- KeyBank (Hartford, CT)
- …and interprets legal instruments to determine duties and responsibilities of bank and to provide well-coordinated estate, tax and financial planning alternatives ... to meet client's needs + Facilitate the estate, tax, and philanthropic planning process for all relationships regardless of whether Key serves as trustee + Identifies a potential trust and estate tax-related issues and works with the client and external… more
- KeyBank (Seattle, WA)
- …The Client Relationship Associate (CRA) supports the KPB Relationship Manager and field team to manage their client book, grow, expand and retain client ... relationships. The CRA will be an active member of the relationship team accountable for efficient client onboarding, proactive outreach and providing top-tier service. The CRA identifies and anticipates client needs and supports KPB team members throughout… more
- KeyBank (Plymouth Meeting, PA)
- …The Client Relationship Associate (CRA) supports the KPB sales team to grow, expand and retain client relationships. The CRA will be an active member of the ... relationship team accountable for efficient client onboarding, proactive outreach and providing top-tier service. The CRA identifies and anticipates client needs and supports KPB team members throughout the sales and client experience process.… more
- Citigroup (Dallas, TX)
- …+ Create methodologies, procedures and governance of the Productivity Area to ensure expense targets are met by each business/function + Evaluate and approve ... investment/expenditure requests and capital expenses for all areas/functions + Ensure approved out-of-budget expenditure requests are appropriately handled + Engage in cost management activities, such as validating spending and cost saving initiatives,… more
- JPMorgan Chase (Jersey City, NJ)
- …+ Design, deploy and manage prompt-based models on LLMs for various NLP tasks in the financial services domain + Conduct research on prompt engineering techniques to ... improve the performance of prompt-based models within the financial services field, exploring and utilizing LLM orchestration and agentic AI libraries. + Collaborate with cross-functional teams to identify requirements and develop solutions to meet business… more
- Citigroup (New York, NY)
- …client families that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can ... in line with the fundamental interests of the Citi Private Bank . + Help team members acquire...Family Group:** Private Client Coverage **Job Family:** Private Banker **Time Type:** **Primary Location:** New… more
- Citizens (Los Angeles, CA)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth ... clients that results in long-term client loyalty. As a Private Banker Associate, you will have the...in business development calls with Business Bankers/Relationship Managers and/or Private Bankers. + Acquire knowledge of existing Bank… more
- Citizens (San Francisco, CA)
- Description At Citizens Private Bank , as a Private Banker , you will have the opportunity to work in service, support, and sales, while creating a world ... experience for our UHNW clients and prospects in our Private Bank Offices. In this role you...Secrecy Act, US PATRIOT Act, etc.) as well as Bank policies and procedures. Banker Qualifications: +… 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 ... cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations...Family Group:** Private Client Coverage **Job Family:** Private Banker **Time Type:** Full time **Primary… more
- Citigroup (Miami, FL)
- The Private Banker Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the ... cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations...Family Group:** Private Client Coverage **Job Family:** Private Banker **Time Type:** Full time **Primary… more