- Bank of America (Mclean, VA)
- …navigating loan process * Underwriting excellence with holistic knowledge of the client relationship * Understanding of Private Bank credit product solutions and ... Private Bank - Structured Credit Executive Chevy Chase, Maryland;Baltimore,...with Advisors, Underwriting, Risk, Product Subject Matter Experts, Portfolio Management , and Servicing & Fulfillment. The CE brings thought… more
- City National Bank (Washington, DC)
- ** RELATIONSHIP MANAGER BUSINESS BANKING SR** **WHAT IS THE OPPORTUNITY?** Develops and manages relationships with business banking clients in the assigned business ... individual goals and objectives, while ensuring CNB credit quality and risk management guidelines are maintained. Presents a variety of product solutions to client… more
- M&T Bank (Rockville, MD)
- …money movement (book transfers, service-assisted wires, official checks), and Risk Management (fraud prevention, audit requirements) with adherence to policies and ... Know Your Customer (KYC) policies. Assist the KYC Officer and Relationship Manager with the BSA/AML/KYC process, adhering to procedures, regulatory requirements,… more
- Bank of America (Washington, DC)
- …(ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months. + ... Financial Center Washington, District of Columbia **Job Description:** At Bank of America, we are guided by a common... Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship … more
- M&T Bank (Oxon Hill, 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
- Rapid Finance (Bethesda, MD)
- …them to grow their businesses. We are seeking to add a Client Service Specialist to provide excellent support and account management to our merchants/partners ... Role: Client Service Specialist (Customer Service) About Our Company It's not...or escalated issues. + Work closely with our third-party bank on account management for our clients.… more
- Lincoln Financial Group (Vienna, VA)
- …evaluate the implications of a course of action or solution. * Demonstrated strong relationship management skills with internal clients (eg management , peers ... **Requisition #:** 73375 **The Role at a Glance** As the Accounting Specialist , you will be responsible for performing monthly and quarterly accounting processes… more
- Lincoln Financial Group (Washington, DC)
- …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 (Washington, DC)
- …+ Ability to work with others in a team environment. + Demonstrated solid relationship management skills with internal clients (eg management , peers and ... and applying knowledge of assigned area(s).You will leverage analytics to support management & team in identifying & prioritizing staffing strategies, initiatives &… more
- Bill and Melinda Gates Foundation (Washington, DC)
- …Role This position brings together three complementary needs: Asian multilateral development bank engagement and relationship management , Regional economic ... management and domestic resource mobilization. What You'll Do Asian multilateral development bank engagement and relationship management (50%) + Support… more
- Truist (Mclean, VA)
- …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 (Washington, DC)
- …+ years of fiduciary experience, with a focus on business development and relationship management + Effective communication skills both verbal and written, being ... 15+ Years of fiduciary experience with a focus on business development and relationship management **Truist stands for better** Our relentless pursuit of better… more