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Primary markets include Oklahoma City, Tulsa, Western Oklahoma, Denver and Phoenix with commercial real estate lending offices in Atlanta, Houston, New York and Southern California. This will involve developing, managing and maintaining relationships with commercial real estate customers and prospects sourced by the Relationship Manager, ranging in individual loan sizes from $5M - $30M.
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Customer Relationship Management (CRM) software experience such Service Titan, is desirable. Lead company through change including opening new lines of business and forging into new markets.
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Customer Relationship Management: Cultivate and maintain strong relationships with key clients, distributors, and partners in the HVAC industry. Your role will also include increasing sales in dedicated markets (B2B, industrial, construction and OEM.
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Collaborate closely with Treasury Management Sales Officers, Capital Markets, Wealth, Mortgage, and Retail product partners to identify opportunities to deepen or expand existing Middle Market relationships; establish proactive joint calling habits for new prospect opportunities.
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At CoBank, our Portfolio Manager – Project Finance provides relationship management and credit support to primary Relationship Managers, including origination, structuring, execution, and monitoring of Project Finance transactions for power and energy infrastructure assets.
$194,000 a yearExpandApply NowActive JobUpdated 12 days ago - UpvoteDownvoteShare Job
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This segment of BNY Wealth is focused on direct relationship management, investment management, estate planning and administration of High Net Worth Clients and their assets. US Markets - Our multidisciplinary Active Wealth approach is structured around five core strategies and utilizes the same practices and discipline employed in institutional asset management.
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Act as the System Administrator for Customer Relationship Management tool: Salesforce and other sales technologies, ensuring they are effectively utilized. This leader drives sales performance across SENTA markets and service lines by actively managing and coaching a field sales team of Physician Liaisons, while working closely with VPs of Marketing, Operations, and Practice Administrators to implement the sales and marketing strategy.
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The Neuroscience Health & Science Professional (HSP) is responsible for increasing territory sales and relationship development with assigned customers and accounts by engaging in product promotion and determining the best strategies to manage their business.
$180,200 a yearFull-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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Works closely with relationship managers, credit risk, other capital markets products, and support functions to deliver solutions to all lines of business, including corporate and investment banking, commercial community banking, commercial real estate, and wealth.
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Bachelor’s degree in Finance, Real Estate, Accounting, Economics, and/or a minimum of 2-3 years of experience in multifamily real estate with an emphasis on risk/financial analysis, valuations, relationship management, workouts, capital markets, or asset management.
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Experience in investment banking, asset management, private funds, capital markets a plus. Associate Manager, Client Relationship Management. Related experience managing client relationships within Fund Administration, Sales, Trading, Risk Management, Operations, OTC Derivatives, or Fund Accounting areas a plus.
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3+ years of experience and knowledge of Group Benefits core products, particularly Life, Disability, Dental, and/or Absence management. With operations in more than 40 markets, we hold leading positions in the United States, Latin America, Asia, Europe, and the Middle East.
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Specialty/Competency: IFS - Clients & Markets. Overcoming objections and obstacles to win the business, develop and execute a targeted relationship and account development strategy; Business Administration/Management, Marketing, Economics, Computer and Information Science.
$495,500 a yearFull-timeExpandApply NowActive JobUpdated 29 days ago - UpvoteDownvoteShare Job
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Work with One Bank partners (Treasury Management., Capital Markets, and Wealth Management etc.) Lead and coordinate all client facing activities, including credit support, treasury management, and capital markets.
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Travels in the area markets to observe, participate in and provide feedback through all phases of the Relationship Management process including but not limited to: joint calling, TM Sales coaching, participation in geography sales/pipeline meetings, and effective communication with area sales management teams.
$218,680 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago
relationship management markets jobs in Atlanta, GA
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