- Enterprise Bank & Trust (St. Louis, MO)
- …offering annual paid volunteer time off and charitable-matching opportunities. Voted a** **_Best Bank to Work For_** **by American Banker for multiple years, we ... **Certificates, Licenses and Registrations:** + Notary License as needed by the branch **_Equal Opportunity Statement:_** Enterprise Bank & Trust is committed… more
- BMO Financial Group (San Francisco, CA)
- …is a licensed position requiring the SIE, Series 6, 63, Life and Health** Bilingual in English and Cantonese Language is preferred **_The mission of Premier Services ... planning for what comes next._** A BMO Senior Premier Relationship Manager is charged with managing and growing an...of mass affluent clients. Each RM partners with multiple branch locations and a team of financial advisors to… more
- BMO Financial Group (South Pasadena, CA)
- …community involvement and participates in community activities. + Maintains a high-touch relationship with key branch customers and prospects within the market. ... ** Bilingual in Chinese and English is preferred.** Guides,...in compliance with legal and regulatory requirements and the Bank 's policies and processes. US Only: This position will… more
- Main Street Bank (Marlborough, MA)
- …and guidelines. The majority of the prospective customer leads are generated by the bank 's branch system or other bank lead generation techniques. The ... of and ability to operate standard office equipment + Bilingual preferred + Means and mode of travel to... bank purposes and/or on behalf of the bank (ie business/client calls, networking, community/marketing events, branch… more
- JPMorgan Chase (Bayside, NY)
- …relationships with partners across lines of business - Chase Wealth Management, Home Lending, Branch Teams, Commercial Bank , and Private Bank - to foster ... team and clients, then a role as a Business Relationship Manager Area Manager is for you. As an...existing relationships to position JPMorgan Chase as the primary bank for our clients. **Job responsibilities** + Provide leadership,… more
- PNC (Aventura, FL)
- …Aventura, FL. Bilingual Spanish preferred. Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches and ... table. PNC's referral program and culture drives and encourages teamwork resulting in branch partners having a vested interest in our advisors' success. We provide a… more
- Zions Bancorporation (San Francisco, CA)
- Associates at California Bank & Trust work in a relationship -centered culture where they are provided with the tools, training, and opportunities to build the ... either through direct personal action or referral to alternative branch or bank resources. + Identifies and...balancing and customer service skills. + Ability to cross-sell bank products based on clients' needs. + Bilingual… more
- FirstBank PR (San Juan, PR)
- …Overview The Service Representative is responsible for attending and processing Bank customer's daily paying and receiving transactions needs through (1) identifying ... customer bank products and services needs and referring accordingly, (2)...to his/her scope of responsibility. + Contributes to the Branch growth by applying the Sales Culture and OSS… more
- PNC (San Antonio, TX)
- …Customer Loyalty, Group Problem Solving, Negotiation, New Business Development, Relationship Management **Competencies** Addressing Customer Needs, Branch ... benefits programs to the employee base within our clients' organizations. Bilingual Spanish Preferred. PNC will not provide sponsorship for employment visas… more
- Truist (St. Petersburg, FL)
- …relationship characteristics **_Preferred Qualifications:_** + Associate's degree + Bilingual **General Description of Available Benefits for Eligible Employees ... financial service requests and provide client problem resolution while adhering to Bank policies and procedures. Handle incoming and outgoing telephone calls and… more