... monthly audit and expense analysis schedules to support yearend audits and financial statement preparation. + Price securities, as required, in accordance with the… more