- Bank of America (Vails Gate, NY)
- Relationship Banker - Vails Gate Financial Center Vails Gate, New York **Job Description:** At Bank of America, we are guided by a common purpose to help ... we make an impact in the communities we serve. Bank of America is committed to an in-office culture...Branding * Client Management * Client Solutions Advisory * Relationship Building * Business Development * Pipeline Management *… more
- NBT Bank (Fishkill, NY)
- Pay Range: $17.50 - $22.43 The role of the Relationship Banker is to deliver high quality customer service and responsiveness while providing quality, ... new deposit account types and consumer lending transactions. The Relationship Banker will educate customers and refer...sponsorship of an employment Visa at this time. NBT Bank offers a stimulating work environment that recognizes talent… more
- M&T Bank (Mount Kisco, NY)
- **Overview:** Identifies customers' needs through the bank 's retail sales process to provide proactive sales solutions through customer outreach for basic and ... leveraging the portfolio management process and utilizing the fundamentals of the Bank 's sales process to achieve personal sales and/or referral goals. + Play… more
- M&T Bank (Spring Valley, NY)
- **Overview:** Identifies customers' needs through the bank 's retail sales process to provide proactive basic sales solutions through customer outreach for basic ... business customers. **Primary Responsibilities:** + Play key role in Relationship Management (customer assessments, profiling for sales opportunities, account… more
- TD Bank (Franklin Lakes, NJ)
- …role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Retail Banker I is a customer liaison that is integral to delivering TD's Brand ... help Customers achieve their financial goals and optimize their relationship with TD. **Depth & Scope:** + Proficient in...transactions in order to identify opportunities to educate on Bank products and services to Customers and/or refer them… more
- JPMorgan Chase (Stony Point, NY)
- …ownership of your career development through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking , you will take a lead role ... Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them… more
- KeyBank (West Haverstraw, NY)
- …trusted advisor, and partner to the people and businesses in our Key Bank communities. Personal Bankers engage clients in deeper conversations to uncover needs and ... efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key...serving our clients and making them feel that no bank will fight harder for them. **Responsibilities** + Embodies… more
- KeyBank (Suffern, NY)
- …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 Private ... Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate… more
- JPMorgan Chase (Valley Cottage, NY)
- …providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select ... as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate… more
- Blue Foundry Bank (Mahwah, NJ)
- About Blue Foundry Bank This is the Bank Where Things are Made. Blue Foundry is a bank where businesses are shaped, plans are formed, ideas are refined, ... Foundry is revolutionary, bold, resourceful, roll-up-your-sleeves committed, smart, creative, and fun. A Bank of movers, shakers, and makers We are a Bank that… more
- KeyBank (Tarrytown, NY)
- …660 White Plains Road - Tarrytown, New York 10591 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice ... and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client...external partners to acquire new and deepen existing Key Bank client relationships. **Responsibilities** + Acts as the primary… more
- M&T Bank (Tarrytown, 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
- Bank of America (West Nyack, NY)
- …Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust ... insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to...prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite… more
- Citizens (Middletown, NY)
- …delight and shareholder value. + Engage COI's and internal partners across the bank to uncover and deepen new business opportunities. + Operate within a fast ... paced, demanding sales culture with measured routines and goals aimed at new loan and deposit generation, fee income, customer service and satisfaction. + Actively engage in significant community activity to expand potential customer base and exemplify our… more
- KeyBank (Middletown, NY)
- …problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. As a Lead Teller, you act as a resource in identifying and ... to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. Lead...serving our clients and making them feel that no bank will fight harder for them. **Responsibilities** + Embodies… more
- KeyBank (Chester, NY)
- …investment solutions to new and existing clients while identifying full relationship opportunities. Establish a strong partnership with Retail Branch Managers, ... financial plans in order to uncover full household and relationship growth opportunities, both investments as well as banking...+ Attain sales production and referral goals to the Bank (closed and accepted) by working book of business,… more
- KeyBank (Tarrytown, NY)
- …with a complexity profile commensurate to experience (primarily participations in other bank 's syndicated deals with a small number of Left Lead deals), reviewing ... legal documentation, and assisting product partners in cross-selling additional bank products. This individual should demonstrate leadership skills within credit… more
- JPMorgan Chase (Congers, NY)
- …responsibilities** + Champion and support your teammates' success and the goals of the bank , while fostering a culture of diversity + Build a book of business and ... deliver personalized investment solutions to your clients by relying on leadership and relationship -building skills. This will be done with a consistent focus on … more
- The Salvation Army (Spring Valley, NY)
- …+ Manage inventories of office and janitorial supplies. + Manage our relationship with the contracted cleaning company including maintaining inventory and ordering ... + Manage approved Salvation Army Social Services Database. + Manage our relationship with Orange & Rockland financial support. This includes processing funds,… more
- Heritage Financial Credit Union (Middletown, NY)
- …guidance and support for each team member through utilizing HFCU's Relationship Building Model, and individual performance development through monthly 1X1s. + ... REQUIRED KNOWLEDGE:This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The… more