- Citigroup (Beverly Hills, CA)
- The Lending Advisor is a key member of the Citi Private Bank (CPB) team of specialists, acting as a proactive and responsive product advocate for credit. + ... initial subject matter expert for internal and client inquires on Private Banking lending products. Participate in regional sales and product partner calls on… more
- Comerica (Frisco, TX)
- …Roadmap Management * Serve as a market expert for assigned product(s) through research (internal and external), discovery, validation and customer interactions and ... presentations, white papers, etc. * Define market problems by gathering and analyzing market, customers, non-customers and potential customer information; understanding product, position, competition and SWOT; and through technology assessment and win/loss… more
- Morgan Stanley (New York, NY)
- …management. *Experience:* *Bachelor's Degree required *Minimum 5 years of experience in private bank lending *Experience with loan work-outs/restructures ... skills *Solid understanding of risk management principles as it relates to private bank lending *Accounting and finance knowledge *Knowledge of legal… more
- Raymond James Financial, Inc. (Pittsburgh, PA)
- **Job Description** **Summary of the Position:** The Associate Relationship Manager (ARM) - Private Bank Lending will call on their assigned target market, ... referrals are encouraged. The position reports directly to the National Sales Director - Private Bank Lending and will be based out of Pittsburgh, PA. The… more
- RGP (Dallas, TX)
- …practices, with a focus on traditional lending products such as credit cards, margin lending , private bank lending , and commercial real estate. * ... Audit for Credit Risk team, focusing on both Traditional Lending and Counterparty Credit Risk. * Perform detailed audit...with a strong focus on areas such as CCAR, lending practices, and counterparty credit risk. * Possess expertise… more
- Capital One (Mclean, VA)
- Sr. Manager / Sr. Counsel: Commercial Bank - Corporate Lending **Overview:** An amazing opportunity exists for a detail-oriented, confident and experienced ... case law and market trends that affect the commercial bank 's lending activities and provide advice, guidance...transactions, including cash flow, asset based and/or reserve based lending + Experience with private equity sponsor-backed… more
- City National Bank (Columbus, OH)
- *RESIDENTIAL LENDING LOAN OFFICER* WHAT IS THE OPPORTUNITY? This position is responsible for referral-based sales of first mortgage and concurrent second loan ... products to existing and potential private banking and high net worth clients. By partnering...of Core and Personal and Business Banking clients whose lending needs can result in moderate transactions. The emphasis… more
- Bank of America (Iselin, NJ)
- Asset Based Lending Senior Business Development Officer Philadelphia, Pennsylvania;Iselin, New Jersey **Job Description:** At Bank of America, we are guided by a ... offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and… more
- Bank of America (Charlotte, NC)
- Asset Based Lending Senior Business Development Officer Charlotte, North Carolina;Atlanta, Georgia **Job Description:** At Bank of America, we are guided by a ... offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and… more
- First Horizon Bank (Dallas, TX)
- …Memphis, TN., Dallas, TX., New Orleans, LA., or Birmingham, AL. At First Horizon Bank Operations, we are on a mission to deliver a seamless customer experience. We ... credit bureau reporting contact, and backs up the other lending system BSMs. On the workflow system, the BSM...Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern US… more
- Huntington National Bank (Charlotte, NC)
- Description Summary: The Private Bank Wealth Advisor IV is a primary client relationship manager in the Huntington Private Bank responsible for ... under the SAFE Act and Loan Originator under the Truth in Lending Act. If applicable, registration and additional qualifications required. Preferred Qualifications:… more
- Huntington National Bank (Holland, MI)
- Description Summary: The Private Bank Wealth Advisor II is the primary client relationship manager in the Huntington Private Bank responsible for ... under the SAFE Act and Loan Originator under the Truth in Lending Act. If applicable, registration and additional qualifications required. Preferred Qualifications:… more
- Regions Bank (Provo, UT)
- …Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit ... the system. **Job Description:** At Regions, the Home Improvement Financing Lending Specialist is responsible for accepting and processing customer loan applications… more
- First Horizon Bank (Memphis, TN)
- …deal making and loan structures while being exposed to other departments within the Bank . The Intern Analyst is an excellent first position in banking that paves the ... to complete tasks that will help you understand the day-to-day operations of a bank and develop a well-rounded skillset. Additionally, you will have the chance to… more
- First Horizon Bank (Memphis, TN)
- …deal making and loan structures while being exposed to other departments within the Bank . The Credit Analyst is an excellent first position in banking that paves the ... opportunities + Interact with clients through email, phone conversations, field exams, bank group meetings, etc. + Project manage complex credit requests and… more
- Wells Fargo (San Diego, CA)
- …and wealth WIM serves clients through the following businesses: + Wells Fargo Private Bank serves high-net-worth individuals and families. Wells Fargo Advisors ... investment needs of institutions, financial advisors, and individuals worldwide. Through Wells Fargo Private Bank , WIM is also a leading provider of trust,… more
- JPMorgan Chase (San Francisco, CA)
- …holistic plans around Banking, Lending and Investments to deliver the entire Private Bank platform to fund clients + Foster relationships with Commercial ... a first-class experience to clients within JP Morgan's US Private Bank . If you have an entrepreneurial...Generate business results and acquire new business, cultivating Deposit, Lending , and Investment relationships + Partner with Private… more
- Citigroup (Beverly Hills, CA)
- …including investment strategies, banking and lending , trust and specialized services.The Private Bank delivers solutions to help meet the individual, family ... resource management and allocation of work within the team/project.The Private Bank at Citi (CPB) is part...for cross sell opportunities in others areas of the bank , in particular lending , trust and institutional… more
- BMO Financial Group (New York, NY)
- … Lending group within Corporate Banking underwrites and manages the firm's private equity backed syndicated loan and direct lending portfolio. The team ... to both revolver and term loan holds in syndicated private equity backed transactions. Leveraged Lending is...for committee meetings attended by senior leaders across the bank Create LBO Models based off Management / Sponsor… more
- Citigroup (Jacksonville, FL)
- …The Wealth business serves ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net-worth customer ... The Wealth Deposits and Lending Control Testing Team is responsible for the...relationship tiers of Citigold(R) and Citigold Private Client and offers wealth management in the workplace… more
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