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Commercial Banking/Structured Finance – Client Service & Operations Lead
City National Bank - Los Angeles, CA
LEAD ACCOUNT OFFICER WHAT IS THE OPPORTUNITY? Leads the client and operational services activities of the Commercial, Specialty or Corporate Banking Division Services units. Oversees the risk associated with the operational aspects of client relationships and their business transactions. Monitors and maintains operations procedures for compliance to bank policies and industry r...
Director/Managing Director, Fund Banking (Fund Finance)
Stifel - New York, NY
Stifel Fund Banking is the business banking platform within Stifel Bank focused on capital call (subscription) credit facilities, deposit accounts, and other commercial banking services for private investment funds across all asset classes but with a specific lean towards venture capital and growth equity funds. The Fund Banking group consists of 10+ people and manages a portfolio of $8B+ in...
Middle Market RM II
First Commonwealth Bank - Cincinnati, OH
A Relationship Manager II manages a portfolio of existing middle market banking relationships, cultivates new business from both existing and prospective clients and recommends various banking products across and lines of business to help clients achieve their financial goals. They serve as the primary point of contact, helping clients navigate a range of financial products and service...
Director - Client Relationship Management
SS&C Technologies - New York, NY
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description ...
Director - Client Relationship Management
SS&C Technologies - Boston, MA
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description ...
Middle Market RM I
First Commonwealth Bank - Harrisburg, PA
A Relationship Manager I manages a portfolio of existing middle market banking relationships, cultivates new business from both existing and prospective clients and recommends various banking products across and lines of business to help clients achieve their financial goals. They serve as the primary point of contact, helping clients navigate a range of financial products and services...
Manager Commercial Banking
City National Bank - Walnut Creek, CA
MANAGER COMMERCIAL BANKING WHAT IS THE OPPORTUNITY? Develops sales management and relationship development strategies to promote the revenue growth and profitability of assigned office while maintaining credit quality. Manages the ongoing sales process, including new client sales, referrals, cross sales and retention efforts of the Commercial Banking Relationship Managers and C...
Manager Commercial Banking
City National Bank - SF, CA
MANAGER COMMERCIAL BANKING WHAT IS THE OPPORTUNITY? Develops sales management and relationship development strategies to promote the revenue growth and profitability of assigned office while maintaining credit quality. Manages the ongoing sales process, including new client sales, referrals, cross sales and retention efforts of the Commercial Banking Relationship Managers and C...
Manager Commercial Banking
City National Bank - San Jose, CA
MANAGER COMMERCIAL BANKING WHAT IS THE OPPORTUNITY? Develops sales management and relationship development strategies to promote the revenue growth and profitability of assigned office while maintaining credit quality. Manages the ongoing sales process, including new client sales, referrals, cross sales and retention efforts of the Commercial Banking Relationship Managers and C...
Distribution Representative - Maryland/Delaware Territory
NJM Insurance Group - Baltimore, MD
Formal NJM Title: Distribution Representative - Maryland / Delaware Territory Department Name: Commercial Lines Sales Position Reports To: Administrator, CL Sales Job Location: Maryland market General Summary: Do you have a strong network with property and casualty insurance brokers in the greater Maryland / ...
Distribution Representative - Maryland/Delaware Territory
NJM Insurance Group - Cockeysville, MD
Formal NJM Title: Distribution Representative - Maryland / Delaware Territory Department Name: Commercial Lines Sales Position Reports To: Administrator, CL Sales Job Location: Maryland market General Summary: Do you have a strong network with property and casualty insurance brokers in the greater Maryland / ...
Senior Credit Officer
City National Bank - Los Angeles, CA
SENIOR CREDIT OFFICER WHAT IS THE OPPORTUNITY? This position will be responsible for evaluating and approving/declining credit requests for assigned lending units that exceed their signing authority. Responsibilities include monitoring the credit quality of assigned portfolios to help ensure that established risk parameters are being adhered to, ensuring compliance with all reg...
Senior Credit Officer
City National Bank - Charlotte, NC
SENIOR CREDIT OFFICER WHAT IS THE OPPORTUNITY? This position will be responsible for evaluating and approving/declining credit requests for assigned lending units that exceed their signing authority. Responsibilities include monitoring the credit quality of assigned portfolios to help ensure that established risk parameters are being adhered to, ensuring compliance with all reg...
Planner, Investment & Retirement Services
NRECA - Arlington, VA
Job Description NRECA is a unique national trade association providing advocacy, financial services and business support services to over 900 consumer owned electric cooperatives across the country. NRECA employees are united by our mission, inclusive culture, collaborative workplace and commitment to service excellence. As a “best place to work” employer, we operate with integri...
Salesforce Product Manager PB
City National Bank - Los Angeles, CA
SALESFORCE PRODUCT MANAGER PB WHAT IS THE OPPORTUNITY? This position is a key leader in transforming our Sales and Client Management functions in Private Banking using Salesforce as an enabler. This position will be responsible for working with diverse stakeholders to identify new capabilities, refine processes, and prioritize initiatives for the platform. The role will collabo...