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The CLM Credit Officer is a critical partner in the pre-screening of pipeline opportunities with Relationship Management for assessing credit appetite and identifying key issues, providing structuring input on financing options, driving internal analytical work product and discussions on credit approvals, and maintain ongoing credit oversight of the lending portfolio relationships through quarterly and/or annual reviews along with covenant and other reporting monitoring, as applicable.
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As a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers.
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Work closely with business partners: Treasury Management, Elavon, Business Banking, Commercial, FX, International, Mortgage, and Wealth Management to ensure that business prospects and client's needs are properly matched with appropriate depository, lending, treasury, and investment solutions.
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First Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast.
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Global Fund Banking Relationship Managers are responsible for new business development and expansion of existing relationships, as well as, delivering a wide range of banking solutions for Private Equity Firms.
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5+ experience in commercial lending, business development, commercial credit and portfolio management in business banking or middle market sector required. Collaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects.
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As applicable, experience with syndications, asset-based lending, capital structure finance, leveraged lending, trade finance and/or other specialty lending. In this role, you will serve as the key banking relationship manager for assigned middle market client relationships.
$117,545 - $167,921 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Being the next generation Business Relationship Manager at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking experience across all customer touchpoints.
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Must have a minimum of 10 years' experience in Commercial Lending or Investment Banking. The For Profit Healthcare Group maintains a leadership position within the industry, manages numerous syndicated and capital markets-agented transactions, and maintains a close working relationship with Global Corporate & Investment Banking.
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You will build effective internal networks with multiple teams across all of HSBC, particularly our colleagues in Innovation Lending, Relationship Advisors, Product Advisors and internal operations to provide a streamlined banking experience for the client.
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Banking, Business Banking, Business Development, Client Relationship Management, Community Connections, Customer Experience (CX), Financial Advising, Group Problem Solving, Industry Knowledge, Innovation, Innovative Solutions, Long Term Planning, People Management, Portfolio Management, Relationship Building, Relationship Management.
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Premier Relationship Managers play the role of our banking product experts and process all banking solutions, including checking, savings, and lending needs. Advanced understanding of deposit, loan (including mortgage) and banking products and practices, cash flow analysis, lending process and directives, credit risk policies and standards, supporting processes, applicable legal and regulatory requirements, and Bank policies.
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A BMO Senior Premier Relationship Manager is charged with managing and growing an assigned portfolio of mass affluent clients. Serve as the customers' relationship manager providing personalized attention to uncover their specific financial needs and goals, backed by BMO's expertise, technology and resources.
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Responsibilities Global Fund Banking Relationship Managers are responsible for new business development and expansion of existing relationships, as well as, delivering a wide range of banking solutions for Private Equity Firms.
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Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
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relationship lending jobs in San Francisco, CA
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