- Columbia Bank (Seattle, WA)
- …liaison with customers, during all phases of onboarding a new banking relationship . Manages and monitors existing customer relationships on an ongoing, day-to-day, ... needed to provide an exceptional customer experience. + Partners with the Relationship Team to obtain and review information required for underwriting, documentation… more
- Banc of California (Los Angeles, CA)
- …(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 ... + **Deepen Client Relationships/Profitability:** For existing clients, completes systematic relationship reviews and executes on cross-sell plan. + **Strategy/New… more
- MongoDB (Boston, MA)
- The Relationship Account Management team is a team within MongoDB's Scaled Growth Organization and is focused on sustaining long-term partnerships with MongoDB's ... retention and expansion in the process. Individuals in the Relationship Account Manager (RAM) role have a passion for...point of contact for a customer portfolio. As an Relationship Account Manager you will be responsible for success,… more
- Citigroup (Boston, MA)
- …to identify avenues for new business opportunities; + Administrate the credit relationship of the client, coordinating and supervising the entire process, ensuring ... business. + A proactive approach in looking for ways in strengthening business relationship with clients, delivers a simple, secure and seamless client experience +… more
- Huntington National Bank (Charlotte, NC)
- Description Summary: Commercial Relationship Service Specialist Seniors serve as the primary service contact for assigned Commercial customers and Relationship ... + Acts and makes decisions in coordination or on behalf of Relationship Managers; connects or informs other bank colleagues to enable seamless transition… more
- MUFG (New York, NY)
- …to identify, negotiate, and present all aspects of a lending opportunity to the senior credit committee, and to lead new deals from origination through closing. This ... believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if… more
- M&T Bank (Ithaca, NY)
- …risk and credit decisions, and service existing clients through the bank's relationship management program. Work with branch partners to effectively sell to the ... loan portfolio of $15MM to $40MM. + Oversee approximately 30 to 65 relationship managed clients. + Actively participate in all business banking and retail sales… more
- TD Bank (Ramsey, NJ)
- …**Line of Business:** Personal & Commercial Banking **Job Description:** The Sr. Relationship Manager serves the needs of the community commercial banking business, ... directed by policy and/or credit approval + Leads all aspects of relationship management for an assigned portfolio /segment and/or geography + Delivers exceptional… more
- M&T Bank (Boston, MA)
- …their businesses and requirements, evaluates credit information and makes relationship recommendations. + Maximizes the Department's profitability through the ... to service clients. **Supervisory/ Managerial Responsibilities:** May coach/mentor junior relationship managers. **Education and Experience Required:** Bachelors Degree or… more
- M&T Bank (New York, NY)
- …personal sales and/or referral goals. + Play key role in Relationship Management (customer assessments, profiling for sales opportunities, account opening and ... lead-focused outbound calling), Sales Process (profile/pre-call planning, outreach, appointment preparation, interaction/appointment, follow-up) and Risk Management (audit requirements, fraud prevention, Know Your Customer (KYC) and customer information… more