- First Horizon Bank (Key Largo, FL)
- …listed in job posting **Summary** Provide assistance to the Commercial and Private Banking Relationship Managers. **Key Responsibilities Include** + Provide ... deposits, and other bank services + Authorize payment and fees of commercial client overdrafts + Approve and process commercial client 's withdrawals on lines… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Description** **Job Summary** Under general supervision, the Private Client Banking (PCB) Lending Product Specialist uses general lending knowledge and ... the advisor, branch support staff, and sales teams within Private Client Banking . The Lending Product Specialist will provide high-level information and… more
- Morgan Stanley (Purchase, NY)
- …insurance, retirement and trust services. We are seeking a high potential candidate ("Virtual Private Banking Specialist " or "VPBS") to join our Sales Team ... diversifying its workforce (M/F/Disability/Vet **Job:** **Wealth Management* **Title:** *Virtual Private Banking Specialist * **Location:** *New… more
- Umpqua Bank (Lake Oswego, OR)
- Private Bank Support Specialist Wealth Management...+ 2-4 yearsClient facing experience in Private Banking or related banking / client service ... Maintains direct contact with both internal and external professional service providers and Private Banking clients to resolve all service and product requests… more
- Regions Bank (Charlotte, NC)
- … Banking clients and managing all servicing requests related to the client 's overall banking relationship + Performs daily support activities related to ... dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information...+ Or, a Bachelor's degree and four (4) years banking or client support experience **Preferences** +… more
- Regions Bank (Salt Lake City, UT)
- …section of the system. **Job Description:** At Regions, the Contact Center Electronic Banking Specialist responds to a high volume of customer inquiries about ... targets monthly for quality assurance, efficiency, and customer engagement + Troubleshoots client 's electronic and mobile banking technical issues + Identifies… more
- Regions Bank (Fort Walton Beach, FL)
- …into the careers section of the system. **Job Description:** At Regions, the Private Wealth Relationship Specialist assists in the coordinated delivery of a ... (insurance, deposits, consumer credit etc.) to affluent clients. The Private Wealth Management Relationship Specialist will be...School Diploma or GED and two (2) years general banking , paralegal, or client support experience OR… more
- Zions Bancorporation (Las Vegas, NV)
- …WHO you work with. Nevada State Bank is now accepting applications for a Business Banking Specialist in Las Vegas, NV . Essential Functions: + Perform outbound ... bank, we offer a complete range of consumer (https://www.nsbank.com/) , private (https://www.nsbank.com/ private /) , and business banking … more
- Huntington National Bank (Charlotte, NC)
- …and adhering to policies and procedures. Service coverage for multiple practices ( Private Banking , Trust, & Investment Management). Duties and Responsibilities: ... Description Summary:The Private Bank Service Specialist III, as...responsible for the day-to-day activities and interaction between the client and Huntington Bank in terms of establishment of… more
- Citigroup (Beverly Hills, CA)
- …**Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family:** IF Commercial Real ... specialist and Credit Officer within the Investment Finance business, with direct client coverage responsibility. The CRE Product Specialist is required to… more
- Huntington National Bank (Birmingham, MI)
- …and adhering to policies and procedures. Service coverage for multiple practices ( Private Banking , Trust, & Investment Management).Duties & Responsibilities: + ... Description Summary: The Private Bank Service Specialist II is...responsible for the day-to-day activities and interaction between the client and Huntington Bank in terms of establishment of… more
- JPMorgan Chase (New York, NY)
- …licenses within 90 days of start date + Seven plus years' experience in Private Banking or Financial Services industry + Demonstrated understanding of wealth ... a first-class experience to clients within JP Morgan's US Private Bank. If you have an entrepreneurial mindset and...your career to the next level. As an Investment Specialist you are responsible for helping the Banker win… more
- JPMorgan Chase (Summit, NJ)
- …with the opportunity to take your career to the next level. As a Lending Specialist in the Private Bank, you will manage our most complex borrowing relationships ... and motivated to provide a first-class experience to clients within JP Morgan's US Private Bank. If you have an entrepreneurial mindset and are looking to constantly… more
- Bank of America (Los Angeles, CA)
- Private Wealth Management Specialist Los Angeles, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... is culture driven, resilient, results focused and effective. **Job Description:** The Private Wealth Management Specialist is responsible for performing a… more
- Citigroup (New York, NY)
- …**Education** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family:** Custody Escrow ... for completeness and accuracy. Identify deficiencies and coordinate with banking team and/or clients to cure deficiencies. + Review...legal and regulatory policies and requirements of the Citi Private Bank. + Resolve client inquiries and… more
- JPMorgan Chase (Apple Valley, CA)
- …private market solutions to individual investors through financial intermediaries. As a Private Wealth Alternatives Client Advisor in our Sales team, you will ... and skills: + 5+ years' experience with financial services company in sales/ specialist role. + Extensive experience in the private alternative space,… more
- Zions Bancorporation (Houston, TX)
- …Amegy Bank, here you grow. We are looking for a seasoned Premier Client Support Specialist to join our Private Banking team in Houston, TX. The ideal ... High School diploma or equivalent and 3+ years of experience in private /executive banking , including regular client contact, or other directly related… more
- US Bank (Madison, WI)
- …and problem resolution, escalating items beyond specified authority to the assigned Private Wealth Management Advisor or respective specialist . Works proactively ... what you excel at-all from Day One. **Job Description** Private Wealth Management (PWM) Universal Assistant is a service...as the primary, daily contact between Wealth Management, Trust, Banking , or Investment clients and US Bank. Working within… more
- Citigroup (Beverly Hills, CA)
- …experience + Previous work experience as an implementation manager, sales associate or sales specialist in Private Banking / Wealth Management a plus + ... Private Bank (CPB) Deposit & Treasury Management Sales Specialist , you will work closely with Private ...of the time **Job Family Group:** Private Client Product Services **Job Family:** Banking Cash… more
- Mizuho Corporate Bank (Chicago, IL)
- …and portfolio risk in the assigned business segment. Presents a range of corporate banking product solutions to meet client needs and closes sales. Provides ... and implements a business development plan and calling schedule for each client or prospect following the Bank's business development strategy. Identifies business… more