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Fintech
Manages commercial banking credit portfolios for the Private Wealth business. Owns underwriting, credit approvals, risk assessments, portfolio reviews, covenant compliance, policy exceptions, reporting, and post-approval modifications. Partners with relationship managers, analysts, associates, and Special Assets to evaluate risks, negotiate credit agreements, identify cross-sell opportunities, and improve client solutions. Provides direct client management, monitors portfolio performance, and analyzes economic and industry trends.
Top Skills:
ExcelMS OfficeOutlookPowerPointSalesforce
Fintech
Drive operational safety in Consumer line of business, manage risks, oversee compliance, support product development, and lead governance analysts.
Top Skills:
ExcelMs OutlookMs PowerpointMs Word
Fintech
The Senior Relationship Manager develops and manages middle-market commercial banking relationships with companies generating $25 million to $300 million in revenue. Responsibilities include acquiring clients, expanding portfolios, originating loans and deposits, promoting commercial card products, overseeing deals, assessing credit and other risks, delivering financial solutions, and meeting sales and production goals. The role requires strong market networking, financial expertise, credit underwriting knowledge, cross-functional collaboration, and effective pipeline management using Salesforce and Microsoft Office.
Top Skills:
ExcelMS OfficeMicrosoft PowerpointMicrosoft WordOutlookSalesforce
Fintech
Execute email marketing campaigns through content setup, audience segmentation, testing, deployment, quality assurance, and performance monitoring. Maintain Salesforce Marketing Cloud templates, Cloud Pages, subscription lists, deliverability standards, and list hygiene. Support A/B testing, reporting, workflow improvements, documentation, cross-functional campaign alignment, and ad hoc marketing projects.
Top Skills:
A/B TestingAutomation StudioCloud PagesEmail Marketing AutomationEmail StudioHTMLJourney BuilderSalesforce Marketing Cloud
Fintech
Lead SFMC and Data Cloud product strategy and execution: translate marketing goals into scalable SFMC solutions, manage platform roadmap and integrations, oversee automations, journeys, data mapping, governance, and campaign delivery while aligning marketing, technology, and analytics teams.
Top Skills:
Adobe AnalyticsCloud PagesCustomer Data Platform (Cdp)Data CloudGoogle AnalyticsMarketing Cloud AutomationsMarketing Cloud JourneysPower BISales CloudSalesforceSalesforce Marketing Cloud (Sfmc)Salesforce Marketing Cloud Multi-Org ConnectorSQLTableau
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Fintech
Build and deepen customer relationships through proactive outreach and relationship management. Handle teller transactions, open new accounts, refer customers to relevant banking solutions, and support community outreach and operational duties while ensuring regulatory compliance and excellent customer service.
Top Skills:
ExcelMS OfficePc/InternetSalesforceWord
Fintech
Lead and manage marketing technology initiatives, collaborate with teams to optimize performance, ensure data compliance, and enhance campaign effectiveness.
Top Skills:
Api ManagementCustomer Data Platform (Cdp)Data Management Platform (Dmp)Marketing AutomationMarketing Technology PlatformsSQL
Fintech
Manage a portfolio of small business clients through relationship management, credit analysis, loan origination, deposit growth and cross-selling. Conduct regular client meetings, prepare tailored product proposals, ensure audit-ready credit files and regulatory compliance, meet revenue and retention targets, and collaborate with internal teams to structure solutions.
Fintech
Manage and grow a portfolio of small business clients through relationship management, credit assessment, and cross-selling. Conduct regular client meetings, analyze financial statements and cash flow, prepare tailored product proposals, ensure regulatory/compliance readiness, document activity in CRM, and meet loan origination, deposit growth, and revenue targets. Must be bilingual (English/Spanish) and travel extensively to client locations.
Top Skills:
CRM
Reposted 24 Days AgoSaved
Fintech
The AVP, Consumer Segment & Lifecycle Strategy Manager will define and execute strategies for customer acquisition, engagement, and retention, leveraging insights and analytics to improve performance across consumer segments.
Top Skills:
ExcelMicrosoft PowerpointMicrosoft Word
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