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The SBA Relationship Manager reports to the SBA Sales Manager or SBA Lending Manager. Get to know us: About-Gesa Credit UnionRole Summary:Gesa Credit Union is seeking a highly motivated and experienced Small Business Administration (SBA) Relationship Manager to join our dynamic team.
$78,693.28 - $118,039.92 a yearFull-timeExpandApply NowActive JobUpdated 14 days ago - UpvoteDownvoteShare Job
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The Relationship Manager is an advocate for the Customer, an industry expert and contributes in meaningful ways to the broader Strategic Relationship Management & Consulting team and John Hancock organization.
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The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME.
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The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff.
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Responsible for reviewing closing documentsResponsible for communication with clientIdentifies portfolio weaknesses and trends and alerts management (Group Manager, Market President, Senior Credit Officer) to deteriorating portfolio conditionsEnsure receipt of all financial and covenant requirements of client relationships, managing exceptions as dictated by policy.
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Whereas the Los Alamos Program Manager guides and integrates L&A's support to Los Alamos National Laboratory (LANL) based clients and leads contract execution, the LANL Client Relationship Manager (this position) interacts extensively with the LANL M&O (TRIAD) staff and leadership, identifying and developing opportunities for L&A to further its integrated team subcontractor role to productively impact LANL mission and enterprise success.
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The Community College Relationship Manager (CCRM) is the account owner and responsible for managing a portfolio of clients within the community college market and surrounding Early Childhood Centers.
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The Dealer Relationship Manager (Sr. Specialist, Dealer Sales) is responsible for developing and maintaining relationships with dealers in their assigned territory, advising on the Company's underwriting guidelines, programs, and products in their specific market and policies and procedures.
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The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners, create the Citizens Private Client team.
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As a Private Client Relationship Manager, you will be responsible for acquiring, broadening, deepening and retaining affluent and high-net-worth relationships. As a Citizens Private Client Relationship Manager, you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing and collaborating with other colleagues.
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Conduct thorough discovery to understand family dynamics, goals and objectives and current financial situation, becoming the client’s trusted relationship manager. Introduce appropriate opportunities to segment partners, based on their financial goals, including but not limited to Financial Advisor, Wealth Advisor, Home Loan Officer, Small Business Partners, etc.
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As part of this team, you will provide the banking and lending solutions necessary to help clients save and grow their assets in a tax-efficient way, manage debt effectively, secure their income to live the lifestyle they dream of, protect their family for life’s ‘what-ifs’ and prepare them to leave a legacy.
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Series 6 (or 7), 63 (or 66), and Life and Health Insurance Licenses. At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.
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About BNY Mellon Investment Management:BNY Mellon Investment Management is a leading investment manager, with $ trillion in assets under management as of December ,. We’re seeking a future team member for the role of Principal, Relationship Managementto join our Investment Management Institutional Retirement team.
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As the Relationship Account Manager, you'll be responsible for the implementation and execution of field marketing campaigns. We're looking for a dynamic and motivated Relationship Account Manager to join our team.
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Title: relationship manager Company: Intesa Sanpaolo
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