- Amalgamated Bank (Boston, MA)
- Amalgamated Bank seeks an experienced leader who has a demonstrated track record of working with senior leadership across international unions, district councils and ... union sector and other strategic areas as determined by bank leadership. Success in this position is measured in...The candidate will also work with the Trust and Investment teams focused on Taft-Hartley, Union and Public Funds… more
- First Horizon Bank (Mobile, AL)
- …and close deals with high close rate; answers questions. + Cross-sells retail, investment , financial, and estate planning services. + Acts as a financial advisor by ... with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern US The Company and its… more
- Citigroup (Los Angeles, CA)
- …business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments through ... & planning services and access to a dedicated Private Banker . We also support firms, and we offer a...generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can… more
- Wells Fargo (Richmond, VA)
- …Join us! **About this role:** Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn ... . Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier … more
- Wells Fargo (Tempe, AZ)
- …in the US Join us! **About this role:** Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business ... at wellsfargojobs.com. Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship Banker… more
- Citigroup (Palo Alto, CA)
- …business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments through ... & planning services and access to a dedicated Private Banker . We also support firms, and we offer a...relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of… more
- Citigroup (New York, NY)
- The Banker SAFE Act is an internally and externally recognized subject matter expert that influences the way things are done, not only internally, but beyond the ... that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can and cannot be… more
- Citigroup (New York, NY)
- The Private Banker Sr. Lead is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the ... that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can and cannot be… more
- Citigroup (New York, NY)
- The Banker SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their ... the sub-function/job family. This individual will serve as the Banker for Citi Employees within Citi Global Wealth at...expressed by the client. + Help clients achieve broad financial/ investment goals related to the creation and management of… more
- Citigroup (Los Angeles, CA)
- …investing, wealth management & planning services and access to a dedicated Private Banker . We also support firms, and we offer a range of specialized capabilities ... and your employees. Whether it's access to a Private Banker as a corporate benefit, or financing, we aim...relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of… more