- NatWest Markets (Stamford, CT)
- …with internal partner areas (eg. Trading, Credit, Operations, Relationship Management) to ensure Bank resources and the client relationship are optimized at all ... US Project Finance/Infrastructure customers, global leveraged finance/sponsors and US Private Financing customers. Products include interest rate swaps, cross-currency… more
- KeyBank (Mahopac, NY)
- **Location:** 981 Route 6 - Mahopac, New York 10541 **Job Summary** The Associate Private Client Advisor partners and assists Private Client Advisors ... with this position. **Essential Functions** + Partner with a Private Client Advisor in the coordination and...investment referral opportunities from new clients and the existing bank client base. + Develop a complete… more
- KeyBank (East Fishkill, NY)
- …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 ... to appropriate sales professionals in Retail, Key Investment Services, Private Bank , Mortgage or Business Banking. At...efforts. + Develops and maintains an in-depth knowledge of private client products and services, as well… more
- Bank of America (Greenwich, CT)
- …access to the full array of Private Bank and the bank 's capabilities and services to meet specific client needs. Job expectations include ensuring ... Present to clients a holistic approach, leveraging the entire Private Bank platform + A high touch, client -focused individual with exceptional interpersonal… more
- JPMorgan Chase (Briarcliff Manor, NY)
- …their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of ... sources. **Job responsibilities** + Shares the value of Chase Private Client with clients that may be...using a value-added, relationship-oriented approach to acquire and deepen client relationships + 1+ year Branch Banking Banker… more
- JPMorgan Chase (Yorktown Heights, NY)
- …by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Private Client Banker in a Chase Branch, you will represent our ... creating a welcoming environment. Share the value of Chase Private Client with eligible clients. + Actively...using a value-added, relationship-oriented approach to acquire and deepen client relationships. + 1+ year Branch Banking Banker… more
- JPMorgan Chase (Yorktown Heights, NY)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide ... client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job...OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK , NA OR ANY OF ITS AFFILIATES * SUBJECT… more
- KeyBank (Brewster, NY)
- **Location:** 1505 Rt 22 - Brewster, New York 10509 **Job Summary** The Private Client Advisor's focus will be on our Mass Affluent client base with planning ... to identify investment referral opportunities from new clients and the existing bank client base. + Coordinate all aspects of investment product delivery within… more
- JPMorgan Chase (Stamford, CT)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- Citigroup (Greenwich, CT)
- … families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what ... in line with the fundamental interests of the Citi Private Bank . + Help team members acquire...Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker… more
- JPMorgan Chase (Greenwich, CT)
- …you with the opportunity to take your career to the next level. As a Private Banker in the US Private Bank , you are responsible for advising families on ... a first-class experience to clients within JP Morgan's US Private Bank . If you have an entrepreneurial...all aspects of their balance sheet and generate new client acquisition. You will be part of a local… more
- Wells Fargo (New Canaan, CT)
- …Join us! **About this role:** Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn ... required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior...serviced, banking services and options of various clients, and client needs. **In this role you will:** + Employees… more
- JPMorgan Chase (Greenwich, CT)
- …your career to the next level. As an Investment Specialist in the US Private Bank , you are responsible for helping the Banker win new clients and deepen and ... a first-class experience to clients within JP Morgan's US Private Bank . If you have an entrepreneurial...strengthen existing client relationships through advisement on investment solutions. **Job Responsibilities**… more
- JPMorgan Chase (Greenwich, CT)
- …and motivated to provide a first-class experience to clients within JP Morgan's US Private Bank . If you have an entrepreneurial mindset and are looking to ... next level. As an Investment Professional in the US Private Bank , you will provide integral daily...will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team… 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...to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership… more
- 1st Financial Bank USA (Southbury, CT)
- …We finance cars purchased through authorized and independent dealers, and through private party transactions and auctions. Premier Financial Services is a wholly ... owned subsidiary of 1st Financial Bank USA.** **Job Title:** Loan Sales Manager **Location:** Southbury,...top-tier service. Occasional travel is required for dealership visits, client meetings, and attendance at industry events and car… more
- KeyBank (Milford, CT)
- …and lead production representative of their local market, branch referred business and Key Private Bank (KPB) referrals and KPB mortgage trade areas. The ERSM ... for both their assigned Retail branch markets and Key Private Bank (KPB) markets. Sets the tone...pull-thru and funding rates, and achieving established benchmarks for client NPS scores. + Serves as a market's residential… more
- KeyBank (Fishkill, NY)
- …and/or segment, within Consumer Business Banking. With a focus on growing client relationships with payment and card processing needs, the Merchant Sales Advisor ... assists as part of the client 's trusted advisor team for solutions in order to...various functional groups and lines of business throughout the bank for growth opportunities. **Responsibilities** + Acquire new merchant… more
