- City National Bank (Tampa, FL)
- …and the current internal goals of the bank. * In conjunction with Corporate Banking Manager , makes decisions of significant importance related to risk associated ... credit policies and criteria in loan decisions. * Joint analysis with Corporate Banking Manager and risk partners, analyze, maintains portfolio quality, monitors… more
- City National Bank (Miami, FL)
- Overview:As a Corporate Banking Relationship Manager , you'll serve as the primary advisor for a portfolio of high-value clients. You'll lead relationship ... a self-starter with strong credit skills, a passion for relationship management , and a drive to exceed...both existing and prospective clients.Collaborate with Risk Officers, Treasury Management , Client Services, and Product Specialists to… more
- JPMorgan Chase (New York, NY)
- Are you a driven and experienced Technical Product Manager with a passion for CRM and the Markets business? We are seeking a leader at the Executive Director ... Summary:** As an Executive Director in Digital Markets, Markets CRM Product team, you will play a..., consumer and small business banking , commercial banking , financial transaction processing and asset management .… more
- JPMorgan Chase (New York, NY)
- …impact by delivering high-quality products that resonate with clients. As a Product Manager , Vice President - Global Salesforce CRM in Asset Management , ... a global base of users. You will leverage your product manager skill sets, Salesforce knowledge, and...across multiple functions. + Experience in asset or wealth management , with a strong understanding of industry-specific CRM… more
- Thrivent Financial (Minneapolis, MN)
- …define and drive Thrivent's Enterprise CRM strategy. This strategy aims to centralize Customer Relationship Management for Thrivent into a single CRM ... the technology delivered by the team + Partner with Product Manager on Initiatives/ Features/ Epics and...Technology including 5+ years' experience in IT discipline, eg, customer relationship management , portfolio strategy… more
- First Horizon Bank (Birmingham, AL)
- …reporting to the VP, Director of CRM Enablement. Work alongside the Lead Product Manager to help define the product vision, roadmap, and key ... CRM (Sales / Service Clouds, Marketing Cloud) - certified Admin and/or Product Owner preferred +...Financial Services: Domain knowledge related to consumer and commercial banking , customer journeys, customer experience… more
- Fifth Third Bank, NA (Charleston, SC)
- …Bank Consultative Sales approach and prompt post call follow up. + Utilize the Bank's Customer Relationship Management ( CRM ) system for client activity ... possible depending on assignment. + Microsoft Certifications a plus. #LI-BP1 SMALL BUSINESS BANKING RELATIONSHIP MANAGER At Fifth Third, we understand the… more
- Cognizant (Teaneck, NJ)
- **Client Relationship Manager - Banking & Financial Services** **Overview** Cognizant is seeking an experienced and dynamic Account Manager to join our ... solution delivery, and acting as a trusted advisor. Client Relationship Managers are key contributors to commercial side of...the day-to-day activities and P&L of these accounts. The CRM works with delivery teams to enhance backlog, optimizing… more
- ManpowerGroup (Charlotte, NC)
- … Customer Relationships: Identify and implement AI/ML solutions to enhance customer relationship management , personalize customer interactions, ... . Free upskill training **Financial Services** **Job Title:** Digital Product Manager - GEN AI **Location:** Charlotte, NC,... product transformation, explore new ways to leverage CRM data and AI/ML to personalize customer … more
- Wells Fargo (Birmingham, AL)
- **About this role:** Wells Fargo is seeking a Lead Commercial Banking Relationship Manager to join our team, focused on serving companies across Alabama and ... to add value and strengthen client partnerships + Leverage CRM tools effectively to manage and track customer...integrated solutions **Required Qualifications:** + 5+ years of Commercial Banking Relationship Management experience, or… more