- 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 (Wyncote, PA)
- Consumer And Business Banking, Senior Relationship Banker , Wyncote, PA Country: United States of America USA Job Family Description: Identifies and pursues ... + Engage customers through proactive, outbound calling for both service and relationship deepening opportunities. + Assess customer needs by being genuinely curious,… 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
- 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
- Lincoln Financial Group (Radnor, PA)
- …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 (Radnor, PA)
- …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
- 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
- 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
- Vanguard (Malvern, PA)
- Vanguard is seeking a detail-oriented and proactive Bank Account Management Analyst to coordinate the global enterprise bank account opening, closure, and ... with a primary focus on managing the day-to-day activities related to bank account operations. Additionally, the analyst will collaborate on strategic projects that… more
- Lincoln Financial Group (Plymouth Meeting, PA)
- …ability to build both technical and leadership skills. * Demonstrated strong relationship management skills with internal clients (eg senior management, peers ... Lincoln's capital. **The Role at a Glance** As a Senior Reinsurance Accounting resource, you will manage staff, help...monthly and quarterly financial close process. * Understand the relationship of applicable systems and data required to account… more
- Wells Fargo (Plymouth Meeting, PA)
- …Consultant responsible for managing and developing payment business activities with US Bank clients. Partners with Relationship Managers to consult on complex ... **About this role:** Wells Fargo is seeking a Senior Lead Treasury Management Consultant within Global Payments...their business and product needs. Works with Country and Relationship Managers to develop country specific product plans consisting… more
- Raymond James Financial, Inc. (Villanova, PA)
- …Commercial & Industrial lending opportunities + Prepares the following for presentation to Senior Loan Committee by the relationship managers: + Credit Approval ... The Commercial and Industrial (C&I) Portfolio Manager assists the relationship managers with the underwriting of credit and the...ongoing administration of loan portfolios to ensure that the Bank maintains high credit quality and to provide more… more
- Lincoln Financial Group (Radnor, PA)
- …life insurance products, MG-ALFA preferred **_Nice-to-have: _** + Demonstrated strong relationship management skills with internal clients (eg senior management, ... this role you will provide comprehensive actuarial analysis and strategic recommendations to senior leadership for your assigned area(s). You will play a key role in… more
- Lincoln Financial Group (Radnor, PA)
- …ability to build both technical and leadership skills + Demonstrated strong relationship management skills with internal clients (eg senior /executive management, ... product innovation, business development and coordinating with Distribution and other senior leaders on expansion into existing, new, tangent or underdeveloped… more
- Lincoln Financial Group (Radnor, PA)
- …of demonstrated experience in customer experience, customer engagement, vendor or relationship management, customer success, or similar role related to the specific ... and written communication skills; ability to establish credibility with senior audiences + Flexibility to perform in lead or...to provide their social security numbers, date of birth, bank account information or other sensitive information in job… more
- Lincoln Financial Group (Radnor, PA)
- …driving optimize advertising campaigns. Reporting advertising analytics to stakeholders, including senior management to show roi for marketing across the enterprise. ... + Effective verbal and written communication skills + Strong interpersonal and relationship management skills + Ability to adapt quickly in a changing work… more