- Citizens (Pittsburgh, PA)
- …demanding sales culture with measured routines and goals aimed at new loan and deposit generation, cross sales , customer service and satisfaction + ... them with short- and long-term financial goals. The Relationship Manager in the Virtual Channel is focused on understanding...building process. The RM will operate in an exciting sales culture with proven routines to help understand and… more
- Columbia Bank (Eugene, OR)
- …Together for better. **About the Role:** This position works closely with the Assistant Manager and/or Branch Manager to attain branch and Bank goals. The Branch ... Branch Supervisor also processes transactions, places clients in appropriate account and loan products, cross-sells other bank services and makes referrals to other… more
- Huntington National Bank (Columbia, SC)
- Description Summary: Huntington Community Bank President, Regional Banking Relationship Manager Senior will be responsible for acquiring new business relationships ... of 30 to 60 clients targeting s businesses with sales sizes $2 MM to $100 MM and credit... and functions as the back-up to the Market Manager while providing credit and mentoring guidance to junior… more
- Kennebec Savings Bank (Augusta, ME)
- …other Bank personnel as appropriate. Refer complex issues or problems to the Branch Manager . Loan origination:Have a good understanding of KSB Consumer loan ... a superior level of customer service that promotes the sales and service culture of the bank. Take individual...Representative and Teller duties, with additional knowledge of Consumer loan products. This position is responsible for but not… more
- Stryker (Portage, MI)
- …partners, coordinates syndication efforts, works with the assigned Regional Financial Manager , Stryker Business Unit Sales Representative, and other departments ... credit investigation, to include financial analysis, on lease and loan requests to either render a final credit decision...business + Serve as a primary interface with Stryker Sales , Regional Managers, customers, and funding sources on day-to-day… more
- Regions Bank (Dallas, TX)
- …greater than $350,000 + Frequently engages in pre-flight discussions of prospective loan requests with SBA Bankers, Sales Managers, and Credit Leadership ... This position serves as the primary evaluation point for SBA loan requests with responsibilities including reviewing applications against approval checklist by… more
- Regions Bank (Austin, TX)
- …items, servicing requests, past due reports, etc. + Compiles reports for Relationship Manager (s) such as 360 Report, Weekly Sales Report, OneView Pipeline ... requirements including tickler requirements and exception citing's + Manages Relationship Manager (s) loan maturity pipeline, ensuring that renewals are approved… more
- M&T Bank (Rochester, NY)
- …documenting and initiating the funding process for a variety of commercial equipment lease/ loan products. They assist the sales staff and other internal ... loans and the Master documents for each lease and loan type with commercial and municipal customers. **Primary Responsibilities:**...and authority level and recommend process changes to their manager and others within the group as necessary. +… more
- FirstBank PR (Ponce, PR)
- …application to Processing Unit. Support customer throughout the Financing Process. Develop sales plan aligns to business objectives. Accountable for adhering to the ... special events and/or activities. . Maintain leads updated in the Contact Manager System. . Interviews customers and evaluates financial eligibility. . Fills and… more
- Bank of America (Plano, TX)
- …financing objectives, and home equity lending needs, and structuring home equity loan solutions by leveraging defined processes and tools. Job expectations include ... Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain… more