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The successful Private Client Wealth Advisor is comfortable building relationships with referral sources within Citizens (Citizens Securities Inc financial advisors, retail branch colleagues, mortgage loan officers, and business banking relationship managers) as well as external referral sources (attorneys, accountants, and estate planning councils) to develop an ongoing pipeline of prospective clients.
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The Private Client Wealth Advisor has access to client support staff and subject matter experts when delivering financial planning, investment management, insurance, tax, estate planning, and family office services toclients.
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The Commercial Sales Associate II provides ongoing Commercial Customer service documentation and loan system support as the Relationship Teams liaison on assigned accounts. Assists the Relationship Manager(s) in closing loans, including assisting to clear conditions of closing, aiding in the preparation of the closing packages an organizing the loan closing package.
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Reports to the nursing center Nursing Home Administrator but also has a dotted line report to relationship to the Regional Manager/Director, Sales and Marketing. Nursing Student Loan Debt Repayment and Tuition Assistance.
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Responsibilities: Engage with our in-house real estate agent team, providing training on loan programs. Our proprietary technology platform works equally well to drive introductions to outside agents and further cement that relationship through our lead generation system.
$75,000 - $565,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Drives new business development, portfolio management, credit quality and overall relationship management of an assigned/developed portfolio of commercial customers. Reviewing documentation and working with Bank personnel or Bank Counsel to ensure loan documentation is prepared in accordance with loan approval.
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Join our team as a nursing center Director of Marketing and Admissions where you will help grow our market share to meet census goals and ultimately improve our financial standing. Guide the center sales program which ensures: strong customer, referrer, and payor satisfaction; appropriate market penetration; positive public image; maximization of center Quality Mix (Qmix) and Average Daily Census (ADC) goals.
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Genesis is one of the nations' leading provider of healthcare services from short-term to long-term care and a wide variety of living options and professional clinical services. Minimum of two (2) years college education in the field of health care administration, business management, and/or marketing or public relations preferred.
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As a Relationship Manager in Commercial Lending you will develop commercial loan requests from centers of influence, existing customers and other sources. Monitor and maintain relationships to insure timely loan administration which may include repayment, receipt of required financial updates, detection of potential problems and opportunities for additional business.
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The Associate Relationship Banker role will provide services for Banking Center customers and assist the team in achievement of sales, service, and operation goals, based on Webster's Strategic Guidelines.
$18.5 - $20 an hourFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Must process in-person & electronic loan applications by collecting all necessary loan documentation for review by underwriters as well as completing the loan closing. Explain the loan process to include loan options, insurance requirements, and options on loan products, loan policies, interest rates, payoffs, etc.
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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. As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers.
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