- Bank of America (Charlotte, NC)
- …information, evaluating adherence to policy and procedure, providing loan structure analysis and recommendations, monitoring portfolio performance andwriting ... with client-facing teammates in the Global Corporate Bank to consult on sales opportunities and provide the product expertise and consultation necessary to deliver… more
- Columbia Bank (CA)
- …second, primarytouch-pointbetween Bank and Client. Responsible for identifying additional loan , deposit, and core fee income opportunities (products; services; ... would satisfy client needs and establish/deepen complete relationships. Makes recommendations on loan structure & terms and refers these issues to next appropriate… more
- Citizens (Harrisburg, PA)
- …in multiple locations. The BDO is responsible for sourcing, identifying, and closing new loan opportunities using the SBA 7(a) and 504 loan programs. Primary ... professionals that results in sufficient lead generation to achieve or exceed sales goals. + Structure, present, and guide lending opportunities through the… more
- Truist (Columbus, OH)
- …Advisory Bank in the Middle Market segment (defined as $75-500MM in annual sales ). Integrate all banking functions in the local market, including retail teams and ... below. Specific activities may change from time to time. 1. Serve as primary sales leader for team of Middle Market Bankers ensuring that Truist Culture and … more
- TD Bank (Richmond, VA)
- …credit decisions; finalizes loan agreements with prospects and Customers and closes sales + Contributes and provides input to loan decision process based on ... Market (MM) Senior Relationship Manager (RM), Commercial Banking, is an external sales role that proactively executes integrated sales , service, and relationship… more
- KeyBank (Beaverton, OR)
- …clients and expand share of wallet of existing client portfolio of businesses with annual sales from $3 to $10 million, with loan sizes between $500,001 and $5 ... million. Works with the Business Banking Sales Leader to develop the business plan for the...consistently meet all compliance requirements; ensures all documents with loan are completed, correct and sent with loan… more
- Truist (Memphis, TN)
- …Premier Advisory Bank in the Commercial segment (defined as $5-75MM in annual sales ) in local market. Integrate all banking functions in the local market, including ... change from time to time. 1. Serve as primary sales leader for five or more Commercial Bankers ensuring...relationships, and expanding existing client relationships. Responsible for meeting loan , deposit, fee-based revenue goals for the team. 2.… more
- Bangor Savings Bank (Machias, ME)
- …and may have vault cash and ATM responsibilities. Contributes to the overall sales growth of the Bank by engaging in customer conversations to develop rapport, ... Branch Manager, Assistant Branch Manager, Relationship Manager or Retail Loan Specialist. ACCOUNTABILITIES Customer Experience: + Promotes a customer-centered… more
- Robert Half Finance & Accounting (Chicago, IL)
- …role involves the preparation and review of master lease and loan agreements, facilitating communications between various parties, and resolving documentation issues ... effectively with associates and clients. Job Responsibilities: * Review and prepare loan and lease documents, ensuring their accuracy and timeliness * Act as… more
- US Bank (Covington, WA)
- …Description** Develops contacts and leads to generate Small Business Administration (SBA) loan financing for business customers. The main product line is intended to ... More than 80% of time is spent on outside sales activities and functions. Builds, develops, and maintains profitable...Bank. Contributes to the growth of the Specialty Finance loan portfolio by originating applications for SBA loans. Gathers,… more