- Citizens (Brodheadsville, PA)
- …to effectively ask questions and identify needs to improve the customer relationship * Proven success with building relationships, and recommending and referring ... products and services through in-person and phone interactions * Demonstrated skills in using digital technology to support the delivery of business goals * Aptitude to problem solve and provide solutions to customer issues * Recognized ability to strengthen… more
- TD Bank (Hatfield, 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
- Santander US (Wyomissing, PA)
- Relationship Banker , Wyomissing, PA Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in the financial ... Talk to You!** **The Difference You Make:** As a Relationship Banker you serve as a trusted...targets and contribute to the overall success of the bank . Your primary goal is to enhance customer satisfaction… more
- JPMorgan Chase (Doylestown, PA)
- …doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand ... and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with… more
- Truist (Walnutport, 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
- KeyBank (Lehighton, PA)
- …trusted advisor, and partner to the people and businesses in our Key Bank communities. Personal Bankers engage clients in deeper conversations to uncover needs and ... efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key...serving our clients and making them feel that no bank will fight harder for them. **Responsibilities** + Embodies… more
- KeyBank (Souderton, PA)
- …and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the ... entire client relationship with a plan-based approach to financial advice. As...appropriate sales professionals in Retail, Key Investment Services, Private Bank , Mortgage or Business Banking. At KeyBank, we believe… more
- KeyBank (Red Hill, PA)
- …and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key and work with existing clients ... leading to client confidence in their finances. The Personal Banker is a client first, sales-driven, self-motivated, and competitive...serving our clients and making them feel that no bank will fight harder for them. **Essential Functions** +… more
- KeyBank (Lansdale, PA)
- …problem solver, 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 ... Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate… more
- PNC (Doylestown, PA)
- …an opportunity to contribute to the company's success. As a Premier Client Banker within PNC's Wealth Management organization, you will be based in Doylestown, PA. ... needs based and consultative conversational skills, experience, and acquired knowledge of bank products and services and positions appropriately to grow share of… more
- JPMorgan Chase (Flemington, NJ)
- …providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select ... as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate… more
- JPMorgan Chase (Reading, PA)
- …of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you. As a Commercial Banker in Emerging ... services + Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs + Ability to… more
- Truist (Bethlehem, 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
- TD Bank (Harleysville, PA)
- …compliance with policies and procedures to mitigate risk and protect the Bank and Customers. This role will drive, reinforce, and demonstrate meeting Operational, ... term with low to moderate risk + Demonstrates understanding of bank operational policies, procedures and regulations and establishes expectations, delegates tasks… more
- JPMorgan Chase (Warrington, PA)
- …and providing support to your team and clients, then a role as a Business Relationship Manager Area Manager is for you. As an Area Manager in Business Banking, ... you'll lead a team of Business Relationship Managers (BRM) in developing new business and deepening...existing relationships to position JPMorgan Chase as the primary bank for our clients. **Job responsibilities** + Provide leadership,… more
- Woodforest National Bank (Bechtelsville, PA)
- …a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation.Woodforest National Bank ... * Enhance customer experience and the reputation of the Bank by warmly and sincerely greeting, engaging, and developing...execute a community engagement strategy with a Community Development Relationship Manager in order to be an engaged and… more
- Tompkins Community Bank (Wyomissing, PA)
- …complex projects and stakeholder engagement. Responsibilities + Work with relationship owners throughout the vendor lifecycle, including understanding their needs, ... to read and interpret complex documents and correlate findings to the bank 's requirements and applicable regulatory guidance. + Current knowledge of vendor and… more
- KeyBank (Lansdale, PA)
- …investment solutions to new and existing clients while identifying full relationship opportunities. Establish a strong partnership with Retail Branch Managers, ... financial plans in order to uncover full household and relationship growth opportunities, both investments as well as banking...+ Attain sales production and referral goals to the Bank (closed and accepted) by working book of business,… more
- KeyBank (Pottstown, PA)
- …trusted advisor, and partner to the people and businesses in our Key Bank communities. The Branch Manager builds, coaches, develops, leads, and motivates a team ... We take pride in serving our clients and making them feel that no bank will fight harder for them. **Essential Functions** + Embodies a strong client experience… more
