- NBT Bank (Syracuse, NY)
- The Private Bank Relationship Managers acts as the primary advisor and oversees the relationship for the bank 's high net worth private banking ... degree and/or equivalent financial services experience. + Minimum 5 years' experience in Private Banking. + 2 years of sales experience. + Business development and… more
- KeyBank (Syracuse, NY)
- …further position Key as the client's trusted advisor. + Interfaces with other Key Private Bank advisors and team members as necessary to ensure investment advice ... planning, retirement, etc.). + Provide timely feedback to the Relationship Manager and/or Client Experience Manager...and can articulate the competitive advantages of the Key Private Bank platform and process as a… more