- Principal Financial Group (Hartford, CT)
- **What You'll Do** As a ** Relationship Manager** within our TPA Customer Care area, you will play a pivotal role in developing and nurturing deep relationships with ... the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided.… more
- Bank of America (Guilford, CT)
- …18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Guilford/ Relationship - Banker Branford--Guilford--Madison-Areas\_25039589) **Job ... Relationship Banker - Branford, Guilford, Madison...we make an impact in the communities we serve. Bank of America is committed to an in-office culture… more
- Liberty Bank (Meriden, 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
- TD Bank (Southington, CT)
- …role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Retail Banker II 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:** + Acts as...advice to TD Customers + Understands and supports the Bank 's Customer Service Strategy; Delivers Customers end-to-end advice they… more
- Berkshire Bank (Farmington, CT)
- …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 (West Hartford, CT)
- …doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand ... and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with… more
- KeyBank (Hamden, 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
- Citizens (Middletown, 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
- TD Bank (New Haven, CT)
- …**Line of Business:** Personal & Commercial Banking **Job Description:** The Sr. Relationship Manager serves the needs of the community commercial banking business, ... policy and/or credit approval + Leads all aspects of relationship management for an assigned portfolio /segment and/or geography...Actively generates referrals to all business partners in the Bank to help meet the comprehensive financial needs of… more
- M&T Bank (Woodbridge, CT)
- **Overview** **RMSP:** ** Relationship Manager Sales Training Program** A six-month hybrid program that consists of 2-3 weekly virtual sessions and travel (25%) ... curriculum covering essential topics and skills related to the Business Banking Relationship Manager role. The training is targeted to ensure that participants will… more
- M&T Bank (New Britain, 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
- UMB Bank (Hartford, CT)
- …partnerships, and other business entities and individuals. The Corporate Trust Relationship Manager III 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 highly complex support to an assigned group of the largest trustee clients with the most complex needs, resolving the most complex… more
- Berkshire Bank (Hebron, CT)
- …and digital engagement. Supervise all Customer Service Associate (CSA) and Universal Banker positions to ensure the efficient and effective operation of the Customer ... in conformance with established procedures. Coach CSA and UB to relationship building opportunities, including new deposit accounts for customers. Key… more
- M&T Bank (Vernon, CT)
- …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
- Bank of America (Hartford, CT)
- …and that the bank is in a position to expand the relationship . Interacts with clients and prospects to understand their financial goals and objectives, current ... 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Boston/Credit-Officer-II-Dealer-Financial-Services\_25039486-1) **Job Description:** At Bank of America, we are guided by a common… more
- City National Bank (Hartford, CT)
- …credit management team focused on the long-term risk-adjusted returns for the bank within the assigned business segment and/or geographic area(s). This individual ... key risk partners related to prospect(s) and existing clients of the bank (including moderate to complex new credit structures, modifications, and extensions) based… more
- Bank of America (East Hartford, CT)
- …(https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Providence/Senior-Philanthropic-Officer--SPO-\_25041780-2) **Job Description:** At Bank of America, we are ... we make an impact in the communities we serve. Bank of America is committed to an in-office culture...delivery of the investment management portion of the client relationship driven by the investment partner. Supports sales activity… 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
- Bank of America (Farmington, CT)
- …Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Atlanta/Sr-Tax-Professional-I\_25037122-2) **Job Description:** At Bank of America, we are guided ... we make an impact in the communities we serve. Bank of America is committed to an in-office culture...Tax Administration + Analytical Thinking + Continuous Improvement + Relationship Building + Written Communications + Attention to Detail… more