- JPMorgan Chase (Bethel Park, PA)
- …ownership of your career development through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking , you will take a lead role ... service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take… more
- Chemung Canal Trust Company (Troy, PA)
- …and safeguarding against fraud. + Assists with the maintenance and servicing of bank equipment such as ATMs, and Night Drops. + Researches customer inquiries, orders ... sales opportunities. + Confidently uses needs based assessment tools (Client Relationship Worksheet) in a conversational manner to analyze and uncover customer… more
- KeyBank (Corry, 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
- 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
- KeyBank (Mcmurray, PA)
- …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
- PNC (Pittsburgh, PA)
- …have an opportunity to contribute to the company's success. As a Premier Client Banker within the PNC Investments organization, you will be based in Pittsburgh, PA. ... needs based and consultative conversational skills, experience, and acquired knowledge of bank products and services and positions appropriately to grow share of… more
- Truist (Jenkintown, PA)
- …of America) **Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within ... segment within the Truist footprint). Utilize objective and sound personal financial planning and financial advisory concepts to develop...from time to time. 1. Serve as the primary relationship manager for a portfolio of mass affluent clients.… more
- Bank of America (Bala Cynwyd, PA)
- …Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ... to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific… more
- Truist (Williamsport, PA)
- …prevention 3. Experience with sourcing and prospecting for new clients and client relationship building 4. General understanding of bank operations, policies and ... focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is… more
- Truist (Wyomissing, PA)
- …maintain and update sales activity, pipeline, and other pertinent information using the Bank 's client relationship management (CRM) system. Execute on all risk, ... as appropriate to create the optimal client experience. Refer business and personal financial needs of assigned clients through the appropriate channel according to… more