- 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 (Elkins Park, PA)
- Consumer And Business Banking, Senior Relationship Banker , Elkins Park, PA Elkins Park, United States of America USA Job Family Description: Identifies and ... + 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
- Bank of America (Princeton, NJ)
- …the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of ... Merrill Market Client Relationship Manager Princeton, New Jersey **Job Description:** Merrill...insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to… more
- UMB Bank (Trenton, NJ)
- , a division of UMB Bank na UMB's Corporate Trust and Escrow Services is a nationally recognized and ranked provider of bond trustee and agency services to the ... partnerships, and other business entities and individuals. The Corporate Trust Relationship Manager III role supports our Corporate Trust team by acting… more
- Lincoln Financial Group (Trenton, NJ)
- …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 (Trenton, NJ)
- …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
- City National Bank (Trenton, NJ)
- *RESIDENTIAL LENDING LOAN OFFICER SENIOR * WHAT IS THE OPPORTUNITY? This position is responsible for referral-based sales of first mortgage and concurrent second loan ... private banking and high net worth clients. By partnering with CNB's Relationship Managers, the position will support business development activities of line units… 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 (Princeton, NJ)
- 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