- Pioneer Bank (Clifton Park, NY)
- TITLE: Client Service Banker LOCATION: Clifton Park REPORTS TO: Senior Branch Manager CLASSIFICATION: Full Time, Non Exempt PAY GRADE: NE 20 ($17.00 - $25.89 ... AVAILABILITY: Monday-Thursday 8:30am-5:15pm, Friday 8:30am-6:15pm, Saturday 8:30am-12:30pm Position Summary: The Client Service Banker will be our clients'… more
- Pioneer Bank (Schenectady, NY)
- TITLE: Client Service Supervisor LOCATION: Rotterdam REPORTS TO: Branch Manager CLASSIFICATION: Full Time, Non Exempt PAY GRADE: NE 30 ($20.00 - $30.19 per hour) ... team by consistently leading by example while providing top notch customer service and quarterly achievement of sales goals. This will encompass listening,… 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 (Amsterdam, 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
- JPMorgan Chase (Saratoga Springs, 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
- KeyBank (Albany, NY)
- …to others as time permits. Responsible for providing superior internal and external client service while anticipating and mitigating risk to KeyBank. Lead ... throughout the closing process + Consistently provide superior service directly for bank clients while maintaining...problems/issues and elevate appropriately; assist in resolving issues affecting client service and risk management + Work… more
- TD Bank (Niskayuna, NY)
- …and delivering service and advice + Understands and supports the Bank 's Customer Service Strategy; Delivers Customers end-to-end advice they expect: (1) ... Business:** Personal & Commercial Banking **Job Description:** The Retail Banker I is a customer liaison that is integral...transactions in order to identify opportunities to educate on Bank products and services to Customers and/or refer them… more
- KeyBank (Saratoga, NY)
- …a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key ... Insurance Licenses Upon Hire (required) **Tactical Skills** + Is knowledgeable about the client 's accounts and business with the bank and uses sound judgment… more
- KeyBank (Delmar, NY)
- …to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. The Personal Banker is a client ... efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key...License (preferred) **Tactical Skills** + Is knowledgeable about the client 's accounts and business with the bank … more
- JPMorgan Chase (Niskayuna, NY)
- …right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with ... banking solutions and cutting-edge financial technology combined with friendly and attentive service . You will take a lead role in acquiring, managing, and retaining… more
- KeyBank (Guilderland, 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
- KeyBank (Albany, NY)
- … client servicing issues, serve as the primary troubleshooter for complex problems and client service needs, and enhance client relationships with Key by ... to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. Lead...License (preferred) **Tactical Skills** + Is knowledgeable about the client 's accounts and business with the bank … more
- Pioneer Bank (Albany, NY)
- …and drives revenue growth. Key Responsibilities : + Manage all incoming client service requests, emails, and communications. Oversee multiple accounts and ... consistent focus on client needs. Build strong client relationships to drive retention, deliver timely service...As an Equal Opportunity / Affirmative Action Employer, Pioneer Bank will not discriminate in its employment practices due… more
- KeyBank (Clifton Park, NY)
- …business partners to benefit the client , support the delivery of distinctive client service , and achieve sales/financial results for the area branches. They ... serving our clients and making them feel that no bank will fight harder for them. **Essential Functions** +...the branch retail teams are using appropriate sales and service processes in all client interactions. This… 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\_25035958-1) **Job Description:** At Bank of America, we are guided by a common… more
- SolomonEdwards (Albany, NY)
- …committed, and collaborative individuals who can help us deliver exceptional client service . For more information, visit **SolomonEdward** **Position Summary:** ... **About Us** SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full- service professional services firm offering financial, operational, and...Our client is seeking an experienced Loan Operations Specialist with… more
- Citizens (Johnstown, NY)
- …complete interior and exterior building structure and grounds maintenance. Through superior client service , you will build customer relations with service ... Description At Citizens, we're more than a bank . As part of our team, you're made... personnel to achieve internal business unit and external client Key Performance Metrics. Most importantly, you'll feel valued… more
- Ballston Spa National Bank (Wilton, NY)
- …are followed as outlined in bank policy. ESSENTIAL DUTIES + Primary service provider and reviews client product needs, cross sells appropriate bank ... The Relationship Manager will coach, motivate, and provide ongoing training in referrals, bank products, the client experience, and customer excellence to all… more
- Paychex (Albany, NY)
- …us to pursue your passion and unleash your potential. Overview Work with assigned bank partners to earn business referrals and sell Paychex products and services to ... decision makers and end users within assigned territory and client size to achieve unit and revenue goals. +...and revenue goals. + Schedules appointments and visits assigned bank branches to secure referrals. + Leverage the Go-to-Market… more
- Trustco Bank (Amsterdam, NY)
- …Product & Service Promotion: Cross-sell and educate clients on the Bank 's diverse financial products and services, enhancing client relationships and ... **About the Teller Role** Teller is the frontline ambassador of Trustco Bank , delivering exceptional customer service with professionalism and integrity. This… more