- City National Bank (New York, NY)
- * RELATIONSHIP BANKER * WHAT IS THE OPPORTUNITY? Responsible for contributing to overall branch sales efforts, maintaining best in class service levels for their ... exemplary client service. Successfully completes Onboarding Workshops, and all relevant Relationship Banker education tools and resources. Works with clients… more
- Bank of America (Huntington, NY)
- …of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Huntington-Station/ Relationship - Banker ... Relationship Banker - South Huntington NY... Relationship Banker - South Huntington NY Area *Bilingual Spanish...we make an impact in the communities we serve. Bank of America is committed to an in-office culture… more
- Wells Fargo (New York, NY)
- …your career" in the US Join us! **About this role:** Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as part of the Consumer, ... divisions at wellsfargojobs.com. Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship… more
- M&T Bank (Oceanside, NY)
- **Overview** **:** Identifies customers' needs through the bank 's retail sales process to provide proactive sales solutions through customer outreach for basic and ... leveraging the portfolio management process and utilizing the fundamentals of the Bank 's sales process to achieve personal sales and/or referral goals. + Play… more
- Citigroup (New York, NY)
- The Banker Team Leader SAFE Act manages senior Banker UHNW & HNW professionals. The job requires a broad and comprehensive understanding of the different ... team. + In addition to the role of Private Banker , the Team Leader will also have the following...generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can… more
- Citigroup (Greenwich, CT)
- The Banker SAFE Act is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. ... that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can and cannot be… more
- TD Bank (Little Neck, NY)
- …role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Retail Banker II Float is a Customer liaison that is integral to delivering TD's ... TD solutions that help Customers achieve their financial goals and optimize their relationship with TD. This role is accountable for working in multiple locations;… more
- TD Bank (Northport, NY)
- …role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Retail Banker I is a customer liaison that is integral to delivering TD's Brand ... help Customers achieve their financial goals and optimize their relationship with TD. **Depth & Scope:** + Proficient in...transactions in order to identify opportunities to educate on Bank products and services to Customers and/or refer them… more
- JPMorgan Chase (Huntington Station, NY)
- …doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand ... and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with… more
- Capital One (New York, NY)
- Virtual Business Banker II The Virtual Business Banker II (VBB II) is responsible for daily operations, execution and support of inbound/outbound phone-based ... client contact strategy and sales process. These customers are typically Business Banker customers including complex Business Banker Manager, Sr. Manager and… more
- Citigroup (New York, NY)
- …notes, and maintain all client call records including call reports + Assist the Banker in deepening the existing client relationship through deep-dive analysis + ... The Associate Banker SAFE Act is a seasoned professional role....in profiling, qualifying and converting prospects into Citi Private Bank clients. + Client/prospect meetings - Organize the pre-call… more
- Anywhere Real Estate (New York, NY)
- The **Senior Growth Consultant** , **Coldwell Banker ** is responsible for driving growth and brand engagement strategies on behalf of and in partnership with ... Coldwell Banker franchisees within a defined territory (the "Book of...affecting the business preferred. + Strong skills in influencing, relationship management, collaboration, and conflict resolution. + Strategic and… more
- Citigroup (New York, NY)
- The Banker SAFE Act is an internally and externally recognized subject matter expert that influences the way things are done, not only internally, but beyond the ... that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can and cannot be… more
- Citigroup (New York, NY)
- The Banker SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their ... the sub-function/job family. This individual will serve as the Banker for Citi Employees within Citi Global Wealth at...in working with clients + Demonstrated track record in relationship selling + Demonstrates extensive knowledge of all Citi… more
- Citigroup (New York, NY)
- The Private Banker Sr. Lead is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the ... that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can and cannot be… more
- KeyBank (Stamford, CT)
- …and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key and work with existing clients ... leading to client confidence in their finances. The Personal Banker is a client first, sales-driven, self-motivated, and competitive...serving our clients and making them feel that no bank will fight harder for them. **Essential Functions** +… more
- JPMorgan Chase (New York, NY)
- …relationships and providing financial advice to your clients. A role as a Commercial Banker is for you. As a Commercial Banker focusing on Business Development ... & Healthcare Services. The Startup Banking team is part of JP Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group. In this BD role… more
- JPMorgan Chase (Northport, NY)
- …providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select ... as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate… more
- JPMorgan Chase (New York, NY)
- …building relationships and providing financial advice to your clients. A role as a Commercial Banker is for you. As a Commercial Banker on the Healthcare, Higher ... & Non-Profit team is part of JP Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries...and a customer centric mindset by serving as a Relationship Manager for HHN customers and prospects + Develop… more
- JPMorgan Chase (Old Field, NY)
- …thing, exceeding expectations, and embracing diversity and inclusion. As a Private Client Banker in a Chase Branch, you will represent our brand and culture with ... as well as other branch clients. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate… more