- Banc of California (Austin, TX)
- …Accuracy, attention to detail, strong organizational skills + Excellent knowledge of Venture Bank compliance systems + Team orientation **HOW WE'LL SUPPORT YOU** ... CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one...Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury… more
- Citigroup (New York, NY)
- The Private Banker Sr. Lead is a strategic...line with the fundamental interests of the Citi Private Bank . + Help team members acquire the ... generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can...with clients and intermediaries. + Demonstrate strong commitment to team success and place team goals above… more
- Anywhere Real Estate (Seattle, WA)
- The **Senior Growth Consultant** , **Coldwell Banker ** is responsible for driving growth and brand engagement strategies on behalf of and in partnership with ... Coldwell Banker franchisees within a defined territory (the "Book of...top-tier franchises to drive significant growth and engagement. + Lead field support by partnering with Franchise Sales to… more
- KeyBank (Cleveland, OH)
- …wellness both in person and through proactive calling efforts. As part of the branch team , the Personal Banker will work toward attracting new clients to Key and ... trusted advisor, and partner to the people and businesses in our Key Bank communities. Personal Bankers engage clients in deeper conversations to uncover needs and… more
- BMO Financial Group (CO)
- …services for all existing and potential clients and in support of a team of specialists and relationship managers. Provides technical expertise for proactive ... + Identifies and recommends workflow process alternatives that can lead to improved efficiency and service levels. + Ensures...non-credit, and related activities. + Identifies, records and advises banker / relationship manager of any credit… more
- Wells Fargo (Miami, FL)
- …you. **About this role:** Wells Fargo is seeking a Lead Wealth Management Banker (SAFE) in the Professional Services team in the Legal Specialty Group ... credit and deposit strategies and solutions to clients + Lead team to meet functional area deliverables...Experience working with UHNW clients + Excellent sales and relationship management skills + Strong knowledge of credit and… more
- KeyBank (Portland, OR)
- …wellness both in person and through proactive calling efforts. As part of the branch team , the Personal Banker will work toward attracting new clients to Key and ... leading to client confidence in their finances. The Personal Banker is a client first, sales-driven, self-motivated, and competitive...serving our clients and making them feel that no bank will fight harder for them. **Essential Functions** +… more
- KeyBank (Marysville, WA)
- …problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private ... Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate… more
- BMO Financial Group (Denver, CO)
- …+ Leads a deal team to meet client needs when acting as the lead relationship manager. + Manages the retention and expansion of client relationships through ... We're seeking a **Senior Private Banker ** to join our team in...development skills with successful track record. + Ability to lead in-depth planning conversations. + Expert relationship … more
- JPMorgan Chase (Plano, TX)
- …right thing, exceeding expectations, and embracing diversity and inclusion. As a Virtual Banker III within Consumer Banking, you will represent our brand and culture ... them meet their financial needs, connecting them to our team of experts to assist with specialized financial needs,...feel appreciated and embodying our commitment to being the bank for all. **Job Responsibilities** * Manage assigned customers… more