- Citigroup (New York, NY)
- …bank and brokerage assets + Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial ... business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments through… more
- PNC (Greenville, SC)
- …Customer Loyalty, Group Problem Solving, Negotiation, New Business Development, Relationship Management **Competencies** Addressing Customer Needs, Branch ... customer share of wallet through a differentiated customer experience. + Sells the bank 's products and services to existing and prospective clients outside of … more
- Banc of California (Los Angeles, CA)
- …CALIFORNIA AND YOUR CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, ... Banc of California (the " bank "). Banc of California is one of the nation's...Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury… more
- Zions Bancorporation (Irvine, 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 ... for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped...offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly… more
- Citigroup (West Palm Beach, FL)
- …corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank branches ... for clients. This highly interactive role engages internally with retail branch partners, operations, community business development officers. This role drives… more
- Citigroup (Brooklyn, NY)
- The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... new clients with the goal of bringing in new bank and brokerage assets. + Deepen relationships with existing...strictly adhered to + Partner with all roles on branch team to ensure all clients have a positive… more
- BrightSpring Health Services (Englewood, CO)
- …metrics, balance workload, streamline processes, and collaborate closely with Sales, Branch Operations, and Intake leadership to support growth and reliable referral ... standardized portal-management processes and workflows + Partners with Sales Managers, Branch leadership, and Intake teams to align portal activities with local… more
- JPMorgan Chase (Los Angeles, CA)
- …of being a JP Morgan Private Client, marking the initial engagement of bank -only clients with Wealth Management. As a Vice President, Private Wealth Planner within ... about the value Wealth Planning can bring to a relationship and work with them to develop business opportunities...Private Client, which will include at least one preferred branch as well as at least one office. **Job… more
- Santander US (Boston, MA)
- …that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning ... of operational items + Responsible for identifying cross sell opportunities for branch based Financial Consultants to drive organic growth and increased wallet share… more
- Robert Half Office Team (Pittsburgh, PA)
- …Center's Key Performance Metrics on a daily, weekly and monthly basis. Promotes bank products and services by properly identifying the customer's needs and providing ... as password resets, mobile banking, and bill payments. Support branch operations and act as a liaison between the...to use general office equipment Ability to use a personal computer and job-related software MS Word (intermediate level… more