- Citigroup (New York, NY)
- … need while managing overall Firm targets. + Partner with Citi Wealth Integrated Client Solutions team on loan opportunities for strategic OneCiti clients and ... Lending is a key offering within Citi Wealth. Lending provides competitive borrowing solutions that are strategically integrated into our client 's broader Wealth… more
- JPMorgan Chase (Plano, TX)
- …within J. P. Morgan Wealth Management, you will oversee a team of investment Client Service Professionals dedicated to providing exceptional service to ... deliver on the Affluent Service Model. + Lead a passion for our Client First culture, ensuring a flawless best-in-class client experience and helping to… more
- Bank of America (Tampa, FL)
- …in sales practices and broader market and industry conditions as needed **Skills:** + Client Management + Client Solutions Advisory + Prospecting + ... Services in order to design and deliver financial solutions to clients and prospects * Leads and facilitates...negotiating with a team of bank associates to solve client problems. * Securities Industry Essentials (SIE),… more
- Bank of America (Scottsdale, AZ)
- …in sales practices and broader market and industry conditions as needed **Skills:** + Client Management + Client Solutions Advisory + Prospecting + ... Services in order to design and deliver financial solutions to clients and prospects + Leads and facilitates...negotiating with a team of bank associates to solve client problems. + Securities Industry Essentials (SIE),… more
- Bank of America (Indianapolis, IN)
- …in sales practices and broader market and industry conditions as needed **Skills:** + Client Management + Client Solutions Advisory + Prospecting + ... Services in order to design and deliver financial solutions to clients and prospects + Leads and facilitates...negotiating with a team of bank associates to solve client problems. + Securities Industry Essentials (SIE),… more
- Bank of America (Sewickley, PA)
- …including termination. **Responsibilities:** + Leverages extensive financial data to identify possible solutions to meet client needs and goals + Schedules, ... plans on a consistent basis + Engages with specialists and partners to address client needs and deliver solutions **Skills:** + Business Development + Client… more
- M&T Bank (Wilmington, DE)
- …Leads the client relationship team and has overall responsibility for assuring the client has access to all resources and solutions of the firm.Work closely ... base .Promote and sell the full array of financial services distributed by the Company to current and new...sales cycle to meet sales goal.Implement and deliver specific solutions . + Leads client relationship review discussion… more
- SMBC (Charlotte, NC)
- …with a 400-year history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities , credit cards, and consumer finance. The ... in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse … more
- SMBC (Jersey City, NJ)
- …with a 400-year history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities , credit cards, and consumer finance. The ... in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse … more
- SMBC (Charlotte, NC)
- …with a 400-year history, SMBC Group offers a diverse range of financial services , including banking, leasing, securities , credit cards, and consumer finance. The ... in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse … more