- Locations: New York, California, Pennsylvania, New Jersey, Texas
- Related Keywords: Bank, Client, Client Services, Services
- VP/Manager- Business Development
- Execu-Search (New York, NY)
- ...to establish and deliver an FS global sales strategy Assisting in the implementation of the client relationship strategy This leading Fund Administrator, backed by a large and stable bank , is looking for a persuasive communicator who is well-versed in financial markets to act as...
- AVP Tax Manager
- Execu-Search (New York, NY)
- The AVP/Tax Manager will have several primary responsibilities, including management of tax reporting processes and client relationships with the firm's hedge fund/private equity clients, as well as heavy interaction with global offices and clients. Other responsibilities of the Tax...
- Private Bank Relationship Manager (SD - LSG)
- Union Bank (San Diego, CA)
- ... including operations, loan policies and procedures, estates and investments. Strong sales and service orientation. * Ability to identify client needs and related bank services and sell the concept of relationship banking. * Ability to prospect, anticipate needs and close sales;...
- Private Bank Relationship Manager (BH - LSG)
- Union Bank (Beverly Hills, CA)
- ...policies and procedures, estates and investments. Other qualifications include: * Strong sales and service orientation. * Ability to identify client needs and related bank services and sell the concept of relationship banking. * Ability to prospect, anticipate needs and close...
- Private Bank Relationship Manager
- Union Bank (Beverly Hills, CA)
- ...operations, loan policies and procedures, and estate and investment. Abilities Required: Strong sales and service orientation. Ability to identify client needs and related bank services ; sell the concept of relationship banking and team selling as defined by The Private Bank...
- Private Bank Relationship Manager (BH - LSG)
- UBS (Beverly Hills, CA)
- ...loan policies and procedures, estates and investments. Other qualifications include: Strong sales and service orientation. Ability to identify client needs and related bank services and sell the concept of relationship banking. Ability to prospect, anticipate needs and close sales;...
- Priority Banking Officer - Westwood
- Union Bank (Los Angeles, CA)
- ...ABILITIES REQUIRED - Strong sales and service orientation. Ability to: earn and maintain the confidence of clients; identify client needs and related Bank services ; sell the concept of relationship servicing, close a sale, negotiate fair servicing pricing; communicate effectively...
- Priority Banking Officer
- Union Bank (Kentfield, CA)
- ...Curriculum Guide". Pass Priority Banking's "Loans to Individuals - I". Strong sales and service orientation. Ability to identify client needs and related Bank services ; sell the concept of relationship banking defined by the Priority Program. Ability to prospect,...
- TM-Product Manager
- Fifth Third Bank (Atlanta, GA)
- ... client /sales relationship issues (outside the product line) and understands how the product is linked/related to other services the client is purchasing from the bank . Strong written communication skills. Preferred: Operational/technical background. Clearly understands how new...
- CLS Project Manager - Commercial Loan Services
- JPMorgan Chase & Co (Newark, DE)
- Commercial Loan Services (CLS) provides global loan processing to Commercial Bank , Private Client Services , Private Bank and Business Banking. CLS maintains offices in Delaware, Chicago, Louisville, Houston and Bangalore. Our objective is to provide exceptional customer...
- Direct Banker-Sales & Services -Ops Center
- Capital City Bank (Tallahassee, FL)
- ...products and services to maximize the profit potential of each client via the telephone. Associate must be able to handle multiple tasks...to be determined by manager. �Provides client with information about bank products and services . �Follow up on sales and service...
- Personal Banker
- Capital City Bank (Chipley, FL)
- ...�Responsible for selling, cross-selling and referring bank products and services . �Provides excellent client service, including a wide range...to client inquiries on account status. �Cross sells other bank services and refers clients to other departments, as...
- Private Equity Partnership Accountant
- Execu-Search (NJ)
- ...professionals Planning work for the team in order to meet client timetables and deadlines Posting and or reviewing all journal...for each investment vehicle and preparing required activity reports Reconciling bank reports Tracking wire transfers received from investees Preparing and...
- Analyst
- Leading independent investment bank serving the technology,… (New York, NY)
- ...bank serving the technology, communications, media & business services industries. We are proud to be truly independent...and preparing sophisticated financial models, conducting due diligence, preparing client presentations and related activities. This provides Analysts with...