- HSBC (New York, 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 ... loans and real estate mortgage loan applications under the loan officer 's responsibility. Maintain and supervise that communication with borrowers and their… more
- TEKsystems (Appleton, WI)
- Description - REQUIRS DRIVING The Floating Member Relationship Officer will be based out of the closest Fox location to their home but will be required to travel ... 22 locations in NE Wisconsin. The primary responsibilities of the Member Relationship Officer role include but are not limited to: Providing members with sound… more
- HSBC (Scarsdale, NY)
- …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
- FirstBank PR (San Juan, PR)
- BUSINESS RELATIONSHIP OFFICER I Our Company At FirstBank PR, we strive to be a trusted advisor to our clients and our employees are the ones that ensure we ... one place for you. A Brief Overview The primary role of a Business Relationship Officer is a customer facing position whose primary role is to achieve, retain,… more
- Banco Popular Puerto Rico (FL)
- …Location: Florida, FL, US, 32801 Company: Popular Workplace Type: Remote Commercial Relationship Officer - Central/North Florida 1 Popular Association Lockbox ... Sales We are currently looking for a seasoned Commercial Relationship Officer with a transportable book of business to join our Association Banking team. In this… more
- UMB Bank (Denver, CO)
- …might create a change in their financial service needs. As the Business Banking Relationship Officer , you will be selling bank products and services to companies ... more?_** As one of UMB's leading lines of business, the Business Banking Relationship Officers are responsible for helping grow the Business Banking loan portfolio,… more
- Banc of California (San Diego County, 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 (Chicago, IL)
- 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
- 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
- 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
- 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)
- …loans and real estate mortgage loan applications under the loan officer 's responsibility. Maintain and supervise that communication with borrowers and their ... credit and collateral analysis, debt service ratios, Loan Contingencies. The lending officer must inform the Commercial Loan Department Manager of any material risk… more
- TEKsystems (Lanham, MD)
- …motivating, and helping team members hit targets Additional Skills & Qualifications Our Relationship Coordinator will be the face and the voice of the company and ... information and services to prospects and clients who contact the company. The relationship coordinator is key to our success. Pay and Benefits The pay range… more
- Citigroup (Miami, FL)
- …exceeding client's needs + Open, link, and close accounts. Coordinate with Relationship Officer /Private Banker to obtain approval on account openings, ... A Service Officer provides service support to the Citi Private...docs and link all client accounts to the appropriate relationship . + Proactively follow up with clients on post-sale… more
- JPMorgan Chase (Lafayette, LA)
- …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
- Flatirons Bank (Longmont, 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 -Longmont Job Details Job Location Longmont - Longmont,...business acquisition efforts. This dual-focused role requires expertise in relationship management, business development, and community engagement, with the… 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
- JPMorgan Chase (Columbus, OH)
- …sponsored training program or college course work. + Experience as a relationship manager, credit officer , or similar position requiring business ... quo and striving to be best-in-class. As a Credit Officer within the Business Banking line of business, you...Review requests submitted by Government and Not For Profit Relationship Managers, evaluate trends and potential risks that could… more
- HSBC (Chatham, NJ)
- …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
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