Top 82 Banking relationship manager Jobs in Shelton Ct

Private Banking Relationship Manager
The Milford Bank —Milford, CT
- $115,000 - $135,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
1d
Assistant Branch Manager
CONNEX CREDIT UNION INC —North Haven, CT
- $48,982.21 - $73,473.31 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Relationship Manager
Ion Bank —Meriden, CT
- $66,257 - $96,071 a year
- Full-time
- Mid-level
- Office
- Supervising experience
- Health savings account
- Paid holidays
Quick Apply
2d
Relationship Liaison Lead
M&T Bank —Bridgeport, CT
- $31.72 - $52.86 an hour
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Research
5d
Banking Center Senior Relationship Banker
Webster Bank —Shelton, CT
- $24 - $30 an hour
- Extended hours
- Office
- High school diploma or GED
- Travel
Community Growth Manager
Sikorsky Financial Credit Union —Stratford, CT
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Marketing
- Health insurance
- Dental insurance
Quick Apply
Commercial Senior Relationship Manager
M&T Bank —New Haven, CT
- $136,000 - $226,600 a year
- Full-time
- Office
- Business development experience
- Bachelor's degree
Senior Credit Analyst
Ascend Bank —Wallingford, CT
- Full-time
- Research
- Office
- Finance
Quick Apply
13d
Controller - No Recruiters
CCi Voice —Bethel, CT
- $70,000 - $85,000 a year
- Full-time
- Hybrid work
- Background check
- CPA
- Finance
- Health insurance
- 401(k)
Quick Apply
Sales Executive # 586
COCC —Southington, CT
- $76,800 - $103,800 a year
- Full-time
- Microsoft Outlook
- Up to 50% travel
- Marketing
- Wellness program
- Tuition reimbursement
Quick Apply
Assistant Store Manager - Alltown
Global Partners —Fairfield, CT
- $21.50 - $24.71 an hour
- Weekends as needed
- 18 years or older
- Computer literacy
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
7d
Assistant Branch Manager
Ion Bank —Prospect, CT
- $28.02 - $39.23 an hour
- Full-time
- Research
- Mid-level
- Office
- Health savings account
- Paid holidays
Quick Apply
Director Banking Center Manager
Webster Bank —Waterbury, CT
- $70,000 - $115,000 a year
- 5 years
- Bachelor of Science
- Office
1d
Managing Director, BB Relationship Management
Webster Bank —New Haven, CT
- $140,000 - $170,000 a year
- Office
- 3 years
- Master's degree
Relationship Banker II
Ives Bank —Southbury, CT
- Full-time
- Computer literacy
- Mid-level
- Office
Quick Apply
Private Client Banker - Derby Lane Branch (New Build) - Derby, CT
JPMorganChase —Derby, CT
- $22.50 - $30.29 an hour
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
2d
Branch Manager
CONNEX CREDIT UNION INC —Orange, CT
- $56,119.54 - $84,179.32 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
- Health insurance
- Dental insurance
Quick Apply
Citizens Branch Manager
Citizens Financial Group —Hamden, CT
- $85,050 - $116,550 a year
- Weekends as needed
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
13d
Branch Manager -Trolley Square Stop & Shop (East Haven, CT)
M&T Bank —East Haven, CT
- $68,400 - $114,000 a year
- Full-time
- Spanish
- Mid-level
- Bachelor's degree
Branch Manager
KeyBank National Association —New Haven, CT
- $69,000 - $105,000 a year
- Full-time
- Public speaking
- No high school diploma
- Research
14d

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banking relationship manager jobs near shelton ct

Private Banking Relationship Manager

The Milford Bank -
Milford, CT

Quick Apply

Job Details

Full-time
$115,000 - $135,000 a year
1 day ago

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Employee discount
Professional development assistance
Life insurance
Referral program
Retirement plan

Qualifications

Customer communication
Financial statement analysis
Financial report interpretation
Financial product expertise
Customer relationship management
Financial statement interpretation
Customer support

Full Job Description

Job Summary

Under the direct supervision of the President of The Milford Bank, this role manages, maintains, and develops personal financial services and wealth management solutions for high-net-worth clients, providing tailored financial advice and investment strategies aligned with their goals.

This position requires a working knowledge of Bank products and services to deliver exceptional service, meet customer needs, and maintain customer files in accordance with established Bank policies and procedures, legal and regulatory requirements, and customer satisfaction standards.

Primary Responsibilities include:

· Single point of contact for clients, providing coordinated access to company’s products and services.

· Build and maintain trusted client relationships through regular communication, personalized service, and networking to attract new clients and grow the portfolio.

· Develop, oversee, and monitor customized banking strategies, adjusting recommendations as needed based on market conditions and client objectives.

· Evaluate complex financial documents, assess risk, and develop strategic financial plans that support client needs and goals. Refer clients to appropriate experts in estate planning and tax optimization.

· Provide guidance on wealth management, risk management, and credit solutions.

· Ensure financial activities comply with internal policies, applicable laws and regulations, confidentiality requirements, and ethical standards.

· Stay informed of economic trends, financial products, and opportunities to provide timely, strategic advice.

· Prepare required materials in advance of independent audits and State and Federal examinations.

· Interact professionally with current and prospective customers to support relationship development and service delivery.

· Demonstrate knowledge of digital banking products, services, and customer support practices.

· Maintain the confidentiality of customer financial and personal information.

Other Responsibilities:

The responsibilities described above are intended to outline the general duties associated with this position. The Bank reserves the right to assign additional duties, whether related or unrelated to those listed, as business needs require.

Position Requirements:

· Bachelor’s degree in finance, economics, business administration or equivalent experience.

· 3–5 years of private banking, wealth management, or related financial services experience.

· Ability to work independently, manage priorities, meet deadlines, exercise sound judgment, and analyze financial statements and related information.

· Strong written and interpersonal communication skills.

· Superior customer service skills.

Pay: $115,000.00 - $135,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Employee discount
Health insurance
Health savings account
Life insurance
Paid time off
Professional development assistance
Referral program
Retirement plan
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

banking relationship manager jobs in shelton ct

Private Banking Relationship Manager

Assistant Branch Manager

Relationship Manager

Relationship Liaison Lead

Banking Center Senior Relationship Banker

Community Growth Manager

Commercial Senior Relationship Manager

Senior Credit Analyst

Controller - No Recruiters

Sales Executive # 586

Assistant Store Manager - Alltown

Assistant Branch Manager

Director Banking Center Manager

Managing Director, BB Relationship Management

Relationship Banker II

Private Client Banker - Derby Lane Branch (New Build) - Derby, CT

Branch Manager

Citizens Branch Manager

Branch Manager -Trolley Square Stop & Shop (East Haven, CT)

Branch Manager

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