364 matching jobs for “Client Relationship Analyst”

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Truist Financial

Premier Advisor - Nashville, TN

Nashville, Tennessee, United States

Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market …

Added Nov 3, 2026

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Truist Financial

Premier Advisor - Fort Worth / Tarrant County

Fort Worth, Texas, United States

Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market …

Added Nov 3, 2026

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Truist Financial

Premier Advisor - Lakeland, FL

Lakeland, Florida, United States

Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market …

Added Nov 3, 2026

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Truist Financial

Premier Advisor - Orlando, FL

Orlando, Florida, United States

Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market …

Added Nov 3, 2026

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Truist Financial

Premier Advisor - Houston or Katy, TX

Houston, Texas, United States +1 location

Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market …

Added Nov 3, 2026

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Truist Financial

Virtual Premier Advisor - Brevard, FL

Orlando, Florida, United States

Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market …

Added Nov 3, 2026

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IQVIA Holdings

Healthcare Claim Data Analytics Professional (4 days in office)

Burlington, Massachusetts, United States

Pay posted by employer$56,100–$140,300

At Cedar Gate Technologies, an IQVIA business, the Senior Data Analytics Analyst will collaborate closely with Data Managers to analyze complex healthcare data, design scalable data …

Added Oct 15, 2026

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M&T Bank

Commercial Credit Senior Associate, C&I

Baltimore, Maryland, United States

Hybrid

Pay posted by employer$113,300–$188,800

… suspicious activity and activity that may be contrary to customer's interest. Partner proactively with relationship managers and be intimately involved throughout the deal process, from deal screen through approval and for …

Added Nov 3, 2026

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M&T Bank

Commercial Credit Senior Associate

Baltimore, Maryland, United States

In person

Pay posted by employer$113,300–$188,800

Added Nov 3, 2026

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M&T Bank

COMMERCIAL CREDIT SENIOR ASSOCIATE • COMMERCIAL CREDIT Engineering & Construction - Hybrid

Radnor, Pennsylvania, United States

In person

Pay posted by employer$113,300–$188,800

Added Nov 3, 2026

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KeyCorp

2027 Summer Commercial Bank Internship - Cleveland (Credit)

Cleveland, Ohio, United States

Full time

… As a core component of Key’s strategic priorities, the Commercial Bank plays a vital role in driving client success and contributing to the company’s overall performance. About the Internship As an intern, you will …

Added Nov 3, 2026

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Global Payments

Lead Product Manager, International Platforms

London, England, United Kingdom

… of existing products and services to developing new solutions which advance business objectives and client needs. Builds strong working relationships with marketing, sales, support staff, product development and …

Added Nov 4, 2026

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M&T Bank

Commercial Credit Senior Associate - ABL

Boston, Massachusetts, United States

In person

Pay posted by employer$119,500–$199,100

Added Nov 3, 2026

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M&T Bank

Commercial Credit Senior Associate - CRE (Hybrid - see description for potential work locations)

Boston, Massachusetts, United States +2 locations

Hybrid

Pay posted by employer$119,500–$199,100

Added Nov 3, 2026

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Truist Financial

Premier Advisor - Lynchburg, VA

Lynchburg, Virginia, United States

Pay posted by employer$80,000–$100,000 per year

Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market …

Added Nov 3, 2026

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Truist Financial

Premier Advisor - Arlington, VA / Georgetown

Arlington, Virginia, United States

Pay posted by employer$92,000–$115,000 per year

Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market …

Added Nov 3, 2026

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Truist Financial

Premier Advisor - Bel Air, MD

Bel Air, MD

Pay posted by employer$88,000–$110,000 per year

Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market …

Added Nov 3, 2026

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Huntington Bancshares

Senior Liquidity Specialist: Onsite

HBI Corporate Offices Cols C OH +7 locations

… analysis, lead generation, and partnership with RMs, Deposit Pricing Analysts and TMA teams Assist with client liquidity reviews; develop and present tailored, client-aligned solutions Partners across banking, Treasury …

Added Nov 3, 2026

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M&T Bank

Commercial Credit Lead, Healthcare

Radnor, Pennsylvania, United States

In person

Pay posted by employer$136,000–$226,600

… suspicious activity and activity that may be contrary to customer's interest. Partner proactively with relationship managers, and be intimately involved throughout the deal process, from deal screen through approval and for …

