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Director, Client Relationship Manager
SS&C Technologies - Dallas, TX
SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest insti...
Relationship Manager I -Virtual Concierge
City National Bank - Sacramento, CA
RELATIONSHIP MANAGER I -VIRTUAL CONCIERGE WHAT IS THE OPPORTUNITY? Responsible for managing a portfolio of business and personal relationships. Through proactive client profiling deepens client relationships by cross selling appropriate products and services. Develops new clients through referral sources and business development calling efforts. Actively engages i...
Relationship Manager (Beverly Hills Main)
City National Bank - Beverly Hills, CA
RELATIONSHIP MANAGER I WHAT IS THE OPPORTUNITY? Responsible for managing a portfolio of business and personal relationships. Through proactive client profiling deepens client relationships by cross selling appropriate products and services. Develops new clients through referral sources and business development calling efforts. Actively engages in the sales process...
Private Client Insurance Relationship Manager
EPIC - Melville, NY
Location: Hybrid role, Melville, NY or Jersey City, NJ office. Job Summary Position Overview: The Relationship Manager in EPIC Private Client is responsible for providing exceptional service and guidance to a group of private clients by providing professional advice and demonstrating advocacy for the client at...
Private Client Insurance Relationship Manager
EPIC - Jersey City, NJ
Location: Hybrid role, Melville, NY or Jersey City, NJ office. Job Summary Position Overview: The Relationship Manager in EPIC Private Client is responsible for providing exceptional service and guidance to a group of private clients by providing professional advice and demonstrating advocacy for the client at...
Senior Manager, Agency Relationship Manager
CVS Health - Tallahassee, FL
Bring your heart to CVS Health. Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to every moment of your health. This purpose guides our commitment to deliver enhanced human-centric health care for a rapidly changing world. Anchored in our brand — with heart at its center — our purpose sends a personal message that how we deliver our services is just as important...
Associate Manager, Client Relationship Manager
SS&C Technologies - Dallas, TX
SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest insti...
Associate Manager, Client Relationship Manager
SS&C Technologies - Atlanta, GA
SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest insti...
Relationship Manager II (Century City Towers)
City National Bank - Los Angeles, CA
RELATIONSHIP MANAGER II WHAT IS THE OPPORTUNITY? Responsible for managing a portfolio of business and personal relationships. Through proactive client profiling deepens client relationships by cross selling appropriate products and services. Develops new clients through referral sources and business development calling efforts. Actively engages in the sales proces...
Corp. Bnkg. Relationship Manager - Tampa, FL
Valley Bank - Tampa, FL
Responsibilities include but are not limited to: Maintain and service assigned portfolios and appropriately cross sell other bank products. Maintain close customer contact to ensure continued satisfaction and to follow or anticipate additional financing needs. Monitor and report changes in credit quality. Negotiate to properly structured and priced credit fac...
Comml Bnkg Relationship Manager - Middletown, NJ
Valley Bank - Middletown, NJ
Responsibilities include but are not limited to: Maintain and service assigned portfolios and appropriately cross sell other bank products. Maintain close customer contact to ensure continued satisfaction and to follow or anticipate additional financing needs. Monitor and report changes in credit quality. Negotiate to properly structured and priced credit fac...
Credit Officer II Corporate Banking
City National Bank - Los Angeles, CA
CREDIT OFFICER II CORPORATE BANKING WHAT IS THE OPPORTUNITY? Participates in the loan management process by providing credit and loan underwriting expertise to a Corporate Banking team. Analyzes prospective loan transactions and credit worthiness of borrowers. Validates the credit analysis prepared by the Credit Analysts and provides opinions and recommendations r...
Credit Officer II - Specialty Banking
City National Bank - Los Angeles, CA
CREDIT OFFICER II - SPECIALTY BANKING/FUND FINANCE: Hybrid Work Schedule, Los Angeles, CA. WHAT IS THE OPPORTUNITY? Participates in the loan management process by providing credit and loan underwriting expertise to the Specialty Banking group, focusing on fund finance (subscription lending), cash flow leverage and equip...
Credit Officer I - Specialty Banking
City National Bank - Los Angeles, CA
CREDIT OFFICER I - Renewable Power Project Team: Charlotte, NC., Los Angeles, CA. *3 times a week in office WHAT IS THE OPPORTUNITY? Participates in the loan management process by providing credit and loan underwriting expertise to a team of Specialty Banking Relationship Managers. Is client facing and manages all aspects of credit ...
Account Officer II
City National Bank - Newark, DE
ACCOUNT OFFICER II 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 combinat...
