- 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 (Greenwich, CT)
- Relationship Banker - Stamford Greenwich market area Stamford, Connecticut;Darien, Connecticut; Greenwich, Connecticut; Stamford, Connecticut; Stamford, ... Connecticut **Job Description:** At Bank of America, we are guided by a common...Branding * Client Management * Client Solutions Advisory * Relationship Building * Business Development * Pipeline Management *… 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
- Bank of America (Bayside, NY)
- …(RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for ... Senior Banker - Bayside 42-39 Bell Financial Center *Bilingual...*Bilingual Mandarin required Bayside, New York **Job Description:** At Bank of America, we are guided by a common… more
- TD Bank (Huntington, NY)
- …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 (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
- 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 (Manhasset, NY)
- Consumer and Business Banking, Senior Relationship Banker , Manhasset, NY Manhasset, United States of America Santander is one of the largest banks in the world, ... 140k business customers in the US. As a Senior Relationship Banker , you will be responsible for...for resolution when appropriate. + Ensure compliance with all bank policies, procedures and regulatory requirements. Qualifications + Bachelor's… 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 (Cos Cob, CT)
- …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 (Melville, NY)
- …relationships and providing financial advice to your clients. A role as a Portfolio Banker is for you. As a Portfolio Banker on the Multinational Corporations, ... Middle Market Banking team, you will be the primary banker for a portfolio of accounts working independently and...Multinational Corporations team is part of JP Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries… more
- KeyBank (Port Chester, NY)
- …trusted advisor, and partner to the people and businesses in our Key Bank communities. Personal Bankers engage clients in deeper conversations to uncover needs and ... efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key...serving our clients and making them feel that no bank will fight harder for them. **Responsibilities** + Embodies… more
- KeyBank (New Rochelle, NY)
- …problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private ... Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate… 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