- Formation Bio (New York, NY)
- …user onboarding/training, and coordination with internal stakeholders Perform monthly bank reconciliations and support other balance sheet reconciliations Prepare ... and book accruals and help maintain data integrity across our P&L Track and maintain fixed assets and deferred rent schedules Assist in preparing department-level reporting Collaborate closely with the Senior Accountant to support month-end close activities… more
- 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 ... client service. Successfully completes Onboarding Workshops, and all relevant Relationship Banker education tools and resources. Works with clients to ensure… 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
- 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
- Bank of America (Lakewood, NJ)
- Relationship Banker - Ocean Monmouth Market Brick, New Jersey;Lakewood, New Jersey; Point Pleasant, New Jersey **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...our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career… more
- TD Bank (Freehold, 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 ... transactions in order to identify opportunities to educate on Bank products and services to Customers and/or refer them...and/or refer them to appropriate team member or internal Bank partners, while ensuring a positive Customer experience +… more
- City National Bank (New York, NY)
- *COMMUNITY LENDING MORTGAGE BANKER * WHAT IS THE OPPORTUNITY? This position is responsible for sales of first mortgage and concurrent second loan products to existing ... multiple mortgage product solutions, and ethically market and promote the bank 's mortgage products as require in growing his/her assigned territory. Regularly… more
- TD Bank (Edison, 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 ... transactions in order to identify opportunities to educate on Bank products and services to Customers and/or refer them...and/or refer them to appropriate team member or internal Bank partners, while ensuring a positive Customer experience +… more
- JPMorgan Chase (New York, NY)
- …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 ... 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 constantly challenge… more
- JPMorgan Chase (New York, NY)
- …with the opportunity to take your career to the next level. As a Private Banker in the International Private Bank , you are responsible for advising Global ... to provide a first-class experience to clients within JP Morgan's International Private Bank . If you have an entrepreneurial mindset and are looking to constantly… more
- M&T Bank (New York, NY)
- …on the customer's identified needs. Engage customers in a variety of ways to bank with us and provide solutions to meet their needs, encouraging and supporting the ... to identify opportunities to solve for other banking needs. Follow the Bank 's sales process and provide simplified, customer-focused advice and guidance. Proactively… 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 ... portfolio management process and utilizing the fundamentals of the Bank 's sales process to achieve personal sales and/or referral...goals. The position interacts with appropriate areas of the bank to ensure customer needs and service issues are… more
- M&T Bank (Spring Lake, NJ)
- **Overview:** Identifies customers' needs through the bank 's retail sales process to provide proactive basic sales solutions through customer outreach for basic ... + Promote an environment that supports belonging and reflects the M&T Bank brand. + Maintain M&T internal control standards, including timely implementation of… more
- OceanFirst Bank (Brick, NJ)
- …and knowledge of standard office equipment, including calculator. + Working knowledge of bank products, services and software or ability to be trained and quickly ... + External contact with existing customers and prospects of the Bank . **Working Conditions/Physical Requirements** Remain in a stationary position for extended… more
- Citigroup (New York, NY)
- The Associate Banker SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the ... affected by the performance of the individual. **Responsibilities:** + Assist the Banker in the creation of sales and marketing strategies designed to generate… more
- Citigroup (New York, NY)
- The Associate Banker SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering ... performance and effectiveness of the sub-function/job family. **Responsibilities:** + Assist the Banker in the creation of sales and marketing strategies designed to… more
- Citigroup (New York, NY)
- …the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. + Assist the Banker in deepening the existing client ... The Associate Banker is a strategic professional who stays abreast...client inquiries + Provide day to day support to Banker on documentation such as account opening and closing,… more
- Wells Fargo (Spotswood, NJ)
- …in the 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 ... . Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) non-exempt employee will transition to the Senior Branch Premier… more
- Capital One (New York, NY)
- Senior Business Banker - New York The Senior Business Banker plays a critical role in driving the growth and profitability of the bank by generating new ... market, and close new business opportunities to grow the bank 's client base and revenue. + Build and maintain...+ Exceptional leadership, negotiation, and communication skills. A Business Banker 's success is driven by the ability to prospect… more
- Santander US (Brick, NJ)
- Relationship Banker , Beaverson Blvd, Brick, NJ Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in the ... to You!** **The Difference You Make:** As a Relationship Banker you serve as a trusted advisor to customers,...targets and contribute to the overall success of the bank . Your primary goal is to enhance customer satisfaction… more
