• Senior Relationship Banker

    M&T Bank (Wayne, 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
    M&T Bank (09/14/24)
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  • Commercial Senior Relationship

    M&T Bank (Doylestown, PA)
    …of large dollar amounts and of high complexity with the Bank , interviews applicants to develop information concerning their businesses and requirements, ... evaluates credit information and makes relationship recommendations. + Maximizes the Department's profitability through the maintenance of a high quality loan… more
    M&T Bank (10/18/24)
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  • RMSP- Business Banking Relationship Manager…

    M&T Bank (Radnor, PA)
    …the program. The candidate will begin in a support role assisting more senior Relationship Managers in their credit and underwriting process and managing ... **Overview:** **RMSP: Relationship Manager Sales Training Program** The training is...an environment that supports diversity and reflects the M&T Bank brand. + Maintain M&T internal control standards, including… more
    M&T Bank (10/10/24)
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  • Merrill Market Client Relationship Manager

    Bank of America (Wayne, PA)
    …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 Bala Cynwyd, Pennsylvania;Philadelphia, Pennsylvania; Wayne, Pennsylvania **Job Description:** At Bank of America, we… more
    Bank of America (09/21/24)
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  • Senior Manager, Business Development…

    Capital One (King Of Prussia, PA)
    King Of Prussia (16002), United States of America, King of Prussia, Pennsylvania Senior Manager, Business Development Banker (Philadelphia, PA) **Summary** : The ... One Bank . The principal role of the Business Development Banker is meeting with prospects, developing strong relationships in their respected marketplace,… more
    Capital One (11/01/24)
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  • Commercial Credit Senior Portfolio Manager…

    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
    M&T Bank (08/14/24)
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  • Senior Wealth Investment Advisor

    M&T Bank (Radnor, PA)
    …via a needs-based, consultative approach, and proactively manages the client relationship including guiding sensitive and/or difficult client situations to a ... + Promote an environment that supports diversity and reflects the M&T Bank brand. + Maintain M&T internal control standards, including timely implementation of… more
    M&T Bank (10/18/24)
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  • AVP, Commercial Portfolio Manager III - SBA

    Berkshire Bank (Blue Bell, PA)
    …assess financial performance and risk including identifying ways to mitigate risk to the bank + Solid working relationship with Credit Partners to ensure ongoing ... In Office - Blue Bell, PA or Englewood, CO **Purpose/Objective** **:** Provides relationship management support to Line of Business (SBA Lending) in monitoring and… more
    Berkshire Bank (10/31/24)
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  • Business Banking Relationship Manager I

    Citizens (Ardmore, 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 (11/03/24)
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  • Portfolio Manager-C&I

    Raymond James Financial, Inc. (Villanova, PA)
    …& Industrial lending opportunities * Prepares the following for presentation to Senior Loan Committee by the relationship managers: Credit Approval Requests ... **Description** **TriState Capital Bank is an independent chartered bank ...The Commercial and Industrial (C&I) Portfolio Manager assists the relationship managers with the underwriting of credit and the… more
    Raymond James Financial, Inc. (10/22/24)
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  • Senior Analyst - IT Auditor (Remote…

    Lincoln Financial Group (Radnor, PA)
    …**Requisition #:** 73815 **The Role at a Glance** We are seeking an enthusiastic Senior IT Auditor transitioning from a traditional IT role and eager to embrace a ... to assess complex IT environments and identify control gaps + Demonstrates relationship management skills and organizational skills and has the ability to prioritize… more
    Lincoln Financial Group (10/12/24)
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  • Director, Reinsurance Accounting

    Lincoln Financial Group (Radnor, PA)
    …ability to build both technical and leadership skills. * Demonstrated strong relationship management skills with internal clients (eg senior management, peers ... timely and accurate monthly and quarterly financial close process. * Understand the relationship of applicable systems and data required to account for and support… more
    Lincoln Financial Group (10/19/24)
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  • AVP - Head of Internal Sales for Annuities

    Lincoln Financial Group (Radnor, PA)
    …area of responsibility. + Collaborates with key internal stakeholders and senior management to identify synergist/cross selling opportunities within the Lincoln ... + 10+ Years experience in Financial Services sales, marketing, and/or relationship management that directly aligns with the specific responsibilities for this… more
    Lincoln Financial Group (11/05/24)
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  • Investment Risk Analyst

    Lincoln Financial Group (Radnor, PA)
    …developing credit risk models from machine learning, Big Data. + Brainstorm with senior members to generate innovative ideas and solutions. + Build ad-hoc tools and ... Excellent critical thinking and problem-solving skills + Exceptional communication and relationship management skills + Strong organizational skills, work ethic, and… more
    Lincoln Financial Group (11/05/24)
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  • AVP - Finance Systems Strategy & Support

    Lincoln Financial Group (Radnor, PA)
    …change effectively and inspire confidence in team members. + Demonstrated strong relationship management skills with internal clients (eg senior management, ... ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally,… more
    Lincoln Financial Group (11/05/24)
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  • AVP & Actuary, Life Experience Management (Remote…

    Lincoln Financial Group (Radnor, PA)
    …in balancing and pivoting across projects with shifting priorities + Strong relationship management skills across functional areas, including senior management ... ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally,… more
    Lincoln Financial Group (10/11/24)
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  • Actuarial Specialist, Life Valuation (*remote…

    Lincoln Financial Group (Radnor, PA)
    …identify and implement improvements. Develop tools and support product / relationship managers according to business needs. + Special Projects - Participate ... actuarial team members + Receive coaching and mentorship from senior actuarial team members and leaders + Provide coaching...to provide their social security numbers, date of birth, bank account information or other sensitive information in job… more
    Lincoln Financial Group (10/11/24)
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