- 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)
- The Banker SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their ... effectiveness of the sub-function/job family. This individual will serve as the Banker for Citi Employees within Citi Global Wealth at Work. **Responsibilities:** +… more
- Arrow Financial Corporation (Glens Falls, NY)
- …are looking for an experienced professional to join our Broad Street team as: Universal Banker This opportunity may be perfect for you if you have experience in: > ... Excellent Customer Service and Communication Skills > Relationship Building and Sales > Excels in a detail-oriented,...check cashing policies. > Meet with customers to discuss personal and/or business financial needs; open or modify accounts… more
- KeyBank (Schenectady, 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
- Bank of America (Buffalo, NY)
- …Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ... insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to...the Market Leadership Team, along with the Market Client Relationship Manager (CRM). The Market Supervision Manager (MSM) supports… more
- Bank of America (New York, NY)
- …Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ... insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office...prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite… more
- Bank of America (Pittsford, NY)
- …Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ... insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to...the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams… more
- Citizens (Brooklyn, NY)
- …spending, saving, borrowing and investing needs. You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them - ... to effectively ask questions and identify needs to improve the customer relationship + Proven success with building relationships, and recommending and referring… more
- City National Bank (New York, NY)
- * RELATIONSHIP MANAGER BUSINESS BANKING SR* *New York, NY * WHAT IS THE OPPORTUNITY? Develops and manages relationships with business banking clients in the assigned ... quality service. Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable… more
- City National Bank (New York, NY)
- …financial health and advise accordingly. * Negotiation - ability to maintain a profitable relationship , balancing bank and client needs. * Policy & Procedures - ... * RELATIONSHIP MANAGER SENIOR* *6th Avenue, New York, NY*...IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible for deepening existing… more