- M&T Bank (New Holland, 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 (Downingtown, PA)
- …role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Retail Banker I 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:** + Proficient in...transactions in order to identify opportunities to educate on Bank products and services to Customers and/or refer them… more
- PNC (Exton, PA)
- …valued and have an opportunity to contribute to the company's success. As a Relationship Banker within PNC's Retail organization, you will be based in Exton, ... lead management and referral generation--Leverages experience and acquired knowledge of bank products and services and positions appropriately to grow share of… more
- Truist (Boyertown, 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
- Truist (Douglassville, 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
- Truist (Wyomissing, PA)
- …maintain and update sales activity, pipeline, and other pertinent information using the Bank 's client relationship management (CRM) system. Execute on all risk, ... needs of assigned clients through the appropriate channel according to Integrated Relationship Management (IRM). Levels (I - III) should be differentiated based on… more
- Citizens (Pottstown, PA)
- …to effectively ask questions and identify needs to improve the customer relationship + Proven success with building relationships, and recommending and referring ... laws. Equal Employment and Opportunity Employer Citizens is a brand name of Citizens Bank , NA and each of its respective affiliates. Why Work for Us At Citizens,… more
- TD Bank (Royersford, 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
- Tompkins Community Bank (Wyomissing, PA)
- …Responsibilities + Possesses comprehensive knowledge and skills related to relationship management, business development, presentation and sales to establish a ... that the Company's client experience standards for Financial Planning and Client Relationship development are met. + Identify and engage other professionals to… more
- PNC (Macungie, PA)
- …will be based in our Lehigh Valley Market. **Job Description** + Handles relationship management activities with new and/or existing clients in a book of business ... and/or expand existing clients and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range of PNC's products and… more
- Truist (Boyertown, PA)
- …limited to Small Business, Mass Affluent, Community Heroes, and Integrated Relationship Management (IRM) partnership. 3. Drive branch revenue through Small Business ... client's financial success and team empowerment. 6. Partnership with Integrated Relationship Management (IRM) and Operations partners. Partner with the area… more
- Santander US (Pottstown, PA)
- …regarding their current and future financial needs and educates Customers about Bank products and services. Assists in exceeding service goals by minimizing Customer ... to effectively ask questions and identify needs to enhance the customer relationship . Diversity & EEO Statements: At Santander, we value and respect differences… more
- Penn State Health (Reading, PA)
- …for patients and their families, forming a cornerstone of our enduring relationship with the patient. Team members will enjoy a fast-paced environment, patient ... and Paid Parental Leave. + **_Be Secured_** with Retirement, Extended Illness Bank , Life Insurance, and Identity Theft Protection. + **_Be Rewarded_** with… more
- Citizens (Sinking Spring, PA)
- …ask questions and identify needs to enhance and develop a long-term customer relationship + Ability to problem solve and provide solutions to customer issues + ... laws. Equal Employment and Opportunity Employer Citizens is a brand name of Citizens Bank , NA and each of its respective affiliates. Why Work for Us At Citizens,… more
- Vanguard (Malvern, PA)
- …nearly 4 million positive behavior adoptions inclusive of web registration, e-delivery, bank on file and transitions to our Vanguard Brokerage platform. This role ... ideal candidate will possess: * Sr level collaborator management and relationship building, including the ability to persuade and influence.* Exceptional… more