- MUFG (New York, NY)
- …of our recruitment team will provide more details. **Job Summary:** As a Sr Relationship Manager ("Sr.RM") for Financial Institutions Group "FIG", he/she is ... the Bank. **Major Responsibilities:** + Serve as the primary Relationship Manager for the financial ...background in structured finance, preferably within **the insurance or financial services industry** . + Proven track… more
- Bank of America (Columbus, OH)
- …Relationship Manager - Global Commercial Banking - Dealer Financial Services Cleveland, Ohio;Pittsburgh, Pennsylvania; Cincinnati, Ohio; Columbus, Ohio ... a difference. Join us! Bank of America's Dealer Financial Services (DFS) is seeking a Sr. Relationship Manager to join our team. Dealer Financial … more
- US Bank (Los Angeles, CA)
- …and retain and expand relationships with existing customers. The Relationship Manager will sell appropriate bank products and services to those prospects ... on One US Bank and making appropriate referrals. The Relationship Manager provides financial advice...with a high volume of applicants, such as customer service , contact center, and Financial Crimes investigations,… more
- Bank of America (San Francisco, CA)
- …that is culture driven, resilient, results focused and effective. **Job Description:** The Relationship Manager supports the Financial Advisor team to ... sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager ...Referral Management + Relationship Building + Administrative Services + Client Investments Management + Customer Service… more
- Amalgamated Bank (New York, NY)
- …loan review and approval process for new CRE loan transactions The CRE Senior Relationship Manager will analyze financial statement reports, conducting due ... Amalgamated Bank seeks a Senior CRE Relationship Manager . We are actively growing...dedicated Underwriter/Analyst new lending transaction proposals, including all required financial and customer analysis. 4. Prepare transaction proposals for… more
- US Bank (New York, NY)
- …from Day One. **Job Description** **U.S. Bank has an opportunity for a senior Relationship Manager with our Financial Institutions Group. This person will** ... postings in areas with a high volume of applicants, such as customer service , contact center, and Financial Crimes investigations, remain open for approximately… more
- Citizens (Philadelphia, PA)
- …right thing and collaborating with other colleagues. The Private Client Relationship Manager , along with a Private Client Financial Advisor or High Net Worth ... goals and objectives and current financial situation, becoming the client's trusted relationship manager + Engage with Certified Financial Planners and … more
- HSBC (Arcadia, CA)
- …advises, and retains a portfolio of clients. As our Wealth Relationship Manager you will: + Provide financial solutions and opportunities to your portfolio ... Manager works closely with the Wealth Relationship Officer and the service teams to...and recommend appropriate banking, investment and insurance products and services to meet individual needs, based on objectives, risk… more
- Bank of America (Paramus, NJ)
- Sr. Relationship Manager - Global Commercial Banking/Non-Bank Financial Institutions Iselin, New Jersey;Paramus, New Jersey **Job Description:** At Bank of ... Global Commercial Bank ("GCB") is looking to add a Relationship Manager ("RM") in the New Jersey..., Credit, Global Markets products, Capital Raising & Advisory Services , Wealth Management and Financial Life Benefits.… more
- PNC (Gaithersburg, MD)
- … financial wellness advice and solutions to clients and consumers. As a Relationship Manager I - Financial Wellness Consultant you will develop ... on a regular basis. Some responsibilities may be performed remotely, at manager 's discretion. PNC Organizational Financial Wellness is a collaborative business… more
- Bloomberg (New York, NY)
- Bloomberg is a global leader in business and financial information, news and insight, and we use innovative technology to deliver trusted data and bring transparency ... to the financial markets. Our customers around the globe rely on...employees alike. Our team comprises several key pillars: sales, service , operations, culture and brand. As a department, we… more
- Citizens (Fort Washington, PA)
- …with peers across banking, lending and investing, helping them with short- and long-term financial goals. The Relationship Manager in the Virtual Channel is ... solutions to meet them. In developing these solutions the Relationship Manager will use many resources and...solutions such as credit, deposit, cash management and other services . It is critical that the RM has developed… more
- Johns Hopkins University (Baltimore, MD)
- …position reports directly to the Assistant Administrator of Finance with a reporting relationship to the Financial Manager . **Specific Duties & ... is seeking a skilled **_Financial Analyst_** to manage and processes financial transactions including clinical, joint agreement, funds, general funds, and gift… more
- Bank of America (Newton, MA)
- …to and including termination. The Elite Growth Practice (EGP) **** ** Relationship Manager ** role is a position on the Financial Advisor Team which operates ... to be eligible for Specialist position. The **Private Wealth** ** Relationship Manager ** supports the Financial ...sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager … more
- Huntington National Bank (Worthington, OH)
- …complex problems with accounts. + Works directly with the client and/or relationship manager to obtain financial information or other documentation ... Description Summary: HFA Service Specialists provides client relationship building...Services + Minimum of 9 months of customer service experience within Investments/ Financial Services … more
- Capgemini (Austin, TX)
- …US by Capgemini. **Job:** _Infrastructure_ **Organization:** _CIS US MS_ **Title:** _Customer Relationship Manager - Infrastructure Managed Services Austin, ... **This is a hands on individual contributor role.** **Job Title** :Customer Relationship Manager **Location** :Austin, United States or in driving distance of… more
- M&T Bank (Lincoln, RI)
- …+ Provide guidance and technical knowledge to less experiences dealer commercial services relationship managers. + Promote an environment that supports diversity ... with these major large dollar amount dealership/dealer groups while promoting financial products, services and opportunities intended to improve their… more
- Charles Schwab (Richfield, OH)
- …us "challenge the status quo" and transform the finance industry together. The Relationship Manager role is responsible for leading day-to-day client service ... the lead interface between plan sponsor and Schwab, the Relationship Manager will be accountable for client...Schwab policies and practices and mitigation of operational and financial risk to Schwab. + Leading approximately 15-20 client… more
- JPMorgan Chase (Plano, TX)
- …about delivering solutions to clients. You have found the right team. As a Relationship Manager within Merchant Services , you will be responsible for ... locations nationally **Required Qualifications, Skills and Capabilities:** + 8+ years of relationship management or sales experience + Financial and payment… more
- Citizens (Boston, MA)
- Description The Middle Market Relationship Manager (RM) II - Professional Services is the central contact person for credit-based clients; he/she ... of a wide array of diverse bank products and services through cross-sell partners and acts as a trusted...trusted advisor to the client's executive management team. The Relationship Manager will focus on companies with… more