- M&T Bank (Bethlehem, 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 (Allentown, 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 (Flemington, 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
- JPMorgan Chase (Phillipsburg, 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
- Truist (Allentown, 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 (Brodheadsville, 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
- Bank of America (Allentown, 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 (Allentown, 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...the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams… more
- Bank of America (Flemington, NJ)
- …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 (Flemington, NJ)
- …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
- Huntington National Bank (Allentown, PA)
- …and providing support to Commercial group leader(s), Regional Credit Officer, and Relationship Manager team (RM's) in the areas of credit underwriting, portfolio ... portfolio of commercial loans and customers in partnership with the assigned relationship manager, group leader, Regional Credit Officer and other stakeholders. +… more
- PNC (Allentown, PA)
- …will be based in our Lehigh Valley Market. **Job Description** + Handles relationship management activities with new and/or existing clients in a book of business ... and/or expand existing clients and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range of PNC's products and… more
- Santander US (Allentown, PA)
- …to potential clients and assists in growing and maintaining the client relationship . Oversees the company's operations and activities to ensure achievement of the ... use of productive sales strategies and techniques, generating additional bank business through any mean or channel provided by...or channel provided by the Company. Focuses on increasing Bank products and services, sales and number of clients,… more
- Santander US (Coopersburg, PA)
- …regarding their current and future financial needs and educates Customers about Bank products and services. Assists in exceeding service goals by minimizing Customer ... Ability to effectively ask questions and identify needs to enhance the customer relationship . 0 Diversity & EEO Statements: At Santander, we value and respect… more
- BrightSpring Health Services (Bethlehem, PA)
- …TheAccount Manager of Client Servicescultivates and maintains an on-going strategic relationship with their pharmacy clients. They are responsible for the ensuring ... financial or personal information (Social Security Number, credit card, driver's license, bank information, or payment for work equipment, etc.) from you via text… more
- The Salvation Army (Allentown, PA)
- …Homeless Shelter, Allentown, PA Availability: Immediate Schedule: Full-Time Reporting Relationship : Shelter Director/Corps Officer Salary and Grade: $13.00 per hour; ... + Maintain excellent records for the food program, CACFP, and Berks County Food Bank as needed. + Plan and create monthly menus under CACFP program guidelines. +… more
- Citizens (Brodheadsville, PA)
- …ask questions and identify needs to enhance and develop a long-term customer relationship + Ability to problem solve and provide solutions to customer issues + ... 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