- TD Bank (Philadelphia, PA)
- …can provide you more specific details for this role. **Line of Business:** Personal & Commercial Banking **Job Description:** TD Premier is a Retail Program ... TD Premier and delivering legendary service to a valued set of Customers. The Relationship Banker is an experienced banker who provides high level advice to a… more
- TD Bank (Willow Grove, PA)
- …**Line of Business:** Personal & Commercial Banking **Job Description:** The Retail Banker II Float is a Customer liaison that is integral to delivering TD's ... utilizing financial expertise and consultative advice in advising Customers regarding personal banking solutions/needs. This role contributes to the achievement of… more
- TD Bank (Blue Bell, PA)
- …**Line of Business:** Personal & Commercial Banking **Job Description:** The Retail Banker I is a customer liaison that is integral to delivering TD's Brand ... transactions in order to identify opportunities to educate on Bank products and services to Customers and/or refer them...expect: (1) building trust with educational content & tools, ( 2 ) providing consultative support, and (3) advocating for them… more
- M&T Bank (Philadelphia, PA)
- …leveraging the portfolio management process and utilizing the fundamentals of the Bank 's sales process to achieve personal sales and/or referral goals. ... **Overview** **:** Identifies customers' needs through the bank 's retail sales process to provide proactive sales...high school diploma or equivalent (GED) and minimum of 2 years proven proactive sales experience. Strong verbal communication… more
- KeyBank (Pottstown, PA)
- …in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key and work with ... partner to the people and businesses in our Key Bank communities. Personal Bankers engage clients in...goals, leading to client confidence in their finances. The Personal Banker is a client first, sales-driven,… more
- Truist (Jenkintown, PA)
- …affluent market segment within the Truist footprint). Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen ... deliver a level of personalized, attentive service that clients deem outstanding. 2 . Establish and periodically update understanding of client financial needs and… more
- Truist (Langhorne, PA)
- …uncovering needs. Performs more complex transactions with assistance as necessary. 2 . Educate clients on digital, self-service solutions including ATMs, Online and ... in all components of the established Truist Retail Community Bank Leadership Routines. 6. Commit to advancing individual and...essential functions. 1. High school diploma or equivalent education 2 . Two years of teller or cash handling or… more
- US Bank (Newtown, PA)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...excellence, growth and profitability of the region. Maintains a personal pipeline of retail mortgage loans. Recruits, interviews and… more
- Truist (Philadelphia, PA)
- …as appropriate to create the optimal client experience. Refer business and personal financial needs of assigned clients through the appropriate channel according to ... all client, prospect and center of influence (COI) interactions. 2 . Develop and execute a marketing plan focused on...(IRM) principles. Include the identification of all business and personal financial needs and bring in the appropriate partners… more
- Citizens (Jenkintown, PA)
- …spending, saving, borrowing and investing needs. You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them - ... and more. Required Qualifications + High School degree or GED required + 2 years of sales and customer service experience, demonstrating an ability to meet… more