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Job Description For immediate consideration, please connect with me on LinkedIn at https://www.linkedin.com/in/dpotapenko and then email your resume, work authorization status, current location, availability, and compensation expectations directly to denis.potapenko@systemone.com - make sure to include the exact job title and job location in your email message. * Permanent, full-time, direct-hire W2 role with our client: base salary + full benefits + uncapped commission ( including a guaranteed non-recoverable draw for the first 12 months ) + residuals. * This is a field ( outside ) B2B sales / business development role targeting small- and medium-sized businesses ( not enterprise clients ), with short sales cycles that typically yield multiple deals per month. Business Development ( Business Consultant / B2B Sales Representative ) : - Sell Clover, an industry-leading cloud-based point-of-sale (POS) platform used by more than 700,000 merchants and processing over $330 billion in card transactions, to small- and medium-sized businesses (SMBs) in your assigned territory. The platform combines POS hardware and software to handle card, mobile wallet, and contactless payments, alongside business management features such as inventory, reporting, and customer loyalty. • Manage a territory with dozens of branches from multiple established corporate partner banks, building relationships with business bankers to generate referrals and close deals, while self-sourcing new opportunities to supplement the partner banks’ pipelines., • Conduct on-site product demos and presentations at client businesses, showing how the platform can streamline operations and boost revenue, and close sales deals in person., • This is a quota-carrying field sales role focused on driving new business, managing existing relationships, and growing an assigned territory through strong outside sales execution and a self-starter mindset. You'll own the full sales cycle : prospecting, self-sourcing leads, and generating referrals through existing clients and established bank partnerships, and closing deals, with full accountability for territory performance and quota/KPI attainment, including turning around underperforming accounts. Success in this role means building lasting client and partner relationships, identifying challenges early, and consistently delivering proactive solutions that drive growth and retention., • We're looking for someone with proven outside sales experience who hits quota, works provided leads and builds their own pipeline, closes deals, hunts for new business, connects well with people, and owns their results., • Somebody with previous experience as a Business Banker / Commercial Relationship Banker / Commercial Relationship Manager ( SMB clients ) will also be a good fit For immediate consideration, please connect with me on LinkedIn at https://www.linkedin.com/in/dpotapenko and then email your resume, work authorization status, current location, availability, and compensation expectations directly to denis.potapenko@systemone.com - make sure to include the exact job title and job location in your email message. . System One, and its subsidiaries including Joulé, ALTA IT Services, and Mountain Ltd., are leaders in delivering outsourced services and workforce solutions across North America. We help clients get work done more efficiently and economically, without compromising quality. System One not only serves as a valued partner for our clients, but we offer eligible employees health and welfare benefits coverage options including medical, dental, vision, spending accounts, life insurance, voluntary plans, as well as participation in a 401(k) plan. System One is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, age, national origin, disability, family care or medical leave status, genetic information, veteran status, marital status, or any other characteristic protected by applicable federal, state, or local law. #M1 #LI-DP1 Ref: #404-IT Pittsburgh

Responsibilities include but are not 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

The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team.The overall objective of this role is to foster relations with customers to build loyalty and to help increa

Supports daily operations of the branch as a Teller and meets customer service and sales needs as required by the assigned branch.

The Business Banker is responsible for performing intermediate duties and support related to branch operational activities and financial services; handles all teller transactional activity, processes all new account transactions; assisting customers in their selection of various accounts and financi

Specializes in our branch customer experience through sales, service and digital engagement of our Consumer and Business Banking customers.Supports daily operations of the branch as a Teller and meets customer service and sales needs as required by the assigned branch.Holds customer appointments sch

The UB position is a hybrid role that requires the incumbent to operate in the dual capacity of Customer Service Representative and Teller, providing branch leadership with the ability to deliver quality customer service at an enhanced level. Handle all aspects of Teller operations by processing tra

Citigroup - - Responsibilities: Assist in basic account opening for existing customers; Provide service delivery to internal/external customers to resolve account service issues; Execute financial transactions in accordance with bank policies and procedures; Refer opportunities to segment partners

Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in-branch interactions, scheduled conversations, and proactive outreach. You will learn about customers' goals and connect them to the right banking products, services, and digital tools to help them manage their finances with confidence. You will support account openings, service requests, and credit applications while working closely with branch teammates to deliver a consistent, high-quality customer experience. Success is driven by strong relationship building, sound judgment, and the ability to balance service with growth. In this role you will: • Build lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement, • Lead discovery-driven conversations to understand customer needs and connect them with relevant banking products, services, and solutions, • Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals to meet customer and business goals, • Support everyday banking needs, including new account openings, service requests, and credit applications, • Perform cash handling and teller line activities, accurately processing transactions while maintaining compliance and operational standards, • Demonstrate comfort using and adopting digital tools and technologies to enhance the customer experience and support evolving banking needs, • Deliver accurate, compliant service while exercising sound judgement within defined risk controls, • Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the right expertise Required Qualifications: • 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: • Prior experience in financial services or a highly regulated, customer-facing role, demonstrating comfort with structured processes, accuracy, and service expectations, • Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement, • Comfort initiating outreach (calls, emails, or other channels) to strengthen relationships and identify opportunities to support customer needs, • Demonstrated comfort with digital tools and technology, with the ability to quickly learn new systems and confidently guide customers in adopting capabilities that enhance their banking experience, • Ability to identify customer needs and connect them to appropriate solutions, including referrals when additional expertise is needed, • Proven ability to collaborate with teammates and partners to resolve needs and deliver a seamless customer experience, • Demonstrated ability to follow policies and regulations while identifying and escalating risk concerns Job Expectations: • Ability to work a schedule that will include Saturdays, • Support branch operations by flexing between cash handling and customer banking activities, with an emphasis on delivering strong service through account openings and ongoing account support., • SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date. Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply., • This position is not eligible for Visa sponsorship Posting Location(s): • 921 SAW MILL RIVER RD, ARDSLEY, NY, • 5080 XAVIER DR, YONKERS, NY, • 375 WHITE PLAINS RD, EASTCHESTER, NY, • 12 S BROADWAY, YONKERS, NY, • 2065 BOSTON POST RD, LARCHMONT, NY, • 1120 E BOSTON POST RD, MAMARONECK, NY, • 674 N BROADWAY, WHITE PLAINS, NY, • 500 ODELL AVE, YONKERS, NY, • 24 CHASE RD, SCARSDALE, NY, • 202 MAMARONECK AVE, WHITE PLAINS, NY, • 1076 YONKERS AVE, YONKERS, NY, • 2290 CENTRAL PARK AVE, YONKERS, NY Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $23.00 - $31.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. • Health benefits, • 401(k) Plan, • Paid time off, • Disability benefits, • Life insurance, critical illness insurance, and accident insurance, • Parental leave, • Critical caregiving leave, • Discounts and savings, • Commuter benefits, • Tuition reimbursement, • Scholarships for dependent children, • Adoption reimbursement

KeyBank is looking for a Private Client Banker in White Plains, NY, focused on building relationships and delivering tailored financial solutions. The role involves assessing client needs and working with investment partners to enhance financial wellness. The ideal candidate should possess strong sales skills, customer relationship experience, and financial knowledge. This position offers a competitive hourly rate and potential incentives based on performance. #J-18808-Ljbffr

TD Bank is looking for a Retail Banker I in Rye Brook, New York. The role involves assisting customers with their banking needs, delivering excellent service, and building lasting relationships. Ideal candidates should have a high school diploma and at least 1 year of customer service experience. Responsibilities include managing customer transactions, resolving inquiries, and educating clients on bank products. We're committed to providing competitive compensation and growth opportunities within a collaborative environment. #J-18808-Ljbffr

KeyCorp is seeking a Private Client Banker in White Plains, NY. This role focuses on delivering financial solutions and building strong relationships with clients while helping them achieve financial wellness. As a Private Client Banker, you will assess client needs, offer tailored recommendations, and educate clients on various financial products. The position requires excellent interpersonal skills, a solid understanding of investment strategies, and the ability to manage client interactions effectively. Competitive compensation and benefits are provided, along with opportunities for professional growth. #J-18808-Ljbffr

