Senior Personal Banker Salary in Brentwood, New York

Seeking experienced investment analyst for full-time in person position with skills in sustainable energy infrastructure, particularly SAF. The position is at an institutional investment management firm in expansion mode in Greenwich, Connecticut, with over $200MM dedicated to this strategy. In addition to asset management, the firm operates a financial advisory and investment banking business focused on aviation and other assets. Requirements: 4-10-years of buy-side analyst experience with significant sales/origination and buy/sell recommendations at a private or public fund. Must be hard-working, self-motivated, eager to engage with customers and ready for a high-pressure environment, as the firm’s LPs are large, institutional counterparties from the firm’s’ banking business (no individual or retail customers). The senior analyst should be comfortable with analyzing and executing investments up and down the capital structure, which may include relevant cash flow modeling, term sheet

Carter Morse & Goodrich is seeking to expand its investment banking team with the addition of an Associate-level hire in our Southport, Connecticut office. Given our focus on M&A advisory that delivers “once-in-a-lifetime” outcomes for family-held and founder-led businesses, we are seeking a truly unique person that can balance the technical skills of Wall Street investment banking with the high-touch client-centric service mentality needed to manage the personal relationships we develop with each of our clients. As is always the case, the most important attribute of a successful candidate is a strong cultural fit with the team. We are seeking those with the following core personal and professional characteristics: Runs through walls Insatiable curiosity Humble confidence Connects personally Team player Candidate Qualifications 3-5 years of experience in M&A / private equity or related fields of accounting, finance, transaction services and commercial lending Excellent verbal and writt

The Senior Personal Banker is a senior-level sales role with significant sales and leadership responsibilities. The Senior Personal Banker will acquire, deepen, and retain relationships with new and existing Retail Bank clients through in person, phone, and video engagement. They will also play a key role in driving branch-level success through a focus on coaching and mentoring. The overall objective of this role is to build client satisfaction and loyalty, deepen client relationships, and increase both individual and team sales. The Senior Personal Banker, in conjunction with the Branch Manager, has significant coaching/mentoring responsibilities and is expected to set the tone for the team through on-the-floor leadership and participation in management routines. Responsibilities: In conjunction with the Branch Manager drive team success by providing input on branch planning; identifying and setting priorities for the week/day; leading daily routines; assisting with new hire onboardin

The Business Banker (BB) is responsible for proactively sourcing, acquiring, expanding and retaining customer relationships by maximizing sales opportunities in an assigned territory, under the Business Bank, and ensuring a world-class customer experience for all current and prospective clients. Individuals in this role are Subject Matter Experts (SME) on complex Credit and Treasury Products and support their assigned area branches end to end. **Responsibilities** : Leadership and Influencing without Authority Lead as the subject matter expert across a broad sales territory of 7-10 branches, which comprise of ~ 80 - 100 branch stakeholders and other territory partners (e.g. Wealth Management, Mortgage) Partner with cross retail segment territory peers spanning Wealth Management, Consumer and Mortgage and initiate collaboration to optimize relationships to execute sales plan Provide leadership, coaching, training and develop small business knowledge and skills to assigned branch territo

Positions are located within the TRI - State Area; NY/CT/NJ Market Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold and Citigold Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold and Citigold Private Client segments. Senior Wealth Advisors have access to Wealths leading investment solutions platform, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Wealth clients. The client is at the center of everything we do. As a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs o

Positions are located within the TRI - State Area; NY/CT/NJ Market Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold® and Citigold® Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold® and Citigold® Private Client segments. Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Wealth clients. The client is at the center of everything we do. As a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet the financial ne