2564 relationship manager jobs found

Location: 225 Asylum Street, Suite 1910, Hartford Connecticut The Associate Relationship Manager (ARM) is responsible for managing and building clients relationships based upon knowledgeable advice that is aligned to the clients’ financial needs and advocating solutions that lead to the attainment of the clients’ financial aspirations and goals. The ARM manages up to 350 of “Maintain” value segment clients, currently defined as clients who meet the Key Private Bank’s target profile with revenue between $5,000 and $20,000 and potential growth not expected to exceed $20,000.   The ARM works with the Maintain book of clients to achieve three objectives: 1. Deliver the client experience through relationship reviews and client service reviews, leveraging the Key Private Bank (KPB) process with a focus on discovery. 2. Identify and Cross-sell additional services. 3. Surface opportunities identified in the book for more significant growth to the assigned Relationship Manager and...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development.  Our approach includes clear in-office expectations, while...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development.  Our approach includes clear in-office expectations, while...

Location: 1675 Broadway, Denver Colorado Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Associate Relationship Manager (ARM) is at the center of this client promise by managing and building client relationships through knowledgeable advice that is aligned with the clients' financial goals. The ARM works to identify growth opportunities in an existing book of high-net-worth clients or through dedicated internal referral channels to achieve individual sales goals while partnering with experienced Relationship Managers throughout the sales process. Essential Functions Identifies opportunities to retain, expand and acquire client relationships. Gather information from the client and consult with appropriate team members to recommend banking, borrowing and investment solutions. Engages and coordinates the extended advisory team based on client...

Relationship Manager Are you a natural born people person who thrives on cultivating relationships with others? Does being a strategic thinker strike a chord with you? Look no further; a Relationship Manager Associate at Capital One is the opportunity for both! This role will facilitate strong partnerships with dealers and sales managers while providing high level customer service to our internal Auto Finance business. You will be influencing 60-80 dealerships, building positive relationships with them while supporting the outside sales managers.  A Relationship Manager will also be the first line of contact for Capital One Auto Finance (COAF) involving issues in underwriting and funding. Furthermore, the Relationship Manager makes outbound phone calls to dealers to capture their business for COAF, while also taking inbound calls from the dealers to strategically analyze their potential territories resulting in a game plan to achieve a target goal. A Relationship...

Location: 660 White Plains Road, Tarrytown New York Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by coordinating with the extended KPB relationship team to execute and advise on the client's needs. The RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships. Responsibilities Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment and...

Location: 726 Exchange Street, Buffalo New York Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Sr. KPB Relationship Manager (RM) is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs. The Sr. RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships. Essential Functions Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust,...

Location: 66 South Pearl Street, Albany New York Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Relationship Manager is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs. The RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing KeyBank client relationships. Essential Functions Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment and...

Location: 219 South Main Street, Akron Ohio Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Sr. KPB Relationship Manager (RM) is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs. The Sr. RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships. Essential Functions Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust,...

Location: 219 South Main Street, Akron Ohio Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by coordinating with the extended KPB relationship team to execute and advise on the client's needs. The RM is responsible for serving high-net-worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships. Responsibilities Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment and planning...

Location: 300 Madison Avenue, Toledo Ohio Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by coordinating with the extended KPB relationship team to execute and advise on the client's needs. The RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships. Responsibilities Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment and planning...

Location: 175 S 3rd Street, Columbus Ohio Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Relationship Manager is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs. The RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing KeyBank client relationships. Essential Functions Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment and planning...

Location: 130 W 2nd Street, Suite 1950, Dayton Ohio Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by coordinating with the extended KPB relationship team to execute and advise on the client's needs. The RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships. Responsibilities Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust,...

Location: 175 S 3rd Street, Columbus Ohio Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Relationship Manager is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs. The RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing KeyBank client relationships. Essential Functions Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment and planning...

