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Reposted 22 Days AgoSaved
In-Office
Toronto, ON, CAN
86K-185K Annually
Senior level
86K-185K Annually
Senior level
Financial Services
The role involves managing audit engagements in commercial lending, ensuring internal control compliance, leading strategic initiatives, and providing insights to senior management and the Board of Directors.
Top Skills: Data Analytics
23 Days AgoSaved
In-Office
Parker, CO, USA
55K-120K Annually
Mid level
55K-120K Annually
Mid level
Financial Services
Serves as the primary contact for mass-affluent banking clients, identifying financial needs and providing banking, investment, insurance, lending, and advisory solutions. Builds and expands client relationships, acquires new assets, meets sales targets, supports onboarding, and develops community and referral partnerships. The role also manages portfolio performance, ensures regulatory compliance, reviews credit applications, coaches branch personnel, and escalates complex client issues.
23 Days AgoSaved
In-Office
Toronto, ON, CAN
120K-215K Annually
Senior level
120K-215K Annually
Senior level
Financial Services
Leads customer experience strategy, segmentation, acquisition, growth, loyalty, and value proposition initiatives. Develops customer experience blueprints, analyzes customer and performance data, oversees reporting and data governance, and coordinates cross-functional execution across product, marketing, sales, pricing, risk, technology, and operations. Advises senior leaders, manages strategic initiatives and change programs, builds stakeholder alignment, and leads teams to improve customer engagement, revenue, and organizational effectiveness.
Top Skills: DashboardsDatabases
Reposted 23 Days AgoSaved
In-Office
5 Locations
90K-180K Annually
Senior level
90K-180K Annually
Senior level
Financial Services
The Senior Relationship Manager will develop and manage key commercial client relationships in the Pacific Rim Division, focusing on business growth through strategic solutions and exceptional service. This role requires expertise in client portfolio management, deal structuring, and cross-border business needs.
Top Skills: Credit Risk AssessmentFinancial Analysis
Reposted 23 Days AgoSaved
Remote
USA
90K-180K Annually
Senior level
90K-180K Annually
Senior level
Financial Services
The Ag Regional Finance Manager drives business growth, manages client relationships, structures complex deals, and ensures compliance while leading performance reporting and market strategy development.
Top Skills: Credit Risk AssessmentFinancial AnalysisProject ManagementRegulatory Compliance
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Reposted 23 Days AgoSaved
In-Office
3 Locations
90K-180K Annually
Senior level
90K-180K Annually
Senior level
Financial Services
The Relationship Manager will build and manage a portfolio of commercial clients, delivering complex lending solutions and ensuring exceptional client experiences, while conducting business development and maintaining strong relationships within the Pacific Rim markets.
Reposted 23 Days AgoSaved
In-Office
5 Locations
90K-180K Annually
Senior level
90K-180K Annually
Senior level
Financial Services
The VP, SBA Specialty Finance Officer will drive business growth through client relationship management, deal structuring, and market strategy development. Responsibilities include resolving client issues, securing credit approvals, cross-selling products, and ensuring compliance with regulatory standards. The role emphasizes revenue generation, strategic advice, and market trend analysis.
Reposted 23 Days AgoSaved
In-Office
5 Locations
120K-250K Annually
Senior level
120K-250K Annually
Senior level
Financial Services
The VP, Specialty Finance Officer manages key client relationships and drives revenue through business development, strategic problem-solving, and high-value deal structuring. This role involves oversight of credit approvals, client advocacy, market strategies, and ensuring compliance with regulations, while delivering exceptional service to high-value clients.
Reposted 23 Days AgoSaved
Remote
3 Locations
42K-80K Annually
Junior
42K-80K Annually
Junior
Financial Services
The Investment Specialist provides client support, manages accounts, assists with financial inquiries, and builds customer loyalty while adhering to regulatory standards.
Top Skills: ClientworksMoneyguide-ProSalesforceSeries 65Series 66Series 7Sie
23 Days AgoSaved
In-Office
Vaughan, ON, CAN
Mid level
Mid level
Financial Services
Builds and manages referral relationships to generate mortgage business and expand home-financing market share. Identifies sales, cross-sell, and referral opportunities; develops marketing initiatives; guides customers through mortgage applications and processing; coordinates with branch teams; resolves issues; ensures regulatory compliance; and provides advice on banking and lending products. Requires strong relationship sales, mortgage lending, customer service, negotiation, analytical, and communication skills.
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