- Santander US (New York, NY)
- …annual revenue. 12+ Years of experience in a lending; credit, Treasury Management , Private Wealth Management sales training or financial services ... Make:** The Commercial Banking Relationship Manager will be responsible for the sales , service and retention of complex and profitable Commercial relationships. The… more
- Bank of America (Atlanta, GA)
- … Management and facilitates client relationships with Product Specialists in Credit, Treasury Management , and Merchant Services in order to design and deliver ... + Risk Management + Financial Analysis + Leadership Development + Project Management + Referral Identification + Sales Performance Management + Business… more
- Proofpoint (Sunnyvale, CA)
- …for overseeing tax planning, compliance, reporting, transfer pricing, and audit management across all jurisdictions. The successful candidate will serve as a ... trusted advisor to the executive team, drive operational excellence, and...CAO and CFO. + Partner cross-functionally with Legal, FP&A, Treasury , and Corporate Development to advise on global business… more
- Bank of America (Huntsville, AL)
- … Management and facilitates client relationships with Product Specialists in Credit, Treasury Management , and Merchant Services in order to design and deliver ... responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating… more
- Truist (Winter Park, FL)
- …an emphasis in operations or administration 2. Demonstrates strong investment, wealth management , treasury services, consumer and commercial credit and deposit ... a team of wealth support specialists and oversee the daily service, sales and operations support of the assigned division. Performance accountabilities and… more
- L3Harris (Palm Bay, FL)
- …Manager of a Maritime business unit and will serve as a strategic partner and advisor to the leadership team. This position will report to the Director of Finance, ... The Director of Finance will provide financial planning, program financial management and control services through a professional staff to analyze financial… more
- Zions Bancorporation (Salt Lake City, UT)
- …Ability to display sound judgment in complicated client situations. + Strong sales , self- management , credit analysis, loan structuring, and perceptive character ... business in all the following areas: + Loan and deposit products, wealth management + Wealth management services including Investment, trust, and insurance… more
- Bank of America (Los Angeles, CA)
- … Management and facilitates client relationships with Product Specialists in Credit, Treasury Management , and Merchant Services in order to design and deliver ... their needs. In addition to being the primary bank advocate and key financial advisor for the relationship, the SRM is accountable for prospecting new business and… more
- Clearsulting (OH)
- …the spectrum of finance, including financial close, digital reporting, risk advisory, treasury , source to pay and more. Clearsulting stands by its culture, shaped ... and maintain strong relationships with senior executives, acting as a trusted advisor to address complex business challenges. + Lead and oversee client engagements,… more
- Enterprise Bank & Trust (Dallas, TX)
- …and close new client relationships while growing existing accounts. * Cross-sell treasury management , lending, deposits, and other bank services. * Build ... with approximately 75% business development responsibilities, 20% client experience management , and 5% office management . The BDO...risks. **Client Experience (20%)** * Act as a trusted advisor and key point of contact for assigned clients.… more
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