Overview: Specializes in our branch customer experience through sales, service and digital engagement of our Consumer and Business Banking customers. Supports daily operations of the branch as a Teller and meets customer service and sales needs as required by the assigned branch. Holds customer appointments scheduled by customers and/or branch team as well as walk-in appointments to identify customer needs; refers complex customer needs to the appropriate team member/partner. Primary Responsibilities: Educate customers and explain features and benefits of Consumer and Business Banking solutions; make recommendations based on the customer's identified needs. Engage customers in a variety of ways to bank with us and provide solutions to meet their needs, encouraging and supporting the use of digital capabilities in customer interactions. Explain the high-level criteria used to decision loan applications. Complete servicing-related responsibilities specific to Consumer and Business Banking customer relationships and lead with inquiries to identify opportunities to solve for other banking needs. Follow the Bank's sales process and provide simplified, customer-focused advice and guidance. Proactively reach out to customers to contribute to the retention and expansion of all Consumer and Business Banking relationships. Adhere to established customer service standards and provide a differentiated experience by understanding customer needs and delivering solutions in moments that matter most to them. Actively engage in lobby management, meeting and greeting customers and proactively inquiring and taking ownership to solve their banking needs. Introduce appropriate banking partner when servicing needs present an opportunity for a product solution. Assist and stay current with the Consumer and Business Banking AML (Anti-Money Laundering), BSA (Bank Secrecy Act) and KYC (Know Your Customer) processes and related activities. Identify and elevate cases of suspected fraud. Resolve and accurately log all customer complaints in the appropriate system. Review, approve and help resolve Consumer and Business Banking customer overdrafts. Accurately complete customer transactions. Complete related operational activities required by assigned branch, including documenting interactions and appointments with customers using the appropriate system. Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. Promote an environment that supports belonging and reflects the M&T Bank brand. Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Responsible for meeting and maintaining registration requirements under the Federal SAFE Act. Complete other related duties as assigned. Scope of Responsibilities: The position is responsible for providing exceptional service to branch customers and resolving customer problems in a timely manner. The position is a key driver of sales and the customer experience within the branch. The position is responsible for interacting with appropriate areas within the Bank to ensure branch-related operational issues are resolved efficiently and accurately. It is important for the jobholder to exemplify empathy, customer centricity, flexibility and adaptability, digital fluency, entrepreneurial spirit and critical thinking in support of the Company's culture and brand. In functioning in multiple capacities within the branch, it is important for the jobholder to be adaptable to service any and all banking needs of the customer, inclusive of new account opening or loan origination, problem resolution, video conferencing and processing of transactions. Managerial/Supervisory Responsibilities: Not Applicable Education and Experience Required: High school diploma or equivalent (GED) and a minimum of 1 year's proven retail sales, call center, customer service, or telesales experience Strong verbal communication skills Strong interpersonal skills Ability to interact with varying customers (consumer to small business) Ability to effectively handle difficult customer conversations Well-organized Proven time management skills Proven prioritization skills Ability to work under critical time constraints in a team environment Proficiency with internet user-level technology Education and Experience Preferred: Bilingual based on branch needs Proven referral and/or sales ability Physical Requirements: Ability to stand for long periods of time Prolonged use of hands and fingers Ability to lift light to heavy objects weighting 5 lbs. to 30 lbs. Ability to read fine print Ability to interact with customers in an open face-to-face work environment M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $22.79 - $37.99 Hourly (USD). The successful candida #J-18808-Ljbffr

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Managing Director, Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities • Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience, • Generate business results and acquire new assets, both from existing client base and new client acquisition, • Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs, • Partner with internal specialists to provide interdisciplinary expertise to clients when needed, • Connect your clients across all lines of business of J.P. Morgan Chase & Co., • Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach, • Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required qualifications, capabilities and skills • Fifteen plus years of work experience in Private Banking or Financial Services, • Bachelor's Degree required, • Series 7, 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date, • Proven sales success and strong business acumen, • Strong community presence with an established network, • Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts, • Focuses on the client experience and works tirelessly on the client's behalf Preferred qualifications, capabilities and skills • Proactive, takes initiative, and uses critical thinking to solve problems, • MBA, JD, CFA, or CFP preferred, • Dynamic and credible professional who communicates with clarity and has exceptional presentation skills, • Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business, • Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

