- Truist (Philadelphia, PA)
- …Participates fully in all components of the established Truist Retail Community Bank Leadership Routines 5. Commits to advancing individual knowledge of sales ... 3. Experience with sourcing and prospecting for new clients and client relationship building 4. Excellent interpersonal and communication skills, including a desire… more
- M&T Bank (Southampton, PA)
- **Overview** **:** Identifies customers' needs through the bank 's retail sales process to provide proactive sales solutions through customer outreach for basic and ... leveraging the portfolio management process and utilizing the fundamentals of the Bank 's sales process to achieve personal sales and/or referral goals. + Play… more
- Santander US (Wyncote, PA)
- Consumer And Business Banking, Senior Relationship Banker , Wyncote, PA Country: United States of America USA Job Family Description: Identifies and pursues ... + Engage customers through proactive, outbound calling for both service and relationship deepening opportunities. + Assess customer needs by being genuinely curious,… more
- Bank of America (Philadelphia, PA)
- …business flows of a commercial financial institution-preferably finance company or bank . + Customer/Client Relationship Management + Customer/Client Industry ... Sr . Leasing Sales Specialist (Mid Atlantic Business Banking...Washington, District of Columbia; Fairfax, Virginia **Job Description:** At Bank of America, we are guided by a common… more
- WSFS Bank (Philadelphia, PA)
- …Full-time Location: Philadelphia, PA Schedule: Monday - Friday Hybrid/Onsite Description: The Senior Small Business Relationship Manager will be responsible for ... and national economic, financial, political, competitor, and legislative trends. The Senior Small Business Relationship Manager will assist with onboarding,… more
- M&T Bank (Radnor, PA)
- …with both credit policy and loan agreements. The position interacts with Commercial Relationship Managers and Group Managers throughout the bank 's footprint, as ... information and related materials and complete ongoing credit monitoring for the Bank 's commercial transactions. Risk assessment of customers is on an ongoing basis… more
- OceanFirst Bank (Philadelphia, PA)
- **What We Expect of You** + Extensive sales, negotiation and relationship management skills. + Experience in managing large, sophisticated and complex relationships. ... to work independently and leverage professional relationships within and outside the bank . + Deep understanding of capital structures and experience in senior… more
- M&T Bank (Radnor, PA)
- **Overview:** In support of the Bank 's Affordable Housing vertical within the Commercial Real Estate Segment of the Commercial Bank , originate affordable housing ... projects are in line with the risk appetite of the Bank . + Cross-sell all aspects of financial solutions and bank products to clients. + Work with a team to… more
- JPMorgan Chase (Cherry Hill, NJ)
- …a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be ... to increase primary bank share. As a Senior Acquisition banker , you will provide a...business and its owners and develop the full financial relationship + Understand the personal financial goals and needs… more
- Lincoln Financial Group (Radnor, PA)
- …for this opportunity. **Requisition #:** 74365 **The Role at a Glance** The Sr . Sales Digital Technology Consultant will provide training & education to Lincoln's ... Works with our partners on the Market Insights & Relationship Management teams to determine which digital platforms we...to provide their social security numbers, date of birth, bank account information or other sensitive information in job… more
- Lincoln Financial Group (Radnor, PA)
- …for this opportunity. **Requisition #:** 74329 **The Role at a Glance** As a Sr . Product Training Consultant - Life & Long-term Care Insurance, you will develop, ... life insurance and long-term care insurance products + Strong interpersonal and relationship management skills + Effective verbal and written communication skills +… more
- Bank of America (Philadelphia, PA)
- 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
- M&T Bank (Philadelphia, PA)
- The Senior Credit Analyst is a resource to LEAF Sales personnel able to have complex credit discussions with Obligors, Vendors and others as needed. The Senior ... detailed credit write-ups for presentation to LEAF Credit Committee and M&T Bank Deputy Credit Officer. These transactions include the review of complex borrower's… more
- M&T Bank (Radnor, PA)
- …both credit policy and loan agreements. This position interacts with Commercial Banking Relationship Managers throughout the bank 's footprint, as well as other ... information and related materials and complete ongoing credit monitoring for the Bank 's commercial transactions. Risk assessment of customers is on an ongoing basis… more
- Deloitte (Philadelphia, PA)
- Banking Regulatory Reporting Transformation Senior Consultant Our practitioners help organizations identify the regulatory and industry changes impacting their ... focus on regulatory, risk, and data processes. As a Senior Consultant, you will have opportunities to: + Contribute...and roles within the regulatory risk function at a bank , including execution and oversight processes, risk assessment, reporting,… more
- WSFS Bank (Philadelphia, PA)
- …equipment manufacturers, distributors, and dealers. NewLane Finance is powered by WSFS Bank , a $20+ billion financial organization. NewLane Finance is seeking an ... prepare and present credit approval summaries to members of Credit and Senior Management. + Using online resources and other publicly available tools, properly… more
- Citizens (Philadelphia, PA)
- Description The Senior Relationship Manager is the central contact person for credit-based clients; he/she quarterbacks the delivery and maintenance of a wide ... array of diverse bank products and services through cross-sell partners and acts...executive management team. Within the Middle Market team, the Relationship Manager will focus on companies with annual revenue… more
- Citizens (Glenside, PA)
- …financial goals. Citizens is seeking a motivated, highly successful, proven Relationship Manager with experience in moderately to less complex portfolios, and ... a strong grasp of sales and credit skills. This senior level performer will have an immediate impact. We...loyalty and improve the profitability of customer and the Bank + Complete Business Banking University and Drive Sales… more
- Citizens (Philadelphia, PA)
- …sales and approve credits within given authority. Present credit offerings to senior management and be able to respond knowledgeably and confidently to management. ... estate companies that primarily focus on Data Centers, including delivering the Bank 's full product suite, services, and capabilities; + Prepare recommendations for… more
- Vanguard (Malvern, PA)
- Vanguard is seeking a detail-oriented and proactive Bank Account Management Analyst to coordinate the global enterprise bank account opening, closure, and ... with a primary focus on managing the day-to-day activities related to bank account operations. Additionally, the analyst will collaborate on strategic projects that… more