- TD Bank (Commack, NY)
- …**Line of Business:** Personal & Commercial Banking **Job Description:** The Retail Banker I is a customer liaison that is integral to delivering TD's Brand ... transactions in order to identify opportunities to educate on Bank products and services to Customers and/or refer them...within the team and business unit + Participates in personal performance management and development activities + Keeps others… more
- KeyBank (Stamford, CT)
- …in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key and work with ... goals, leading to client confidence in their finances. The Personal Banker is a client first, sales-driven,...serving our clients and making them feel that no bank will fight harder for them. **Essential Functions** +… more
- M&T Bank (Commack, NY)
- …leveraging the portfolio management process and utilizing the fundamentals of the Bank 's sales process to achieve personal sales and/or referral goals. ... **Overview** **:** Identifies customers' needs through the bank 's retail sales process to provide proactive sales...an environment that supports belonging and reflects the M&T Bank brand. + Maintain M&T internal control standards, including… more
- Wells Fargo (Commack, NY)
- …in the US Join us! **About this role:** Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, ... within defined policies and procedures + Develop understanding of bank products and services to connect to customers' needs...care and build relationships + Provide appropriate options for bank products and services to customer + Refer customers'… more
- Citigroup (Norwalk, CT)
- The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the ... resolve account service issues + Execute financial transactions in accordance with bank policies and procedures + Refer opportunities to segment partners where… more
- Citizens (Melville, NY)
- …spending, saving, borrowing and investing needs. You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them - ... like planning for the future, buying a home or opening a new credit card. You'll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You'll collaborate with partners in Wealth Management,… more
- City National Bank (Melville, NY)
- …Branch* WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships, with ... the intent of integrating both business & personal clients. They will act as a trusted strategic...segments and expand relationships to become our client's main bank option. * Manage a portfolio of existing clients… more
- TD Bank (Norwalk, CT)
- …provide you more specific details for this role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Store Supervisor supervises day-to-day ... policies and procedures to mitigate risk and protect the Bank and Customers. This role will drive, reinforce, and...a point of escalation for Customer concerns, and takes personal ownership when concerns cannot be managed at junior… more
- Bank of America (Melville, NY)
- …Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe ... insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to...the combined power of the Merrill investment platform and Bank of America banking capabilities. Key Responsibilities: + Deliver… more
- Bank of America (Stamford, CT)
- …Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe ... insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office...leading the overall service delivery model to include the bank 's digital offerings and wealth management banking strategy in… more
- TD Bank (Stamford, CT)
- …can provide you more specific details for this role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Assistant Store Manager is an ... problem from happening and educates the Customer + Creates personal experiences by getting to know each Customer's needs...their goals into reality + Understands and supports the Bank 's Customer Service Strategy + Considers the impact of… more
- TD Bank (East Islip, NY)
- …who can provide you more specific details for this role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Teller I works in a TD Store ... in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk...and audit measures to minimize potential loss + Utilizes bank tools and processes to detect, address and prevent… more
- M&T Bank (Medford, NY)
- …manage risk and credit decisions, and service existing clients through the bank 's relationship management program. Work with branch partners to effectively sell to ... the business customer and cross sell other bank products. **Primary Responsibilities:** + Develop new banking relationships with business prospects. + Service… more
- Citigroup (Smithtown, NY)
- The Business Banker is responsible for proactively sourcing, acquiring, expanding, and retaining customer relationships by maximizing sales opportunities in an ... sales plan to achieve scorecard results, drive acquisition of new to bank clients and target industry/sectors maximizing the highest potential across designated… more
- Citigroup (Smithtown, NY)
- …will have an expert understanding of the US wealth advisory and bank -channel industry, and direct competitors' products and services. The Wealth Regional Director ... Advisor and Relationship Manager productivity. + Partner across businesses such as Retail Bank , Commercial Bank , Small Business, Wealth at Work and Private … more
- Citigroup (East Meadow, NY)
- …bank and brokerage assets + Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial ... business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments through… more
- Capital One (Bohemia, NY)
- …to a new idea in banking. Here at Capital One, we're redefining how people bank . You see, we believe banking should fit our customers' everyday lives-not the other ... reduce customer financial anxiety by helping to determine both personal and business financial needs. You'll get to pull...the importance of being compliant when working at a bank . You'll ensure all, audit and security policies and… more
- Santander US (Melville, NY)
- …that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning ... Handle cash and maintain accurate cash drawer balances. + Adhere to all bank policies and procedures, including compliance and risk management protocols to prevent… more
- New York State Civil Service (West Babylon, NY)
- …Ventek, and ForeUp point-of-sale systems. * Help Albany Revenue resolve bank reconciliation discrepancies, credit card chargebacks, and credit card charge ... * Process and track refunds of appropriation for both staffing and non- personal service spending.* Order, distribute, collect and return seasonal tour funds for… more
- AON (Plainview, NY)
- …accrual and deferral entries. + Ability to research and resolve bank reconciliation variances, including intricate differences resulting from a large volume ... life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and… more