- Citizens (El Segundo, CA)
- …The Private Bank Lending Specialist - Residential supports the Relationship Manager with their loan portfolio with extraordinary care and service. The ... results in long-term client loyalty. Ideal candidates will have a client-centered lending specialist with a commitment to excellence to join their team and drive… more
- Bank of America (Chandler, AZ)
- Home Equity Lending Specialist - Chandler, AZ Chandler, Arizona **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Chandler/Home-Equity- Lending - Specialist Chandler--AZ\_25047444-1) **Job Description:** _At Bank of… more
- Bank of America (Plano, TX)
- Centralized Lending Specialist (Mortgage Loan Officer) - Bilingual Spanish Team - Plano, TX Plano, Texas **To proceed with your application, you must be at least ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Plano/Centralized- Lending - Specialist --Mortgage-Loan-Officer Bilingual-Spanish-Team Plano--TX\_25048006) **Job Description:** _At Bank… more
- Regions Bank (Indianapolis, IN)
- …Administration (SBA), and Franchise Lending . **Primary Responsibilities** + Assists Relationship Manager (s) by performing daily support activities related to ... of the system. **Job Description:** At Regions, the Commercial Relationship Specialist provides general administrative support to...client relationships and keeps respective Relationship Manager informed when appropriate + Acts… more
- Regions Bank (Indianapolis, IN)
- …Administration, and Franchise Lending . **Primary Responsibilities** + Assists Relationship Manager (s) by performing daily support activities related to ... of the system. **Job Description:** At Regions, the Commercial Relationship Specialist provides general administrative support to...client relationships and keep respective Relationship Manager informed when appropriate + Acts… more
- Regions Bank (Cumming, GA)
- …Administration, and Franchise Lending . **Primary Responsibilities** + Assists Relationship Manager (s) by performing daily support activities related to ... of the system. **Job Description:** At Regions, the Commercial Relationship Specialist provides general administrative support to...client relationships and keeps respective Relationship Manager informed when appropriate + Acts… more
- Chartway Federal Credit Union (St. George, UT)
- …this commitment strengthens our credit union family and communities. Responsible to the Branch Manager , the Relationship Specialist is part of a highly ... Job Title: Relationship Specialist Job Type: Full-time Location:...members with new account establishment, personal financing, real estate lending , investment referrals, and small business deposit products +… more
- Columbia Bank (Seattle, WA)
- …liaison with customers, during all phases of onboarding a new banking relationship . Manages and monitors existing customer relationships on an ongoing, day-to-day, ... needed to provide an exceptional customer experience. + Partners with the Relationship Team to obtain and review information required for underwriting, documentation… more
- JPMorgan Chase (San Francisco, CA)
- …your Regional Managing Director to manage team capability by aligning Client Experience Specialist team members to Relationship Manager , and solicit feedback ... is able to act as an extension of our Relationship Manager team, provide exceptional service to...cultivating relationships through delivering Deposit Banking, Home or Business lending needs. **This position is subject to Section 19… more
- City National Bank (Beverly Hills, CA)
- * RELATIONSHIP MANAGER SENIOR ENT* WHAT IS THE...minimize loss exposure. * May serve as a product specialist acting as a technical consultant to clients and ... quality service. Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable… more
- City National Bank (Los Angeles, CA)
- * RELATIONSHIP MANAGER CB* WHAT IS THE...minimize loss exposure. * May serve as a product specialist acting as a technical consultant to clients and ... quality service. Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable… more
- City National Bank (Ontario, CA)
- * RELATIONSHIP MANAGER BUSINESS BANKING II* *Inland Empire* WHAT IS THE OPPORTUNITY? Develops and manages relationships with business banking clients in the ... quality service. Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable… more
- JPMorgan Chase (Miami, FL)
- …opportunities for deepening client wallet share and raising to the aligned Relationship Manager **Required Qualifications, Capabilities, and Skills** + A minimum ... excellence? Join JPMorgan Private Client as a Client Experience Specialist to support a team that is dedicated to...client experience. In this role, you'll partner with our Relationship Managers to deliver on the JPMorgan Private Client… more
- Santander US (New York, NY)
- …of experience, ideally in a Corporate or Commercial Banking Relationship Manager role and/or related business lending experience. + Knowledge of business ... Corporate Banking Relationship Manager - Analyst Country: United... with key partners. Introduce top clients to appropriate specialist to deepen share of wallet. + Conducts joint… more
- Wolters Kluwer (Minneapolis, MN)
- …here. (https://youtu.be/OZ2kSzAaXK4?si=sDgZ7DZUbMnBddMq) **What We Offer: ** The Account & Relationship Manager role offers growth potential opportunities, ... week), and amazing benefits. **What You'll be Doing:** The Account & Relationship Executive is a quota-carrying team member responsible for building and maintaining… more
- Wright-Patt Credit Union Inc. (Beavercreek, OH)
- The Relationship Manager II ("RM2") is responsible for creating and servicing productive relationships with business owners resulting in active participation in ... Minimum of 5 years of experience in a Business Lending (involving " relationship selling" and "cold calling")...manager . + At least 7 years of successful relationship building experience and a track record of effectively… more
- Citigroup (Los Angeles, CA)
- Account Specialist in Transaction Management will be responsible for supporting multiple aspects of the lending lifecycle including but not limited to monthly ... etc. * Developed analytical and problem-solving abilities. * Internal and external client relationship and solution skills * Ability to work in an environment where… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …internal and external attorneys (as applicable), title companies, external customer and relationship manager or financial center manager . + Coordinates ... analyzes draft and final credit approval/credit memo from underwriter or portfolio manager and determines due diligence requirements. + Analyzes and interprets the… more
- TD Bank (West Palm Beach, FL)
- …for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist I acts as sales and relationship support for Relationship ... Investment Advisors who serves clients in the high-net-worth segment, supporting banking, lending , and High Net Worth Investing. The PCS I is primarily responsible… more
- Huntington National Bank (Birmingham, MI)
- …consumer lending and mortgages. + Works directly with the client and/or relationship manager to obtain related applicant and financial information or other ... Banking Clients. Partners with one or more Private Bank Relationship Managers to support the sales process and deliver...net worth clients. Detailed Description + Private Banking Service Specialist II is responsible for the day to day… more
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