- Citizens (New York, NY)
- …and research, while intimately focusing on each client's unique circumstances. The Partner Lending Relationship Manager (PLRM) is a critical client facing ... role for the Partner Lending business. Partner ...role for the Partner Lending business. Partner lending will...for review and negotiate with clients as needed. + Partner with Private Banking RM to conduct… more
- Fifth Third Bank, NA (Memphis, TN)
- …to ask to decide on the credit request that should be pursued + Partner with Portfolio Managers and Credit Officers on credit requests and adhere to established ... RESPONSIBILITIES: No formal supervisory responsibilities. Expected to provide guidance to Commercial RM I & II MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: +… more
- Fifth Third Bank, NA (Detroit, MI)
- …(CRM) system for client activity tracking, call reports and pipeline management. + Partner with Credit and on credit requests and adhere to established Portfolio ... principles. + Thorough knowledge of Commercial, Treasury Management, and alternative lending and financing options + Ability to assess client needs, drivers… more
- Citizens (Boston, MA)
- …independently or as part of a team. Primary Responsibilities + Works closely with RM and client to identify lending needs and solutions. + Performs analysis ... After RM handoff, serves as main POC for all internal/external parties to lending transactions while keeping RM in the loop. + Manages end-to-end loan… more
- First Horizon Bank (Germantown, TN)
- …CA will be expected to provide credit analysis support for assigned lending relationships. The position also provides mentoring and guidance to Client Specialists ... and other Credit Analysts as it relates to lending guidelines, and underwriting standards. The ideal candidate works...a given relationship in the commercial loan system. + Partner with Portfolio Managers to monitor and manage assigned… more
- KeyBank (Brooklyn, OH)
- …Identify simple contradictions in documentation/booking requests and seek resolution from RM and/or Credit Officer. + Facilitates simple validation of borrowing ... identify simple contradictions in documentation/booking requests and seek resolution from RM and/or Credit Officer. + Facilitates simple validation of borrowing… more
- Citizens (Conshohocken, PA)
- …deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial goals. The ... management and other services. It is critical that the RM has developed the skills to independently assess and...a Business Banking Relationship Manager role or related business lending experience preferred. + Business to Business sales experience… more
- TD Bank (Marlton, NJ)
- …of Business:** TD Wealth **Job Description:** The Private Client Relationship Manager II ( RM ) is a high-touch point of client contact accountable to serve the unique ... II will serve as the central point of contact for HNW clients across banking lending and High Net Worth Investing with expertise in banking and lending . The… more
- PNC (Mcallen, TX)
- …assessment area strategy to ensure that CRA Community Development services, lending , and investments meet/exceed targets. Manage and maintain relationships with ... through board memberships, speaking engagements, events, and managing community partner relationships. Work directly with non-profit organizations to deliver… more
- BMO Financial Group (Cupertino, CA)
- …the primary client contact to uncover financial needs and provide meaningful solutions. + Partner one on one with a Financial Advisor to guide clients through the ... charged with managing and growing an assigned portfolio of mass affluent clients. Each RM partners with multiple branch locations and a team of financial advisors to… more