- M&T Bank (Hartford, CT)
- **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
- Berkshire Bank (Simsbury, CT)
- …+ Advises clients on product selection, capitalizes on relationship building opportunities, and establishes new accounts. Originates/closes consumer ... finances and managing relationships with such tools as the Relationship Builder and Salesforce. Works with clients to refer...in order to achieve branch goals and support all bank -wide initiatives. Perform outreach to clients for such initiatives… more
- Liberty Bank (Hartford County, 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
- Santander US (East Hartford, CT)
- Relationship Banker , Silver Lane, CT Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in the financial ... Talk to You!** **The Difference You Make:** As a Relationship Banker you serve as a trusted...targets and contribute to the overall success of the bank . Your primary goal is to enhance customer satisfaction… more
- Berkshire Bank (Springfield, MA)
- …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 (East Hartford, 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
- KeyBank (Manchester, 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 (New Britain, CT)
- …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
- Citizens (Ludlow, MA)
- …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
- M&T Bank (Manchester, 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)
- …and other business entities and individuals. The Corporate Trust Associate Relationship Manager role supports our Corporate Trust team by partnering with ... Relationship Managers and working with clients to deliver the...to client inquiries, and providing overall assistance to the Relationship Management team including; compiling performance data, record keeping,… more
- Berkshire Bank (Mansfield, 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 (West Springfield, MA)
- …prospects and grows Business Banking relationships through outreach. Builds the bank 's presence in the community + Conducts interviews and selects employees ... licensing minimum expectations must be maintained as outlined in MTS Licensed Banker Academy document. Business Banking Specialist minimum expectations will be set… more
- M&T Bank (Hartford, CT)
- …execution and portfolio management. The position interacts with commercial banking relationship managers throughout the bank 's footprint and industry verticals ... in assessing and managing credit risk for commercial clients at M&T Bank . This position involves analyzing financial statements, monitoring loan portfolio, and… more
- Bank of America (Hartford, CT)
- …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...prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite… more
- TD Bank (Southington, 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
- 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 (East Hartford, CT)
- …age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Charlotte/Audit-Supervisor\_25029061) **Job Description:** At Bank of America, we are guided by ... we make an impact in the communities we serve. Bank of America is committed to an in-office culture...+ Technical Documentation + Coaching + Critical Thinking + Relationship Building + Written Communications **Shift:** 1st shift (United… more
- US Bank (Hartford, 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, enabling the communities ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...contract negotiations and secures commitment to long term Elavon relationship . Establishes and maintains a network of key people… more
- Liberty Bank (Portland, CT)
- …in delivering an exceptional customer experience that is consistently aligned with Liberty Bank 's Vision, Mission, and Core Values. The Teller role serves as a ... Teller is responsible for interacting with the appropriate areas within the Bank to ensure branch-related operational issues are resolved efficiently and accurately.… more