- JPMorgan Chase (Plano, TX)
- …services, fund managers, and agent banks, to ensure seamless operations and exceptional client service. Job responsibilities: + Manage Bank Loans operations team ... external parties, including but not limited to, fund accounting, client services, fund managers, as well as agent banks....Bloomberg, ClearPar, and IHS Markit; investment vehicles related to bank debt (CLOs, private equity funds, etc.)… more
- First Horizon Bank (Orlando, FL)
- …Expand existing client relationships which generate incremental revenue for the bank while developing new client relationships which generate acceptable ... is Central Florida. **Key Responsibilities Include** + Maintains a client portfolio for the bank , including commercial,... information/products, financial plan, and market trends to identify new client needs and opportunities to deliver… more
- First Horizon Bank (Houston, TX)
- …+ Expand existing client relationships which generate incremental revenue for the bank + Develop new client relationships which generate acceptable ... to structure loans (term, covenants, collateral, guarantees, etc.) which appropriately protects the bank + Work with Management to recognize client needs and… more
- Bank of America (Indianapolis, IN)
- …The Healthcare, Education and Not-For-Profit Group ("HENFP") is part of the Global Commercial Bank . HENFP is unique in that our client teams are dedicated to ... + Capable of organizing, facilitating, leading and negotiating with a team of bank associates to solve client problems. + Securities Industry Essentials (SIE),… more
- Bank of America (New York, NY)
- …business-focused way. A centralized brokerage team to provide dedicated brokerage services to Private Bank clients who don't have or require a relationship with ... Direct Markets Coverage Brokerage Services Financial Advisor New York, New York **To proceed...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- First Horizon Bank (Houston, TX)
- …Expand existing client relationships which generate incremental revenue for the bank while developing new client relationships which generate acceptable ... and structure loans (term, covenants, collateral, guarantees, etc.) which appropriately protects the bank + Work with Management to recognize client needs and… more
- Bank of America (Tampa, FL)
- …The Healthcare, Education and Not-For-Profit Group ("HENFP") is part of the Global Commercial Bank . HENFP is unique in that our client teams are dedicated to ... * Capable of organizing, facilitating, leading and negotiating with a team of bank associates to solve client problems. * Securities Industry Essentials (SIE),… more
- Bank of America (Los Angeles, CA)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office...candidates to further develop and service the FA Teams client base. The Trainee role allows EGP Specialist to… more
- Regions Bank (Houston, TX)
- …and refinancing analysis + Serves as the primary point of contact for the Coverage Banker for client pitches and internal deal screens + Leads the preparation of ... Finance, Derivatives, Leverage Finance, Treasury Management and others + Contributes to client planning by identifying new products, utilizing RCLIQ and other… more
- Columbia Bank (Sacramento, CA)
- …planning methodologies within their practice. + Collaborates with team members to generate new business and build strong client relationships to retain existing ... **About the Role:** Works with Columbia Wealth Advisors and Private Bankers to provide wealth planning services for clients. Advises clients on wealth planning… more
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