- M&T Bank (West Chester, PA)
- **Overview** **:** Identifies customers' needs through the bank 's retail sales process to provide proactive sales solutions through customer outreach for basic and ... leveraging the portfolio management process and utilizing the fundamentals of the Bank 's sales process to achieve personal sales and/or referral goals. + Play… more
- 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 (Gap, 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 (Rising Sun, MD)
- …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 (West Chester, 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 (West Chester, 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
- 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
- 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
- Bank of America (Exton, 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
- 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
- M&T Bank (Lancaster, PA)
- …customers as well as other departments and business partners in the bank (primarily Relationship Managers, Banking Services, Closers, Deposit Partners, Portfolio ... and accounting systems, of codes, values, and other data, at client/ relationship , loan, and collateral level. Supports key credit data reporting initiatives… more
- PNC (Lancaster, PA)
- …valued and have an opportunity to contribute to the company's success. As a Relationship Manager I - Business Banker within PNC's Business Banking organization, ... Professional Services, Wholesale and Women in Business. As a Relationship Manager in Business Banking you will develop and...and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range… more
- PNC (Lancaster, PA)
- …and have an opportunity to contribute to the company's success. As a(n) Relationship Manager III - C&IB within PNC's Commercial Banking organization, you will be ... you from other bankers within the industry. **Job Description** + Sets relationship strategies and directs relationship management activities with new and/or… more
- PNC (Lancaster, PA)
- …financial wellness advice and solutions to clients and consumers. As a Relationship Manager I - Financial Wellness Consultant you will develop and uncover ... expanding our client base. Bilingual Spanish Preferred. **Job Description** + Handles relationship management activities with new and/or existing clients in a book… more
- Truist (Intercourse, 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 (Lancaster, 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
- The Salvation Army (Lancaster, PA)
- …direction. All our effort is focused on developing life skills and a personal relationship with God through Jesus Christ. More than just a job, each member of ... security standards as relates to cash register operations, daily sales reports and bank deposits. + Sort, price, stock and "rag out" showcase merchandise and other… more
- Penn State Health (Lancaster, PA)
- …staff to promote and enhance good communication and a positive working relationship . Responsible for the management and operational oversight of medical staff ... and Paid Parental Leave. + **_Be Secured_** with Retirement, Extended Illness Bank , Life Insurance, and Identity Theft Protection. + **_Be Rewarded_** with… more