- Wells Fargo (Charlotte, NC)
- …securities-registered bankers in the Consumer Bank and the Wells Fargo Private Bank , our elevated experience for high- and ultra-high-net-worth individuals ... achieve financial goals. WIM provides financial products and services through the various bank and brokerage affiliates of Wells Fargo & Company. Our clients have… more
- JPMorgan Chase (New York, NY)
- **Wealth Management - Private Bank - PLP Borrower Specialist ** JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 ... banking services including trusts and estates, loans, mortgages and deposits. JP Morgan Private Bank advises the world's wealthiest families and helps them… more
- Citizens (Shelton, CT)
- …data quality, and mentoring junior team members. This role will partner closely with Private Bank (PB) business teams, Wealth data teams, data engineering, and ... Description JOB DESCRIPTION The Principal Data Analytics & Intelligence Specialist - Private Banking will be responsible for leading and guiding complex data… more
- JPMorgan Chase (New York, NY)
- …businesses - and creating a continuum between Chase Private Client and JP Morgan Private Bank . As a member of this new team, you will participate in ... JP Morgan Private Client is more than a financial services...the breadth of JPMorgan Chase's expertise and extensive banking, lending , and wealth management capabilities through a dedicated Relationship… more
- Citigroup (Atlanta, GA)
- …into target market clients. In addition, they are able to deliver quality Private Bank client relationships (solutions and services) in an intensely competitive ... track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities.… more
- First Horizon Bank (Germantown, TN)
- …Warehouse is a hybrid position which combines elements of both a traditional Commercial Lending Client Specialist and a Loan Operations Specialist . The ... support to the high-value clients of the Mortgage Warehouse Lending Group. The Mortgage Warehouse Client Specialist ...Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern US… more
- City National Bank (Los Angeles, CA)
- * PRIVATE BANKER* WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra-high-net-worth individuals and families within a ... the portfolio. May serve as a segment or industry specialist acting as a technical consultant to clients and...* Superior knowledge of credit policies and procedures, and bank operations policies and procedures. * Demonstrated sales and… more
- First Horizon Bank (Charlotte, NC)
- …**Location:** On site at location listed in job posting. **Summary:** The Client Specialist role supports the line of business by providing exceptional service and ... ensuring the accuracy and completion of documentation and transactions. The Client Specialist acts as a liaison between clients, associates, and internal partners to… more
- First Horizon Bank (Raleigh, NC)
- …to maintain the office and document processing. **Responsibilities** + Provide Commercial Lending Support to Commercial Relationship Managers + Review and Fund Loans ... + Be able to identify clients' operational needs and bank products/services to meet these needs and establish proficiency....and 3 - 5 years experience in a Client Specialist position + 5+ years customer service experience in… more
- First Horizon Bank (Coral Gables, FL)
- …to Private Banking Relationship Managers. **Key Responsibilities Include** + Provide Lending Support to Private Banking Relationship Managers + Review and ... with past dues + Be able to identify clients' operational needs and bank products/services to meet these needs and establish proficiency. + Provide assistance to… more