- Banc of California (Long Beach, CA)
- …+ Sources, identifies and prequalifies lending opportunities. Works directly with Relationship Manager to professionally present approved credit solutions to ... (the "bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management services to… more
- M&T Bank (Boston, MA)
- …initiatives, mentoring team members and developing human resources through the Bank's Relationship Manager knowledge and sales ability with IRH derivatives or ... other team members through strengthening relationships with assigned teams of Relationship Managers, providing thought leadership and client seminars on market… more
- Banc of California (San Luis Obispo, CA)
- …received and reviewed. + Coordinate insurance needs with customer, insurance brokers, Relationship Manager to ensure proper insurance is received and collected ... (the "bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management services to… more
- Huntington National Bank (Fort Mitchell, KY)
- …complex problems with accounts. + Works directly with the client and/or relationship manager to obtain financial information or other documentation needed for ... Description Summary: HFA Service Specialists II provides client relationship building partnerships with Advisor(s) and is responsible for the day-to-day activities… more
- KeyBank (WA)
- …is reviewed regularly with the Sales and Market Managers + Partners with the Relationship Manager (RM) on all sales opportunities, including the closing of the ... decision-making process + Executes on appropriate signed documents and develops client relationship team and process + Sets initial strategy, introduces all new… more
- Huntington National Bank (Birmingham, MI)
- …accounts, consumer lending and mortgages. + Works directly with the client and/or relationship manager to obtain related applicant and financial information or ... support for Private Banking Clients. Partners with one or more Private Bank Relationship Managers to support the sales process and deliver exceptional service model… more
- Abbott (Alameda, CA)
- …to ensure timely and effective service delivery. + Act as Business Relationship Manager on cross-divisional initiatives to identify synergies and efficiencies. ... value realization, and capacity alignment-in collaboration with IT Business Relationship Managers. Lead and refine governance processes that provide senior… more
- Allegion (NY)
- …on performance metrics to senior leadership. + Recruit, train, and mentor distribution relationship manager and staff. + Foster a culture of continuous ... This involves setting quotas, KPIs, and performance metrics for the Distribution Sales Manager and their respective team of Distribution Relationship Managers. +… more
- Grameen America, Inc (New York, NY)
- …client intake process from the initial communication through membership approval. + Assists Relationship Manager and Branch Manager on client assessment in ... a pipeline for the intake process. + Works collaboratively with the Relationship Associate by providing potential clients. + Schedules and manages outreach… more
- BMO Financial Group (Chicago, IL)
- …management of accounts for team members and customers. + May act as lead relationship manager . + Ensures timely resolution of all client questions and concerns, ... clients and in support of a team of specialists and relationship managers. Provides technical expertise for proactive credit analysis, structuring, decisions,… more
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