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Bank of America
San Francisco, CA, United States
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to
Job Source: Bank of AmericaBank of America
San Francisco, CA, United States
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to
Job Source: Bank of AmericaParabola Labs
San Francisco, CA, United States
About us: Parabola is transforming the way companies operate by empowering non-technical teams to automate complex data processes with ease. Our mission is to provide non-technical teams ("operators") with the same type of leverage as their technical counterparts. We do this by providing a no-code platform to build, automate and collaborate on data
Job Source: Parabola LabsCalifornia Bank & Trust
San Francisco, CA, United States
Commercial Banking Relationship Manager - San Francisco, CA California Bank & Trust is looking for a Commercial Banking Relationship Manager to join our team in Walnut Creek, CA and San Francisco, CA. Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportuniti
Job Source: California Bank & TrustZions Bancorporation
San Francisco
California Bank & Trust is looking for a Commercial Banking Relationship Manager to join our team in Walnut Creek, CA and San Francisco, CA. Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and w
Job Source: Zions BancorporationBank of Montreal
San Francisco, CA, United States
Application Deadline: 05/16/2024 Address: 180 Montgomery St. Job Family Group: Commercial Sales & Service Come join a culture that is about so much more than the bottom line. Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. At BMO, you will enjoy work th
Job Source: Bank of MontrealCognizant Technology Solutions
San Francisco, CA, United States
Description Client Relationship Manager, Retail, Consumer Goods, Travel & Hospitality Solutions (RCGTH) Location: San Francisco, CA (must live or be willing to relocate to San Francisco, CA) About Cognizant Cognizant (Nasdaq-100: CTSH) is one of the world's leading professional services companies, redefining clients' business, operating and tech
Job Source: Cognizant Technology SolutionsBank of Montreal
San Francisco, CA, United States
Application Deadline: 05/16/2024 Address: 180 Montgomery St. Job Family Group: Commercial Sales & Service Come join a culture that is about so much more than the bottom line. Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. At BMO, you will enjoy work th
Job Source: Bank of MontrealSan Francisco, CA, United States
Relationship Specialist - San Francisco APPLY NOW ORIX METRO Leasing and Finance Corporation Candidate must possess at least a Bachelor's/College Degree, Doctorate Degree, Post Graduate Diploma / Master's Degree, Professional License (Passed Board/Bar/Professional License Exam) on Business Studies/Administration/Management, Finance, Marketing.
Fresh Grad / Entry Level specializing in Sales - Financial Services (Insurance, Unit Trust, etc) or equivalent.
Required skill(s): Sales and Marketing, Finance, Upsell, Customer Service.
Responsibilities Specific Duties and Responsibilities
Responsible for the day-to-day transaction and account management, monitoring of existing accounts
Prepares Financial Package and Credit Reports for existing accounts subject for yearly renewal.
Evaluates and Analyzes Financial Statements
Evaluates client’s financial capacity based on submitted documents.
Conducts qualitative analysis of the credit worthiness of the potential or existing borrower.
Directs and supervises all loan documentation, loan management, loan pricing, sales, and marketing.
Generation of Loan Assets through product development involving product conceptualization, documentation, pricing, sales and marketing.
Ensures that all loan accounts conform to the regulations set-forth by the BSP, the Bank and other regulatory groups;
Monitors maturing PNs for existing accounts.
Requests CI for existing accounts subject for yearly renewal.
Additional Requirements Qualifications:
Must be a graduate of any Business Course.
At least 1 year of Leasing and Financing experience is a plus.
Must be willing to work on-site
Must be willing to be assigned in San Francisco, Agusan del Sur
Fresh graduates are most welcome to apply
Additional Info
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Relationship Specialist - San Francisco jobs in San Francisco, CA, United States
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