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Engage with Certified Financial Planners and Financial Advisors to create and analyze the client’s financial plan and strategize on how to present the breadth of Citizens solutions across banking, lending, and partner with the Advisor for investments to help clients reach their financial goals.
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This includes cash management and reporting; banking and lending relationships; risk mitigation; cash forecasting, managing borrowings and investments; and loan covenant compliance. Familiarity with banking compliance reporting.
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Description :The Credit Portfolio Manager II (CPM) performs the financial analysis needed to make credit decisions on new and existing business, supports the commercial banking team and recommends credit solutions that add value to the Customer.
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Multi-unit people management experience in the retail, restaurant, banking, or other related industry; management of people within military service positions. You'll begin working a flexible part-time schedule in the fall as you ramp up for the busy tax season, then transition to a full-time schedule from January through April.
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As part of the Core Banking Division, Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. 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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Inventory control, administrative, and banking responsibilities. Must be a great salesperson with retail management experience. Ability to work a flexible schedule, have dependable transportation and self-motivation skills.
$47,057 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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We are hiring a Portfolio Manager (PM) to handle all aspects of commercial portfolio management as it relates to assigned portfolio loans together with attracting, developing and cross selling of other deposit and commercial banking relationships.
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Required Qualifications:Bachelor’s Degree 8+ years of experience in banking, treasury, and or investor relations. Supports strategic finance initiatives, including financing and refinancing activities.
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Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing.
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2+ years of management, Retail Banking experience or equivalent Chase leadership experience. You will also be responsible for creating an environment that influences the use of technology to meet the customers’ needs of today and the future through collaboration with our partners in Chase Wealth Management, Business Banking, and Home Lending to provide a seamless experience for our customers.
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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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The Retail Banker I is a Customer liaison that is integral to delivering TD's Brand promise by utilizing financial expertise and consultative advice in advising Customers regarding banking solutions/needs.
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Education: H.S Diploma in or equivalent work experience (Req) in Work Experience: Cash Handling experience in a Retail or Banking environment, 0-3 years (Req) , Skills and Abilities: Superior customer service skills.
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Administer for the CFO banking systems (on- line & manual) authorization and control processes. Coordinate and administer Company risk insurance policies with the broker and carriers under direction of the CFO.
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Activities include maximizing cross-sales opportunities through customer profiling with the ultimate goal of cultivating interest in other business banking products. Occassional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown.
$84,250 a yearFull-timeExpandApply NowActive JobUpdated 11 days ago
banking job Company: Citizens in Salem, NH
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