Overview: Manage existing MTEFC (M&T Equipment Finance Corporation) business relationships in conjunction with senior management. This vertical is construction. Territory: Louisiana, Mississippi, Alabama Primary Responsibilities: Manage existing MTEFC (M&T Equipment Finance Corporation) business relationships in conjunction with senior management, communicating with the customer to satisfy their financing needs. Solicit the existing customer base to originate new financing opportunities, includ…

Overview: Responsible for an assigned portfolio of loan and deposit relationships with small business clients. Solicit new business, manage risk and credit decisions, and service existing clients through the bank's relationship management program. Work with branch partners to effectively sell to the business customer and cross sell other bank products. Primary Responsibilities: Develop new banking relationships with business prospects. Service existing business banking client base. Achieve e…

Overview: Responsible for an assigned portfolio of loan and deposit relationships with small business clients. Solicit new business, manage risk and credit decisions, and service existing clients through the bank's relationship management program. Work with branch partners to effectively sell to the business customer and cross sell other bank products. Primary Responsibilities: Develop new banking relationships with business prospects. Service existing business banking client base. Achieve e…

Delivers an exceptional customer experience for a defined portfolio of high risk borrowing accounts by applying expertise to reduce the Bank's loss exposure and manage risks. Advises internal and external stakeholders on complex, high-risk credit risk transactions and mitigation strategies. Makes credit decisions/recommendations in accordance with sound credit-granting principles and in compliance with Bank Policy & Procedures. Works with stakeholders to deepen relationships and grow the overal…

Title: VP / SVP – Senior Relationship Manager, US-China Banking & Origination Office Status: Hybrid – New York, NY Base Salary: $150k– $220k Bonus Overview: This is a senior relationship management opportunity within the Cross Border Banking division of a well-established and growing financial institution, offering full ownership of a complex, high-value portfolio spanning the US-Greater China corridor. The role is built for a seasoned banking professional who is equally comfortable originatin…

SUMMARY Manages a portfolio of moderately complex to complex trusts, estate accounts and sales efforts while generating income through effective control and administration of assigned duties within the geographical region. Develops new business by marketing new products and services to existing clients and by securing new clients. ESSENTIAL DUTIES AND RESPONSIBILITIES Manages a portfolio of complex and large trusts, estate accounts and sales efforts while developing long term business relations…

Location: Onsite at location listed in posting Develop new customer prospects and business with commercial clients, with the potential to manage and maintain a portfolio of commercial clients. Offer a wide variety of business loans, deposits, other banking products, and services to build long-term and profitable customer relationships. Ensure credit quality and risks are identified in client portfolio as well as maintaining profitable growth. Essential Duties Manage and grow a portfolio of high…

Neil Jesani Advisors is a specialized team of CPAs, EAs, Tax Attorneys, and financial professionals dedicated to helping high-income individuals, successful business owners and mid-market businesses significantly reduce tax exposure and elevate long-term financial outcomes. We are seeking a high-caliber seasoned Relationship Manager with a finance, tax or accounting background for our corporate office in Sunrise, Florida. The Role The Senior Client Relationship Manager plays a critical role in …

Join a great place to work with MissionSquare, a financial services corporation with approximately $79 billion in assets under management and administration and over 600 employees. Founded in 1972, MissionSquare is dedicated to the retirement needs of public sector employees. We focus on delivering results-oriented retirement and retiree health savings plans, education, investment options, personalized guidance, and related services to public sector participants in more than 9,200 plans and nea…

Bank of Marin, voted by our employees as one of the “Best Places to Work” in the North Bay Business Journal, is seeking a Senior Relationship Manager to join our San Francisco Commercial Banking Office. This is a full-time position that requires both office-based and off-site visits to clients. The Senior Relationship Manager is responsible for marketing new commercial banking clients to the Bank and managing and growing portfolio client relationships to meet all ongoing established portfolio g…

Bank of Marin, voted by our employees as one of the “Best Places to Work” in the North Bay Business Journal, is seeking an on-site Senior Relationship Manager to join our Rancho Cordova Commercial Banking Office. This is a full-time position that requires both office-based and off-site visits. The Senior Relationship Manager is responsible for marketing new commercial banking clients to the Bank and managing and growing portfolio client relationships to meet all ongoing established portfolio gr…

Bank of Marin, voted by our employees as one of the “Best Places to Work” in the North Bay Business Journal, is seeking a Senior Relationship Manager to join our Marin Commercial Banking Office in Novato, California. This is a full-time position that requires both office-based and off-site (in person) visits to clients and prospective new relationships to the Bank. The Senior Relationship Manager manages, cultivates, and retains established client portfolios. Additionally, the position is respo…

Bank of Marin, voted by our employees as one of the “Best Places to Work” in the North Bay Business Journal, is seeking a Senior Relationship Manager to join our Commercial Banking Office in Oakland. This is a full-time position that requires both office-based and off-site visits. The Senior Relationship Manager is responsible for developing and cultivating new client portfolio relationships to meet all ongoing established portfolio growth goals. As well as responsibility for the maintenance, c…

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com What you'll be doing As a Senior Relationship Manager, you’ll focus on …

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com What you'll be doing As a Senior Relationship Manager, you’ll focus on …

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com What you'll be doing As a Senior Relationship Manager , you'll focus on…

The Senior Relationship Manager plays a pivotal role in advancing UAF’s mission by securing major gifts of $25,000 from individuals, corporations, foundations, and organizations. Working as part of the central development team, this position supports fundraising efforts across colleges, schools, institutes, and programs, while also championing the Chancellor’s initiatives in academics, scholarships and fellowships, facilities, and campus enhancements. This donor-facing role requires initiative,…

Location: 225 Franklin Street, Boston Massachusetts Job Summary The Senior Relationship Manager, Commercial serves as the primary contact and Financial Advisor for commercial clients. This position is accountable for leading all aspects of business development and relationship management in a targeted geographic area. This role collaborates with other bankers and product partners on the development and delivery of solutions to meet client needs and is accountable for directing the implementatio…

EES is always looking for strong players to join our team! If this role seems to be a fit for you, please apply. The Senior Relationship Manager is responsible for the promoting and selling the services of EES to prospects and current clients by developing key growth sales strategies, tactics, and action plans through ensuring full client satisfaction through oversight of client relationship, execution and post event follow up to secure further business (account management). ROLES AND RESPONSIB…

Angott Search Group is pleased to partner with a Michigan-based community financial institution in the search for a Senior Commercial Relationship Manager. This role is responsible for generating new commercial loan opportunities while managing and growing an assigned portfolio of business relationships. The position focuses on high-quality origination, relationship retention, and delivering value through loans and related credit and non-credit products. Key Responsibilities Originate new comme…