- Dickinson Financial Corporation (Kansas City, MO)
- …develop full relationship plans to attract new business to the Bank . **Principal Accountabilities** : + Grows a self-sourced portfolio of commercial loans that ... are met by making introductions to our experts in private banking, treasury management, deposit products and other applicable...oversight of work. + Maintains proficiency in Salesforce Client Relationship Management tool and nCino, the Bank 's… more
- Citigroup (New York, NY)
- …goals. Our team provides lending solutions across all three client segments including Citi Private Bank , Wealth at Work, Citi Private Client and Citigold ... as part of their wider Citi relationship . Our Lending Advisors partner with Citi ...Establish and maintain a strong partnership with the Citi Private Bank ("CPB") Banker teams to proactively… more
- Truist (New York, NY)
- …and payment solutions product suite as well as floating rate and F/X, private wealth, insurance and other services. Senior investment banking professionals are ... review the following job description:** Responsible for providing client relationship management and investment banking services including strategic advisory… more
- Citizens (New York, NY)
- … relationship and profitability and will be cross-selling the full slate of bank products. + Interact with senior management of public and privately owned ... healthcare companies and Private Equity firms' portfolio companies. + Develop new relationships...financial solutions. + Develop and deliver presentations to the bank 's senior management at screening and approval… more
- Citigroup (Palo Alto, CA)
- …The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments ... in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the... selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms,… more
- Comerica (Dallas, TX)
- …with in-depth risk analysis to make informed credit decisions for the bank . Our Commercial Underwriting Officers underwrite and handle documentation for a variety ... through assessments, coaching, team building, and mentoring Exposure to senior and executive leadership Collaborative and supportive team environment Gain… more
- Citigroup (Smithtown, NY)
- …as Retail Bank , Commercial Bank , Small Business, Wealth at Work and Private Bank to ensure that our clients receive the One Citi experience by leveraging ... The Wealth Regional Director is a senior leader within the US Wealth Management Business...Managers) and their teams of Financial Advisors (100+ individuals), Relationship Managers (100+ individuals), and other functions supporting wealth… more
- Truist (New York, NY)
- …and payment solutions product suite as well as floating rate and F/X, private wealth, insurance and other services. Senior investment banking professionals are ... review the following job description:** Responsible for providing client relationship management and investment banking services including strategic advisory… more
- MUFG (New York, NY)
- …aspects and regulatory issues. **Policy and Deal Advocacy:** + Support the Senior Credit Officer(s), communicate with Relationship Managers and Portfolio ... (TMT) sector. This includes both investment-grade and non-investment-grade public and private corporate borrowers, as well as Commercial Real Estate borrowers who… more
- CIBC (Washington, DC)
- We're building a relationship -oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our ... policy environments, while providing actionable insights and strategic guidance to senior management and internal teams. Through relationship management, policy… more
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