- KeyBank (Niagara Falls, 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
- Citizens (Williamsville, NY)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... understand a client 's short- and long-term goals, then construct a tailored...book management. + Proven experience in a team-oriented consumer bank setting. + Familiarity with servicing high-net-worth individuals. +… more
- KeyBank (Cheektowaga, NY)
- …Walden Ave - Cheektowaga, New York 14225 **Job Description Preview** **Job Summary** The Private Client Advisor's focus will be on our Mass Affluent client ... to identify investment referral opportunities from new clients and the existing bank client base. + Coordinate all aspects of investment product delivery within… more
- NBT Bank (Williamsville, NY)
- …advisor and oversees the relationship for the bank 's high net worth private banking clients. Optimizes client relationships by positioning and selling a ... Compensation Range: $95,860 -143,767 + commission The Private Bank Relationship Managers acts as...Commercial Banking leaders, and other partners to grow the client base and effectively refer business. Education and Experience:… more
- M&T Bank (Buffalo, NY)
- …on implementation on how to best structure the facility that works for the client and the Bank . Manages the most complex borrowing relationships by presenting ... close custom (advisory/tailored) credit transactions. Manage deal pipeline to achieve client goals, ensure optimal execution and drive business. Develop and… more
- KeyBank (Buffalo, NY)
- …Business Banking sales teams in assigned districts. With a focus on growing client relationships with payment and card processing needs, the Business Advisor assists ... as part of the Core Business Banking client 's trusted advisor team for solutions in order to...various functional groups and lines of business throughout the bank for growth opportunities. **Responsibilities** + Acquires new merchant… more