- M&T Bank (Boston, MA)
- **Overview:** Serves as credit and lending expert to High Net Worth (HNW) and Ultra-High Net Worth (UHNW) clients and is primarily responsible for sourcing, ... to best structure the facility that works for the client and the Bank. Manages the most complex borrowing...UHNW clients. **Primary Responsibilities:** + Serve as credit and lending subject matter expert and provide advice and guidance… more
- PNC (Pittsburgh, PA)
- …to the company's success. As a Corporate & Institutional Banking (C&IB) Associate Relationship Manager, within PNC's Aviation Finance organization, you will be based ... vast array of loan and lease products. As aC&IB Associate Relationship Manager, you'll help to drive the success...Manager, you'll help to drive the success of aviation lending by providing essential administrative, sales, and customer service… more
- Truist (Miami, FL)
- …financial consulting for all medical and/or legal clients. 2. Develops overall client strategy to introduce all appropriate financial solutions and specialists to ... the client to deepen client relationships. 3. Partners...with other Truist Wealth product specialists, including investments, trust, mortgage , insurance, etc., using a one-team approach to deliver… more
- Banc of California (Camarillo, CA)
- …Bank Portfolio. Provides accurate, timely and extensive information for all client inquiries and requests, ensuring retention of profitable clients. Works with ... Letters of Intent for Borrower execution. + Interface with the prospective client , if directed, to collect all necessary financial information and formation… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …that support the development and refinement of pricing models for Securities-Based Lending , Margin, Mortgage , and Structured Lending products. Working ... of how pricing strategy drives value across the organization and supports a client -centric approach to lending . **Job Summary** The Pricing Strategy Internship… more
- Columbia Bank (Priest River, ID)
- …day to day operational excellence in the branch, supervising and leading the Client Service Specialists, and by providing Breakthrough Client Service. The ABM ... goals, and coach other team members to deepen customer relationships using Client and Business Financial Review. + Develops and maintains strong, long-term… more
- First Horizon Bank (Jacksonville, FL)
- …financial industry, and a passion for enhancing the client and associate experience through innovative digital lending solutions. **Key Responsibilities:** + ... or small business) + Demonstrated understanding of banking processes, regulatory requirements, and client needs in the lending space + Strong analytical and… more
- Berkshire Bank (Queensbury, NY)
- …memorable customer experiences and digital engagement. Supervise all Customer Service Associate (CSA) and Universal Banker positions to ensure the efficient and ... opportunities, including new deposit accounts for customers. Key Accountabilities: + Client Service (Teller) Line Supervision and Operations 40% + Coordinates CSA… more
- Truist (Atlanta, GA)
- …growth matrix on a yearly basis to include delivering on deposit and lending solutions, assisting with client digital empowerment, and supporting client ... an experienced individual revenue contributor focused on providing a distinctive client experience anchored in care, expertise, and financial solutions delivery to… more
- Truist (Middletown, MD)
- …**Please review the following job description:** Responsible for providing an industry leading client service experience both in person and on the phone through the ... development and expansion of new and existing client relationships. Provides financial solutions that meet ...training classes and web-based learning. 6. Advises on consumer lending options and takes loan applications. 7. Adheres to… more