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With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.
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The On-Site Manager is responsible for day to day management of the frontline banking center staff, supporting branch sales and service, and a creating an exceptional customer experience by handling customer needs.
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To help our job title resonate with you, other financial institutions may title their positions like the following: bank teller, banking associate, banking representative, branch banker, community banking associate, csr, customer service associate, customer service representative, member services representative, msr, personal banker, relationship banker, retail associate, retail banker, sales associate, sales rep, sales representative, teller, teller/CSR, universal banker, or universal teller.
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Learn and execute the Landmark National Bank sales process to win commercial loans and treasury management opportunities that expand existing or close prospective banking relationships, including participation in the regional weekly sales meeting and pipeline activity reports.
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Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer, With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.
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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. High school diploma or equivalent (GED) and a minimum of 1 year’s proven retail sales, call center, customer service, or telesales experience.
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Specializes in our branch customer experience through sales, service and digital engagement of our Consumer and Business Banking customers. 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.
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Managerial/Supervisory Responsibilities:Not ApplicableEducation 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 experienceAbility to fluently communicate both verbally and in writing with bank customers in both English and the specified second language.
$20 - $32.6 an hourFull-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking.
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Required Preferred: Skill(s): Application of a structured sales process, Providing financial guidance and expertise, Sales planning and forecasting, Financial analysis, Credit underwriting, Knowledge of business lending, deposit and cash management solutions, Knowledge retail and wealth solutions referred, Business development, Networking and building centers of influenceSales - Originate and cultivate middle market banking relationships positioning the Bank as the primary / lead bank.
$225,000 - $250,000 a yearFull-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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Key provides investment management, retail and commercial banking, consumer finance and investment banking products to individuals and companies throughout the United States and, for certain businesses, internationally.
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Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals.
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Proactively reach out to customers to contribute to the retention and expansion of all Consumer and Business Banking relationships. 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.
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Strategically collaborating with commercial lending business partners, private banking, Retail Regional Managers, and/or Branch Managers to execute sales strategies. Being the next generation Business Relationship Manager at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking experience across all customer touchpoints.
$65,000 - $100,000 a yearFull-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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Develops and coaches branch team in providing exceptional service (building sales through relationship management) and meeting bank goals. Attends to the retail banking needs of customers and prospective customers according to the bank's established procedures, schedules, and directions.
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