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Client Relationship Manager – Retail Alternative Investments
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 ...
1031 Exchange Relationship Manager Specialty Deposits
City National Bank - Charlotte, NC
1031 EXCHANGE - RELATIONSHIP MANAGER SPECIALTY DEPOSITS WHAT IS THE OPPORTUNITY? The Special Deposits–1031 Exchange Relationship Manager position is responsible for managing all aspects of the 1031 exchange transaction, including sales, presentations, documentation and timely communications with clients, attorneys and escrow/settlement agents. This key position is...
Corp. Bnkg. Relationship Manager - Tampa, FL
Valley Bank - Tampa, 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...
1031 Exchange Relationship Manager Specialty Deposits
City National Bank - New York, NY
1031 EXCHANGE - RELATIONSHIP MANAGER SPECIALTY DEPOSITS WHAT IS THE OPPORTUNITY? The Special Deposits–1031 Exchange Relationship Manager position is responsible for managing all aspects of the 1031 exchange transaction, including sales, presentations, documentation and timely communications with clients, attorneys and escrow/settlement agents. This key position is...
1031 Exchange Relationship Manager Specialty Deposits
City National Bank - Atlanta, GA
1031 EXCHANGE - RELATIONSHIP MANAGER SPECIALTY DEPOSITS WHAT IS THE OPPORTUNITY? The Special Deposits–1031 Exchange Relationship Manager position is responsible for managing all aspects of the 1031 exchange transaction, including sales, presentations, documentation and timely communications with clients, attorneys and escrow/settlement agents. This key position is...
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...
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...
Senior Client Service Associate (Commercial Banking)
City National Bank - Charlotte, NC
Senior Client Service Associate (Commercial Banking) 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 cli...
Client Service Associate (Commercial Banking)
City National Bank - Charlotte, NC
CLIENT SERVICE ASSOCIATE 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 combin...
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 combina...
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 combina...
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 combina...
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...
Market President
Valley Bank - Phoenix, AZ
Responsibilities include, but are not limited to: Ensures that the Bank achieves budgeted performance for earnings, asset quality and growth in core deposits, new client relationships, and non-interest income. Develops, plans and executes strategies that are consistent with regulatory objectives for capital adequacy, liquidity and risk management. This should include proper ad...
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 ...
