- Huntington National Bank (Charlotte, NC)
- Description Summary:The Private Bank Area Service Manager, as part of Huntington Bank 's Private Client Group, is responsible for management of a ... Private Bank Service Specialist team,...Private Bank Service Specialist team, covering multiple practices...and recommends new methods and procedures to make the area more efficient. + Takes personal ownership of complex… more
- Citizens (Johnston, RI)
- Description Private Bank Operations is committed to delivering a best-in-class experience for Private Bank clients and the colleagues that support them. ... and support for the specific business needs of the Private Bank . We are seeking a Fraud...mentoring to colleagues in policies and procedures for the area /workflow. + Monitor service levels, quality and… more
- Citigroup (New York, NY)
- …the overall performance and effectiveness of the sub-function/job family. **Responsibilities:** + The Private Bank at Citi (CPB) is part of the Institutional ... solutions, including investment strategies, banking and lending, trust and specialized services.The Private Bank delivers solutions to help meet the individual,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …solutions to complex client needs for other financial services promoting RJ Bank products and affiliate relationships. * Incorporates Service 1st philosophy ... solutions to complex client needs for other financial services promoting RJ Bank products and affiliate relationships. * Incorporates Service 1st philosophy… more
- City National Bank (New York, NY)
- …+ Cross Sell + Analyze client needs in order to cross-sell a wide variety of Bank services. Introduce clients to appropriate area within the Bank such as ... Wealth Management, International, Treasury Management, or to a Private Banker. Maintain complete knowledge of all bank...HS Diploma + Minimum 9 years' experience in client service , banking operations or Private Banking relationship… more
- Citigroup (Denver, CO)
- …the business through making decisions that determine technical approaches and strategies for the area . Citi Private Bank 's objective is to further enhance ... in the US. **Responsibilities:** + Investment counselors joining Citi Private Bank will be distinguished and highly...of traditional and alternative investments with wealth planning and private banking services to optimize client service … more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …training and/or certification in the financial services industry to ensure that Private Client Banking (PCB) business operations are conducted in a manner that ... sufficiently mitigates material risks to RJ Bank . The position is part of the RJ ...team environment. * Provide a high level of customer service . * Establish and maintain effective working relationships at… more
- US Bank (Madison, WI)
- …Description** Private Wealth Management (PWM) Universal Assistant is a service and support representative functioning as the primary, daily contact between ... At US Bank , we're on a journey to do our...resolution, escalating items beyond specified authority to the assigned Private Wealth Management Advisor or respective specialist. Works proactively… more
- TD Bank (New York, NY)
- …that supports a diverse workforce + Acts as a brand ambassador for your business area /function and the bank , both internally and/or externally **Who We Are:** TD ... Financial Crime Risk Lead Investigator leads thematic (ie, regulatory/public private partnerships) investigative projects, complex and sensitive investigations through… more
- US Bank (Portland, OR)
- At US Bank , we're on a journey to do our...what you excel at-all from Day One. **Job Description** Private Wealth Management (PWM)) Private Wealth Advisor ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...honing the technical aspects of a given product specialty area and developing the superior client facing skills needed… more