Trusted Banking Advisor & Cross‑Sell Specialist
$38.25k - $61kBanco Santander SA
Banco Santander SA is seeking a Relationship Banker in Boyertown, PA, to build strong, long-lasting customer relationships by providing tailored financial solutions. The ideal candidate will have a proven track record in sales, exceptional customer service skills, and proficiency in digital tools. This role involves achieving sales targets, maintaining client relationships, and engaging customers through various channels. The company offers a competitive salary ranging from $38,250 to $61,000 annually. #J-18808-Ljbffr Banco Santander SA
- Chase is a leader in banking, credit cards, and wealth management, serving... ...employee advocacy, social selling, and community management... ...across the social media team and cross-functional partners (Marketing... ...ability to build strong, trust-based relationships and collaborate...SuggestedFull timeWork at office
$61.28k - $85.52k
...seeking a Personal Banker for an entry-level role focused on assisting in sales, managing customer relationships, and compliance with banking standards. The ideal candidate should have a Bachelor's degree and 0-2 years of relevant experience, with a preference for previous...SuggestedFull time- ...requests, delivering client services, and coaching branch staff. The ideal candidate will have 0-2 years of experience, preferably in banking or sales, and must have a Bachelor’s degree or equivalent. The role emphasizes compliance and ethical practices. #J-18808-Ljbffr...Suggested
$61.28k - $85.52k
...referral opportunities, and delivering exceptional client service. Candidates should possess relevant experience or a strong desire to learn in a banking environment. Competitive salary of $61,280.00 - $85,520.00 plus benefits is offered. #J-18808-Ljbffr Citigroup Inc.Suggested- ...Make banking a Fifth Third better®We connect great people to great opportunities. Are you... ...financial reviews. Primarily focused on cross‑selling to existing customer base and engaging... ...customer issues. Maintain a position of trust and responsibility by keeping all business...SuggestedWork experience placementWork at office
$22 - $25 per hour
...divh2Join Our Team at Cathay Bank/h2pAre you enthusiastic, highly... ...opening new accounts, cross-selling bank products/services, referring... ...appropriate (e.g. Financial Advisors, Mortgage Loan Originators, Commercial... ..., listen to establish trust and build lasting relationships...Full timeFlexible hoursWeekend work- ...is seeking a motivated professional for remote work in the United States. The role involves managing investor relations, handling banking process support, and ensuring compliance with KYC/AML regulations. Candidates should possess strong communication skills and at least...Remote work
- ...professional service. Knowledge of all Bank products and services and ability to... ...demonstrate customers on such, as well as cross sell various products and services. Ability... ...confident and professional demeanor to establish trust and gain knowledge from the customer....
- ...implications. Serve as a trusted advisor to clients who frequently seek... ...relationships with client families that cross generations to establish long... ...to the Citi Private Bank. Effectively manage client... ...track record in relationship selling / ~ Have an in-depth...Bank staff
$28.85 per hour
...assigned FourLeaf Financial Group Advisor to set appointments for... ...investment needs. Work with Business Banking team to develop opportunities... ...and residential loans. Cross sell appropriate products and... ...fiduciary accounts such as Estate, Trust, Guardianships, and IRA’s,...Hourly payWork at officeFlexible hoursNight shift- ...requisition id: R68239**Make banking a Fifth Third better** We connect... ...of customers. Responsible for selling a full range of banking... ...reviews.* Primarily focused on cross-selling to existing customer base... ...issues.* Maintain a position of trust and responsibility by keeping...Work experience placementWork at office
- ...service activities within the banking office, developing new business... ..., recommending solutions, and selling bank products and services.... ...educate and demonstrate customers; cross‑selling various products and... ...demeanor to establish trust and gain knowledge from the customer...Work at office
- ...Banker to provide exceptional customer service and deliver banking products tailored to client needs. The ideal candidate... ...include managing transactions efficiently, cross-selling products, and fostering trusted customer relationships. A commitment to confidentiality...
