- M&T Bank (Windsor, VT)
- **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 (Rutland, VT)
- …service skills at all times to promote a positive brand image for Bank through face to-face communication and telephone etiquette. Lead through lobby management, ... at all times to promote positive image for the Bank and build client loyalty. + Explains Bank...finances and managing relationships with such tools as the Relationship Planner and Salesforce. + Works with clients to… more
- JPMorgan Chase (South Burlington, VT)
- …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 (South Burlington, VT)
- …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
- JPMorgan Chase (Williston, VT)
- …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
- Citizens (Burlington, VT)
- …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
- UMB Bank (Montpelier, VT)
- …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
- UMB Bank (Montpelier, VT)
- …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 (Montpelier, VT)
- …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
- M&T Bank (Colchester, VT)
- …prospects and grows Business Banking relationships through outreach. Builds the bank 's presence in the community + Conducts interviews and selects employees ... an environment that supports a culture of belonging and reflects the M&T Bank brand. + Maintains M&T internal control standards, including timely implementation of… more
- TD Bank (Burlington, VT)
- …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
- US Bank (Montpelier, VT)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions, enabling the communities ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...with a strong understanding of the transit industry, excellent relationship -building skills, and the ability to develop and implement… more
- TD Bank (Burlington, VT)
- …central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their ... manages all aspects of the client's relationships with TD Bank and refers to Retail and Wealth partners &...attained + Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures + Responsible… more
- UMB Bank (Montpelier, VT)
- …Specialist** will support and manage the day-to-day operations of the Commercial Bank servicing of treasury products, loans, and deposits by handling client requests ... you will be a vital part of the client's relationship to help deliver growth and opportunity by creating...resolution of client needs by identifying and coordinating appropriate bank resources by partnering with internal departments to ensure… more
- UMB Bank (Montpelier, VT)
- …and maintaining accounts (demand deposit and time deposit) across the Commercial Bank for new and existing clients, which involves including client contact. In ... addition to Commercial Bank , this role will provide the same oversight related...a timely manner. + Works in collaboration with the Relationship Team while setting clear expectations regarding deliverables and… more
- Lincoln Financial (Montpelier, VT)
- …74418 **The Role at a Glance** We are excited to bring on a ** Relationship Management Consultant** for our Local Market Account Management Team. In this role, you ... Florida, and Dallas and/or Houston, Texas** . _Background Details_ As a Relationship Management Consultant, you will be responsible for building and maintaining… more
- Lincoln Financial (Montpelier, VT)
- …74180 **The Role at a Glance** We are excited to bring on a ** Relationship Management Specialist** for our Local Market Account Management Team. In this role you ... Florida, and Dallas and/or Houston, Texas** . _Background Details_ As a Relationship Management Specialist, you will be responsible for building and maintaining… more
- KeyBank (Burlington, VT)
- **Location:** 149 Bank Street - Burlington, Vermont 05402 **Job Summary** Be a problem solver, trusted advisor, and partner to the people and businesses in our Key ... Bank communities. As a Lead Teller, you act as...to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. Lead… more
- KeyBank (St. Albans, VT)
- …trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% ... serving our clients and making them feel that no bank will fight harder for them. **Responsibilities** + Embodies...during the transaction to deepen and expand the client relationship . + Acts as a resource to identify and… more
- KeyBank (Burlington, VT)
- …investment solutions to new and existing clients while identifying full relationship opportunities. Establish a strong partnership with Retail Branch Managers, ... financial plans in order to uncover full household and relationship growth opportunities, both investments as well as banking...+ Attain sales production and referral goals to the Bank (closed and accepted) by working book of business,… more