2 market financial center manager jobs found in Glastonbury

Location: 2510 Main Street, Glastonbury Connecticut Job Summary Proactively engage medical doctors and professionals to deepen their banking relationships by offering tailored financial solutions that support their personal and professional financial goals. Essential Functions Outbound Prospecting: Initiate contact with medical professionals via phone, email, and digital channels to introduce banking products and services. Relationship Building: Develop trust-based relationships by understanding unique financial needs, including practice financing, wealth management, and student loan refinancing. Consultative Selling: Present customized banking solutions such as checking, savings, credit lines, loans and financial advisors to assist with investment services Pipeline Management: Maintain a robust pipeline of prospects and track interactions using sales management tools. Collaboration: Work closely with internal teams and financial advisors to deliver holistic...

Location: 2510 Main Street - Glastonbury, Connecticut 06033 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. 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 PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. 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. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial...