- Citigroup (New York, NY)
- …initiatives in collaboration with segment leadership to support wider Citi Wealth lending growth aspirations. Ensuring effective and consistent compliance ... service while helping clients preserve, grow and manage their wealth . Lending is a key product offering... solutions across all three client segments including Citi Private Bank, Wealth at Work, Citi … more
- Bank of America (Fort Worth, TX)
- …for borrowers with complex balance sheets and income streams * 3-5+ years of commercial/ private wealth management credit experience * Strong negotiation and ... Senior Credit Underwriter, Global Wealth & Investment Management Custom Lending Saint Louis, Missouri;Newport Beach, California; Atlanta, Georgia; Pasadena,… more
- Bank of America (Charlotte, NC)
- …Description:** Manages the end to end credit process for a portfolio of Private Wealth Management clients and works with the Central Administration Unit to ... Credit Manager, Global Wealth & Investment Management Custom Lending ...complex balance sheets and income streams *10+ years of commercial/ private wealth management credit experience… more
- Bank of America (Newport Beach, CA)
- Global Wealth & Investments (GWIM) Custom Lending Credit Manager Charlotte, North Carolina;Newport Beach, California; Atlanta, Georgia; Pasadena, California; ... Executive (CE) in their goal of developing new custom lending relationships with strategic wealth clients, driving...balance sheets and income streams + 10+ years of commercial/ private wealth management credit experience… more
- Citigroup (San Francisco, CA)
- …are strategically integrated into our client's broader Wealth Management goals. Our Lending Advisors partner with Citi Private Bankers to advise clients on ... Citi Wealth Lending provides competitive borrowing solutions...Private Bank ("CPB") Banker teams to proactively identify lending opportunities with their clients and prospects through account… more
- First Horizon Bank (Germantown, TN)
- …in managing customer relationships. A Senior CA will be expected to provide credit analysis support for assigned lending relationships. The position also ... provides mentoring and guidance to Client Specialists and other Credit Analysts as it relates to lending ...southern US The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and… more
- Citigroup (New York, NY)
- …requires a broad and comprehensive knowledge of financial markets, wealth management practices, and industry products/services. **Responsibilities:** + This position ... to communicate, the full range of investment themes, products and services Citi Private Bank offers to clients, including, though not limited to, capital market… more
- BMO Financial Group (Indianapolis, IN)
- …requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as ... training and support to other employees; may include providing guidance on credit -related issues, specific client issues and queries, and assistance with operational… more
- TD Bank (Marlton, NJ)
- …TDPCW platform, Trust and Investment accounts on the TDBNA platform including Trustdesk, wealth depository services, wealth lending services + Responsible ... specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Client Support Supervisor serves two...where it would add value, are provided with a Private Client Planning Experience + May lead a team… more
- City National Bank (Boise, ID)
- …and services offered. What you will do * Services the mortgage needs of Private Banking, Wealth Management and Personal and Business Banking clients whose ... *RESIDENTIAL LENDING LOAN OFFICER SENIOR* WHAT IS THE OPPORTUNITY?...and concurrent second loan products to existing and potential private banking and high net worth clients. By partnering… more