Dynamic Commercial Banking Relationship Manager II
Valley National Bank
Valley National Bank in Jericho, NY is seeking a banking professional to drive business development, acquire new clients, and expand relationships with existing clients. You will respond to referrals from senior management and the branch network, build COI sources, and service portfolios while cross-selling bank products. The role includes negotiating lending terms, preparing credit packages for approval, maintaining current financial data, monitoring credit quality, and leading the loan closing #J-18808-Ljbffr Valley National Bank
- ...acquisition of new clients and expanding relationships with existing clients. Respond... ...business referrals from Senior Management, the branch network or other areas of the bank.Develop network of external... ...review, analyze and structure commercial loans, cross sell bank products...Suggested
- ...focus on acquisition of new clients and expanding relationships with existing clients. Respond quickly and effectively on all new business referrals from Senior Management, the branch network or other areas of the bank. Develop network of external referral sources/centers...Suggested
- Valley National Bank is seeking a results-driven banking professional to drive business development and manage client relationships in the Jericho, NY area. The role emphasizes acquisition of new clients, cross-selling of bank products, and maintaining a high-quality loan...Suggested
- Valley Bank seeks an experienced lending professional focused on acquiring new clients and expanding relationships within the community. You will develop COIs to attract clients, manage portfolios, and cross-sell bank products to drive profitability. You will oversee the...Suggested
$116k - $229.1k
...opportunities, consider joining us at Deloitte. We work on projects involving Workday Financials, Supply Chain Management, Infor Solutions, Microsoft Dynamics, and Sustainability Technology and Strategy. With such a variety of areas to explore, you'll have the chance to...SuggestedLocal area$350k
...Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage... ...Advisor/Banker who leads with investments. Manage, develop and retain full-service relationships with both UHNW & HNW clients. Must have strong COI...- ...Morgan's U.S. Private Bank. If you have an entrepreneurial... ..., preserving and managing their wealth. You will... ...Manage and maintain relationships with clients by... ...to solve problems Dynamic and credible professional... ...small business banking, commercial banking, financial transaction...Temporary workWork experience placementLocal area
- ConnectOne Bank in Glen Head, NY is hiring a Banking Relationship Specialist to acquire, retain, and expand client relationships for business and consumer customers, aligned with the bank's Client First culture. You will open accounts, educate clients on products, handle...
- ...executing sales and service activities while fostering customer relationships. The role includes working with business credit requests and... ...experiences. Ideal candidates will bring 0-2 years of experience in banking or sales and possess strong communication skills. The position...
- Chase is seeking a Relationship Banker to represent our brand in a Chase Branch, delivering hospitable service and leveraging cutting-edge fintech to meet client needs. You will acquire, manage, and retain client relationships, applying your financial knowledge to suggest...
- ...Personal Banker SAFE Act to assist in sales and service activities with the customer service team. The role aims to foster customer relationships, build loyalty, and help increase sales to individual consumer clients. Responsibilities include handling small business...
- ...committed to delivering exceptional hospitality and trusted guidance to clients. As a Relationship Banker in a Chase Branch, you will acquire, manage, and deepen client relationships using banking solutions and technology to simplify financial lives. You will work with a team...
$250k
...outbound and inbound calls to acquire new relationships and deepen existing relationships... ...and business practices, and escalating, managing and reporting control issues with transparency... ...years of relevant experience. Previous banking, retail or sales experience preferred....Full time- ...coordination with the customer service team. You will foster client relationships, grow the small business book, and cross-sell treasury and... ...outstanding client experiences. This role requires basic banking knowledge and strong communication skills. #J-18808-Ljbffr Citibank...
$90k - $121k
...Financial Planner (CFP®) - Private Banking Location New York, NY 10018... ...business succession, family dynamics, and family office advisory;... ...into broader wealth management strategies, rather than leading... ...and maintain effective relationships with stakeholders by communicating...Work at officeLocal areaDay shift- Jovia Financial Credit Union in New York is seeking a Member Service Representative / Personal Banker to deliver exceptional member service and promote a service/sales culture. You will engage with members to identify needs and cross-sell suitable financial products. The...
- ...Benefits Competitive compensation with paid training Engaged managers who value your input, are transparent, and provide coaching for... ...experience in the financial industry or customer service Previous banking or financial services experience Desire to provide outstanding...Full timeFlexible hours
- JPMorganChase is seeking a Private Client Banker to represent our brand, deliver premier service, and manage the banking relationships of Chase's affluent clients within a branch setting. You will drive growth by proactively soliciting referrals and delivering tailored...
$28.85 - $33.65 per hour
Job Description:At Bank of America, we are guided by a common purpose to help make financial... ...funds, annuities, and banking and money managed solutionsRecommends banking and... ...capacityExperience in cultivating client relationships, assessing needs and recommending solutionsSuccess...Hourly payFull timeTemporary workWork at officeMonday to FridayFlexible hoursDay shift- ...East Meadow, NY to serve as the primary contact for a mass affluent client portfolio. You will grow and deepen relationships by proactively addressing banking needs, coordinating with internal partners, and delivering TD's model of convenience, sales, and advice. The role...
- ...team, building loyalty and increasing loyalty with individual consumers. Responsibilities include handling small business credit requests, cross-selling treasury products, growing client relationships, and coaching staff while adhering to Citi policies. #J-18808-Ljbffr...
- ...Bank of America seeks a client-focused team member to engage lobby clients, educate on self-service banking, and assist with transactions. You will handle cash, build relationships, and connect clients to suitable financial solutions while ensuring compliance and exceptional...Work at officeShift work
$49.33k - $63.16k
...At OceanFirst Bank, each one of our employees plays an important role in delivering... ...products and services to deepen and preserve relationships, based on customer need. Identifies... ...strategic sales goals as directed by management. Solicits new consumer loan applications...Work at officeLocal areaFlexible hoursNight shift- ...quality jumbo loans which are compliant and provide excellent customer service Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources Develop and maintain a...Hourly payMinimum wageWork experience placementWork at officeImmediate start
- ...Jobtailor is seeking a customer service-focused bank associate in the United States (New York area) to engage clients, educate them... ...- and long-term goals. The role requires strong communication, relationship-building, and a willingness to learn new platforms, including ATM...Temporary workWeekend work
- ...limited to:Focus on growing existing customer relationships and acquiring new ones through consistent sales execution, lead management, and proactive cross selling.Deliver exceptional customer service in alignment with the bank's mission, engaging customers with friendly,...
- ...Jobtailor in New York, NY is seeking a customer-focused bank associate to educate clients in the lobby, assist with self-service... ...and apply new banking platforms while building strong client relationships. Responsibilities include handling cash, guiding clients through...Weekend work
- ...Webster Bank in the New York metropolitan area is seeking a Banking Center Manager to lead daily sales, service, and operations. You will cover the branch in the Manager... ...client experiences. You will build relationships with clients and prospects, cross-sell products...
$45k - $100k
...lives – the best of both worldsA culture of continuous improvement and professional developmentKey responsibilities include:Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...NY, but can also be worked hybrid/remotely. Job Function Job Summary The ideal candidate will be responsible for managing and growing client relationships, delivering comprehensive financial planning, and providing tailored investment strategies that align with clients...Remote work
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