- Bank of America (Melville, NY)
- …access to the full array of Private Bank and the bank 's capabilities and services to meet specific client needs. Job expectations include ensuring ... Private Client Advisor II Melville, New... Private Client Advisor II Melville, New York **Job Description:**...a holistic approach, leveraging the entire Private Bank platform * A high touch, client -focused… more
- JPMorgan Chase (Hicksville, 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 (Stamford, CT)
- …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
- JPMorgan Chase (Islip, NY)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- Bank of America (Melville, NY)
- … client requests related to banking, credit, and investment products to achieve Private Bank client experience standards, including fulfillment of ... and complies with regulatory and legal requirements, while assisting with the Private Bank client management process and servicing accounts and portfolios +… more
- JPMorgan Chase (Greenvale, NY)
- …you with the opportunity to take your career to the next level. As a Private Banker in the US Private Bank , you are responsible for advising families on ... a first-class experience to clients within JP Morgan's US Private Bank . If you have an entrepreneurial...all aspects of their balance sheet and generate new client acquisition. You will be part of a local… more
- Wells Fargo (Melville, NY)
- **About this role:** Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and ... focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources + Develop… more
- Citigroup (Huntington, NY)
- …The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments ... through Citigold(R) and Citigold(R) Private Client and captures wealth management in...new clients with the goal of bringing in new bank and brokerage assets + Deepen relationships with existing… more
- Bank of America (Melville, NY)
- …Manager to join our Melville, NY Team. The Middle Market segment of the Commercial Bank serves public and private companies with annual revenues of $50 million ... Team. The Middle Market segment of the Global Commercial Bank serves public and private companies with...organizing, facilitating, leading and negotiating with a team of bank associates to solve client problems. +… more
- Bank of America (Melville, NY)
- …+ Proactive and creative approach to problem solving and skill in achieving client goals while adhering to Bank policy/risk profile. + Consultative influence ... North Carolina;New York, New York; Boston, Massachusetts; Melville, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make… more
- JPMorgan Chase (Melville, NY)
- …banking relationships. + Develop strong referral network internally in partnership with Private Bank , Asset Wealth Management, Middle Market and One Chase ... deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker ,...banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate… more