- KeyBank (Chatham, NY)
- …trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private ... to appropriate sales professionals in Retail, Key Investment Services, Private Bank , Mortgage or Business Banking. At...efforts. + Develops and maintains an in-depth knowledge of private client products and services, as well… more
- JPMorgan Chase (Albany, NY)
- …their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of ... sources. **Job responsibilities** + Shares the value of Chase Private Client with clients that may be...using a value-added, relationship-oriented approach to acquire and deepen client relationships + 1+ year Branch Banking Banker… more
- Citizens (Slingerlands, NY)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... understand a client 's short- and long-term goals, then construct a tailored...book management. + Proven experience in a team-oriented consumer bank setting. + Familiarity with servicing high-net-worth individuals. +… more
- KeyBank (Albany, NY)
- …South Pearl Street - Albany, New York 12207 **Job Description Preview** **Job Summary** The Private Client Advisor's focus will be on our Mass Affluent client ... to identify investment referral opportunities from new clients and the existing bank client base. + Coordinate all aspects of investment product delivery within… more
- KeyBank (Albany, NY)
- …communication with the lending staff and partners supported by the IPG/CDLI/IRE/HC teams. Client segment focus is local and regional private developers and some ... communication with the lending staff and partners supported by the IPG/CDLI/IRE/HC teams. Client segment focus is local and regional private developers and some… more
- KeyBank (Albany, NY)
- …and lead production representative of their local market, branch referred business and Key Private Bank (KPB) referrals and KPB mortgage trade areas. The ERSM ... for both their assigned Retail branch markets and Key Private Bank (KPB) markets. Sets the tone...pull-thru and funding rates, and achieving established benchmarks for client NPS scores. + Serves as a market's residential… more
- Lincoln Financial (Albany, NY)
- …drive sales at targeted firms. + Cultivates, directs, and maintains client relationships within assigned territory's firms. + Increases financial advisors' awareness ... and execute a sales plan to increase/gain opportunities to introduce Lincoln's private funds management and other resources to targeted advisors within their… more
- Cherry Bekaert (Albany, NY)
- …in order to develop a sustainable financial plan + Helping secure private investment commitments and a strategy for long-term financial viability + Actively ... compliance needs and enhance cross-industry initiatives + Working collaboratively with Bank Finance and other industries within Cherry Bekaert to create… more