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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 ...
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...
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...
Account Support Officer-- Entertainment & Sports Banking
City National Bank - Beverly Hills, CA
ACCOUNT SUPPORT OFFICER WHAT IS THE OPPORTUNITY? This person is responsible for the day-to-day interaction with Account Managers and clients of the Entertainment Division. They are the primary person providing proactive solutions, completing actions, and providing support to resolve operations issues that arise. In addition to being the primary contact for transitional solution...
Commercial Lines Sales / Distribution Representative - Central PA Territory (REMOTE)
NJM Insurance Group - Harrisburg, PA
External Job Description Formal NJM Title: Distribution Representative - Central PA Territory Department Name: Commercial Lines Sales Position Reports To: Administrator, CL Sales Job Location: Remote: Must Be Able to Cover The Central Pennsylvania Territory General Summary: Do you have a strong network with p...
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 / ...
Consumer & Business Banking Client Service Professional
City National Bank - Los Angeles, CA
CLIENT SERVICE PROFESSIONAL - CONSUMER AND BUSINESS BANKING WHAT IS THE OPPORTUNITY? Performs day-to-day servicing for respective team and clients. Works directly with clients in all areas of deposit and credit operations (new accounts, wires, transfers, account activity, online banking etc.) Provides clients with accurate, timely and detailed information to ensure qual...
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...
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 - New York, NY
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...
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...
Manager - Business Banking Regional
City National Bank - Los Angeles, CA
MANAGER - BUSINESS BANKING REGIONAL WHAT IS THE OPPORTUNITY? Responsibility for developing and executing strategies to promote a dynamic sales culture, revenue growth, and optimization of overall profitability of business banking within their assigned geography. The Regional Manager may work directly with Business Banking Relationship Managers (BBRM's) in their assigned region,...
