- Morgan Stanley (Kansas City, MO)
- …evolving environment * Goal oriented, self-motivated and results driven Reports to: * Business Service Officer Morgan Stanley's goal is to build and maintain ... POSITION SUMMARY Client Relationship Analysts help shape the future of service... Analyst assists with the development and growth of business by focusing on servicing clients and understanding their… more
- UMB Bank (Kansas City, MO)
- …channels including phone, email, and in person by working with the Commercial Banking Officer , Account Executive, Card Sales Officer , Program Administrator ... As a **Client Advisor - Commercial Card** you will align to a geographic banking territory and/or Account Executive (AE)/Card Sales Officer (CSO) in support of… more
- Dickinson Financial Corporation (Kansas City, MO)
- …and provision of comfortable and appropriate space for associates to conduct banking business . + Understands, embodies, communicates, and instills corporate ... at every stage including, but not limited to, researching, prospecting, relationship building, upsells, presenting solutions, handling objections, closing the sale,… more
- UMB Bank (Kansas City, MO)
- …and concise dispositions on daily alerts and on reports. + Perform customer relationship reviews based on new account opening, higher risk attributes, and/or other ... relationships identified by the EDD Manager or BSA/AML Officer . This requires preparation of clear and concise reports...of clear and concise reports that detail the customer relationship and a statement of BSA/AML risk associated with… more
- Bank of America (Kansas City, MO)
- …is able to underwrite credit transactions with minimal oversight from the Credit Officer (CO) and also approves complex credit transactions with some coaching from ... a client should receive a credit facility + Partners with Credit Officers, Relationship Management, and Risk teammates to assess and deliver credit solutions +… more