- KeyBank (Hartford, CT)
- …and interprets legal instruments to determine duties and responsibilities of bank and to provide well-coordinated estate, tax and financial planning alternatives ... Investment Management and Trust Opportunities as well as any other banking, lending or insurance needs + Fosters close business relationships to develop client… more
- KeyBank (Salt Lake City, UT)
- …for opening new deposit accounts and onboarding as well as Lending operations (ROE calculation, underwriting support, and ordering closing documents. + ... Coordinate officer transitions when team members transition on or off the KPB sales team. + Maintenance of the Customer Relationship Management System (Salesforce) and the ability to leverage the system for data quality and to update client / prospect… more
- PNC (Madison, NY)
- …to speak confidently about banking technology* *Acts as product expert for securities based lending for Private Bank / Wealth Management *Responsible for ... to the company's success. As a Product Manager Lead for Securities Based Lending within PNC's Asset Management Group (AMG) organization, you will be based in… more
- Main Street Bank (Marlborough, MA)
- …managing the pipeline in accordance to secondary market, private investor, private mortgage insurance, FHA, and Main Street Bank Portfolio policies, ... needed. + Expertly handle incoming leads generated from the bank 's branches, , commercial lending teams, and...generated from the bank 's branches, , commercial lending teams, and other internal sources, delivering white glove… more
- Zions Bancorporation (Heber City, UT)
- …endless. You bring the talent; we bring the opportunity. We are looking for a ** Private Bank Relationship Manager** in **Heber City, Utah.** This role acts as ... financial life becomes, the more they'll appreciate being a Private Bank client. We're dedicated to supporting...a bachelor's degree and 2+ years of experience with lending , sales, banking products and services, or other directly… more
- M&T Bank (Buffalo, NY)
- … lending , derivatives, and experience in one or all of single stock, Private Equity and Hedge fund lending , margin, and 144 restricted stock knowledge ... **Overview:** Serves as credit and lending expert to High Net Worth (HNW) and...the facility that works for the client and the Bank . Manages the most complex borrowing relationships by presenting… more
- JPMorgan Chase (Red Bank, NJ)
- …lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a ... sources. **Job responsibilities** + Shares the value of Chase Private Client with clients that may be eligible +...starting the role + Compliance with Dodd Frank/Truth in Lending Act* + High school degree, GED, or foreign… more
- CIBC (Newport Beach, CA)
- We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. ... please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Private Banking Advisor's primary purpose is identifying, cultivating and… more
- BMO Financial Group (Newport Beach, CA)
- Supports the delivery of an exceptional customer experience to private banking clients. Provides a superior level of courteous, knowledgeable and professional ... the unique needs related to commercial entities and UHNW clients within the private banking space. + Provides advice and guidance by applying in-depth knowledge and… more
- Wells Fargo (Boca Raton, FL)
- …Wells Fargo is seeking a Private Mortgage Banking Associate Manager (SAFE) in Consumer Lending as part of Home Lending . Learn more about our career areas and ... Coach, direct, and manage the sales activities of a small group of residential Private Mortgage Bankers under the direction of a Non-Producing Private Mortgage… more