- KeyBank (Downingtown, PA)
- …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
- JPMorgan Chase (Temple, PA)
- …their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of ... sources. **Job responsibilities** + Shares the value of Chase Private Client with clients that may be...using a value-added, relationship-oriented approach to acquire and deepen client relationships + 1+ year Branch Banking Banker… more
- Citizens (King Of Prussia, PA)
- …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 (Pottstown, PA)
- …223 Shoemaker Road - Pottstown, Pennsylvania 19464 **Job Description Preview** **Job Summary** The Private Client Advisor's focus will be on our Mass Affluent ... to identify investment referral opportunities from new clients and the existing bank client base. + Coordinate all aspects of investment product delivery within… more
- JPMorgan Chase (Allentown, PA)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- Wells Fargo (East Greenville, PA)
- …in the US **About this role:** Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn ... required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) non-exempt employee will transition to the...serviced, banking services and options of various clients, and client needs. **In this role you will:** + Employees… more
- PNC (Lancaster, PA)
- …contribute to the company's success. As a Senior Relationship Strategist within the PNC Private Bank organization, you will be based in Lancaster, PA or ... remotely, at the manager's discretion. **Job Description** + Leads or supports client management activities with clients and prospective clients. Responsible for the… more
- M&T Bank (Radnor, PA)
- …a limited number of complex Fiduciary and other income tax returns, where the Bank or one of the legal entities is trustee. **Primary Responsibilities:** + Maintain ... of accounts and timely and accurate preparation of complex tax returns, including Private Foundations, Public Charities and Estates. + Manage assigned staff in the… more