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.
- ...Fresh Meadows, NY, focused on assisting with sales, products and services in coordination with customer service to build loyalty and increase consumer client sales. Responsibilities include handling small business lending referrals under $250K, building COI/MGM referrals...Suggested
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- 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
- 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...Suggested
- ...York is hiring a Private Client Banker in Branch Banking to serve a select group of... ...their complete banking relationship. You will use a proactive... ...approach to grow balances, cross-sell products, and connect... ...communication, relationship-building, and a long-term career with...SuggestedAfternoon shift
$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 placementSummer holidayFlexible hours- ...in New York seeks a Private Client Banker in Branch Banking to serve a select group of affluent... ..., manage their full banking relationships, and drive growth through referrals and cross-team collaboration. You will work with Private Client Advisors, Mortgage Bankers, and...
$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 holidayFlexible hours- ...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
$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- Bank of America is hiring for a role that engages clients in the lobby to educate and assist with transactions via self-service options such as mobile... ...You will process cash transactions accurately, build client relationships, and connect customers to appropriate...Weekend work
- ...Relationship Sales Officer As a Relationship... ...Payments - Domestic Banks team, you will be... ...under penetrated clients/prospects. You will... ...prospects. You will build pipeline and... ...of sophisticated selling strategies. Job... ...managers and generating cross-sell opportunities...
$22 - $31 per hour
...Licensed Retail Banking Representative Under general... ...dedicated Financial Advisor. Will be called upon... ...present and cross sell Bank products, through... ...accomplished by utilizing the Client Relationship Notes form with... ...communication skills to build rapport with...Hourly payWork experience placementWork at officeRemote workVisa sponsorshipWork visaFlexible hours$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 officeRemote workWork from home3 days per week$171.6k - $338.3k
...Transformation (I&DT) team is building the future of... ...composable banking platform that helps... ...into compelling client outcomes. The team... ...existing account relationships as well as identify... ...in product-driven selling, digital banking domain... ...renewals, upsell/cross-sell, and adoption...Local area$221.41k - $280.07k
...Director, Microsoft - Banking and Capital... ...EY and help to build a better... ...Capital Markets clients. You will be a... ...enabled enterprise selling at EY. Key Responsibilities... ...-level relationships across banking,... .... Orchestrate cross-service-line... ...styletrusted advisor, not...Work experience placementSummer holidayFlexible hours$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 officeRemote workWork from home- ...modern tools for accounting, banking, and spending, Ambrook... .... Establish deep relationships with your team and cross-functional peers. Master... ...across our core verticals, building strong intuition about customer... ...alternatives you're selling against in each vertical,...For contractorsShift work
- ...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...
- ...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...
$97.7k - $135k
...Officer Peapack Private Bank & Trust is a well-... ...designed to help our clients establish, maintain, and... ...are multiple ways to build relationships and get involved; from... ...for effectively selling the Bank's depository... ...Identifies opportunities to cross-sell other products and...- ...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...
- Chase is seeking a Private Client Banker in New York to manage affluent clients’ full banking relationships with an advisory approach. You will collaborate with specialists to connect clients to mortgage, advisory, and business services while promoting self-service options...
- JPMorgan Chase in New York seeks a Private Client Banker in Branch Banking to be the main contact for a select... ..., managing their complete banking relationship with a proactive, advisory approach.... ...will partner with Private Client Advisors, Mortgage Bankers and Business...
- ...specialist, you will drive client adoption of J.P.... ...own and deepen relationships with institutional... ...priorities. Cross-functional... ...presence & franchise building: Represent J.P. Morgan... ...order to through sell and leverage the firm... ...in investment banking, consumer and small...
- ...sales specialist, you will sell J.P. Morgan's algorithmic... .... You'll own and deepen relationships with our institutional client base, matching our... ...product development priorities.Cross-functional coordination:... ...are a leader in investment banking, consumer and small...
- Bank of America in New York (Staten Island area) is seeking a client-focused team member to engage customers in the lobby, educate them on self-service options... ...and efficiency. The role emphasizes building relationships to meet financial goals while following all...Weekend work
- ...Morgan in New York is looking for a Relationship Banker to provide exceptional service to clients and help meet their financial needs. You will build lasting relationships, educate clients... ...solutions, and ensure compliance with banking regulations. The ideal candidate has...
- ...firm in New York City seeks a Private Client Advisor to provide comprehensive financial... ...worth individuals. Your role involves building client relationships through personalized investment... ...solutions and educating clients on digital banking options. Candidates should have at...
- Bank of America in Staten Island, NY is hiring a Customer Service Associate to engage clients in the lobby, educate on self-service banking, and accurately process cash... ...transactions. The role emphasizes building client relationships, guiding financial conversations, and...Weekend work
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