Financial Relationship Manager

Job SummaryThe Commercial Relationship Manager IV is a key role within BOK Financial Corporation, responsible for developing and maintaining complex business relationships with clients. This position requires a deep understanding of commercial lending, credit underwriting, and treasury services.Key ResponsibilitiesBusiness Development: Identify new business...

Job SummaryWe are seeking a highly skilled Commercial Banking Relationship Manager to join our team at BOK Financial. As a key member of our commercial lending team, you will be responsible for developing and maintaining relationships with our clients, identifying new business opportunities, and providing exceptional customer service.Key...

Position Overview:As a key player in our organization, you will be responsible for managing and nurturing client relationships within your designated portfolio. Your focus will be on retention and enhancing the value of existing accounts while actively seeking to establish new connections through various channels.Key Responsibilities:1. **Relationship...

Position Overview At PNC Financial Services Group, our workforce is our most significant asset and competitive edge in the financial sector. We are dedicated to providing exceptional service to our clients and cultivating a collaborative workplace culture where every employee feels appreciated, respected, and empowered to contribute to the organization's...

Position Overview At PNC Financial Services Group, our workforce is our most significant asset and competitive edge in the financial sector. We are committed to providing an exceptional experience for our clients. Our daily efforts are focused on nurturing an inclusive workplace culture where every employee feels valued, respected, and empowered to...

Position Overview:As a pivotal member of our team, you will be accountable for managing client relationships, ensuring retention, and enhancing the value of your designated portfolio. Your role will also involve the acquisition of new clients through various channels including assigned leads and strategic sales initiatives.Key Responsibilities:- Develop and...

Position Overview:As a key player in our organization, you will be responsible for managing client relationships, ensuring retention, and enhancing the value of your designated portfolio. Your role will also involve the acquisition of new clients through various channels such as leads, referrals, and targeted sales initiatives.Key Responsibilities:1. Develop...

Bank of America is committed to promoting financial well-being by creating connections that empower individuals to achieve better financial outcomes. Our focus on Responsible Growth influences our operational strategies and enhances value for our clients, employees, communities, and stakeholders. We are currently looking for a dedicated professional to join...

Job OverviewAs a Business Development Representative for John Jinuntuya - State Farm Agent, you will play a key role in building and maintaining customer relationships within the community to promote State Farm products, including auto, home, and life insurance.Key ResponsibilitiesEstablish and Nurture Customer RelationshipsConduct Needs-Based Reviews to...

About the RoleAs a key member of UMB's commercial banking team, the Commercial Portfolio Development Manager will play a critical role in driving business growth and developing strategic relationships with clients. This is an exciting opportunity for a motivated and experienced professional to join a dynamic team and contribute to the success of UMB...

Job OverviewTBX Benefits is seeking a dedicated and skilled Client Relationship Manager to enhance our client engagement efforts. If you excel in a dynamic, technology-oriented setting and are committed to delivering outstanding service to our clients, this position may be a perfect fit for you.In this role, you will act as the primary point of contact...

Position Overview:As a Relationship Banker II at Cadence Bank, you will play a pivotal role in delivering exceptional customer service. Your primary responsibility will be to manage routine banking transactions while fostering strong relationships with clients.Key Responsibilities:1. Engage with customers to understand their financial needs and provide...

About the RoleAs a key member of UMB's commercial banking team, the Commercial Portfolio Development Manager will play a critical role in driving business growth and development. This position will be responsible for building and maintaining strong relationships with commercial clients, identifying new business opportunities, and developing strategic...

Job Overview The Client Relationship Manager, under the guidance of the Director of Client Success, is pivotal in driving operational excellence and fostering long-term customer loyalty. This essential position is dedicated to enhancing the Client experience. The ideal candidate will be tasked with developing and nurturing strategic alliances with our key...

Position Title: Investment Counselor Work Location: Remote Full Time with Benefits Job Overview: Introduction: Join NR Consulting as an Investment Counselor, where you will manage a designated portfolio of affluent clients. Our firm has been dedicated to a tailored approach for private clients, ensuring a clear distinction between sales and client...

Job Summary:The Financial Operations Manager will be responsible for overseeing the month-end close process, including reconciliations, financial statement preparation, and analysis. This individual will also manage the Accounts Payable process, prepare internal performance reports, and assist in other projects.Key Responsibilities:Manage the financial...

Company: myStartupCFO LLC Location: Fully Remote Qualification: CPA, CMA, MBA, CAPay Range: $125KJob Overview:We are seeking a skilled financial manager to oversee all facets of financial operations, including compliance and financial reporting, budget formulation, and forecasting, along with the establishment of internal control policies and procedures.Key...

Job OverviewAre you tired of the monotonous routine that often accompanies corporate environments?We have some encouraging news: you can break free from the conventional corporate structure.About FacturFactur is dedicated to assisting industrial enterprises in expanding their clientele to enhance revenue and diversify their offerings. We provide tailored...

Colvin Resources Group is actively looking for a Financial Controller.Position SummaryThe Financial Controller will be instrumental in driving the organization's financial strategy by overseeing a variety of accounting operations, including revenue management, accounts payable, and tax obligations. This role involves building a proficient team, refining...

Senior Manager, Operations AccountingCompany Name: Interior Logic Group, Inc.Overview:Oversee all facets of operational accounting across assigned territories.Accountable for the monthly closing cycle, including the review of journal entries and performance analysis.Design and execute systems, controls, procedures, and policies to enhance operational...