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Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach o
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Work with Senior Banker to understand the business strategy and pipeline for the region. Maintain a view of the full portfolio in region. Define the Deal Team by identifying the credit partner (Middle Market Portfolio Manager or vertical credit partner) and Regional Closing Coordinator. Meet with prospective clients as needed. Assess viability of the client and/or transac
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Client Service Frequent direct communication with client Support Senior Trust Advisor with all decision making aspects of trust administration Partner with Trust Advisor to retain client base Partner with Trust Advisor to optimize effective and efficient process and client service Account Administration Review daily trust activity Ensure compliance with all processes and
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Business Support Provides support to team leaders by assisting with the implementation and monitoring of restructuring strategies. May assist team leaders in negotiations of amendments, waivers, restructuring proposals, and credit documentation. Asset Management Gathers and analyzes financial statements and KPI reporting of Guarantors and stressed and distressed Borrowers
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In this role, you will get to Make an impact by contributing to the growth of the bank through business and commercial loans, deposits and fee income Exercise your creativity and entrepreneurial spirit to engage with business owners in the community Work in a supportive environment encouraging community and business development activities Work within a streamlined, timely
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The Business Risk and Control Sr Group Manager Technology and Data lead manages multiple teams through other managers. Excellent communication skills are required to negotiate internally, often at a senior level. Responsible for supporting enterprise and executing functional strategy in areas managed. Accountable for end results and contributing to the future strategy of
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Perform effective review and challenge activities for P&L and balance sheet through ongoing interaction with the first line via walkthroughs and dedicated governance meetings Maintain an end to end perspective within and across capital planning components, develop in depth analysis to assess reasonability of results and ensure transparency of governance, methodologies and
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The SVP for CCAR Liquidity Review is responsible for executing independent review and challenge of the CCAR liquidity workstream, including quarterly internal refresh as well as the review and challenge of the Contingency Funding Plan (CFP). Responsibilities SVP for CCAR Liquidity Review will lead the liquidity and funding workstream for Citigroups annual CCAR regulatory
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The SVP Recovery and Resolution Planning (RRP) will be responsible for leading and overseeing the review of recovery and resolution strategies within Citi, with a specialized focus on conducting independent reviews of financial forecasting processes from a liquidity risk perspective. The role involves performing credible review and challenge of Citigroups Recovery and Res
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The VP for Recovery and Resolution Planning is responsible for supporting independent review and challenge of the RRP liquidity workstream, including Recovery and Resolution Plan submissions. Responsibilities The role involves performing credible review and challenge of Citigroups Recovery and Resolution Plans across methodology, results, governance and processes. The VP
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In Business Risk (IBR) is a global team with product and risk expertise across the Equities product suite. This role will report to the Global Head, and will support the Futures & Derivatives Clearing (FDC) businesses, with opportunity to help with FX Prime Brokerage and/or Fixed Income PB, depending on the candidate. The Risk professional should have a working knowledge
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Manage project tasks and client interactions ensuring exceptional project outcomes. Lead problem solving efforts with clients, leveraging technology tools to drive transformative Treasury projects. Serve as a subject matter expert guiding clients towards effective Treasury strategies and solutions. Drive business growth and strengthen client relationships through advisory
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Lead shortages project including but not limited to Providing daily direction to shortages CFS temps Prepare and share shortages reporting Work cross functionally to support and resolve logistical deductions Lead the reporting of strategic KPI's for CFS team (Prepare regular and ad hoc reporting) Ensure reporting is timely and accurate and rollout system enhancements Impl
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Comerica Bank
- Sugar Land, TX
Customer Experience Introduce and refer customers to the platform through routine interactions Provide remarkable customer service through all customer interactions, problem resolution, telephone answering, safe deposit, etc. Perform routine customer requests. Must successfully complete Comerica's Teller Training Program. Follow company policies and procedures, regulation
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Marketing Activities Execute the proactive marketing activities for the attraction, retention, and expansion of customers. Complete assigned daily planning activities. Provide effective customer onboarding and engagement by routinely strengthening new customer relationships, introducing new and existing customers to Comerica's product and services, addressing customer que
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