Jobs near Thorndale: 2,317

RS

Relevance Score ranked on: CLIENT RELATIONS

Private Client Relationship Manager

At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class fina...

Search Terms: Relationship Manager, Client Relations, Relationship, Manager, Private

86.2

7.1mi

Updated: June 10

Client Relationship Representative - Hybrid

Randstad is actively seeking a Philanthropic Services Specialist for their financial client. This role serves as a dedicated relationship manager for Vanguard Charitable's Premier donor segment, supporting accounts with philanthropic assets of $1 M or greater. This role focuses on building trust-base...

Search Terms: Client Relations, Relationship, Relationship Manager, Representative, Business Services

82.8

12mi

Updated: May 15

Financial Advisor - PNC Wealth Management

Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making r...

Search Terms: Financial Advisor, Management, Financial, Wealth, Client Relations

80.1

0mi

Updated: May 28

Relationship Manager I - Business Banker

Handles relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals. Typically works with clients with basic levels of risk and complexity of needs. Generally works with higher degree of supervision. With ...

Search Terms: Relationship Manager, Business, Relationship, Banker, Manager

78.6

7.1mi

Updated: June 10

Universal Banker PT (20hrs) - Goshen Branch

Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client’s financial needs. Cross-trained to support sales and service activities, w...

Search Terms: Universal Banker, Client Relations, Relationship, Banker, Operations

75.9

8.2mi

Updated: May 13

Universal Banker PT (20hrs) West Sadsbury Branch

Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client’s financial needs. Cross-trained to support sales and service activities, w...

Search Terms: Universal Banker, Client Relations, Relationship, Banker, Operations

75.3

9.1mi

Updated: May 01

Premier Banker- Royersford

The Premier Banker is an experienced banker, servicing as the primary contact for a complex client portfolio of mass affluent clients. Through proactive outreach, this role manages mass affluent clients' complete banking relationship and connects clients to specialists to ensure all financial needs a...

Search Terms: Banker, Client Relations, Client Service, Business, Mortgage

70.1

18mi

Updated: June 11

Tax Resolution Specialist

Owns and manages a broad range of complex cost basis resolution cases, utilizing strong client relationship skills in both verbal and written communication with internal crew and external clients. Applies sound judgment and decisionmaking to identify, research, and resolve sensitive client issues, in...

Search Terms: Tax, Specialist, Client Relations, Business Services

69.6

12mi

Updated: June 04

Relationship Banker - Downingtown Branch

Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other busine...

Search Terms: Relationship Banker, Relationship, Banker, Client Service, Client Relations

69.1

2.6mi

Updated: May 21

Relationship Banker- West Chester

Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other busine...

Search Terms: Relationship Banker, Relationship, Banker, Client Service, Client Relations

68.1

8.2mi

Updated: June 04

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