- KeyBank (Putnam, CT)
- …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 (East Providence, RI)
- …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...equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer… more
- Citizens (Foxboro, MA)
- …and grows with its clients. As part of the Core Banking Division, Citizens Private Client provides personalized, world class financial planning and advice to ... coaching, professional development and ongoing practice management support. As a Citizens Private Client Relationship Manager, you will engage directly with our… more
- Citizens (Johnston, RI)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... role or equivalent experience in financial services. + Demonstrated track record in new business development and client book management. + Proven experience in… more
- City National Bank (Providence, RI)
- …Office Managers and Line Officers to support existing clients and develop new CNB relationships. Coordinates client /prospect calling activities with Relationship ... and concurrent second loan products to existing and potential private banking and high net worth clients. By partnering...and procedures as well as all regulatory requirements (eg, Bank Secrecy Act, Know Your Client , Community… more
- City National Bank (Providence, RI)
- …and Credit policies and procedures as well as all regulatory requirements (eg Bank Secrecy Act, Know Your Client , Community Reinvestment Act, Fair Lending ... and accounting and control environment in which City National Bank operates. * Keeps informed of new ...required. * Minimum 1 year of public accounting and/or private industry experience with knowledge of accounting, finance and… more
- Citizens (Johnston, RI)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth ... record of delivering a gold glove experience to clients that results in long-term client loyalty. Citizens Private Wealth presently manages and advises on over… more