- NBT Bank (Lake Ariel, PA)
- Pay Range: $18.50 - $20.81 The role of the Relationship Banking Associate is to deliver high quality customer service and responsiveness to ensure ... need(s). This interaction may be in person or over the telephone. The Relationship Banking Associate will provide support for basic consumer deposit account… more
- KeyBank (PA)
- … Banking Small Business clients in an effort to grow and retain the banking relationship (s). + Proactively call on a portfolio of assigned clients within set ... APPLICANTS SHOULD BE LOCATED IN EASTERN PENNSYLVANIA **Job Summary** The Business Banking Virtual Relationship Manager actively manages a portfolio of clients… more
- Bank of America (Philadelphia, PA)
- Relationship Banker - Kensington Financial Center - Spanish Language Required Philadelphia, Pennsylvania **To proceed with your application, you must be at least 18 ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Philadelphia/ Relationship -Banker Kensington-Financial-Center Spanish-Language-Required\_25049098) **Job Description:** At Bank of America,… more
- Bank of America (Pittsburgh, PA)
- Advisor Development Program Client Associate Pittsburgh, Pennsylvania **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Pittsburgh/Advisor-Development-Program-Client- Associate \_25047558-2) **Job Description:** Merrill Wealth Management is a leading… more
- Thrivent Financial (Montgomeryville, PA)
- …and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. Lantern Financial Group is an independent financial ... Thrivent in Montgomeryville and Boyertown, PA. We are growing and adding an Associate Financial Consultant to our team. We are committed to turning financial… more
- JPMorgan Chase (Philadelphia, PA)
- …exceptional solutions that cater to clients' needs. As a Senior Product Solutions Associate in Healthcare Payments, you are a significant contributor to a team that ... experience in a sales, sales development or a client relationship role + FinTech or Healthcare technology experience a...years and today we are a leader in investment banking , consumer and small business banking , commercial… more
- Guidehouse (Philadelphia, PA)
- …you to learn more about your career opportunities at https://guidehouse.com/careers Associate Directors are responsible for managing projects from cultivation to ... team and support the day-to-day management of the client relationship . You will effectively develop and manage work plans,...encourages career development and hiring for the long term. Associate Directors follow a clearly defined career path. As… more
- KeyBank (Pittsburgh, PA)
- …while identifying opportunities during the transaction to deepen and expand the client relationship . + Acts as a resource to identify and resolve more complex client ... of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively manages internal and external centers of… more
- Huron Consulting Group (Philadelphia, PA)
- …innovative analytics and technologies--to implement complex, comprehensive solutions. Skilled relationship builders, our Associates collaborate with client staff and ... years of experience with restructuring & turnaround work, investment banking , financial advisory/consulting, public accounting or audit-related consulting + Deep… more
- Coinbase (Harrisburg, PA)
- …pipeline progress in our CRM system (eg, Salesforce). * *Client Relationship Nurturing:* Support ongoing relationships with existing clients, addressing inquiries, ... a client portfolio including institutional clients, high-net-worth individuals, private banking clients, and clients from brokers, futures institutions, or… more
- Zurich NA (Harrisburg, PA)
- …or more years of experience in the Underwriting or Market Facing, Finance, Accounting, or Banking areaOR + High School Diploma or Equivalent and 10 or more years of ... Support areaOR + Zurich Certified Apprentice program including an associate degree and 3 or more years of experience...in the Underwriting or Market Facing, Finance, Accounting, or Banking areaOR + Zurich Certified Apprentice program including an… more
- Bank of America (Bridgeville, PA)
- …point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate ... consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities +… more
- UMB Bank (Harrisburg, PA)
- … wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary. **Are ... clients and services are billing properly + Creates comprehensive Relationship Reviews including account structure, industry updates, and product/service… more
- UMB Bank (Chadds Ford, PA)
- … wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary. **Are ... SEC, IRS, and GAAP. Develop and maintain a strong relationship with the clients and other professional firms (such...Degree in one of the following Accounting, Finance, Investment Banking , Economics, or International Business You have 4 years… more
- Woodforest National Bank (Coal Township, PA)
- …branch sales and revenue goals by proactively identifying, marketing, and recommending banking products and services beneficial to the customer. * Must be a ... partner and execute a community engagement strategy with a Community Development Relationship Manager in order to be an engaged and intrinsic community partner.… more
- Bank of America (Bala Cynwyd, 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 ... are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture… more
- UMB Bank (Harrisburg, PA)
- … wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary. **Are ... departments. * Monitor milestones and produce KPI reporting. **VENDOR RELATIONSHIP MANAGEMENT** * Maintain strong relationships with networks and processors.… more
- PNC (Pittsburgh, PA)
- …Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking , Public Speaking, Relationship Building, Relationship ... among branch staff. In partnership with branch manager and/or investment sales associate , leads the branch team on actions to achieve investment results. Shows… more
- EverBank (Harrisburg, PA)
- …of equipment leases. + Possesses strong negotiation, strategic selling and relationship management skills with the ability to foster these attributes within ... and commercial clients nationwide. As a pioneer in online banking , we offer convenient digital access for clients 24/7,...disclosed their own pay or the pay of another associate or applicant. However, associates who have access to… more
- Ally (Harrisburg, PA)
- …Bring** * 7+ years of experience required. * Automotive retail, insurance, banking , and/or financial services experience required. * Property & Casualty insurance ... as well as industry designations. ie Chartered Property Casualty Underwriter (CPCU), Associate in Risk Management (ARM) etc. * Property & Casualty Insurance… more