- Bank of America (Port Jefferson Station, NY)
- …18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Holbrook/ Relationship - Banker Holbrook-NY-Area\_25037709) **Job Description:** ... Relationship Banker - Holbrook & Port... Relationship Banker - Holbrook & Port Jefferson Station NY...we make an impact in the communities we serve. Bank of America is committed to an in-office culture… more
- Bank of America (Stratford, CT)
- …of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Bridgeport/ Relationship - Banker Bridgeport Fairfield-Area\_25034422) **Job Description:** ... Relationship Banker - Bridgeport / Fairfield... Relationship Banker - Bridgeport / Fairfield Area Bridgeport, Connecticut;New...we make an impact in the communities we serve. Bank of America is committed to an in-office culture… more
- M&T Bank (Commack, 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
- TD Bank (Northport, NY)
- …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
- JPMorgan Chase (Centereach, NY)
- …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 (Orange, 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
- JPMorgan Chase (Mount Sinai, 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 (Old Field, NY)
- …thing, exceeding expectations, and embracing diversity and inclusion. As a Private Client Banker in a Chase Branch, you will represent our brand and culture with ... as well as other branch clients. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate… more
- Citizens (Melville, 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
- City National Bank (Melville, NY)
- …financial health and advise accordingly. * Negotiation - ability to maintain a profitable relationship , balancing bank and client needs. * Policy & Procedures - ... * RELATIONSHIP MANAGER SENIOR* *Long Island Branch or 400...segments and expand relationships to become our client's main bank option. * Manage a portfolio of existing clients… more
- M&T Bank (Bridgeport, 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 (Medford, NY)
- …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. +… more
- OceanFirst Bank (Melville, NY)
- **WHAT WE EXPECT OF YOU** + Sound understanding of the Bank 's commercial lending process. + Working knowledge of loan closing process, from interim sheet through to ... operate computer. Ability to communicate in order to exchange simple to complex information with individuals and groups. Ability to travel throughout Bank footprint. more
- Citigroup (Smithtown, NY)
- The Business Banker is responsible for proactively sourcing, acquiring, expanding, and retaining customer relationships by maximizing sales opportunities in an ... Call on your assigned book of high valued clients, to deepen the relationship and retain their business, while owning, responding to, and proactively uncovering… more
- M&T Bank (Bridgeport, CT)
- …team focused on driving strategic insights and operational excellence across M&T Bank 's retail banking network. This role sits at the intersection of data, ... in shaping how we understand our product portfolio, customer profitability, and banker performance across markets. **What You'll Do:** + **Lead Strategic Reporting &… more
- Capital One (Melville, NY)
- Treasury Management Consultant III & Relationship Manager - Government Banking Northeast The Government Banking Treasury Management Consultant (TMC) & ... Relationship Manager partners with internal stakeholders to be the...deposit growth, maintaining and cross-selling existing clients, and prospecting new-to- bank relationships. The TMC on the Government Banking Treasury… more
- Bank of America (Melville, NY)
- …Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust ... insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to...the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams… more
- TD Bank (Bridgeport, CT)
- …compliance with policies and procedures to mitigate risk and protect the Bank and Customers. This role will drive, reinforce, and demonstrate meeting Operational, ... term with low to moderate risk + Demonstrates understanding of bank operational policies, procedures and regulations and establishes expectations, delegates tasks… more
- M&T Bank (Fairfield, CT)
- …business owners, and/or families. **Primary Responsibilities:** + Leads the client relationship team and has overall responsibility for assuring the client has ... to meet sales goal.Implement and deliver specific solutions. + Leads client relationship review discussion with committee.Manage and review the relationship on… more
- TD Bank (Medford, NY)
- …central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their ... manages all aspects of the client's relationships with TD Bank and refers to Retail and Wealth partners &...attained + Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures + Responsible… more