- 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
- Berkshire Bank (Westfield, 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
- KeyBank (Hartford, 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
- Citizens (South Hadley, 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 (Springfield, MA)
- …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 (Springfield, MA)
- …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 (Springfield, MA)
- …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
- 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 (Springfield, MA)
- …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. Merrill is committed to an in-office...clients. **Responsibilities:** + Provides excellent Client Service to the bank 's clients through educating them on all of the… 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
- UMB Bank (Hartford, CT)
- …Specialist** will support and manage the day-to-day operations of the Commercial Bank servicing of treasury products, loans, and deposits by handling client requests ... you will be a vital part of the client's relationship to help deliver growth and opportunity by creating...resolution of client needs by identifying and coordinating appropriate bank resources by partnering with internal departments to ensure… more
- NBT Bank (Great Barrington, MA)
- …Works with Branch Manager and business partners to identify and establish new relationship opportunities. Has a working knowledge of both consumer and small business ... information security and fraud risk. + 5% Represents the bank in the local market fulfilling a leadership role...sponsorship of an employment Visa at this time. NBT Bank offers a stimulating work environment that recognizes talent… more
- Berkshire Bank (East Longmeadow, MA)
- …Rd Purpose/Objective: Assists the Financial Center Manager with growing the Bank by managing customer relationships, directing branch operations, supervising team ... to their finances and managing relationships with such tools as the Relationship Builder and Salesforce. Works with clients to refer partnership solutions such… more
- Deloitte (Hartford, CT)
- …the structure and roles within the regulatory risk function at a bank , including execution and oversight processes, risk assessment, reporting, controls, testing, or ... data analytics + Strong relationship management and project/program management skills, with a commitment to excellence and the ability to manage multiple priorities… more
- UMB Bank (Hartford, CT)
- …approved loans. **Duties & Responsibilities:** + Analyze financial statements + Utilize bank systems for loan processing and completion of loan proposal + Complete ... underwriting and communicate credit decisions within SLA benchmarks + Work closely with bank associates to facilitate loan closings + Manage pipeline of credits and… more