- Citigroup (New York, NY)
- The Banker Team Leader SAFE Act manages senior ...revenue goals. + Works closely with the Market Executive to lead the activities for the team . + Coach ... . + In addition to the role of Private Banker , the Team Leader will also have...team revenues and growth objectives. + Take the lead in developing and implementing marketing and client events… more
- M&T Bank (Rochester, NY)
- **Overview:** Identifies customers' needs through the bank 's retail sales process to provide proactive basic sales solutions through customer outreach for basic ... customer needs and/or refer complex customer needs to the appropriate team member/partner. Specializes in our branch customer experience through lobby management,… more
- Santander US (Brooklyn, NY)
- Relationship Banker , Newkirk Plaza, Brooklyn, NY Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in ... Talk to You!** **The Difference You Make:** As a Relationship Banker you serve as a trusted...them on digital banking tools. You collaborate with other team members to drive branch sales targets and contribute… more
- TD Bank (Syosset, NY)
- …role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Retail Banker II Float is a Customer liaison that is integral to delivering TD's ... TD solutions that help Customers achieve their financial goals and optimize their relationship with TD. This role is accountable for working in multiple locations;… more
- TD Bank (Jefferson Valley, NY)
- … Bank products and services to Customers and/or refer them to appropriate team member or internal Bank partners, while ensuring a positive Customer experience ... Business:** Personal & Commercial Banking **Job Description:** The Retail Banker I is a customer liaison that is integral...help Customers achieve their financial goals and optimize their relationship with TD. **Depth & Scope:** + Proficient in… more
- JPMorgan Chase (Brooklyn, NY)
- …doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand ... with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships...well as collaborate with and connect them to our team of experts to help with specialized financial needs.… more
- City National Bank (New York, NY)
- …the decision are accurate and calculated correctly. * Attends client meetings at Relationship Manager, Manager, Team Lead , or Credit Manager's request ... resources. * Provides balanced and appropriate credit guidance to Relationship Manager, Team Lead , and/or...Relationship Manager. * Maintains up-to-date knowledge on all Bank lending policies and regulations. Confers with the Credit… more
- Citigroup (New York, NY)
- The Private Banker Sr. Lead is a strategic...line with the fundamental interests of the Citi Private Bank . + Help team members acquire the ... generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can...with clients and intermediaries. + Demonstrate strong commitment to team success and place team goals above… more
- KeyBank (Liberty, NY)
- …wellness both 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 ... trusted advisor, and partner to the people and businesses in our Key Bank communities. Personal Bankers engage clients in deeper conversations to uncover needs and… more
- KeyBank (Chatham, 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