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Client Relationship Manager
SS&C Technologies - Japan
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 I
City National Bank - Irvine, CA
RELATIONSHIP MANAGER I WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships, with the intent of integrating both business & personal clients. They will act as a trusted strategic advisor, providing financial advice & consistently connecting client needs with CNB's produ...
Relationship Manager I
Valley Bank - Birmingham, AL
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/center of influence (COI's) in order ...
Relationship Manager II
City National Bank - Long Beach, CA
RELATIONSHIP MANAGER II WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships, with the intent of integrating both business & personal clients. They will act as a trusted strategic advisor, providing financial advice & consistently connecting client needs with CNB's prod...
Senior Relationship Manager
City National Bank - Los Angeles, CA
SENIOR RELATIONSHIP MANAGER COMMERCIAL BANKING WHAT IS THE OPPORTUNITY? Develops and manages relationships with commercial clients in the assigned business segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated authority. Manages overall relationship pro...
Carrier Relationship Manager
Stifel - Saint Louis, MO
The Carrier Relationship Manager partners with key insurance carriers to increase wholesaler effectiveness and activity, enhance and improve alignment with Stifel initiatives, and support joint marketing and sales activities. This role exists to deepen carrier engagement, strengthen collaboration, and drive measurable growth at the carrier level. What We're Looking For
Client Relationship Manager
Stifel - Garden City, NY
Under general supervision, The Client Relationship Manager acts as a key liaison between larger clients and Stifel Wealth and Investment Management, ensuring that such clients can avail themselves of the full range of investment solutions available through Stifel. What We're Looking For Develop in-depth knowledge of client portfolios; regularly engage wit...
Relationship Manager I
City National Bank - Los Angeles, CA
RELATIONSHIP MANAGER I LA Main Branch WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships, with the intent of integrating both business & personal clients. They will act as a trusted strategic advisor, providing financial advice & consistently c...
Relationship Manager II
City National Bank - Los Angeles, CA
RELATIONSHIP MANAGER II WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships, with the intent of integrating both business & personal clients. They will act as a trusted strategic advisor, providing financial advice & consistently connecting client needs with CNB's prod...
Relationship Manager I
City National Bank - San Jose, CA
RELATIONSHIP MANAGER I WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships, with the intent of integrating both business & personal clients. They will act as a trusted strategic advisor, providing financial advice & consistently connecting client needs with CNB's produ...
Relationship Manager I
City National Bank - Palo Alto, CA
RELATIONSHIP MANAGER I WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships, with the intent of integrating both business & personal clients. They will act as a trusted strategic advisor, providing financial advice & consistently connecting client needs with CNB's produ...
Client Relationship Manager
Stifel - Pittsburgh, PA
Under general supervision, The Client Relationship Manager acts as a key liaison between larger clients and Stifel Wealth and Investment Management, ensuring that such clients can avail themselves of the full range of investment solutions available through Stifel. What We're Looking For Develop in-depth knowledge of client portfolios; regularly engage wit...
Relationship Manager Technology Banking
City National Bank - SF, CA
RELATIONSHIP MANAGER TECHNOLOGY WHAT IS THE OPPORTUNITY? Develops and manages relationships with commercial clients in the assigned business segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated authority. Manages overall relationship profitability and ...
Relationship Manager III CRE
City National Bank - Los Angeles, CA
RELATIONSHIP MANAGER III CRE 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 calling p...
Relationship Manager Senior CB
City National Bank - CA
RELATIONSHIP MANAGER SENIOR CB WHAT IS THE OPPORTUNITY? Develops and manages relationships with commercial clients in the assigned business segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and i...