JPMorgan Chase & Co. in Greenwich, CT seeks a Private Banker to advise families on building, preserving and managing their wealth. You will use knowledge of investments, financial planning, credit and banking to service current clients and generate new assets. You will be part of a local team and supported by an institutional platform with resources and expertise to help you achieve clients' goals over the short, medium, and long term. #J-18808-Ljbffr

Wells Fargo is seeking accomplished, people-focused leaders interested in a Branch Manager career within the National Branch Network. This opportunity is designed for experienced managers who bring a strong foundation in branch leadership and are looking to apply their expertise within the Wells Fargo environment. As a Branch Manager, you will serve as the sales leader of the branch, accountable for acquiring, deepening and retaining customer relationships to drive consistent growth in primary checking, deposits, lending, credit cards and investments through disciplined execution, strong coaching, and effective performance management. You will lead, coach, and develop a team to consistently execute behaviors and improve banker productivity. You will foster an engaged, accountable culture focused on uncovering customer financial needs and recommending Wells Fargo solutions that deepen relationships and drive long-term value. You will balance growth objectives with strong operational risk management to protect customers, employees, and the company. Your onboarding starts with participation in the Branch Manager Readiness Program which is intended to offer a structured and supportive transition into leadership at Wells Fargo. Participants gain hands-on experience through guidance, mentorship, job shadowing, and practical learning opportunities in day-to-day branch operations. The program provides foundational knowledge, real-world practice, and leadership readiness needed to effectively lead a team and make an impact from day one. Successful completion of the Branch Manager Readiness program is required to transition into a Branch Manager position. Branch assignment is based on business need and branch availability at the time of placement. While in training, this position is an interim, nonexempt role. Employees currently serving in a Branch Manager role at Wells Fargo are not required to complete the program. In this role you will: • Provide strong, inclusive leadership to build and retain a high-performing team, establishing clear expectations, and managing performance through targeted coaching to deliver sales, service, and operational excellence., • Lead a branch team to proactively identify customer financial needs and deliver tailored consumer and business solutions that drive both customer value and business outcomes., • Use branch manager routines to build individual capability, confidence, and productivity, delivering consistent, high-impact coaching through observation, feedback, and follow-up while holding the team accountable to behaviors and outcomes aligned to Wells Fargo priorities., • Partner closely with internal sales partners to provide customers a comprehensive, coordinated Wells Fargo experience across Wealth & Investment Management, Business Banking, and Home Lending to maximize relationship depth, customer value, and branch performance., • Identify opportunities for making banking easier for customers through education and demonstration of available digital options., • Leverage reporting and employee observations to gain insight into strengths and opportunities, taking decisive action to improve team performance and expand primary bank relationships and wallet share., • Demonstrate ownership by balancing growth, operational soundness, and talent decisions while proactively managing risk, resolving issues, and modeling behaviors that protect customers, employees, and the company. Required Qualifications: • 5+ years of banking, financial services, or Branch Network experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education, • 2+ years of leadership experience Desired Qualifications: • Proven ability to hire, coach, and develop sales professionals and direct reports, fostering a culture of accountability, collaboration, adaptability, and high performance., • Demonstrated ability to lead a customer-focused sales culture, driving measurable growth through coaching, accountability, disciplined execution, and taking ownership of performance outcomes, talent decisions, and risk management., • Ability to analyze performance, identify strengths and opportunities, and execute action plans that enable the team to achieve business objectives., • Exercise independent judgement and critical thinking skills to manage time, prioritize, and delegate tasks in a complex, fast-paced environment., • Demonstrated success managing and coaching across affluent, high net worth, and business customer segments by identifying complex financial needs and building strong relationships with customers, internal partners, and community stakeholders., • Ability to lead teams in influencing, educating, and connecting customers to technology, articulating the value of digital banking solutions to enhance customer experience., • Knowledge of banking laws and regulations, including compliance controls, operational risk management, and loss prevention, with the ability to model and reinforce behaviors that protect customers, employees, and the company. Job Expectations: • Ability to work a schedule that includes Saturdays., • Ability to travel in assigned geography up to 50% of the time during the first 6 months (and prior to or up until placement in a specific branch), depending on location., • SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date. Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply., • This position is not eligible for Visa sponsorship. Locations: • 921 SAW MILL RIVER RD, ARDSLEY, NY, • 5080 XAVIER DR, YONKERS, NY, • 375 WHITE PLAINS RD, EASTCHESTER, NY, • 12 S BROADWAY, YONKERS, NY, • 2065 BOSTON POST RD, LARCHMONT, NY, • 1120 E BOSTON POST RD, MAMARONECK, NY, • 674 N BROADWAY, WHITE PLAINS, NY, • 500 ODELL AVE, YONKERS, NY, • 3709 RIVERDALE AVE, BRONX, NY, • 24 CHASE RD, SCARSDALE, NY, • 202 MAMARONECK AVE, WHITE PLAINS, NY, • 1076 YONKERS AVE, YONKERS, NY, • 2290 CENTRAL PARK AVE, YONKERS, NY Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $37.50 - $67.31 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. • Health benefits, • 401(k) Plan, • Paid time off, • Disability benefits, • Life insurance, critical illness insurance, and accident insurance, • Parental leave, • Critical caregiving leave, • Discounts and savings, • Commuter benefits, • Tuition reimbursement, • Scholarships for dependent children, • Adoption reimbursement