Location: 1101 Pacific Avenue, Tacoma Washington Job Summary The Relationship Manager, Commercial serves as a primary point of contact and trusted advisor for commercial clients. The Relationship Manager is accountable for handling all aspects of business development in the targeted geographic area. This role collaborates with other bankers and product partners on the development and delivery of solutions to meet client needs and is accountable for directing the implementation of the proposed plans. Relationship Managers drive financial performance through profitable cash management/deposit growth and quality credit. Essential Functions Serve as the Trusted Advisor and Business Partner to clients, and functions as the Commercial Banking client "expert" and the primary contact for most client-related matters. Drive a focused growth and business development efforts by creating and maintaining a clear and holistic understanding of the client's or prospect's...

Location: 11 Stanwix Street, Pittsburgh Pennsylvania Job Summary The Business Banking RM Serves as the relationship manager and financial advisor to clients, introducing a full range of core Business Banking products, differentiated capabilities, and comprehensive solutions to meet client needs and exceed customer service expectations. This role focuses on acquiring new relationships and managing and growing existing client relationships. Our bankers are expected to demonstrate strong risk management acumen, including credit, operational, and compliance risks, to act as the first line of defense in adhering to KeyBank's profitability standards and moderate risk profile. Essential Functions Serves as the trusted financial advisor and business partner to clients, functioning as the Business Banking client "expert" and primary contact for most client-related matters. Drives focused growth and business development by creating and maintaining a clear and holistic...

Location: 1301 Avenue of the Americas, New York New York Job Summary The Relationship Manager, Commercial serves as a primary point of contact and trusted advisor for commercial clients. The Relationship Manager is accountable for handling all aspects of business development in the targeted geographic area. This role collaborates with other bankers and product partners on the development and delivery of solutions to meet client needs and is accountable for directing the implementation of the proposed plans. Relationship Managers drive financial performance through profitable cash management/deposit growth and quality credit. Essential Functions Serve as the Trusted Advisor and Business Partner to clients, and functions as the Commercial Banking client "expert" and the primary contact for most client-related matters. Drive a focused growth and business development efforts by creating and maintaining a clear and holistic understanding of the client's or prospect's...

Location: 660 White Plains Road, Tarrytown New York Job Summary The Senior Relationship Manager, Commercial serves as the primary contact and Financial Advisor for commercial clients. This position is accountable for leading all aspects of business development and relationship management in a targeted geographic area. This role collaborates with other bankers and product partners on the development and delivery of solutions to meet client needs and is accountable for directing the implementation of the proposed plans. Senior Relationship Managers drive financial performance through profitable cash management/deposit growth, quality credit, and strategic advisory services. **Position will be located remotely in NJ only, while we work on opening an office in NJ. Candidates MUST live in the NJ market.** Essential Functions Serve as the Trusted Financial Advisor and Business Partner to clients, and functions as the Commercial Banking client "expert" and the primary...

Location: 1200 Abernathy Road NE, Atlanta Georgia Job Summary The Senior Relationship Manager serves as the Trusted Advisor for clients and prospects who are primarily active commercial real estate owners, investors and developers. Sr Relationship Managers provide comprehensive financial advice and solutions that enable the clients to meet their financial objectives and utilize the full breadth of Key's product platform which includes traditional bank products and capital markets executions. Sr Relationship Managers also drive the financial performance of the team through profitable revenue growth, active portfolio management and a strong risk management discipline by selectively targeting and developing new business relationships while actively deepening existing client relationships. Essential Functions Serves as Trusted Advisor to clients by developing a clear and holistic understanding of the client or prospect’s business through analysis of their management...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys...

  At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions, enabling the communities we support to grow and succeed in the right ways, all more confidently and more often—that’s what we call the courage to thrive.   We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive. Try new things, learn new skills and discover what you excel at—all from Day One.  As a wholly owned subsidiary of U.S. Bank, Elavon is committed to building the platforms and ecosystems that help over 1.5 million customers around the world to achieve their financial goals—no matter what they need. From transaction processing to customer service, to driving innovation and launching new products, we’re building a range of tailored payment solutions powered by...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys...

Location: One Bausch & Lomb Place, Rochester New York Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Relationship Manager is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs. The RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing KeyBank client relationships. Essential Functions Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys...