- Truist (Atlanta, GA)
- …and closings as needed. Vital part of the team approach in the Wealth credit delivery model and may act as an additional contact to the client ... review the following job description:** Reporting to the Group Credit Leader and responsible for leading a team...training. 2. Minimum of twelve (10) years in structured wealth lending or with large commercial credit … more
- Truist (Charlotte, NC)
- …below. Specific activities may change from time to time. Underwriting: + Manage end-to-end credit delivery process for the most complex deals and largest ... credit exposure for the most complex and largest credit relationships for Truist Wealth . Oversees sound...urgency; actively communicate throughout the process with the advisor team , and in some cases directly with the client,… more
- Truist (Louisville, KY)
- …and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist Wealth solutions. Accomplished ... planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth ...based approach to deliver the full suite of Truist Wealth solutions. + Team and peer group… more
- Truist (Atlanta, GA)
- …and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist Wealth solutions. Accomplished ... planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth ...based approach to deliver the full suite of Truist Wealth solutions. * Team and peer group… more
- Truist (Atlanta, GA)
- …is a geographically (or segment) based, client-facing role, partnering directly with Wealth Advisors to recommend highly customized, complex credit strategies to ... Advisor is an active member of the client relationship team , providing loan structure and credit advisory...excess of $100MM. The Lending Advisor 3 consults with Wealth Advisors on credit solutions and strategies… more
- Citigroup (New York, NY)
- The role sits within the Wealth Credit Management team of Citi Global Wealth , a Division of Citi focused on serving the needs of clients across the ... HNW clients. The role sits within the Portfolio Strategy team within Wealth Credit Management...2LOD stakeholders for remediation; + Lead the execution and delivery of the Technology solution needed to implement the… more
- TD Bank (Marlton, NJ)
- …identifies opportunities within portfolio and network to refer business to Retail, Commercial and Wealth Partners + Ensures team executes in a manner that is ... compliant with regulations, policies, and procedures; understands and adheres to TD Wealth AML/ATF Policies and Procedures + Ensures team adheres to all federal,… more
- Huntington National Bank (Westlake, OH)
- …the Financial Planning team that provides training, development, and support to Wealth Advisors + Develop training and curriculum to support Wealth Planners ... Strategy Group to develop client insights to support delivery of a high-quality client experience + Develop advisor...manage a book of HNW client relationships + Lead team of Wealth Planners driving a consistent… more
- US Bank (Greenwich, CT)
- …financial objectives. Our teams advise clients holistically and comprehensively on wealth and estate planning, investments, banking, credit , insurance, ... and committed to our clients and employees. At Private Wealth Management, we are uniquely positioned for growth and...frame, acquire, and retain relationships. The PWA leads our team -based service model, ensures the delivery of… more
- Regions Bank (Pensacola, FL)
- …the Private Wealth Management Relationship Specialist assists in the coordinated delivery of a broad range of bank products and services (trust, insurance, ... wealth management clients and supporting the Private Wealth management team 's effort to grow and...Investment Services and Banking Industry o Solid understanding of Wealth Management processes o Fundamental knowledge of credit… more