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, we are guided by a common purpose to help m

Universal Banker position will be responsible to perform the job responsibilities of both a Senior Teller and a Personal Banking Representative.

The Retail Banker II Float is a customer liaison that is integral to delivering TD's brand promise by utilizing financial expertise and consultative advice in advising customers regarding personal banking solutions/needs. Establishes relationships with partner bankers to make effective referrals to

As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.

As part of the branch team, the Personal Banker will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. The Personal Banker is a client first, sales-driven

Citizens Bankers are the face of the branch.

The Personal Banker Safe Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team.

As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.

The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a Private Client Banker, you will help clients achieve financial wellness through effective financial planning and advice.

As a Private Banker, you are responsible for advising families on building, preserving and managing their wealth.

Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the right expertise. Roving Associate Personal Banker (SAFE). Wells Fargo is seeking a Roving Associate Personal Banker (SAFE) to join our National Branch N

Wells Fargo is seeking a Roving Associate Personal Banker (SAFE) to join our National Branch Network. Provide personalized banking support across multiple branch locations within an assigned geographic area, covering for banker and teller absences and temporarily filling open positions as needed. Co

Private Mortgage Banker (SAFE). Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace; stay informed of mortgage industry trends and developments in the assigned market. Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.You will be working alongside a team of tal

Associate Personal Banker (SAFE). Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the right expertise.

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.You will be working alongside a team of tal

As an Associate Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.

As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.You will be working alongside a team of tal

As an Associate Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.

Business Relationship Manager Senior.If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be man

Private Bank, you are responsible for advising families on building, preserving and managing their wealth. Three plus years of work experience in Private Banking or Financial Services. Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, includin

Citi Private Bank - UHNW Private Banker. The Banker SAFE Act is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business.

As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Any of the completed information you provide during the Chase on-line applicati

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.You will be working alongside a team of tal

Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. Advise clients on their overall balance sheet, including asset allocation, investment management, wealth p

Relationship Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.As a Relationsh

The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a Private Client Banker, you will help clients achieve financial wellness through effective financial planning and advice. PCB

Private Bank - Private Banker - Executive Director We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.If you have an entrepreneurial mindset and are looking to constantly challenge your

Responsibilities: Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program Assist i

Elliman Capital, a boutique mortgage banker, is seeking a Mortgage Loan Originator in New York. This hybrid, commission-based role offers uncapped earnings and a full product menu including conventional, FHA, VA, jumbo, and non-QM loans.

If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM. You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share. As a Senior Deepening banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to acquire new relationships. Job Responsibilities • Manage, retain and deepen a portfolio of approximately 100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed, • Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses, • Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio. Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Chase resources and materials to develop business network and prospects, • Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationships, • Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions, • Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities, • Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements Required qualifications, capabilities, and skills • Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience, • Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate, • Demonstrated ability to anticipate clients' issues, own problems on clients' behalf, and follow through with commitments, • Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes, and leverage technology to interact with clients effectively and efficiently, • Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines, • Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done, • Balance needs of clients with associated risks and interests of the firm Preferred qualifications, capabilities, and skills • Bachelor's degree in Finance or related field, or equivalent work experience, • Minimum of 3 years' managing clients >$10+MM revenue, • Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint, • In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts