- Newtown Savings Bank (Newtown, CT)
- …operation of the branches. This role proactively generates new deposit accounts, loan applications and investment referrals and will proactively generate leads for ... enhance profitability. Accurately respond to customer inquiries and identify new sales opportunities. Refer customers to Commercial Lending, Mortgage and Newtown… more
- KeyBank (WA)
- …process to insure accurate and thorough underwriting, complete financial analysis, loan structuring and risk management. + Maintains strong asset quality, through ... audit reports and monthly dealer financial statements. + Maintains strong functional/technical sales and credit expertise. Shares this knowledge with team members. +… more
- Bank of America (Chicago, IL)
- …negotiating new transactions, partnering with client-facing teammates to consult on sales opportunities, and providing the product expertise to deliver effective ... factors + Partners with client-facing teammates to consult on sales opportunities and provide the product expertise and consultation...and regulatory requirements + Structures the terms of a lease/ loan with respect to the various aspects that make… more
- Commerce Bank (Dallas, TX)
- …and will work with management to develop and execute a plan to deliver loan portfolio and ancillary solutions objectives are achieved. This role will also ensure ... identifying opportunities with existing clients and coach direct reports on targeted sales activities to maximize new business opportunities + Ability to develop and… more
- City National Bank (Irvine, CA)
- …OPPORTUNITY? This person is responsible for building and maintaining a profitable loan portfolio including selling related bank products and services. This may be ... credit quality standards and operational compliance requirements of the Bank. Monitors the loan documentation process and closes the loan . * Expands portfolio… more
- TD Bank (Greenville, SC)
- …of 10 years financial services experience in a production capacity (ie track record for meeting sales goals) required + Valid Series 7, 63 + 65 or 66 + Valid and ... relationships and experience interacting with high-net worth clients + Consultative sales experience required + Proven ability to establish relationships and partner… more
- TEKsystems (Social Circle, GA)
- …and care + Building strong, lasting relationships with members + Meeting individual sales and service goals, including loan origination targets + Ensuring ... this dynamic role, you'll guide members through their financial journey-from loan applications to closing-while delivering exceptional service and driving results.… more
- Regions Bank (Austin, TX)
- …etc. + Compiles reports for Relationship Manager(s) such as 360 Report, Weekly Sales Report, OneView Pipeline Report, Maturities, Past Due and Exception Reporting + ... financial information from client, submitting facility application and managing loan workflow to closing + Manages post-closing requirements including tickler… more
- Berkshire Bank (Great Barrington, MA)
- …internal committees, programs, and initiatives.40% + Manages Financial Center Sales & Operations:stays abreast of new products/services/promotions. Educates and ... meet financial center goals and objectives.20% + Serves as part of Loan Origination Process:answers client inquiries, collects information, processes loan … more
- Commerce Bank (West Chester, OH)
- …Although it can vary by market, targeted companies generally include those with annual sales of $15MM and over. Essential Functions + Reach out to assigned customers ... risk and enhance profitability + Facilitate credit requests, including loan structuring, negotiating/pricing, collateral, ensuring adequate loan documentation,… more