- Banco Popular Puerto Rico (New York, NY)
- … Service Banker Wash Heights NY Mgmt The Sales and Service Banker is responsible for the sale of bank products and services to meet all needs of ... existing and potential customers while rendering quality service in accordance with bank goals to...partnerships with Commercial and Wealth Management to promote integrated sales and service efforts across Popular. Help… more
- M&T Bank (New York, NY)
- **Overview:** Specializes in our branch customer experience through sales , service and digital engagement of our Consumer and Business Banking customers. ... of the branch as a Teller and meets customer service and sales needs as required by...opportunities to solve for other banking needs. Follow the Bank 's sales process and provide simplified, customer-focused… more
- City National Bank (New York, NY)
- …NEW YORK* WHAT IS THE OPPORTUNITY? Responsible for contributing to overall branch sales efforts, maintaining best in class service levels for their branch, ... as a champion for clients and colleagues providing exemplary service . Partners with City National Bank "CNB"...manner for reporting purposes. * Maintains collaboration with all sales partners. * Complies fully with all Bank… more
- M&T Bank (Kendall Park, NJ)
- **Overview** **:** Identifies customers' needs through the bank 's retail sales process to provide proactive sales solutions through customer outreach for ... portfolio management process and utilizing the fundamentals of the Bank 's sales process to achieve personal ...goals. The position interacts with appropriate areas of the bank to ensure customer needs and service … more
- City National Bank (New York, NY)
- …IS THE OPPORTUNITY? This position is responsible for contributing to overall branch sales efforts, maintaining best in class service levels for their branch, ... all levels of Bank personnel, corporate and bank clients demonstrating commitment to quality client service...manner for reporting purposes. * Maintains collaboration with all sales partners. * Complies fully with all Bank… more
- Citigroup (New York, NY)
- …with clients on the bank floor to proactively identify and address client sales and service needs; appropriately convert service requests into sales ... The Universal Banker is responsible for providing exceptional service...to deepen client relationships. . **Responsibilities:** + Exhibits strong sales and service skills, presenting products and… more
- Santander US (Skillman, NJ)
- …and acquire new clients. This role will require a holistic delivery of outstanding service and sales solutions to meet clients financial needs and goals. USA ... Relationship Banker , Montgomery, NJ Skillman, United States of America...to help them achieve their financial goals, ensuring all sales , service and specialized needs are met,… more
- TD Bank (Franklin Park, NJ)
- … service and advice to TD Customers + Understands and supports the Bank 's Customer Service Strategy; Delivers Customers end-to-end advice they expect: (1) ... Business:** Personal & Commercial Banking **Job Description:** The Retail Banker I is a Customer liaison that is integral...transactions in order to identify opportunities to educate on Bank products and services to Customers and/or refer them… more
- Bank of America (East Windsor, NJ)
- Relationship Banker - East Windsor, NJ - Shoprite - Full Time East Windsor, New Jersey **Job Description:** At Bank of America, we are guided by a common purpose ... 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
- Bank of America (New York, NY)
- Relationship Banker - Bowery & Hester Financial Center *Bilingual Mandarin required New York, New York **Job Description:** At Bank of America, we are guided by ... make an impact in the communities we serve. At Bank of America, you can build a successful career...lobby to educate and assist with conducting transactions through self- service resources, such as mobile banking, online banking, or… more
- Truist (Bristol, PA)
- …other product and service lines. 2. Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering products ... to better serve consumer and business clients by attending sales , service and product knowledge meetings, applicable...business clients 6. Demonstrated ability in meeting or exceeding sales goals 7. General understanding of bank … more
- PNC (Princeton, NJ)
- … sales process. You will spend most of your time as a personal banker , engaging customers in sales conversations in order to identify appropriate financial ... to contribute to the company's success. As a Branch Banker , you will strengthen customer relationships with a defined...the branch customer base through a variety of proactive sales and service activities. Manages the customer… more
- Truist (Langhorne, PA)
- …, identifying and understanding the client's financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting ... Mobile banking to make banking easier and enhance their service experience. 3. Support team sales process...in all components of the established Truist Retail Community Bank Leadership Routines. 6. Commit to advancing individual and… more
- Citigroup (New York, NY)
- …client's unique needs and requirements, and discuss them with the Private Banker . + Participate in service related process improvements. **Execution (Client ... to meet/beat AUM/CNR budget goals of assigned team. Provide banker with suggestions on potential sales opportunities...banker to establish overdraft lines & escalate to Service Team Manager. + Maintain Credit Documentation Deficiencies >… more
- WSFS Bank (Burlington, NJ)
- …Schedule : Monday - Friday 8am-6pm, Saturday 9am-1pm On-site Description: WSFS Bank 's Personal Bankers will be responsible for providing products and services to ... new accounts, and submitting loan applications. The incumbent will comply with Bank policies and procedures, as well as regulatory banking requirements. Personal… more
- HSBC (New York, NY)
- …Banking and Markets, is responsible for serving corporate clients. As part of Corporate Sales , sales will primarily service the group's Strategic & Focus ... improve share of wallet * Identify and originate cross-sell opportunities (cross-border, Corporate Sales /CRS, and cross-selling the Bank ) * Build and maintain… more
- PNC (Princeton, NJ)
- …(RRT) member, you will engage in proactive sales and customer service activities including teller transactions, selling bank products and developing referral ... of wallet. From a variety of customer interactions, participates in proactive sales and service activities and identifies referral opportunities. Collaborates… more
- HSBC (New York, NY)
- …Banking and Markets, is responsible for serving corporate clients. As part of Corporate Sales , sales will primarily service the group's Strategic & Focus ... line with their agreed principles + Work through Corporate Sales for ensuring all Global Service Centre...clients + Identify and originate cross-sell opportunities (cross-border, Corporate Sales /CRS, and cross-selling the Bank ) +… more
- Citigroup (New York, NY)
- …is an entry level position responsible for the assistance in the execution of sales , products or service activities in coordination with the customer service ... foster relations with customers to build loyalty and to help increase sales to individual consumer clients. **Responsibilities:** + Work with business credit… more
- Citigroup (New York, NY)
- …wealth creation will continue to be on the rise. The Institutional Investment Sales Sr. Banker is responsible for generating investments AUMs from institutions ... that currently bank with Citi Commercial Bank and the...Wealth product partners - Citi Investment Management, Investment Counselor, Service , Risk, Compliance to onboard new clients + Educate… more