- Bank of America (Meriden, CT)
- Relationship Banker - Connecticut Central Market Wallingford, Connecticut;Cheshire, Connecticut; Meriden, Connecticut; Middletown, Connecticut; North Haven, ... Connecticut **Job Description:** At Bank of America, we are guided by a common...Branding * Client Management * Client Solutions Advisory * Relationship Building * Business Development * Pipeline Management *… more
- M&T Bank (Southbury, CT)
- **Overview:** Identifies customers' needs through the bank 's retail sales process to provide proactive basic sales solutions through customer outreach for basic ... business customers. **Primary Responsibilities:** + Play key role in Relationship Management (customer assessments, profiling for sales opportunities, account… more
- Berkshire Bank (Simsbury, CT)
- …+ Advises clients on product selection, capitalizes on relationship building opportunities, and establishes new accounts. Originates/closes consumer ... finances and managing relationships with such tools as the Relationship Builder and Salesforce. Works with clients to refer...in order to achieve branch goals and support all bank -wide initiatives. Perform outreach to clients for such initiatives… more
- Liberty Bank (Middletown, CT)
- …aligned with Liberty Bank 's Vision, Mission, and Core Values. The Universal Banker serves as a proactive member of the Retail Branch team by being an ... and investment. SUMMARY OF THE JOB: As a Universal Banker , you'll take a lead role in delivering an...responsible for interacting with the appropriate areas within the Bank to ensure branch-related operational issues are resolved efficiently… more
- JPMorgan Chase (Cheshire, CT)
- …ownership of your career development through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking , you will take a lead role ... Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them… more
- KeyBank (Branford, CT)
- …trusted advisor, and partner to the people and businesses in our Key Bank communities. Personal Bankers engage clients in deeper conversations to uncover needs and ... efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key...serving our clients and making them feel that no bank will fight harder for them. **Responsibilities** + Embodies… more
- KeyBank (Guilford, CT)
- …problem solver, 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 ... Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate… more
- JPMorgan Chase (Cheshire, CT)
- …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 (Shelton, CT)
- …of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you. As a Commercial Banker in Emerging ... services * Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs * Ability to… more
- Citizens (North Haven, CT)
- …to effectively ask questions and identify needs to improve the customer relationship + Proven success with building relationships, and recommending and referring ... products and services through in-person and phone interactions + Demonstrated skills in using digital technology to support the delivery of business goals + Aptitude to problem solve and provide solutions to customer issues + Recognized ability to strengthen… more
- M&T Bank (Farmington, CT)
- …manage risk and credit decisions; and service existing clients through the bank 's relationship management program. Work with branch partners to effectively ... sell to the business customer and cross-sell other bank products. **Primary Responsibilities:** + Develop new banking relationships with business prospects. Service… more
- UMB Bank (Hartford, CT)
- …that might create a change in their financial service needs. The Ag Relationship Manager leads a team of professional product specialists and they collectively shape ... analyze the business in order to qualify clients for bank products and services. **We're excited to talk with...years sales experience with 2 years in Agricultural Commercial Bank Sales. + Bachelor's degree or equivalent experience in… more
- KeyBank (Hartford, CT)
- …Asylum Street, Suite 1910 - Hartford, Connecticut 06103 **Job Summary** The Client Relationship Associate (CRA) supports the KPB sales team to grow, expand and ... The CRA will be an active member of the relationship team accountable for efficient client onboarding, proactive outreach...the KPB sales team. + Maintenance of the Customer Relationship Management System (Salesforce) and the ability to leverage… more
- UMB Bank (Hartford, CT)
- …and other business entities and individuals. The Corporate Trust Associate Relationship Manager role supports our Corporate Trust team by partnering with ... Relationship Managers and working with clients to deliver the...to client inquiries, and providing overall assistance to the Relationship Management team including; compiling performance data, record keeping,… more
- UMB Bank (Hartford, CT)
- …partnerships, and other business entities and individuals. The Corporate Trust Relationship Manager II role supports our Corporate Trust team by acting ... as the main point of contact for our clients and ensuring we deliver the unparalleled customer experience. This role will provide medium to complex/non-routine support to an assigned group of clients with trustee relationships. This position will provide day… more
- Bank of America (Guilford, CT)
- …Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust ... insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to...prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite… more
- TD Bank (Hartford, CT)
- …the Centralized Investment Management team that partners with Trust Advisors & Relationship Managers to provide investment services to HNW clients. The Private ... Partners with Private Client Trust Advisors & Private Client Relationship Managers to ascertain investment needs of TD Wealth...requirements and guidelines associated with FINRA, SEC, and TD Bank + Ensures only approved products and services are… more
- TD Bank (Seymour, CT)
- …compliance with policies and procedures to mitigate risk and protect the Bank and Customers. This role will drive, reinforce, and demonstrate meeting Operational, ... term with low to moderate risk + Demonstrates understanding of bank operational policies, procedures and regulations and establishes expectations, delegates tasks… more
- KeyBank (Hartford, CT)
- …high net worth clients and their beneficiaries. As a member of the KPB relationship management team, they represent the local / in market delivery for clients with ... and interprets legal instruments to determine duties and responsibilities of bank and to provide well-coordinated estate, tax and financial planning alternatives… more
- Liberty Bank (Middletown, CT)
- …initiatives and investment. SUMMARY OF THE JOB : Reporting directly to the Bank 's Analytics Strategy Leader, this position will assist in the development and ... implementation of analytical and automation solutions in support of the entire Liberty Bank franchise. The ideal candidate will need to embrace a broad range of… more