- Citizens (Marshfield, MA)
- …3 - 5 years of banking , wealth management or other relevant equivalent experience . Experience working with affluent and high net worth clients. A ... within a specific timeline upon hire. Demonstrated success in a client -centric, initiative-taking sales environment. Experience establishing and maintaining… more
- JPMorgan Chase (New York, NY)
- …relationships with Product Owners, Operations, Data & Analytics and field teams, representing the affluent client experience in shared forums + Develop CX ... Banking team is focused on managing the Affluent business and innovating the Private Client ...this high priority segment. As a Client Experience Senior Associate on the Consumer Bank Affluent… more
- JPMorgan Chase (New York, NY)
- Join the Affluent Banking team as a Vice President, where you will deliver on the growth strategy for Chase Consumer Bank's affluent business, focusing on ... you to apply. As a Vice President on the Affluent Banking General Management team, you will...initiatives to drive growth and deliver seamless banker and client experience across products, sales channels and… more
- US Bank (Folsom, CA)
- …Management Banker in the affluent segment is responsible for the overall affluent client experience , ensuring collaboration of relevant entities in order ... multiple levels, open to candidates with 3+ years of experience in Wealth Management/Private Banking . The successful...Provides expert advice and counsel in the area of affluent wealth banking client relationships… more
- M&T Bank (Rutland, VT)
- …Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking . Works with ... well as demonstrate good risk management decisions to assist in managing client complaints and preventable losses. **Education and Experience Required:**… more
- Citigroup (O'Fallon, MO)
- …and coordinating activities to drive qualified KPIs + Ensure seamless digital delivery, client experience , and client communication strategies as well as ... Product Department which is part of Citi's US Retail Banking group. The Mass and Emerging Affluent ...Finance, Marketing, Digital, specialized analytics, or related discipline + Experience with banking and investment products +… more
- M&T Bank (Williamsport, PA)
- …to lead and manage customer relationships to bring the full spectrum of banking solutions to each client based on their individualized needs. + ... from high net worth customer segment, primarily Retail and Business Banking . Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and… more
- City National Bank (Melville, NY)
- … BANKING * WHAT IS THE OPPORTUNITY? Develops and manages personal banking client relationships with the owners, principals, executive managers and ... among clients and internal team that creates a superior client experience . Proactively communicate with clients about...Act *Skills and Knowledge* * Demonstrated sales abilities with affluent and high net-worth client segments *… more
- JPMorgan Chase (New York, NY)
- …, and lending for affluent clients + Minimum of 10 years of experience in banking , wealth management, or financial services, with a focus on serving ... Develop and execute regional strategic plans to grow the affluent client segment and achieve business objectives...office-based Relationship Managers delivering a holistic set of wealth, banking , and lending solutions for affluent clients… more
- Commerce Bank (Wichita, KS)
- … experience required + 5+ years financial services industry or commercial banking /retail personal banking experience required For this position, Commerce ... this job is to develop, manage, retain and expand client relationships within the affluent market segment...the extension of credit that exceeds authority + Manage banking component of client relationships in order… more
