- Columbia Bank (Phoenix, AZ)
- …a positive example for others to emulate. + Embraces our vision to become "Business Bank of Choice" + May perform other duties as assigned. **About** **You:** + ... with high-net-worth clients. This is first and foremost a sales position and we seek a self-motivated individual who...+ Profile the full spectrum of needs of Private Bank target clients and provide tailored advice in collaboration… more
- Oriental Bank (San Juan, PR)
- The Associate , Sales & Services provides an excellent customer service experience while identifying their financial needs in order to present alternatives. Find ... Position works on-site based in San Juan, PR. Job Description MAJOR DUTIES & RESPONSIBILITIES: + Deliver proactive and dynamic customer service. Demonstrates a… more
- Regions Bank (Red Bank, TN)
- …goals. This role offers an exciting opportunity for candidates with retail or sales experience that are interested in beginning a career with opportunities for ... for greeting customers and processing transactions to ensure customers bank when, where, and how they choose + Owns...and adheres to applicable laws and regulations, including completing duties delegated and assigned by the Branch Manager; as… more
- Aristotle Capital Management (Newport Beach, CA)
- …You'll Do This individual will work in conjunction with senior client facing sales professionals to help facilitate all aspects of new client onboarding and current ... research analysts and due diligence professionals at RIA firms and within Bank Trust departments. This individual will communicate with financial professionals on a… more
- Oriental Bank (San Juan, PR)
- The Associate , Sales and Mortgage Expert (SAME) provides a superior customer experience to new and existing clients, promote Oriental Mortgage products and will ... personal and professional growth in areas related to Retail Sales & Mortgage Production. + Collaborators who achieve great...and exceed customer needs. + Strict compliance with the Bank 's "Know Your Customer" and Anti Money Laundering" procedures.… more
- Huntington National Bank (Minnetonka, MN)
- …services by setting appointments for, or transferring business customers leads to Sales Advisors, to conduct more robust solutioning conversations. You will connect ... production goals. You will partner closely with merchant services sales team members and leaders. as well as communicate...team members and leaders. as well as communicate with bank colleagues as necessary, to keep them apprised of… more
- Eastern Bank (Portsmouth, NH)
- …this job posting for additional information._ Service Associates are skilled in the duties of both a Customer Service Representative ( sales on the platform), ... where such a "hybrid" position is authorized. Account Representative Duties : Works toward achieving specific individual sales ...and credit card cash advances + Relative to all duties , must adhere to all bank policies… more
- Kennebec Savings Bank (Portland, ME)
- …and professional service at all times. Refer prospective customers to the Cash Management sales team or other Bank staff members as appropriate; refer problems ... Community/public relations:participate in community organizations and events. Represent the Bank in the community. Other duties :Demonstrate reliable attendance… more
- US Bank (Walnut Creek, CA)
- 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 ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...you excel at-all from Day One. **Job Description** Provides sales , processing, operational, administrative and customer service support to… more
- Fifth Third Bank, NA (Raleigh, NC)
- …customer's needs, while providing specialized care and service to existing and prospective bank customers. Utilize and promote the consultative sales and service ... step? Discover a career in banking at Fifth Third Bank . GENERAL FUNCTION: Selected candidates are intended to become...managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: + Use the consultative sales… more
- Fifth Third Bank, NA (Charleston, WV)
- …identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: + Use the consultative sales process and ... step? Discover a career in banking at Fifth Third Bank . GENERAL FUNCTION: Selected candidates are intended to become...and education program that includes rotations in operations and Sales & Service. There will be a certification at… more
- Citigroup (New York, NY)
- …analytical and execution support to deliver customized debt solutions to Citi's Commercial Bank clients. The Loan Syndications Associate is a critical member of ... well as with colleagues across multiple groups in the bank to originate and execute transactions. **Responsibilities:** + Support...review of the types of work performed. Other job-related duties may be assigned as required. **Job Family Group:**… more
- KeyBank (Akron, OH)
- …Ohio **Job Summary** The Client Service Associate supports the Key Private Bank (KPB) sales team by completing client transactions and assisting with need ... identification and coordination and product delivery. The Associate consistently meets the needs of our high-net-worth clients...retain client relationships. **Responsibilities** + Support the Key Private Bank team in the delivery of the sales… more
- Eastern Bank (Reading, MA)
- …this job posting for additional information._ Service Associates are skilled in the duties of both a Customer Service Representative ( sales on the platform), ... where such a "hybrid" position is authorized. Account Representative Duties : Works toward achieving specific individual sales ...and credit card cash advances + Relative to all duties , must adhere to all bank policies… more
- M&T Bank (Buffalo, NY)
- **Overview:** The Executive Associate Program is designed for 2nd year MBA students who seek to accelerate their career within M&T Bank . Program hires will ... the incoming cohort will be introduced to Program alumni, bank wide leadership, and collaborate with peers to drive...management tools, and indirect lending programs to support retail sales . We partner with dealers to optimize cash flow,… more
- TD Bank (Woodbury, NJ)
- …services and routine transactions in order to identify opportunities to educate on Bank products and services to Customers and/or refer them to appropriate team ... member or internal Bank partners, while ensuring a positive Customer experience +...customer assessments, proactively identifies Customer solutions and lead-focused outbound sales activities + Independently resolves customer issues, errors and… more
- Wells Fargo (Wichita, KS)
- **About this role:** Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... service and financial goals within the Financial Advisory - Bank function + Review basic or tactical client goals...+ This LO position has customer contact and job duties which may include needs assessing and referring those… more
- NBT Bank (Middleburgh, NY)
- Pay Range: $17.50 - $19.62 The role of the Relationship Banking Associate is to deliver high quality customer service and responsiveness to ensure fulfillment and ... and procedures. This individual will be responsible for identifying and referring sales opportunities to the appropriate business partner or line of business that… more
- Fifth Third Bank, NA (Barberton, OH)
- …the next step? Discover a career in banking at Fifth Third Bank . Provide excellent customer care to customers regarding daily transactions, addressing inquiries, ... and problem resolution, in accordance with Fifth Third Bank policies. Refer customers to the appropriate business partner for products and services uncovered during… more
- KeyBank (Tarrytown, NY)
- **Location:** 660 White Plains Road, Tarrytown New York **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert ... advice and personalized banking, borrowing, and investment solutions. The Associate Relationship Manager (ARM) is at the center of this client promise by managing… more