- M&T Bank (Brooklyn, NY)
- …approximately 15 to 40 relationship managed clients. + Actively participate in all business banking and retail sales sprints. Achieve call targets and ... bank products. **Primary Responsibilities:** + Develop new banking relationships with business prospects. Service existing business banking client base.… more
- M&T Bank (New York, NY)
- …approximately 30 to 65 relationship managed clients. + Actively participate in all business banking and retail sales sprints. + Achieve call targets and ... new banking relationships with business prospects. + Service existing business banking client base. + Achieve established goals as outlined by manager.… more
- HSBC (New York, NY)
- …any other trait protected by applicable law. **Job Field:** Branch and Retail Banking **Primary Location:** North America-United States-New York-New York **Other ... share. The International Account Manager, WPB is a key business development role focused on identifying opportunities for new... (CMB)/ Global Banking (GB) / Private Banking (PB) Relationship Managers, and other key… more
- Citigroup (New York, NY)
- …and federal level. This includes performing advisory services on legal issues relating to retail banking , mortgage, small business and credit cards. The ... laws, rules, regulations, enforcement actions and other legal developments related US consumer banking , small business banking , credit cards and mortgage… more
- CIBC (New York, NY)
- …accounting standards, regulatory requirements and Risk Management principles and knowledge of Retail Banking within a large financial institution. It is an ... We're building a relationship -oriented bank for the modern world. We need...Senior Auditor is responsible for conducting risk-focused audits; advising business units on the design, implementation, and maintenance of… more
- Citigroup (New York, NY)
- Position Summary The US Personal Bank delivers a wide array of banking , payments, lending and investment services to individual consumers and small businesses. To ... high tech, high touch experience for the full Citi relationship , particularly in the US To do so, we...cross-sell strategy to our existing customers across all Lending, Retail Bank and Wealth products. This individual contributor role… more
- MUFG (New York, NY)
- …Risk Manager for Real Estate Industries (REI) credit clients and non recourse loan business for Japanese Corporate Banking (JCB) Americas based in NY, this VP ... office and one day remote. **Major Responsibilities:** + Work in collaboration with Relationship Managers (RM) & Portfolio Managers (PM) in the completion of credit… more
- Wells Fargo (Bloomfield, NJ)
- … Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business ... the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship...opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and… more
- PNC (Closter, NJ)
- …company's success. As Bilingual Korean - Relationship Banker within PNC's Bergen Region Retail Banking organization, you will be based in Closter, NJ at the ... of and ability to provide products and services available through the retail banking branch. Business Acumen - Knowledge, insight, and understanding of… more
- HSBC (Brooklyn, NY)
- …any other trait protected by applicable law. **Job Field:** Branch and Retail Banking **Primary Location:** North America-United States-New York-Brooklyn **Req ... relationship opportunities while maintaining an active prospect pipeline. Business development through existing relationships and COI's will also be expected.… more
- M&T Bank (Staten Island, NY)
- …plan. + Develop understanding and knowledge of products and services offered by Business Banking . + Evaluate financing requests, recommend loan structure, and ... schedules, how to optimize/educate all types of consumer debt scenarios, Mortgage/HELOC, Business Banking products, TM and Merchant Services products) + Attend… more
- JPMorgan Chase (Brooklyn, NY)
- …capabilities, and skills** + 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a ... + Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can… more
- JPMorgan Chase (Kearny, NJ)
- …work together + Partner with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can ... development through a variety of cross-training opportunities. As a Relationship Banker in our Branch Banking team,...Skills** + At least one year experience in: + Retail banking sales, or + Financial services… more
- M&T Bank (Red Bank, NJ)
- …customer profiles in order to assess potential ways to add value to clients banking relationship and transition to needs to based discussion on financial goals ... branch customer experience through lobby management, servicing and sales interactions for retail and business customers. **Primary Responsibilities:** + Play key… more
- Banco Popular Puerto Rico (New York, NY)
- …ensure an exceptional Private Banking client experience. Monitor current clients' banking relationship deposits and loans to maintain asset quality. Monitor ... required, master's preferred, and seven years of experience in private banking relationship management, specifically in establishing high net worth… more
- Truist (New York, NY)
- …**Please review the following job description:** Responsible for providing client relationship management and investment banking services including strategic ... to help drive the business growth 2. Leads support work, business development and/or product/client relationship management 3. Assists in the generation… more
- Deloitte (New York, NY)
- …CPA, PMP, or CFA) + Subject matter expertise in a financial services sub-area like Retail Banking , Commercial Banking , Transaction Banking , Wholesale ... CPA, PMP, or CFA) + Subject matter expertise in a financial services sub-area like Retail Banking , Commercial Banking , Transaction Banking , Wholesale … more
- Blue Foundry Bank (Ridgewood, NJ)
- …+ High school diploma or equivalent required. College degree preferred.. + 5 years of retail banking experience required + Extensive knowledge of retail ... holidays; employee referral bonus; and educational reimbursement. Position Summary The Business Acquisition Manager directly manages and oversees one or more… more
- M&T Bank (Staten Island, NY)
- …performance management, and setting priority. Builds and develops branch staff. + Identifies Retail and Business Banking customer needs through the M&T ... Actively recruits and selects talent to fill positions within Retail and/or M&T Bank. + Actively models and coaches...of hire. Demonstrated strong knowledge of Business Banking products, services and client relationship management.… more
- Deloitte (New York, NY)
- …CPA, PMP, or CFA) + Subject matter expertise in a financial services sub-area like Retail Banking , Commercial Banking , Transaction Banking , Wholesale ... professionals help organizations identify the regulatory changes impacting their business and implement effective and efficient processes to manage regulatory,… more