- Bank of America (Kennett Square, PA)
- Relationship Banker - Kennett Square Financial Center Kennett Square, Pennsylvania **Job Description:** At Bank of America, we are guided by a common purpose ... offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and… more
- M&T Bank (Lancaster, PA)
- **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
- TD Bank (Hockessin, DE)
- …role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Retail Banker II is a customer liaison that is integral to delivering TD's Brand ... help Customers achieve their financial goals and optimize their relationship with TD. **Depth & Scope:** + Acts as...advice to TD Customers + Understands and supports the Bank 's Customer Service Strategy; Delivers Customers end-to-end advice they… more
- JPMorgan Chase (Downingtown, PA)
- …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
- Truist (Willow Street, PA)
- …Participates fully in all components of the established Truist Retail Community Bank Leadership Routines 5. Commits to advancing individual knowledge of sales ... 3. Experience with sourcing and prospecting for new clients and client relationship building 4. Excellent interpersonal and communication skills, including a desire… more
- KeyBank (Downingtown, PA)
- …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
- Truist (Gap, PA)
- …prevention 3. Experience with sourcing and prospecting for new clients and client relationship building 4. General understanding of bank operations, policies and ... focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is… more
- Citizens (Lancaster, PA)
- …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
- PNC (Lancaster, PA)
- …and have an opportunity to contribute to the company's success. As a Senior Relationship Strategist within the PNC Private Bank organization, you will be based ... and prospective clients. Responsible for the development and execution of a relationship management plan to acquire and retain clients. Is accountable for ongoing… more
- City National Bank (Newark, DE)
- *INVESTMENT RELATIONSHIP OFFICER* WHAT IS THE OPPORTUNITY? Assist Financial Advisors by providing day to day client support and operational service on all CNS ... client-directed accounts, to affluent individuals and their families within the Bank 's Personal and Business Banking Group. Provide account maintenance and oversight… more
- M&T Bank (Newark, DE)
- …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
- City National Bank (Newark, DE)
- …wide variety of Bank services. Directs clients to appropriate area within the Bank or to a Relationship Manager. Maintains complete knowledge of all banking ... Officer is positioned to proactively execute on the concepts developed by the Relationship Manager with minimal supervision. Is also instrumental as a liaison with… more
- Bank of America (Lancaster, PA)
- …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
- City National Bank (Newark, DE)
- …and identifies "root cause" of errors/discrepancies identified. Relieves Relationship Manager from performing account specific servicing tasks. What ... do * Acts as primary liaison between client and all areas of the bank . Perform follow-up with all clients to ensure completion and satisfaction. * Introduce clients… more
- Bank of America (Newark, DE)
- …Farmington Hills, Michigan; Kennesaw, Georgia; Newark, Delaware; Phoenix, Arizona **Job Description:** At Bank of America, we are guided by a common purpose to help ... offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and… more
- TD Bank (Downingtown, PA)
- …central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their ... manages all aspects of the client's relationships with TD Bank and refers to Retail and Wealth partners &...attained + Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures + Responsible… more
- City National Bank (Newark, DE)
- …Centers, other line units/departments, and vendors; ensures a good working relationship is maintained between departments and colleagues. * Ensures activities are ... the departmental assignment. * Manages and/or participates in departmental and bank -wide projects: formulates project plans; manages project resources (internal and… more
- City National Bank (Newark, DE)
- …Work with Investment Services Managers in the managing of the overall relationship of assigned managed agency accounts. Represent Wealth Management in various ... Process fund transfers, wires, checks, transfers to and from City National bank accounts and ACH.Administration of IRAs.Prepare client portfolio review books for… more
- M&T Bank (Newark, DE)
- …participants with a deep dive into the Customer Centric world of the Consumer Bank . During this 1-year program, Branch Management Trainees engage in a variety of ... overview presentations and observations, interactions with Senior Leadership across the Retail Bank , and special projects that arise. Branch Trainees will also have… more
- City National Bank (Newark, DE)
- *OPERATIONS OFFICER* WHAT IS THE OPPORTUNITY? City National Bank is looking for a Back Office Operations Specialist within Capital Markets Operations. The ideal ... applicable to the departmental assignment. * Strong interpersonal, communication and relationship building skills. * Identify opportunities to improve processes and… more