- Umpqua Bank (Lake Oswego, OR)
- Private Bank Support Specialist Wealth Management Lake Oswego, Oregon **Description** **About Us:** Umpqua Bank is headquartered in the Pacific Northwest ... tohigh-net-worthPrivate Bank clients. Responsible for opening and maintaining private bank client's various accounts through comprehensive service request… more
- Huntington National Bank (Birmingham, 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
- Morgan Stanley (New York, NY)
- …annuities, insurance, retirement and trust services. The US Banks- Morgan Stanley Private Bank , National Association ("MSPBNA") and Morgan Stanley Bank ... and its role as First Line of Defense. Job Description/Position Responsibilities The Lending Specialist will be responsible for the following: * Working closely… more
- Citigroup (Beverly Hills, CA)
- …and allocation of work within the team/project. **Responsibilities:** + The CRE Product Specialist is an experienced lending product specialist and Credit ... Job Description The CRE Product Specialist is a strategic professional who closely follows...credit judgment and has the responsibility to work with Private Bankers for completing the due diligence, underwriting, obtaining… more
- First Horizon Bank (Key Largo, FL)
- …in job posting **Summary** Provide assistance to the Commercial and Private Banking Relationship Managers. **Key Responsibilities Include** + Provide Commercial ... Lending Support to Commercial Relationship Managers + Review and...+ Be able to identify clients' operational needs and bank products/services to meet these needs and establish proficiency.… more
- Eastern Bank (Lynn, MA)
- …Real Estate Entity Level Finance, Low Income Housing Tax Credit Investor Financing, Franchise Lending , Asset Based Lending , Private Banking, Private ... some onsite The job's mission is to provide the Bank with an independent mechanism to assist in early...and VP/Portfolio Managers. The Vice President, Credit Risk Review Specialist II role serves as a second line of… more
- Regions Bank (Birmingham, AL)
- …Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit ... the system. **Job Description:** At Regions the Regions Business Capital Collateral Specialist provides direct customer service for clients with cash management and … more
- City National Bank (Washington, DC)
- ** PRIVATE BANKER** **WHAT IS THE OPPORTUNITY?** Develops and manages client relationships with high- net- worth and ultra-high-net-worth individuals and families ... the portfolio. May serve as a segment or industry specialist acting as a technical consultant to clients and...+ Superior knowledge of credit policies and procedures, and bank operations policies and procedures. + Demonstrated sales and… more
- Regions Bank (Charlotte, NC)
- …Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit ... section of the system. **Job Description:** At Regions, the SBA Closing Specialist is responsible for managing the loan processing/closing process, from loan… more
- First Horizon Bank (Lafayette, LA)
- …and Private Banking Relationship Managers. **Responsibilities** + Provide Commercial Lending Support to Commercial Relationship Managers + Review and Fund Loans ... + Be able to identify clients' operational needs and bank products/services to meet these needs and establish proficiency....needs and establish proficiency. + Provide assistance to the bank 's clients in all areas of the clients' relationship… more