$112.8k - $155.1k
...recommendations to senior Finance leaders and cross-functional stakeholders. Delivery... ...Planning, MuleSoft. Integrations with banking, payroll, tax/VAT, and data/BI platforms;... ...empower each other through honesty, respect, trust and transparency. Work as One Team: We...Full timeLocal areaWorldwide- ...clients et d'excellentes compétences en communication. Ce rôle exige de travailler dans un environnement dynamique, d'effectuer des transactions quotidiennes, et de favoriser des relations avec les clients pour améliorer leur expérience bancaire. #J-18808-Ljbffr TD Bank
$142.5k - $200k
...Data security underpins the trust that millions of clients place... ...expertise, technical depth, and cross-functional leadership. This... ...scale. As a PCI Specialist at JPMorganChase in the Cybersecurity... ...are a leader in investment banking, consumer and small business...$150k - $225k
Our New York City office is looking for an Investment Banking Associate or Vice President to join the Global Industrials Group. The successful... ...on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing...Full timeTemporary workWork at office$95k - $130k
...transparent approach, we help Buy-Side and Sell-Side organizations - across banking, asset management, and insurance -... ...than 150 clients across the globe trust NeoXam to run their most critical... ...client calls, project updates, and cross-team coordination. Your Profile...Temporary workLocal areaWorldwideFlexible hours$116k - $136.5k
...Collaborate closely with consultants and cross-functional team members, sharing... ...Development & Client Growth Serve as a trusted advisor and identify opportunities to expand finance... ...Tech & Software, Utilities, Insurance, Banking, and/or Private Equity. ~ Commitment...Work at officeLocal areaImmediate startFlexible hours$133k - $190k
...(VP) is a member of the U.S. Advisor Marketing team, which focuses... ...Marketing, you will collaborate with cross-functional teams to drive... ...messaging and maximum reach. Build trust and foster collaboration with... ...we are a leader in investment banking, consumer and small business...- ...Business Management within the Commercial Bank, where your expertise will drive key... ...you'll collaborate with senior leaders and cross-functional teams to shape business strategy... ...Relationship builder with ability to forge trusted relationships with a broad range of...Work experience placementVisa sponsorship
$180k - $225k
...rapport and quickly engender trust and respect with a wide range... ...industry preferred, based on banking/structuring, investment, portfolio... ...other requests are met. Selling & Diligence: serve as a key point... ...access to a financial advisor, new parent leave, reproductive...Temporary workWork experience placementWork at officeFlexible hours$25 per hour
...Relationship Banker Chase Bank Midtown, New York City... ...development through a variety of cross-training opportunities. As... ...a week Partnering with Specialists (Financial Advisors, Mortgage Bankers, and... ...questions and listen to establish trust and build lasting...Afternoon shift- ...A national banking institution is seeking candidates for the Retail Personal Banker I position to enhance customer relationships and... ...needs. Responsibilities include consultative sales processes, cross-selling products, and ensuring a positive customer experience. Ideal candidates...
$250k
...than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products Build referral... ...Qualifications: ~0-2 years of relevant experience ~ Previous banking, retail, or sales experience preferred ~ Knowledge of Smart...Full time$19 - $23 per hour
...? If yes, come join our team! At Cathay Bank we strive to provide a caring culture that... ..., providing operational support, cross-selling bank products/services, and resolving customer... ...as appropriate (e.g. Financial Advisors, Mortgage Loan Originators, Commercial Lenders...Full timeWork experience placementFlexible hours$19 - $23 per hour
...? If yes, come join our team! At Cathay Bank we strive to provide a caring culture that... ..., providing operational support, cross-selling bank products/services, and resolving customer... ...as appropriate (e.g. Financial Advisors, Mortgage Loan Originators, Commercial Lenders...Full timeWork experience placementFlexible hours$250k
...than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products Build referral... ...Qualifications ~0-2 years of relevant experience ~ Previous banking, retail, or sales experience preferred ~ Knowledge of Smart...- ...Private Client Services (PCS) Trust Advisor II administers and retains... ...and advises clients concerning banking needs, estate planning, gifting... ...predetermined annual sales, cross-referral and account... ...activities of region, including cross-sell of existing clients and...Work experience placementWork at officeLocal areaWork from homeFlexible hours
- ...A regional banking institution is seeking a Retail Personal Banker I in Cincinnati to proactively identify financial needs of customers. This role involves building relationships and cross-selling banking products while ensuring compliance with regulations. The ideal candidate...
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