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Client Relationship Manager - Retail Alternative Investments
SS&C Technologies - Chicago, IL
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 ...
Relationship Manager Senior Commercial Real Estate
City National Bank - Irvine, CA
RELATIONSHIP MANAGER SENIOR COMMERCIAL REAL ESTATE WHAT IS THE OPPORTUNITY? This person is responsible for building and maintaining a profitable loan portfolio including selling related bank products and services. This may be accomplished through identifying and promoting solutions to fulfill client needs, obtaining referrals from existing customers, and maintaining an active ...
C&I Commercial Bnkg Relationship Manager - Jericho, NY
Valley Bank - Jericho, NY
Responsibilities include but are not limited to: Business development with a focus on acquisition of new clients and expanding relationships with existing clients. Respond quickly and effectively on all new business referrals from Senior Management, the branch network or other areas of the bank. Develop network of external referral sources/centers of influence (COI's) in order...
CRE - Comm'l Bnkg. Relationship Manager - Coral Gables, FL
Valley Bank - Coral Gables, FL
Responsibilities include but are not limited to: Business development with a focus on acquisition of new clients and expanding relationships with existing clients. Respond quickly and effectively on all new business referrals from Senior Management, the branch network or other areas of the bank. Develop network of external referral sources/centers of influence (COI's) in order...
Relationship Development Manager (Plano/Frisco)
EECU - Frisco, TX
The Collin County Relationship Development Manager is tasked with generating new member growth, enhancing brand visibility, and fostering robust relationships within our grocery store partner locations and the broader Plano, Frisco, and North Frisco communities. This position integrates outreach, sales, and member engagement to support the successful launch and ongoing operation of our in-st...
Business Banking Portfolio Manager
First Commonwealth Bank - Powell, OH
Manages a large portfolio of Business Banking clients. Communicates with relationship team and credit department regarding details of portfolio performance and credit metrics. Ensures credit quality standards are executed and maintained within assigned portfolio. Essential Job Responsibilities 1. In collaboration with Relationship Manager(s), manages a portfolio of business...
Senior Client Service Associate – Specialty Banking
City National Bank - Los Angeles, CA
ACCOUNT OFFICER SENIOR WHAT IS THE OPPORTUNITY? This person is responsible for the day-to-day interaction with clients of the Commercial, Specialty or Corporate Banking Divisions. They are the primary contact person providing proactive and consultative support to resolve operations issues that may from time to time arise. Advises clients of the most effective combinations of pr...
Account Manager- Entertainment & Sports Banking
City National Bank - Beverly Hills, CA
ACCOUNT MANAGER- ENTERTAINMENT & SPORTS BANKING WHAT IS THE OPPORTUNITY? This person is responsible for the day-to-day interaction with customers of the Entertainment Division. They are the primary contact person providing proactive and consultative support to resolve operations issues that may from time to time arise. Advises clients of the most effective combinations of produ...
Comml Bnkg Reln Mgr - Deposits
Valley Bank - Palo Alto, CA
The Commercial Banking Deposits Relationship Manager will be responsible for identifying and pursuing new sales from prospects or new clients within existing footprint or untapped markets. Gathers market intelligence, generates leads, and develops proposals/campaigns to garner new deposit business, build new primary bank relationships ensuring a consistent flow of new business and revenues to t...
Sales Ops Service Mgr-RBC/CNB Synergies
City National Bank - Raleigh, NC
SALES OPS SERVICE MGR-RBC/CNB SYNERGIES WHAT IS THE OPPORTUNITY? Provides day-to-day servicing for Relationship Manager/Banking Advisor clients, and relieves the Relationship Manager/Bank Advisor from performing account specific operational responsibility. Resolves client inquiries/complaints and identifies cross-selI opportunities by assessing deposit portfolio and client need...
Client Manager Senior– Preferred Banking
City National Bank - Los Angeles, CA
CLIENT MANAGER SENIOR- PREFERRED BANKING WHAT IS THE OPPORTUNITY? Responsible for contributing to overall Preferred Banking sales efforts, maintaining first-in class service levels for their clients, and all aspects of operational integrity. Is secondary point of contact and service provider for existing and newly developed relationships. Retains and grows client relationships ...
SSG Portfolio Manager II
City National Bank - Los Angeles, CA
SSG PORTFOLIO MANAGER II WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the credit management team within CNB's workout group known as Special Situations or SSG. Such portfolio consists primarily of criticized and classified C&I, Investor Commercial Real Estate, and Consumer loans. This individual will prepare periodic credit assessments, make credit recommendations,...
SSG Portfolio Manager II
City National Bank - Charlotte, NC
SSG PORTFOLIO MANAGER II WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the credit management team within CNB's workout group known as Special Situations or SSG. Such portfolio consists primarily of criticized and classified C&I, Investor Commercial Real Estate, and Consumer loans. This individual will prepare periodic credit assessments, make credit recommendations,...
SSG Portfolio Manager II
City National Bank - Los Angeles, CA
SSG PORTFOLIO MANAGER II WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the credit management team within CNB's workout group known as Special Situations or SSG. Such portfolio consists primarily of criticized and classified C&I, Investor Commercial Real Estate, and Consumer loans. This individual will prepare periodic credit assessments, make credit recommendations,...
SSG Portfolio Manager II
City National Bank - Charlotte, NC
SSG PORTFOLIO MANAGER II WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the credit management team within CNB's workout group known as Special Situations or SSG. Such portfolio consists primarily of criticized and classified C&I, Investor Commercial Real Estate, and Consumer loans. This individual will prepare periodic credit assessments, make credit recommendations,...
