- Comerica (Detroit, MI)
- Job Description SBA Operations Officer This position is responsible for assisting business development officers by reviewing, analyzing, and preparing loan requests ... process and supports other SBA loan servicing officers by collaborating with relationship managers across various divisions (CLC B, Business Banking, Middle Market… more
- First National Bank of Omaha (Minneapolis, MN)
- …business needs. **Summary of the Job:** We're seeking a visionary Chief Investment Officer (CIO) to lead FNBO's investment strategy across our Wealth Management ... Develop and champion FNBO's investment strategy with a focus on long-term wealth preservation, client education, and accessible advice. - Lead investment committees,… more
- JPMorgan Chase (Plano, TX)
- If you believe that financial advising should feel like a personal relationship with a trusted partner for your clients and want top tier technology and support to ... **Job Summary** As a Personal Advisor, in JP Morgan's Wealth Management's National Branch Personal Advising group, you will...are designed and managed by JP Morgan's Chief Investment Officer . You will also provide advice to existing clients… more
- Citigroup (Arlington Heights, IL)
- The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new ... opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer , etc.) +… more
- JPMorgan Chase (Irvine, CA)
- If you believe that investment advising should feel like a personal relationship with a trusted partner for your clients and want top tier technology and support to ... for you. As a Personal Advisor, in JP Morgan's Wealth Management's National Branch Personal Advising group, you will...are designed and managed by JP Morgan's Chief Investment Officer . You will also provide advice to existing clients… more
- University of Pennsylvania (Philadelphia, PA)
- …variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more. Posted ... Job Title Major Gifts Officer , Penn Arts and Sciences Job Profile Title Major...School. + Experience working with Salesforce or a similar relationship management database system. Familiarity with Microsoft Office Suite.… more
- Thrivent Financial (Appleton, WI)
- …life they want today-and tomorrow. Job Summary The Senior Personal Trust Officer is responsible for the comprehensive administration of a high-volume portfolio of ... fiduciary duties. As a trusted advisor, the Senior Personal Trust Officer builds lasting relationships with clients, beneficiaries, and professional advisors (eg,… more
- Citigroup (Irving, TX)
- …Review (BICR) Manual, monitoring and evaluation of Banking & International, Global Wealth and Markets portfolios, strategies, and credit risks, assessment of the ... to the Boards, the Committees, the Citigroup Chief Risk Officer , the Citigroup Chief Credit Officer , senior...the BICR Manual and Review Guides + Approval of relationship -level file testing prepared by BICR Credit Risk Analysts… more
- Scotiabank (New York, NY)
- Associate Director, Treasury Management Officer , Global Transaction Banking - New York **Requisition ID:** 231691 **Salary Range:** 117,400.00 - 224,700.00 _Please ... in an inclusive and high-performing culture. **Associate Director, Treasury Management Officer , Global Transaction Banking - New York** Global Transaction Banking… more
- First Horizon Bank (Tampa, FL)
- …On site at location listed in job posting. **Summary** The SBA Product Officer actively prospects for new relationship opportunities and participates in ... to provide representation for the bank. This position will also train FHN relationship managers in the identification of eligible SBA credits to generate internal… more