Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Banking Advisor - Build Relationships & Cross-Sell

Citi Group

Citigroup Inc. in New York, NY is hiring an entry-level Personal Banker SAFE Act to assist in executing sales, products, or service activities with the customer service team. The role focuses on fostering customer loyalty and increasing sales for individual consumer clients. The position involves handling small business opportunities, cross-selling treasury products, coaching staff, and promoting digital channels while maintaining Citi policies and risk controls. #J-18808-Ljbffr Citigroup Inc.

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Client Banking Advisor - Build Relationships & Cross-Sell in New York, NY vacancy
  • $90k - $110k

     ...Overview The Assistant Relationship Manager will support the Relationship...  ...branch's Global Corporate Clients assigned, structuring of...  ...the RM in structuring the Bank’s products and services to...  ...business opportunities and with cross-selling Intesa Sanpaolo’s financial... 
    Suggested
    Work experience placement

    Intesa Sanpaolo Group

    New York, NY
    18 days ago
  •  ...Indonesia About UOB United Overseas Bank Limited (UOB) is a leading...  ...strive to do what is right, build for the future, work as one...  ...product consultation 5. Cross-sell 6. Handle customer account-related...  ...Establish and maintain good relationships with customers: 2. Regular courtesy... 
    Suggested
    Work experience placement
    Work at office
    Overseas

    3111 UOB Indonesia

    New York, NY
    4 days ago
  • Bank of America, National Association is seeking a customer-focused associate to engage clients in the lobby, educate them on self-service resources, and assist with...  ...cash transactions accurately and build enduring client relationships. Responsibilities include managing... 
    Suggested

    94-1687665 Bank of America, National Association

    New York, NY
    4 days ago
  • Chase in New York City is seeking a Relationship Banker to welcome clients, assess financial needs, and provide thoughtful solutions using our latest banking technology. You will build lasting client relationships and represent our brand with hospitality and integrity.... 
    Suggested

    JPMorgan Chase & Co.

    New York, NY
    2 days ago
  • $88.4k - $132.6k

     ...Commercial and Business Sales, Banking & InternationalCompany:...  ...looking for a Senior Relationship Associate to play a...  ...managing and deepening client relationships across a...  ...priorities across cross-functional and global teams...  ...and the opportunity to build expertise across multiple... 
    Suggested
    Full time
    Work at office
    Remote work

    Citigroup

    New York, NY
    2 days ago
  •  ...are delivered to clients through mutual funds...  ...(Internal Client Advisor) you will be...  ...existing client relationships and proactively engage...  ...management, cross-selling, and prospecting,...  ...relationships with bank partners (TS, GCB...  ...marketplace Capacity to build relationships... 
    Temporary work

    JPMorgan Chase & Co.

    New York, NY
    11 days ago
  • Social Capital Resources located in New York City is seeking candidates to support Relationship Managers in promoting banking products and services to Financial Institutions clients. Candidates will assist in establishing business relationships and evaluating transactions... 

    Social Capital Resources

    New York, NY
    10 hours ago
  • $157.23k - $192.17k

    At U.S. Bank, we’re on a journey to...  ...payment solutions relationships within a...  ...of government clients and prospects.As a trusted advisor and payments expert...  ...relationship management.Build and maintain a...  ....Experience selling Treasury...  ...effectively with cross-functional stakeholders... 
    Full time
    Local area

    US Bank

    New York, NY
    1 day ago
  •  ...Responsibilities: Supports the Relationship Managers and other team members to promote banking products and services to Financial Institutions clients. Assist RM to establish business relationships and promote bank products and services to prospective clients based... 

    Social Capital Resources

    New York, NY
    10 hours ago
  • $221.41k - $280.07k

     ...0Job Function: Clients & IndustriesEmployer...  ...EY and help to build a better...  ...engagement with Banking & Capital Markets...  ...enterprise selling at EY. Key Responsibilities...  ...-level relationships across banking,...  .... Orchestrate cross-service-line and...  ...style—trusted advisor, not transactional... 
    Work experience placement
    Summer holiday
    Flexible hours

    EY (Ernst & Young)

    New York, NY
    10 hours ago
  • $221.41k - $280.07k

     ...0Job Function: Clients & IndustriesEmployer...  ...EY and help to build a better...  ...growing alliance relationships. This is a true...  ...Services industries: banking, capital...  ...enabled enterprise selling at EY.Key...  ...clients.Orchestrate cross‑service line...  ...style—trusted advisor, not transactional... 
    Summer holiday
    Flexible hours

    EY (Ernst & Young)

    New York, NY
    10 hours ago
  •  ...Commercial and Investment Bank (CIB) Payments...  ...the end-to-end client experience. As a Payments...  ...and day-to-day relationship management for Large...  ...be expected to sell products with value...  ...the Firm as well as build a strong pipeline....  ...managers and generating cross-sell opportunities... 
    Work at office

    JP Morgan Chase

    New York, NY
    3 days ago
  • $150k - $175k

     ...on sales origination, client acquisition, and...  ...onboarding and initial relationship management. This role...  ...with the Institutional Banking team.ResponsibilitiesSales...  ...& Relationship Building: Leverage and expand...  ...franchise, identifying cross-selling and collaborative origination... 
    Full time

    Citigroup

    New York, NY
    10 hours ago
  • JPMorgan Chase & Co. in New York seeks a Relationship Banker at a Chase Branch to foster lasting client relationships with hospitality and financial insight. You...  ...manage, and retain clients, recommending appropriate banking solutions using technology and in‑branch service.... 

