- City National Bank (Pasadena, CA)
- * PRIVATE BANKING OFFICER III* WHAT IS THE OPPORTUNITY? Provides day-to-day servicing for Private Banking clients, relieving Client Managers and/or ... *Must-Have** * HS Diploma * Minimum 9 years experience in client service, banking operations or Private Banking relationship management support required.… more
- Bank of America (San Francisco, CA)
- Treasury Sales Officer II ( Private Banking ) San Francisco, California **Job Description:** At Bank of America, we are guided by a common purpose to help make ... revenue streams along with increasing product penetration across an assigned portfolio and partnering closely with client-facing teammates to consult on sales… more
- Comerica (Raleigh, NC)
- Private Banking Officer The ... role will be responsible for new business development, portfolio management and underwriting to support the needs of the ... group and high net worth clients. What we can offer you * Comerica Funded Retirement Plan and 401(K) Matching * Paid Time Off (PTO) * Employee Stock Purchase Plan * Paid Holidays, Floating Cultural Holiday * Medical, Dental, Vision, Life Insurance * Flexible… more
- Scotiabank (New York, NY)
- …a broad range of advice, products and services, including personal and commercial banking , wealth management and private banking , corporate and investment ... Associate Director, Treasury Management Officer - Global Transaction Banking **Requisition...Corporate & Investment Bankers (CIBs) while managing a specific portfolio with annual revenues greater than $2 billion. You'll… more
- Scotiabank (New York, NY)
- …a broad range of advice, products and services, including personal and commercial banking , wealth management and private banking , corporate and investment ... Associate, Treasury Management Officer , Global Transaction Banking **Requisition ID:**...(CIBs) while supporting with the management of a specific portfolio with annual revenues greater than $2 billion. You'll… more
- City National Bank (Walnut Creek, CA)
- *CREDIT OFFICER LEAD CORPORATE BANKING - Food and Beverage * WHAT IS THE OPPORTUNITY? Participates in the loan management process by providing credit and loan ... Transactional * Underwrite new transactions with commitments typically $25-100 million to private and public borrowers across the sponsor and direct channels. Target… more
- Citigroup (New York, NY)
- …with capital deployed across a variety of lending products appropriate for commercial banking relationships. The Funds UW Credit Officer is a critical partner ... that manage traditional real money funds, hedge funds, and private equity funds. . The position reports to the...leads the credit-specific risk assessments on new originations and portfolio requests. The Funds UW Credit Officer … more
- Umpqua Bank (Reno, NV)
- …we areseeking talent to join our team in various capacities includingTrust Officer , Portfolio Manager, and Private Client Advisor. Weare agrowth-mindedwealth ... Officer ** **:** Serves as thein-houseexperton trust administrationand supportsour Portfolio Managers and Private Client Advisorsin building and growingour… more
- Insight Global (New York, NY)
- …A large banking client is looking for an Client Experience Officer to join the Operations group supporting their commercial clients. This team supports ... clients for onboarding, implementation and servicing of their banking accounts. As a Client Experience Officer ,...up to date on each client. Each Client Service Officer will be dedicated to a portfolio … more
- Iowa Department of Administrative Services (Des Moines, IA)
- …investment portfolio management or research for a stock exchange, investment or banking firm, public or private pension system, or treasurer's office. 2) All ... investment portfolio management or research for a stock exchange, investment or banking firm, public or private pension system, or treasurer's office; and b.… more
- Comerica (Dallas, TX)
- …Services, Foreign Exchange, and Global Capital Markets. * Lines of Business: Business Banking , Middle Market, Private Banking , Commercial Real Estate, Large ... Commercial Underwriting Officer The Commercial Underwriting Officer plays...the Manager of Commercial Underwriting and/or Relationship Manager or Portfolio Manager. Administration * Calculate loan covenants and assist… more
- SMBC (New York, NY)
- …history, SMBC Group offers a diverse range of financial services, including banking , leasing, securities, credit cards, and consumer finance. The Group has more ... SMBC Group, which is one of the three largest banking groups in Japan. SMFG's shares trade on the...In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. **Role Description** +… more
- First Horizon Bank (Winston Salem, NC)
- …states across the southern US The Company and its subsidiaries offer commercial, private banking , consumer, small business, wealth and trust management, retail ... site at location listed in job posting. **Summary** The SBA Product Officer actively prospects for new relationship opportunities and participates in community… more
- First Horizon Bank (Houston, TX)
- …states across the southern US The Company and its subsidiaries offer commercial, private banking , consumer, small business, wealth and trust management, retail ... staff performance in order to safeguard the Bank's loan portfolio . + Responsible for adhering to and complying with...complying with all Bank policies and Federal and State banking laws and regulations. + Performs all other duties… more
- Scotiabank (New York, NY)
- …a broad range of advice, products and services, including personal and commercial banking , wealth management and private banking , corporate and investment ... to results, in an inclusive and high-performing culture. **Director, Treasury Management Officer , Global Transaction Banking (Consumer Industrials and Retail -… more
- Citizens (Tarrytown, NY)
- …Responsibilities include: + This leader will serve as the Principal Compliance Officer for a portfolio of regulations related to investments/wealth ... This is a high impact senior position within Citizens Private Wealth reporting to our Wealth Management Chief Compliance... Wealth reporting to our Wealth Management Chief Compliance Officer . This newly created role is responsible for creating… more
- Cleveland Clinic (Beachwood, OH)
- The Investment Principal will work with the Chief Investment Officer (CIO), Managing Directors and Directors to monitor and shape investments in multiple asset ... well as make recommendations on and oversee a medium portfolio of managers or a grouping of managers. Working...and assessments of potential equity, fixed income, hedge fund, private capital and real asset managers, as well as… more
- SMBC (New York, NY)
- …history, SMBC Group offers a diverse range of financial services, including banking , leasing, securities, credit cards, and consumer finance. The Group has more ... SMBC Group, which is one of the three largest banking groups in Japan. SMFG's shares trade on the...In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. **Role Description** The… more
- City National Bank (Washington, DC)
- * PRIVATE BANKER* WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra-high-net-worth individuals and families within a ... market. Provide integrated financial services advice to these clients including: banking , credit, asset management, trust and estate planning, and brokerage. Manages… more
- First Horizon Bank (Cumming, GA)
- …states across the southern US The Company and its subsidiaries offer commercial, private banking , consumer, small business, wealth and trust management, retail ... and trends and alerting management (Group Manager, Market President, Senior Credit Officer ) to deteriorating portfolio conditions + Ensures client adherence to… more
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