- City National Bank (New York, NY)
- **RELATIONSHIP BANKER ** *PARK AVENUE SOUTH, NEW YORK* WHAT IS THE OPPORTUNITY? Responsible for contributing to overall branch sales efforts, maintaining best in ... client service. Successfully completes Onboarding Workshops, and all relevant Relationship Banker education tools and resources. Works with clients to ensure… more
- Citigroup (New York, NY)
- …investment strategies. + Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal and professional ... The Banker SAFE Act is a strategic professional who...generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can… more
- Citigroup (New York, NY)
- …investment strategies. + Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal and professional ... The Banker SAFE Act is an internally and externally...generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can… more
- City National Bank (New York, NY)
- **RELATIONSHIP BANKER , SR ** *6TH AVENUE BRANCH, NEW YORK* WHAT IS THE OPPORTUNITY? This position is responsible for contributing to overall branch sales efforts, ... client service. Successfully completes Onboarding Workshops, and all relevant Relationship Banker education tools and resources. Works with clients to ensure… more
- TD Bank (Redding, CT)
- …**Line of Business:** Personal & Commercial Banking **Job Description:** The Retail Banker I is a Customer liaison that is integral to delivering TD's Brand ... transactions in order to identify opportunities to educate on Bank products and services to Customers and/or refer them...within the team and business unit + Participates in personal performance management and development activities + Keeps others… more
- M&T Bank (New Milford, NJ)
- …leveraging the portfolio management process and utilizing the fundamentals of the Bank 's sales process to achieve personal sales and/or referral goals. ... **Overview** **:** Identifies customers' needs through the bank 's retail sales process to provide proactive sales...an environment that supports diversity and reflects the M&T Bank brand. + Maintain M&T internal control standards, including… more
- Citigroup (New York, NY)
- …investment strategies. + Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal and professional ... supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments...& planning services and access to a dedicated Private Banker . We also support firms, and we offer a… more
- Citigroup (New York, NY)
- The Associate Banker SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the ... affected by the performance of the individual. **Responsibilities:** + Assist the Banker in the creation of sales and marketing strategies designed to generate… more
- Wells Fargo (Ossining, NY)
- …your career" in the US **About this role:** Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, ... within defined policies and procedures + Develop understanding of bank products and services to connect to customers' needs...care and build relationships + Provide appropriate options for bank products and services to customer + Refer customers'… more
- PNC (Northvale, NJ)
- …valued and have an opportunity to contribute to the company's success. As a Personal Banker , you will strengthen customer relationships with a defined sales ... process. You will spend most of your time as a personal banker , engaging customers in sales conversations in order to identify appropriate financial solutions.… more
- Citigroup (Ossining, NY)
- The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination ... and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and… more
- Citigroup (New York, NY)
- The Associate Banker SAFE Act LO is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the ... affected by the performance of the individual. **Responsibilities:** + Partner with Banker in the creation of sales and marketing strategies designed to generate… more
- Citigroup (New York, NY)
- Citibank, NA seeks a Relationship Banker for its New York, NY location. Duties: Develop and maintain client relationships and work with senior colleagues across ... hedging strategies - foreign exchange, commodities and interest rates. Deployment of bank 's capital within various clients and within a client amongst various… more
- Citigroup (New York, NY)
- The Industry Banker will drive growth on a portfolio of client relationships as well as partner with the Global Industry Head to drive industry focused solutions and ... for client acquisition, cross-sell and scale replication of solutions. The Industry Banker would work with the Industry Head to develop and train coverage… more
- JPMorgan Chase (Pleasantville, NY)
- …education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of the ... such as the cash vault, ATM, or others while adhering to all bank policies and procedures **Required qualifications, capabilities, and skills** + 6+ months of… more
- JPMorgan Chase (Irvington, NY)
- …enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take 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 in delivering an outstanding… more
- Citizens (New York, NY)
- …spending, saving, borrowing and investing needs. You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them - ... 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
- Amalgamated Bank (New York, NY)
- …for managing existing loan relationships in collaboration with a Commercial Banker . Portfolio Managers must have excellent credit analysis and writing skills, ... internal approval and documentation. The position requires a proactive banker with strong credit acumen, excellent communication skills, adroit...plus. By joining our team, you'll be joining a Bank that believes that that maintaining a diverse and… more
- Citizens (New York, NY)
- Description Citizens is hiring a Senior Integration Manager to enable Private Bank customers to access their Citizens data from within third-party applications of ... their choice (eg personal finance management tools, fintechs, ERPs, accounting providers) via...role works directly in support of the Citizens Private Bank and its mission to deliver world-class banking experiences… more
- City National Bank (New York, NY)
- …Policy Statement and investment objective selection. * Participate with Private Banker and Portfolio Manager when further asset allocation tailoring is needed ... support meeting preparation and the client meeting. Deliver a high degree of personal contact and open communication among clients and internal team that creates a… more