- Citizens (Boston, MA)
- Description The Private Bank Lending Specialist , Business Banking supports the Relationship Manager with their loan portfolio with extraordinary care and ... initial client contact through the closing process. The Senior Lending Specialist is expected to lead loan...lending origination systems, and regulatory requirements involved in private equity / venture capital fund finance, business … more
- Huntington National Bank (Kalamazoo, MI)
- Description Summary: The Private Bank Service Specialist II is responsible for the day-to-day activities and interaction between the client and Huntington ... Bank in terms of establishment of documentation, maintenance, and...deliver exceptional service to high-net worth clients. The Service Specialist II is also responsible for maintaining a detailed… more
- Regions Bank (Salt Lake City, UT)
- …of the system. **Job Description:** At Regions, the Home Improvement Financing Lending Specialist is responsible for accepting and processing customer loan ... Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …**Job Summary** Under limited supervision, the Private Client Banking (PCB) Lending Product Specialist uses in-depth lending knowledge and skills ... teams within Private Client Banking. The Senior Lending Product Specialist will impart guidance regarding... Product Specialist will impart guidance regarding lending capabilities at Raymond James Bank specializing… more
- Bank of America (Austin, TX)
- Structured Credit Executive - Private Bank Houston, Texas;Austin, Texas **Job Description:** At Bank of America, we are guided by a common purpose to help ... excellence with holistic knowledge of the client relationship * Understanding of Private Bank credit product solutions and process * Robust portfolio… more
- Eastern Bank (Boston, MA)
- The Private Banking Services Specialist II support the onboarding and servicing of the Private Banking Division's clients as the operational and ... service. Works collaboratively with internal business partners to bring the entire bank 's capabilities to our clients. + Collaborates closely with Private … more
- TD Bank (Coral Gables, FL)
- …specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist I acts as sales and relationship support for ... Investment Advisors who serves clients in the high-net-worth segment, supporting banking, lending , and High Net Worth Investing. The PCS I is primarily responsible… more
- Fifth Third Bank, NA (Charlotte, NC)
- …+ Delivers banking solutions based on the value ladder and the Fifth Third Private Bank story following our Life360 Process. + Ensures service standards and ... step? Discover a career in banking at Fifth Third Bank . GENERAL FUNCTION: Serves as a banking specialist...ultra high net worth client relationships Provides deposit and lending expertise while collaborating with a customized team of… more
- Bank of America (Miami, FL)
- Credit Product Specialist Miami, Florida **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through ... Financial Economics/equivalent experience * Knowledge in marketing and selling Private Wealth credit solutions; engaging, addressing, influencing lending … more
- Citizens (Boston, MA)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth ... + Answering questions about Initial Loan Estimate. + Working closely with the Lending Specialist to obtain additional needed documentation. + Working closely… more