- Huntington National Bank (Columbus, OH)
- …Middle Market, and Commercial / Specialty verticals + Price wireroom, retail, and private client FX payments + Develop an understanding of global financial ... and institutional clients. This role blends operational accuracy, market insight, and client engagement to support the delivery of tailored FX solutions that meet… more
- M&T Bank (Burlington, VT)
- …+ Maintain positive working relationships. Provide necessary support and information to clients, Private Client Advisors and Trust Advisors as well as others for ... Proven experience working with high net worth clients and complex client relationships \#LI-LA1 \#wealthmanagement \#Wilmingtontrust M&T Bank is committed… more
- Banc of California (Austin, TX)
- …of banker /CM. + Prepare CAR. + Engage appropriate CM. + Work with Client Services/Prospect to ensure relevant bank accounts set up. + Work with CM/loan ... CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one...+ Reach out to prospects to set meeting for banker when needed (usually on deals banker … more
- Adecco US, Inc. (Atlanta, GA)
- …but are not limited to: * Support and facilitate client requests to achieve Private Bank client experience standards, including fulfillment of client ... frameworks and comply with regulatory and legal requirements * Assist with the Private Bank client management process * Perform tasks necessary to mitigate… more
- Zions Bancorporation (Las Vegas, NV)
- Nevada State Bank , a division of Zions Bancorporation, NA, was founded on Dec. 9, 1959 by 12 businessmen full of Nevada's pioneering spirit. As a full-service ... bank , we offer a complete range of consumer (https://www.nsbank.com/)...we offer a complete range of consumer (https://www.nsbank.com/) , private (https://www.nsbank.com/ private /) , and business banking (https://www.nsbank.com/business/)… more
- Huntington National Bank (Winston Salem, NC)
- …Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth ... client 's Wealth Plan. Duties and Responsibilities: + Builds relationships...Site for more details. Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement… more
- City National Bank (Los Angeles, CA)
- …leveraged loans is highly desired, along with understanding of high net worth and private client lending and retail loan products. * Thorough knowledge of ... and procedures as well as all regulatory requirements (eg Bank Secrecy Act, Know Your Client , Community...requirements (eg Bank Secrecy Act, Know Your Client , Community Reinvestment Act, Fair Lending Practices, Code of… more
- Huntington National Bank (Minnetonka, MN)
- Description Summary:The Private Bank Market Manager (Minnesota) is responsible for managing and directing all Private Bank sales and service activities ... goals within the market to achieve success across the Private Bank team. + Responsible for meeting...+ Excellent time management and organizational skills + Excellent client management skills + Interact professionally and effectively with… more
- JPMorgan Chase (Columbus, OH)
- …a detailed events calendar for the business, in close collaboration with Chase Private Client , Business Banking & Private Bank events team + Manage and ... with Mass Affluent events manager along with the retail bank and regional sales leadership to ensure we are...Excellent oral and written communications skills + Discretion around private client information a must + Able… more
- Fifth Third Bank, NA (Atlanta, GA)
- … banking, risk management, and trust services. Ensures delivery and execution of Private Bank experience and client service standards. Responsible and ... for ways to deepen relationship with client through all areas of Private Bank and other appropriate Bancorp channels. + Acts as primary point of contact for… more