- M&T Bank (South Glastonbury, 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 (Mansfield, CT)
- …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 (Guilford, 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 (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 (North Haven, CT)
- …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 (Farmington, 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)
- …that might create a change in their financial service needs. The Ag Relationship Manager leads a team of professional product specialists and they collectively shape ... analyze the business in order to qualify clients for bank products and services. **We're excited to talk with...years sales experience with 2 years in Agricultural Commercial Bank Sales. + Bachelor's degree or equivalent experience in… 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
- 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 (Hartford, CT)
- …the Centralized Investment Management team that partners with Trust Advisors & Relationship Managers to provide investment services to HNW clients. The Private ... Partners with Private Client Trust Advisors & Private Client Relationship Managers to ascertain investment needs of TD Wealth...requirements and guidelines associated with FINRA, SEC, and TD Bank + Ensures only approved products and services are… more
- Bank of America (Avon, CT)
- …Investments - Avon Financial Center, CT Avon, Connecticut **Job Description:** At Bank of America, we're creating real, meaningful relationships with individuals and ... through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for… 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...with a strong understanding of the transit industry, excellent relationship -building skills, and the ability to develop and implement… 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. 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 and enabling the ... to life, and each person is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive… more
- Bank of America (Hartford, CT)
- …Haven, Connecticut;Chicago, Illinois; Providence, Rhode Island; Hartford, Connecticut **Job Description:** At Bank of America, we are guided by a common purpose to ... make an impact in the communities we serve. At Bank of America, you can build a successful career...all activities from sale through implementation + Ongoing client relationship management + Driving and growing Treasury products revenue… more
- Bank of America (Hartford, CT)
- Market Trust Executive Hartford, Connecticut **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through ... make an impact in the communities we serve. At Bank of America, you can build a successful career...+ Employee Counseling + Performance Management + Planning + Relationship Building + Talent Development **Shift:** 1st shift (United… more
- City National Bank (Hartford, CT)
- …and organizations to make efficient use of cash. Coordinate sales efforts with relationship officers and team members in order to acquire new business and strengthen ... of cash. * Develops treasury management sales plans in conjunction with relationship managers, regional managers, banking office managers and line officers to… more
- M&T Bank (Hartford, CT)
- …with both credit policy and loan agreements. The position interacts with Commercial Relationship Managers and Group Managers throughout the bank 's footprint, as ... information and related materials and complete ongoing credit monitoring for the Bank 's commercial transactions. Risk assessment of customers is on an ongoing basis… 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
- M&T Bank (West Hartford, 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