- HSBC (Arcadia, CA)
- …all share. Wealth is a strategic priority for HSBC and the role of a Wealth Relationship Officer (WRO) is a key supporting role in the achievement of the ... proposition objectives. The securities licensed Wealth Relationship Officer provides sales support to registered securities representatives, as well as an… more
- HSBC (Scarsdale, NY)
- …people, our investors, our communities and the planet we all share. The Wealth Relationship Officer works closely with the Wealth Relationship Manager and ... which will contribute to the overall cost efficiency ratio. As our Wealth Relationship Officer you will: + Provide a pivotal role in supporting the Wealth … more
- FirstBank PR (Deerfield Beach, FL)
- BUSINESS RELATIONSHIP OFFICER - COMMERCIAL LENDING Essential Responsibilities: + Responsible for approved types of Commercial loans, including Commercial Real ... credit and collateral analysis, debt service ratios; Loan Contingencies. The lending officer must inform the Commercial Loan Department Manager of any material risk… more
- HSBC (Fremont, CA)
- …role is not expected to provide securities recommendations to clients. As the Wealth Relationship Officer , you will: + Provide high quality sales support to an ... under the direction of registered securities representatives, the Wealth Relationship Manager (WRM). This role is a part of...(WRM). This role is a part of the overall relationship team and a key relationship support… more
- Banco Popular Puerto Rico (New York, NY)
- …Location: New York, NY, US, 10004 Company: Popular Workplace Type: Hybrid Sr Commercial Relationship Officer Middle Market - NY We are currently looking for a ... in sales size from $30MM - $750MM in sales. The Sr. Commercial Relationship Officer is, responsible for working with Credit and the Portfolio teams to ensure… more
- Banco Popular Puerto Rico (Texas City, TX)
- …Location: Texas City, TX, US, 90001 Company: Popular Workplace Type: Remote Commercial Relationship Officer - Texas Popular Assoc Multi-state We are currently ... looking for a seasoned Commercial Relationship Officer with a transportable book of business to join our Association Banking team. In this position you will… more
- Banc of California (San Diego, CA)
- …service. + Serves a dual-purpose role fulfilling responsibilities of both a Customer Relationship Officer and Teller. + Profiles customers while opening or ... (the "bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management services to… more
- Citigroup (Los Angeles, CA)
- The Relationship Officer is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the ... improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and… more
- Citigroup (Chicago, IL)
- The Investment Relationship Officer is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. ... Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical… more
- Banco Popular Puerto Rico (New York, NY)
- …New York, NY, US, 10004 Company: Popular Workplace Type: On-site Sr Commercial Relationship Officer Commercial Real Estate I We are currently looking for ... a seasoned COMMERCIAL LENDER to join our Commercial Banking team. In this position you will generate business relationships and be responsible for the development and maintenance of credit and non-credit relationships with commercial customers, corporate… more
- Bank of America (Westerville, OH)
- Relationship Account Officer - Practice Solutions Westerville, Ohio;Chandler, Arizona **Job Description:** At Bank of America, we are guided by a common purpose ... have been identified and established by the RBDO, the Relationship Account Officer (RAO) is responsible for soliciting new business from established… more
- City National Bank (Beverly Hills, CA)
- *SALES SUPPORT OFFICER II RELATIONSHIP TEAM* WHAT IS THE OPPORTUNITY? This position provides comprehensive support and backup to the Relationship Teams in ... and functionality and ensuring client satisfaction. What you will do * Assists Relationship Teams in the development and preparation of relationship reviews, new… more
- FirstBank PR (Miami, FL)
- …credit and collateral analysis, debt service ratios, Loan Contingencies. The lending officer must inform the Commercial Loan Department Manager of any material risk ... commitment letters and other administrative-finance issues and operational matters.Also, the officer is responsible for the accuracy and completeness of the… more
- JPMorgan Chase (Brooklyn, NY)
- …relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) ... existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain… more
- FirstBank PR (Miami, FL)
- …for customers. Essential Responsibilities: + Responsible for working closely to the relationship officer in the origination of transactions such as opening ... applied to individual cases as needed or required by Customer, Relationship Officer , top management, etc. + Prepares or process instructions (depending on… more
- Flatirons Bank (Boulder, CO)
- …of experience consisting of a proven successful track record as a Business Development Officer / Relationship Manager, or other similar role, with a financial ... VP, Business Development Officer -Boulder Job Details Job Location Boulder - Boulder,...business acquisition efforts. This dual-focused role requires expertise in relationship management, business development, and community engagement, with the… more
- Bangor Savings Bank (Bangor, ME)
- …and guidelines established by the Director of Commercial Banking, the Commercial Relationship Officer is responsible for the acquisition, retention and ... satisfaction of a commercial client portfolio. The Commercial Relationship Officer is responsible for the achievement of a variety of portfolio and sales quotas… more
- HSBC (San Francisco, CA)
- …share. The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer (WRO) and the service teams to build meaningful relationships ... develops, advises, and retains a portfolio of clients. As the Wealth Relationship Manager, you will: + Build deep, long-lasting and mutually valuable relationships… more
- HSBC (Arcadia, CA)
- …all share. The Wealth Relationship Manager works closely with the Wealth Relationship Officer and the service teams to build meaningful relationships with ... of wealth planning will be key as the Wealth Relationship Manager acquires, develops, advises, and retains a portfolio...and retains a portfolio of clients. As our Wealth Relationship Manager you will: + Provide financial solutions and… more
- HSBC (New York, NY)
- …share. The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer (WRO) and the service teams to build meaningful relationships ... a portfolio of clients. Here's what you can expect: As the Wealth Relationship Manager, you will build deep, long-lasting and mutually valuable relationships in… more