- M&T Bank (Bridgeport, CT)
- **Overview:** Provides administrative and sales support to Registered Representatives (Financial Advisors) to a designated branch and/or region. **Primary ... prospective clients to support follow-up activities with required servicing. + Support sales process by participating in preparing, planning and executing sales… more
- M&T Bank (Buffalo, NY)
- …participation in classroom training, observations of departmental presentations, interaction with senior management, peer networking, and working in teams on two ... for providing a base level of support to the Affluent Wealth Segment Program Enablement Unit specifically related to...and financial analysis for escalation to all levels of senior management, as well as multiple M&T Bank committees… more
- M&T Bank (Buffalo, NY)
- …participation in classroom training, observations of departmental presentations, interaction with senior management, peer networking, and working in teams on two ... Development Manager-MDP. Department Description: Provides foundational support to the Affluent Wealth Segment Program Enablement team, focusing on project… more
- JPMorgan Chase (Wilmington, DE)
- …Card Services is the leading credit card issuer in the US With over $1 trillion in sales volume, we have been #1 in the industry since 2017. We have also been #1 in ... for more than 10 years and lead in top-of-wallet market share. We serve more than 50 million active...Executive Director for Card Acquisitions Risk Strategy, supporting the Affluent portfolios, you will be responsible for developing, managing,… more
- BMO Financial Group (San Francisco, CA)
- …Language is preferred **_The mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes ... next._** A BMO Senior Premier Relationship Manager is charged with managing and...with managing and growing an assigned portfolio of mass affluent clients. Each RM partners with multiple branch locations… more
- Wells Fargo (Philadelphia, PA)
- …career" in the US Join us! **About this role:** Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of ... (https://www.wellsfargojobs.com/career-areas/) . Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition… more
- City National Bank (New York, NY)
- …line of business to develop new business and maintain ongoing relationships with affluent individuals and families within a specific market . Interact with ... *FINANCIAL ADVISOR SENIOR * WHAT IS THE OPPORTUNITY? The Senior...work in tandem with an assigned SFA to provide sales and client and colleague service support coverage. The… more
- Regions Bank (Columbia, IL)
- …the careers section of the system. **Job Description:** At Regions, the Senior Consumer Relationship Banker is responsible for meeting with customers and prospects ... a focus on Preferred Banking Households to include more complex, affluent solutions, wealth opportunities, investments, lending, debt consolidation, and in-depth… more
- JPMorgan Chase (New York, NY)
- …the affluent wealth market , hospitality or client service + Knowledge of affluent market and key drivers of client experience success + At least 5 years ... amid the launch of its new offering focusing on affluent families, individuals, and their businesses - and creating...and deepening existing client relationships + Working with the Sales Strategy team and Client Experience Managers to design… more
- M&T Bank (Radnor, PA)
- …future career advancement. Additionally, you will work closely with both Wealth and Affluent Market teams and collaborate frequently with members of our Asset ... participation in classroom training, observations of departmental presentations, interaction with senior management, peer networking, and working in teams on two… more
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