Added Nov 3, 2026

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Marsh & McLennan

DC Pensions Investment Consultant

London - Tower Place West +5 locations

… Review work produced by analysts and junior consultants using Mercer software/tools Role may include wider client relationship management for some clients Manage budgets and commercial relationships with clients Provide …

Added Oct 27, 2026

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Truist Financial

Premier Advisor - Nashville, TN

Nashville, Tennessee, United States

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QUALIFICATIONS · employer excerpt

Required Qualifications:The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's degree with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training.2. Minimum of five years of financial services experience working with clients dealing…
Preferred Qualifications:1. Master’s degree in business, accounting, finance, or banking.2. Mass Affluent Banking experience.3. Completion or enrollment in professional level certification programs (preference in rank order): Certified…
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility…
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other…

1 more in the full description below.

About this opportunity

Original employer description

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Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Serve as primary relationship manager for a portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint). Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. Leverage the Truist referral network to generate client acquisition and provide comprehensive advice and solutions.

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

1. Serve as the primary relationship manager for a portfolio of mass affluent clients. Sell, deliver and provide ongoing service for a broad range of fee income and retail banking products and services appropriate to mass affluent clients. Premier Bankers should deliver a level of personalized, attentive service that clients deem outstanding.
2. Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation objectives and policies.
3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent clients. Serve as a personal financial planning/advisory resource for clients, their attorneys and Certified Public Accountants (CPAs).
4. Meet revenue growth, profitability and retention goals by developing new clients, expanding services, and marketing new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited to, the delivery of excellent client service behaviors, support of the Truist segmentation models, full use of the automated sales process and support of referral processes and guidelines. Monitor, maintain and update sales activity, pipeline and other pertinent information using the bank's contact management system.
5. Establish and maintain excellent working relationships with various Truist teammate product and service specialists (Integrated Relationship Management [IRM] partners) who are designated to support client service and development efforts (e.g. banking, mortgage, planning, investments, and insurance services). Ensure an integrated and seamless approach to developing, servicing and enhancing the client portfolio. Serve as an advocate for clients with the IRM partners.
6. Establish and maintain mutually beneficial business relationships with external centers of influence who will enhance business development efforts.
7. Work within existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of client relationships.
8. Participate in the ongoing implementation and development of the Premier Banking program, including processes, products, services and operating policies and procedures.

QUALIFICATIONS

Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Bachelor's degree with a concentration in business, accounting, finance, banking or equivalent financial services experience and related training.
2. Minimum of five years of financial services experience working with clients dealing with banking, investments, and/or retail lending. (experience may include Retail, Wealth, Advisory, and/or Retail Lending experience) or one years’ experience in a financial client relationship manager role.
3. Advanced knowledge of a broad range of personal financial planning/advisory/insurance and investment management/asset allocation concepts and understanding of retail credit and traditional retail bank products for the mass affluent market.
4. A minimum of Securities Industry Essentials (SIE), FINRA Series 7, 66 (63 and 65 in lieu of 66) and applicable Insurance licenses (Life, Health, and Variable) must be active and maintained or must be obtained within 100-150 days of job entry date. Active FINRA licenses must be transferred within 60 days of job entry date. Must be SAFE Mortgage Licensing Act compliant with 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check.
5. Strong interpersonal, sales and relationship management skills.
6. Strong written, verbal and presentation skills including demonstrated proficiency in basic computer applications such as Microsoft Office software products.

Preferred Qualifications:

1.   Master’s degree in business, accounting, finance, or banking.
2.   Mass Affluent Banking experience.
3.   Completion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst.
(CFA), Accredited Asset Management Specialist AAMS® , Certified Trust and Financial Advisor CTFA®, Chartered Life Underwriter CLU®, CRPC® – Chartered Retirement Planning Counselor, or ChFC® – Chartered Financial Consultant®.

4. Completion of Leadership Development Program or Banking School such as Truist Leadership Development Program or Banking School.

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

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Keywords also found in description

Branch and Premier Banking Group

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