- Citigroup (New York, NY)
- …integrated sales, relationship , and credit strategies that are aligned with the Retail Bank 's priorities, execute business plan to achieve expected goals in ... The Branch Manager SAFE Act is a senior management professional...with branch partners to successfully achieve goals, build customer relationship and deliver customer service + Leverage workforce planning… more
- Comerica (New York, NY)
- …a customized, service-driven model. The Trust Advisor I is responsible for serving as a relationship manager for a book of business by providing by insight as to ... document, applicable law and policies and procedures. Works with manager in developing solutions to most issues brought forth...strategically aligned into three major business segments; the Commercial Bank , the Retail Bank , and… more
- Citigroup (Smithtown, NY)
- …and Relationship Manager productivity. + Partner across businesses such as Retail Bank , Commercial Bank , Small Business, Wealth at Work and Private ... (Sales Managers) and their teams of Financial Advisors (100+ individuals), Relationship Managers (100+ individuals), and other functions supporting wealth advisory… more
- Comerica (New York, NY)
- …IIThe Trust Administrator II role will be responsible for serving as a relationship manager to most routine and standard client relationships. This role ... and strategically aligned into three major business segments; the Commercial Bank , the Retail Bank , and Wealth Management. Comerica's colleagues focus on… more
- Banco Popular Puerto Rico (Brooklyn, NY)
- …and ATM settlements as required + Be responsible to act in accordance of all bank policies and regulation to ensure the branch passes assessment and audits Sales + ... Work with branch manager and supervisor to attain or exceed individual goals...client's financial life priorities in order to deepen customer relationship and refer the products/services that are most appropriate… more
- KeyBank (New City, NY)
- …problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. As a Lead Teller, you act as a resource in identifying and ... serving our clients and making them feel that no bank will fight harder for them. **Responsibilities** + Embodies...to stay current on offerings + Support the Branch Manager in onboarding and training of new Tellers to… more
- Citigroup (New York, NY)
- …financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance ... Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and excellent discovery and… more
- JPMorgan Chase (New York, NY)
- …investing or client portfolio management at an Asset Management firm, Wealth Manager , Investment Bank , or Institutional Investor (eg, Sovereign Wealth Fund, ... and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division… more