- Bank of America (New York, NY)
- …evaluating the control environment, fostering an inclusive work environment, applying product , business, and technical expertise, and supporting team members with ... in a timely and high quality manner + Exercises sound knowledge of product , business, and technical expertise to effectively challenge management to improve the… more
- City National Bank (Newark, DE)
- …issues, online/mobile or Apple Pay and Android Pay enrollment, account inquiries, product and services suggestions, etc. Informs Client Care Leads and Client Contact ... issues to Client Care Lead, Client Contact Center Management and Relationship Manager , as necessary. * Processes telephone transfers in the system within assigned… more
- TD Bank (Cherry Hill, NJ)
- …Bank across Institutional Commercial Real Estate, Middle Market, Asset Backed Lending , Franchise, TD Equipment Finance, Healthcare, and Municipal/Tax Exempt Banking. ... forecasting, and other FP&A support functions. **Job Summary** The Lead Group Manager , Finance oversees a team of Business Finance professional roles that provide… more
- MUFG (New York, NY)
- …and uncommitted credits by coordinating with relationship managers, portfolio managers, product partners and operations departments to facilitate the booking of ... understand the business cycles. Discuss any discrepancies or deviations with relationship manager and the team leader of CMG. + For secured transactional facilities,… more
- M&T Bank (Rockville, MD)
- …with KYC refresh targets by assigned due dates. + Keep abreast of product lines, internal policies and procedures, and external regulations that may impact assigned ... As appropriate, analyze financial information under direction of Relationship Manager and assist in preparing cash flow and collateral...and software used to open and service deposit and lending accounts (ie: PACE, APPRO, ACAPS, nCino, OTP, Hogan,… more
- Wells Fargo (Chandler, AZ)
- …partners, and stakeholders, including customers + Act as the primary relationship manager for a portfolio of small business customers with annual gross sales ... of the business life cycle while following policies and leveraging product knowledge, conduct needs-based conversations identifying credit, deposit and servicing… more
- Santander US (Ocean City, NJ)
- …and goals. This role involves providing tailored solutions for banking, lending and investment products while delivering exceptional customer service. Relationship ... financial needs of the customer to include transactional, servicing, and product . + Ensure an elevated customer experience, delivering personalized, seamless, and… more
- Zions Bancorporation (Mountain View, CA)
- …& Middle Market Excellence Awards. We are looking for a seasoned **Customer Relations Manager in Menlo Park, CA** . This role focuses on managing the customer ... + Knowledgeable in reviewing and processing operational reports + Treasury Management product knowledge + Has experience in servicing Commercial Clients + Other… more
- Citigroup (Irving, TX)
- …Risk and Banking shared commitment to ensuring the safety and soundness of wholesale lending across ICM. ICM Risk Analysis Credit Risk Analysts are responsible for a ... & Retail Relationships and the role reports directly to the Underwriting Manager . **Key Responsibilities:** + Assess the credit and financial strength of Citi's… more
- Bank of America (Charlotte, NC)
- …when necessary. This role's primary responsibility is to review syndicated lending documentation in accordance with Bank policies and procedures and facilitate ... at balancing multiple tasks while maintaining quality and efficiency in work product **Desired Skills** + Bachelor's Degree + Legal/paralegal experience + Previous… more