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The Small Business Relationship Manager is responsible for acquiring, managing, and retaining a portfolio up to ~100 small business clients. Small Business Relationship Manager.
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Working under the direct supervision of a Portfolio Group Manager, Senior Group Sales Manager or Market President, the Commercial Portfolio Manager 3 is a supporting member of the client's Credit Delivery Team, i.e., Relationship Manager (RM), Commercial Client Administrator (CCA), market leadership, credit officer, etc.
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Senior - Minimum 15 years of Commercial lending/Private Banking/Wealth Management experience to include a minimum of 12 year portfolio and relationship management. Level II - Minimum 12 years of Commercial lending/Private Banking/Wealth Management experience to include a minimum of 10 years portfolio and relationship management.
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Associate Manager, Client Relationship Manager page is loaded Associate Manager, Client Relationship Manager Apply locations Atlanta, GA Dallas, TX time type Full time posted on Posted 2 Days Ago job requisition id R20923 SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries.
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The Portfolio Manager for Leveraged Finance/Structured Products will be responsible for underwriting, credit monitoring and portfolio management of Commercial/Corporate/Specialized Banking relationships to achieve efficiencies and quality of the process and product, retention and expansion of existing client relationship, growth of total client assets and net growth in relationships.
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Provides overall leadership to the KYC/AML team managing across multiple market level client teams within our Southeast, Dealer Financial Services and Sports Global Commercial Banking Business.
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Business Banking Relationship Manager/Senior Relationship Manager - Charlotte, NC. This position is posted as a Senior Relationship Manager but is flexible and can be filled as a Relationship Manager if the posted qualifications are met by a strong, less experienced candidate.
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Generates new product relationships from new and existing Small Business clients, including but not limited to demand deposit/operating accounts, cash management and payments services, Business Loans, Business Lines of Credit, Commercial Real Estate Loans, SBA, and various other banking products and services.
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The BD Coordinator reports directly to the Business Development Manager with a dotted line relationship to the Chief Marketing Officer. Lawyers in our Dallas office serve all the firm's practice and industry areas - including corporate, litigation, banking/finance, insurance law, healthcare law, labor and employment, estate planning, real estate, bankruptcy, intellectual property, white collar crime, and antitrust.
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The team of advisors includes Banking Advisor, Fiduciary Advisor, Investment Advisor, Wealth Strategist, and Relationship Strategist. Institutional Asset Management (IAM) track: For over 75 years, PNC Institutional Asset Management has been managing investment portfolios, providing sound advice as an Outsourced Chief Investment Officer (OCIO), Fixed Income manager and Defined Contribution and Defined Benefit Retirement Solutions.
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Once a relationship is established and the initial transaction is complete, the BDO transfers the client to a Business Banking Client Manager or Relationship Manager to deepen and expand the long term banking relationship, allowing the BDO to focus on the primary role of acquiring new relationships.
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Relevant experience includes, but is not limited to; Business Brokerage, Franchising, Franchise Ownership, Insurance Sales, Commercial Banking, Small Business Banking, Real Estate, Financial Advisor, CPA, CFP, Attorney, Small Business Owner, Engineering, Project Management, General Management, Small Business Owner, Executive, Sales, Business Development, Relationship Management and Development, Information Systems, Commercial Real Estate.
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Advise relationship managers on credit risk issues, terms & conditions, to create the best possible deal with a goal of improving profit and minimizing credit cost with support from senior portfolio manager.
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Once the business is listed you will be the transaction manager for the buyer screening, offer, due diligence, and closing processes. Hunter mentality with a high sense of urgency and the ability to provide a high level of customer service while building and maintaining lasting relationship with customers.
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Meet with the client to brief on the services CSD provides and support the relationship manager to market JCB’s full service and dedicated client service resources. International Financial Firm is seeking a Client Services Analyst’s with Japanese skills who will be primary responsibility is to assist Japanese corporate banking clients in responding their inquiries and requests, determining appropriate pricing of loans and deposits based on the market condition at the time of request and relationship status and instructing middle and back office to book transactions once the rates are agreed upon.
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