- M&T Bank (York, PA)
- …office and/or Business Banking, increase assets under management and develop and grow Affluent Market penetration into the high net worth markets across Bank ... **Overview:** Provides advice-based approach to financial solutions for an assigned book of business....needs. + Meet or exceed established goals for assigned Market through sales activities and leveraging partnerships with Retail,… more
- Citizens (PA)
- …responsible for driving product/segment strategy and using data driven analysis to ensure financial objectives are met. The role requires an individual with a strong ... combination of customer first mentality, strategic thinking, problem solving, and financial acumen with an analytical and data driven approach. Examples of scope of… more
- Wells Fargo (Bryn Mawr, PA)
- …are accountable for execution of all applicable risk programs (Credit, Market , Financial Crimes, Operational, Regulatory Compliance), which includes effectively ... **About this role:** Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and...and perform the following duties: + Proactively acquire new affluent consumer and small business customers, and deepen existing… more
- Truist (Philadelphia, PA)
- …of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients. Serve as a personal ... management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to...the community * Expected to be the expert level " market moving" advisor with ability to handle the most… more