- 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
- KeyBank (Syracuse, NY)
- …financial goals, leading to client confidence in their finances. The Personal Banker is a client first, sales -driven, self-motivated, and competitive individual. ... partner to the people and businesses in our Key Bank communities. Personal Bankers engage clients in deeper conversations...efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key… more
- Citigroup (New York, NY)
- The Banker SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their ... the sub-function/job family. This individual will serve as the Banker for Citi Employees within Citi Global Wealth at...needs. + Set challenging goals, monito progress and adjust sales strategy to achieve objectives. + Plan and prioritize… more
- KeyBank (East Greenbush, NY)
- …to appropriate sales professionals in Retail, Key Investment Services, Private Bank , Mortgage or Business Banking. At KeyBank, we believe it's our opportunity ... and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client...serving our clients and making them feel that no bank will fight harder for them. **Essential Functions** +… more
- Citigroup (New York, NY)
- The Private Banker Sr. Lead is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and 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
- KeyBank (Buffalo, NY)
- …financial goals, leading to client confidence in their finances. The Personal Banker is a client first, sales -driven, self-motivated, and competitive individual. ... 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. **Essential Functions** +… more
- JPMorgan Chase (New York, NY)
- …A role as a Commercial Banker is for you. As a Commercial Banker within the Commercial Bank 's Specialized Industries Segment, you will be responsible for ... including but not limited to Middle Office, Risk, Private Bank , and Investment Banking partner. **Job Responsibilities** + Champion...of the firm to clients + Develop and execute sales plan prioritizing revenue generating sales opportunities,… more
- Citigroup (New York, NY)
- …directly affected by the performance of the individual. **Responsibilities:** + Partner with Banker in the creation of sales and marketing strategies designed to ... The Associate Banker SAFE Act LO is a seasoned professional...and to acquire new target clients + Partner with Banker on prospecting efforts prospecting - conduct new client/prospect… more
- Citigroup (New York, NY)
- …clients on the bank floor to proactively identify and address client sales and service needs; appropriately convert service requests into sales or referrals ... The Universal Banker is responsible for providing exceptional service delivery...payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) referral routines… more
- JPMorgan Chase (New York, NY)
- …relationships and providing financial advice to your clients. A role as a Commercial Banker is for you. As a Commercial Banker focusing on Business Development ... & Healthcare Services. The Startup Banking team is part of JP Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group. In this BD role… more