- Pioneer Bank (Albany, NY)
- TITLE: Client Service Banker LOCATION: Wolf Road REPORTS TO: Branch Manager CLASSIFICATION: Full Time, Non-Exempt PAY GRADE: NE 20 ($17.00 - $25.89 per hour) ... AVAILABILITY: Monday-Friday 8:30am-5:30pm, Saturday 8:30am-12:30pm Position Summary: The Client Service Banker will be our clients' first impression of the… more
- Pioneer Bank (Albany, NY)
- TITLE: Client Service Supervisor LOCATION: Wolf Road Branch REPORTS TO: Senior Branch Manager CLASSIFICATION: Full Time, Non Exempt PAY GRADE: NE 30 ($20.00 - ... team by consistently leading by example while providing top notch customer service and quarterly achievement of sales goals. This will encompass listening,… more
- UMB Bank (Albany, NY)
- …testing, and industry standards required + Good written/verbal communication, organization and client service skills required + Ability to provide unparallelled ... **RETIREMENT CLIENT ADVISOR-DALLAS-FT. WORTH METROPLEX** The Retirement Client...interdisciplinary expertise to clients when needed while partnering with bank leadership and other departments. + Completes annual E-Learning… more
- KeyBank (Albany, NY)
- …personnel to identify investment referral opportunities from new clients and the existing bank client base. + Coordinate all aspects of investment product ... + Attain sales production and referral goals to the Bank (closed and accepted) by working book of business,...the in person coaching and mentoring of branch personnel, client management, service delivery and other resources… more
- Berkshire Bank (Delmar, NY)
- …energy and spirit to create a positive and collaborative work environment. + Excel at client service skills at all times to promote a positive brand image for ... services to meet the clients needs + Demonstrates excellent client service skills, telephone etiquette and communication...at all times to promote positive image for the Bank and build client loyalty. + Explains… more
- KeyBank (Guilderland, NY)
- … needs, resolving issues promptly, and ensuring a positive banking experience. Excellent client service helps build trust and encourages clients to continue ... relationships based on their unique financial goals, leading to client confidence in their finances. The Personal Banker...Notary License (preferred) **Skills** + Is knowledgeable about the client 's accounts and business with the bank … more
- JPMorgan Chase (Albany, NY)
- …+ Ability to quickly and accurately learn products, services, and procedures. + Client service experience or comparable experience. + High school diploma or ... right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the… more
- BrightSpring Health Services (Albany, NY)
- …fully remote, outside of the territory. Required: 3 or more years' experience in client management (customer service ) or sales in Long-Term Care. We offer: ... meetings with assigned clients* Works directly with key PharMerica teams to deliver on client commitments and to meet service -level agreements.* Owns client … more
- Bank of America (Albany, NY)
- …18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Albany/Relationship- Banker Greater-Albany-Area\_25044906) **Job Description:** At ... Relationship Banker - Greater Albany Area Albany, New York;Latham,...we make an impact in the communities we serve. Bank of America is committed to an in-office culture… more
- KeyBank (East Greenbush, NY)
- …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 ... Upon Hire (required) **Skills** + Is knowledgeable about the client 's accounts and business with the bank ...future, and protect against financial risks. As a Private Client Banker , you will help clients achieve… more
- KeyBank (Clifton Park, NY)
- … client servicing issues, serve as the primary troubleshooter for complex problems and client service needs, and enhance client relationships with Key by ... of transactions, maintaining compliance with banking regulations, and providing exceptional client service + Accurately and securely processing of cash… more
- KeyBank (Albany, NY)
- …people and businesses in our KeyBank communities. As a Teller, you provide excellent client service in-person by welcoming both new and existing clients to the ... client conversations, and then appropriately transition the client (s) to a Banker . + Assist clients...business experience (required) **Work Experience** + Experience in a client service role (required) + Experienced in… more
- UMB Bank (Albany, NY)
- …reviews, TM proformas and client proposals, or identify opportunities during direct client interaction; + Communicate client service channels and foster ... Treasury opportunities + Prepare pre-call planning prep and materials for TM client and prospect meetings + Coordinate proposal responses and works across business… more
- Pioneer Bank (Albany, NY)
- …with teams in assigned branches; fosters a branch environment conducive to world-class client service and works to increase team referral activities. + Develops ... track of life changing events that could affect a client 's financial plan and adjust the plan accordingly. It...all types of deposit services and seeks to convert service discussions to sales opportunities. + Delivers personalized investment… more
- Pioneer Bank (Rensselaer, NY)
- …one year Assistant Manager or Sales experience or two years' experience as a Relationship Banker , Client Service Supervisor or Trainer required. + Ability to ... Essential Job Functions: + Actively sells and refers all Pioneer Bank products and service offerings. + Upholds established customer service standards and… more
- KeyBank (Albany, NY)
- …to meet deadlines **PREFERRED QUALIFICATIONS** + Demonstrated proficiency and effectiveness in client service skills (including handling client /prospect and ... through Salesforce or other Comprehensive Practice Management process, prioritized pro-active client contacts, per service standards + Retains and deepens… more
- Bank of America (Latham, NY)
- …and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds * Mitigates and ... of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Latham/Financial-Solutions-Advisor Albany Hudson-Valley-Market\_26000305) **Job Description:** At Bank of America, we are guided by a common… more
- TD Bank (East Greenbush, NY)
- …to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line ... referral + Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client ...to see an expert + Understands and supports the Bank 's customer service strategy + Considers the… more
- Bank of America (Clifton Park, NY)
- …were routinely met or exceeded + Bilingual skills **Skills:** + Coaching + Customer Service Management + Customer and Client Focus + Performance Management + ... years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Clifton-Park/Financial-Center-Assistant-Manager Clifton-Country-Road-Financial-Center\_25048611) **Job Description:** At Bank of America, we are guided by a common… more
- Oracle (Albany, NY)
- …new ideas and conceptualize new approaches and solutions * Ability to focus on client service and strive to exceed clients' needs * Proven analytical skills ... Work with customers to remediate highest priority gaps * Evaluate and test client business processes, IT controls and identify areas of risk for management. *… more