• Wealth Management Specialist - EGP

    Bank of America (Towson, MD)
    Wealth Management Specialist - EGP Towson, Maryland **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to...business management , business development, wealth planning, investment management , or relationship management . Key… more
    Bank of America (09/27/24)
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  • Consumer Investments - Investment…

    Bank of America (Hunt Valley, MD)
    …and sales teams. * Is an effective communicator with an aptitude for sales and relationship management * Has strong computer skills * Is prepared to pass ... Consumer Investments - Investment Specialist Trainee (Obtain SIE Series 7 66) Hunt...Series 7 66) Hunt Valley, Maryland **Job Description:** At Bank of America, we are guided by a common… more
    Bank of America (09/21/24)
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  • Relationship Manager II Corporate Banking

    City National Bank (Annapolis, MD)
    ** RELATIONSHIP MANAGER II CORPORATE BANKING** **WHAT IS THE OPPORTUNITY?** Develops and manages relationships with major market corporate clients with revenues ... solutions to client needs. Provides responsive, quality service. Manages overall relationship profitability and portfolio risk and is responsible for profitable… more
    City National Bank (11/01/24)
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  • Branch Manager (Pipeline) - Glen Burnie, MD…

    M&T Bank (Glen Burnie, MD)
    …Demonstrated strong knowledge of Business Banking products, services and client relationship management . M&T Way Certified Precision Leadership Certified ... organization. Strong financial services product knowledge preferred. Strong organization, time management , and prioritization skills. M&T Bank is committed to… more
    M&T Bank (10/12/24)
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  • Specialist , Investment Accounting

    Lincoln Financial Group (Annapolis, MD)
    …the appropriate resources and tools to drive solutions. * Demonstrates strong relationship management skills with internal clients (eg management , ... the General Account Invested Assets on a Statutory, GAAP, Management , and Tax basis. S/he will be responsible to...to provide their social security numbers, date of birth, bank account information or other sensitive information in job… more
    Lincoln Financial Group (10/29/24)
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  • Premier Banker I or II

    Truist (Laurel, MD)
    …relationships with various Truist teammate product and service specialists (Integrated Relationship Management [IRM] partners) who are designated to support ... and applicable NMLS acceptable background check. 5. Strong interpersonal, sales and relationship management skills. 6. Strong written, verbal and presentation… more
    Truist (09/04/24)
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  • Universal Banker

    Truist (Arnold, MD)
    …team members or specialist . 4. Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and ... particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities. ESSENTIAL DUTIES AND RESPONSIBILITIES… more
    Truist (09/21/24)
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