- City National Bank (New York, NY)
- ** RELATIONSHIP BANKER ** *PARK AVENUE SOUTH, NEW YORK* WHAT IS THE OPPORTUNITY? Responsible for contributing to overall branch sales efforts, maintaining best in ... exemplary client service. Successfully completes Onboarding Workshops, and all relevant Relationship Banker education tools and resources. Works with clients… more
- Bank of America (Greenwich, CT)
- Relationship Banker - Stamford Greenwich market area Stamford, Connecticut;Darien, Connecticut; Greenwich, Connecticut; Stamford, Connecticut; Stamford, ... 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 (New York, 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
- M&T Bank (New York, NY)
- **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
- 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 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
- Blue Foundry Bank (Hillsdale, NJ)
- About Blue Foundry Bank This is the Bank Where Things are Made. Blue Foundry is a bank where businesses are shaped, plans are formed, ideas are refined, ... Foundry is revolutionary, bold, resourceful, roll-up-your-sleeves committed, smart, creative and fun. A Bank of movers, shakers, and makers We are a Bank that… more
- TD Bank (Westwood, NJ)
- …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
- Santander US (Manhattan, NY)
- Relationship Banker , Broadway & 79th St,...targets and contribute to the overall success of the bank . Your primary goal is to enhance customer satisfaction ... Talk to You!** The Difference You Make: As a Relationship Banker you serve as a trusted...and loyalty while supporting the bank 's growth objectives. * Achieve or exceed sales targets… more
- US Bank (Greenwich, CT)
- 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 and enabling the ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...in the financial services industry **Preferred Skills/Experience** - Strong relationship management and lending skills - Strong sales and… more
- JPMorgan Chase (Greenwich, 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
- Citigroup (Greenwich, CT)
- …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 strategic professional who...in profiling, qualifying and converting prospects into Citi Private Bank clients. + Client/prospect meetings - Organize the pre-call… 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
- 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 strategic professional who...in profiling, qualifying and converting prospects into Citi Private Bank clients. + Client/prospect meetings - Organize the pre-call… more
- KeyBank (New York, NY)
- …territories regarding correspondents and brokers. In this role, the Senior Mortgage Banker interacts with Relationship Managers (RM's) within Key's franchise to ... long-term goals. **ABOUT THE JOB:** The primary role of the Senior Mortgage Banker is to originate long-term, multifamily, and commercial real estate loans on behalf… more
- KeyBank (New Rochelle, NY)
- …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 (Chappaqua, 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)
- …and offers career growth opportunities. **Job Summary:** As a Sr. Commercial Banker specializing in Employee Stock Ownership Plans (ESOPs) within the Capital & ... of Employee Stock Ownership Plan transactions, working closely with Relationship Executives, Commercial Bankers, and underwriters to provide expert guidance… more
- Citigroup (New York, NY)
- Citibank, NA seeks a Banker , Director for its New York, New York location. Duties: Growth and development of Korean client portfolio in the Global Subsidiaries ... and at least 10 years of experience as a Senior Relationship Manager, Relationship Manager, Manager Associate or Team Lead FP&A position involving providing… more
- Citizens (New Rochelle, NY)
- …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