- 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 ... exemplary client service. Successfully completes Onboarding Workshops, and all relevant Relationship Banker education tools and resources. Works with clients… more
- Bank of America (Middletown, NJ)
- Relationship Banker - Middletown & Old...New Jersey; East Brunswick, New Jersey **Job Description:** At Bank of America, we are guided by a common ... offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and… more
- M&T Bank (New York, NY)
- **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 York, NY)
- **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
- Citigroup (New York, NY)
- The Banker SAFE Act is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. ... that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can and cannot be… more
- Citigroup (New York, NY)
- The Banker SAFE Act is an internally and externally recognized subject matter expert that influences the way things are done, not only internally, but beyond the ... that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can and cannot be… more
- TD Bank (Wall, NJ)
- …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
- TD Bank (Brick, NJ)
- …role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Retail Banker II Float is a Customer liaison that is integral to delivering TD's ... TD solutions that help Customers achieve their financial goals and optimize their relationship with TD. This role is accountable for working in multiple locations;… more
- TD Bank (New York, NY)
- …**Line of Business:** Personal & Commercial Banking **Job Description:** The Business Banker II services the needs of Commercial banking business, customizing a ... environment affecting the industry and customer segment + Provides customer relationship management of an assigned customer portfolio within an assigned territory… more
- Wells Fargo (Somerset, NJ)
- …"to grow your career" in the US **About this role:** Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as part of the Consumer, ... divisions at wellsfargojobs.com. Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship… more
- Santander US (New York, NY)
- Relationship Banker , Lexington Ave, NY New York, United States of America Santander is one of the largest banks in the world, and one of the top banks in the ... 5% of small businesses in the US. **Being a Relationship Banker at Santander** As a ...and escalate when appropriate. + Ensure compliance with all bank policies, procedures and regulatory requirements. + May assist… more
- Santander US (Manhattan, NY)
- Relationship Banker , Murray Hill, NY Manhattan, United States of America The Relationship Banker plays a key role within our Retail division and is ... Manhattan, NY, Manhattan **Other Locations:** New York-Manhattan **Organization:** Santander Bank NA Salary: $38,250 - $59,000/year AN EQUAL OPPORTUNITY EMPLOYER… more
- JPMorgan Chase (New York, NY)
- …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 ... Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them… more
- Citigroup (New York, NY)
- …notes, and maintain all client call records including call reports + Assist the Banker in deepening the existing client relationship through deep-dive analysis + ... The Associate Banker SAFE Act is a seasoned professional role....in profiling, qualifying and converting prospects into Citi Private Bank clients. + Client/prospect meetings - Organize the pre-call… more
- Citigroup (New York, NY)
- …notes, and maintain all client call records including call reports + Assist the Banker in deepening the existing client relationship through deep-dive analysis + ... The Associate Banker SAFE Act is a strategic professional who...in profiling, qualifying and converting prospects into Citi Private Bank clients. + Client/prospect meetings - Organize the pre-call… more
- Citigroup (New York, NY)
- …business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments through ... & planning services and access to a dedicated Private Banker . We also support firms, and we offer a...generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can… more
- JPMorgan Chase (Red Bank, 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 (New York, NY)
- …building relationships and providing financial advice to your clients. A role as a Commercial Banker is for you. As a Commercial Banker on the Technology, Middle ... specializing in Technology. The Technology team is part of JP Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group. In this role… more
- KeyBank (New York, NY)
- …as well as specific geographic territories. In this role, the Senior Mortgage Banker interacts with Relationship Managers (RM's) within Key's franchise to bring ... long-term goals. **ABOUT THE JOB:** The primary role of the Senior Mortgage Banker is to originate long-term, multifamily and commercial real estate loans on behalf… more
- Bank of America (Red Bank, NJ)
- Merrill Financial Solutions Advisor - Red Bank & Associates Market Red Bank , New Jersey;Freehold, New Jersey; Toms River, New Jersey; Manasquan, New Jersey **Job ... clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to… more