    JPMorgan Chase & Co.

    New York, NY
    1 day ago
  • JPMorganChase is seeking a Relationship Banker in New York to deliver relationship-based banking services within a branch setting. You will engage clients, assess financial needs, and provide thoughtful product recommendations while leveraging digital tools such as Chase... 

    JPMorgan Chase

    New York, NY
    1 day ago
  • JPMorgan Chase & Co. in New York seeks a Relationship Banker to engage clients, manage relationships, and provide tailored financial solutions. You will...  ...for complex needs. The role requires 1+ year in retail banking sales, strong communication, and adherence to risk and... 
    Weekend work
    Afternoon shift

    JPMorgan Chase & Co.

    New York, NY
    1 day ago
  •  ...solutions to major corporate, banking and SME clients globally. Processing over...  ...on developing lasting relationships with new and existing clients...  ...and features Upsell/cross-sell new services to existing customers...  ...and relationship-building skills to build trust and... 
    Work at office
    Work from home

    Windcave

    New York, NY
    15 days ago
  • $253.12k - $316.4k

     ...corporate cards and banking with intuitive...  ...committed to building a diverse team...  ...existing relationships, and drive the...  ...If you want to sell a category-defining...  ...an Enterprise Client Sales Executive...  ...act as a trusted advisor, and uncover new...  ...outcomesPartner cross-functionally... 
    Work at office
    Remote work
    Work from home
    3 days per week

    Brex

    New York, NY
    3 days ago
  • $186.11k - $206.79k

     ...corporate cards and banking with intuitive...  ...committed to building a diverse team...  ...even stronger relationships with our current...  ...a Mid-Market Client Sales Executive...  ...collaborate with cross-functional...  ...effortsChampion the cross-selling of our cutting-...  ...as a trusted advisor to provide... 
    Work at office
    Remote work
    Work from home

    Brex

    New York, NY
    1 day ago
  • JPMorgan Chase & Co. seeks a Private Client Banker in Branch Banking to act as the main contact for a select group of affluent clients, managing their complete banking relationship across the company with an advice-based approach. You will also help acquire new clients... 
    Weekend work
    Afternoon shift

    JPMorgan Chase & Co.

    New York, NY
    4 days ago
  •  ...commercial growth by selling J.P. Morgan’s data and...  ...solutions to existing and new clients. Key performance...  ...execution and ongoing relationship management.Source new...  ...pension funds).Ability to build relationships within...  ...leader in investment banking, consumer and small... 

    JP Morgan Chase

    New York, NY
    1 day ago
  •  ...About the client The client is the infrastructure...  ..., brokerages, banks, and fintechs...  .... That is what we build. About the Role...  ...in your territory, selling APEX and APEX...  ...Act as a trusted advisor to prospects on how...  ...connectivity). Existing relationships with qualified... 
    Full time
    Contract work
    Worldwide

    Revenue3

    New York, NY
    2 days ago
  • $17 - $22.55 per hour

     ...Position Title Branch Banking Client Consultant I Location Staten...  ...interpersonal anxieties of others. Builds rapport well. ~ Problem...  ...and maintain effective relationships with stakeholders by communicating...  ..., and leveraging cross functional insights. Aligns... 
    Local area

    Flagstar Bank

    New York, NY
    4 days ago
  •  ...delivering solutions to clients, and have experience in relationship management. You...  ...be accountable for selling products that...  ...varies by position), building and advancing a strong...  ...coordination with Product and Banking coverage. In...  ...and generating cross-sell opportunities... 

    Chase

    New York, NY
    3 days ago
  •  ...delivering solutions to clients, and have experience in relationship management. You have...  ...will be expected to sell products with value...  ...) as well as build a strong pipeline. In...  ...with Product and the Banking coverage officers. You...  ...managers and generating cross-sell opportunities... 

    Hackajob

    New York, NY
    3 days ago
  • $18.34 - $27.68 per hour

    ## Branch Banking Client Consultant II-LicensedApply: Little Neck/25131...  ...interpersonal anxieties of others. Builds rapport well.* Problem...  ...and maintain effective relationships with stakeholders by communicating...  ..., and leveraging cross functional insights. Aligns... 
    Full time
    Local area

    Jobleads-US

    New York, NY
    1 day ago
  •  ...platform is utilized by top banking institutions, hedge funds...  ...in all aspects of selling including senior level relationship development, product demonstration...  ...for prospective clients. • Analyze and understand...  ...ability to conceptualize and build value propositions that... 
    Contract work

    ActiveViam

    New York, NY
    4 days ago
  • JPMorganChase in New York seeks a Relationship Banker to serve clients at the branch, delivering hospitality, financial...  ..., and digital tools. You will build lasting relationships, understand client needs, and guide them through banking services with a consultative approach... 
    Afternoon shift

    JPMorganChase

    New York, NY
    2 days ago
  • JPMorganChase is seeking a Relationship Banker for a Chase Branch in New York. You will represent...  ...the brand, acquire, manage, and retain client relationships using financial knowledge...  ...some evenings, with exposure to digital banking tools and #J-18808-Ljbffr JPMorganChase
    Weekend work
    Afternoon shift

    JPMorganChase

    New York, NY
    3 days ago
  • JPMorgan Chase & Co. is seeking a Relationship Banker in a branch setting to represent...  ...will acquire, manage, and retain client relationships, offering thoughtful solutions with the latest banking technology. The role emphasizes building trust, educating clients on... 

    JPMorgan Chase & Co.

    New York, NY
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Banking Advisor - Build Relationships & Cross-Sell. Be the first to apply!