- Fifth Third Bank, NA (Skokie, IL)
- …process to profile clients and issues spot client needs that result in AUM, Loans, Deposits , Estate Planning, and Wealth Planning. + Acts as the Core Team Member for ... + Coordinates and collaborates with client third party advisors (eg, attorney , accountant) to ensure synergy of advisors' recommendations, consistent to client… more
- Capital One (Chicago, IL)
- …IL) **Summary** : The Business Development Banker generates business loans, new deposits , Treasury Management services, and other revenue income to Capital One Bank. ... of Influence and continues to build their COI's by networking with CPA's, attorney 's and Commercial Real Estate agents. Once an opportunity is won, the Business… more