- Citigroup (New York, NY)
- …Wealth Technology Platform, aligned with the overall business objectives of Citi Wealth Management . + **Transformation Leadership:** Lead the end-to-end ... credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . Our core activities are safeguarding assets, lending… more
- Citigroup (New York, NY)
- The Banker Team Leader SAFE Act manages senior ...broad financial & investment goals related to the creation, management , and transfer of wealth . + Develop ... team. + In addition to the role of Private Banker , the Team Leader will also have the following...goals. + Works closely with the Market Executive to lead the activities for the team. + Coach and… more
- City National Bank (Los Angeles, CA)
- *PRIVATE BANKER * WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra-high-net-worth individuals and families within a ... financial services advice to these clients including: banking, credit, asset management , trust and estate planning, and brokerage. Manages overall relationship… more
- Berkshire Bank (Wakefield, RI)
- …image for Bank through face to-face communication and telephone etiquette. Lead through lobby management , ensure prompt welcomes of assistance to clients, ... at all times to promote positive image for the Bank and build client loyalty. + Explains Bank...Works with clients to refer partnership solutions such as Wealth , Insurance, Cash Management and Mortgage. +… more
- Hills Bank (Cedar Rapids, IA)
- …to other departments including: Commercial Lending, Mortgage Lending, Retail and Trust and Wealth Management . + Lead and/or provide leadership in office ... position. + Enhance profitability of all assigned relationships. + Lead and coordinate RFP requests for Treasury Management...bank 's favorable image. Other Duties: + Serve as lead on Treasury Management service or deposit-related… more
- Anywhere Real Estate (Glenview, IL)
- …brokerage for 21 years. + As a branch leader, you will have the opportunity to lead and run one or more Coldwell Banker Realty local brokerage office(s). You are ... + Branch leaders build the foundation of the Coldwell Banker Realty network, the nation's No. 1 residential real... Value Proposition - Production Power, Culture of Awesomeness, Wealth Building, and Coaching to Confidence. They are the… more
- Comerica (Burlingame, CA)
- …aligned into three major business segments; the Commercial Bank , the Retail Bank , and Wealth Management . Comerica's colleagues focus on relationships, ... Control and mitigate losses by following policies and procedures. Customer Experience Management : Actively engage in Banker Readiness by developing an in-depth… more
- CIBC (Milwaukee, WI)
- …this role, you will collaborate closely with internal partners across CIBC Private Wealth Management and CIBC Commercial Banking to expand relationships and ... We're building a relationship-oriented bank for the modern world. We need talented,...actively identifying opportunities to offer customized lending, deposit, and wealth management solutions. + **Ensure portfolio health… 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 ... + Help clients achieve broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients'… more
- Comerica (Coppell, TX)
- …aligned into three major business segments; the Commercial Bank , the Retail Bank , and Wealth Management . Comerica's colleagues focus on relationships, ... for the acquisition and retention of business customers through partnership activities. Lead portfolio management efforts to retain and expand current portfolio… more
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