- M&T Bank (Syracuse, 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
- NBT Bank (Camillus, NY)
- Pay Range: $17.50 - $19.62 The role of the Relationship Banking Associate is to deliver high quality customer service and responsiveness to ensure fulfillment and ... may be in person or over the telephone. The Relationship Banking Associate will provide support for basic consumer...sponsorship of an employment Visa at this time. NBT Bank offers a stimulating work environment that recognizes talent… more
- M&T Bank (Syracuse, 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
- Berkshire Bank (Rome, NY)
- …+ Advises clients on product selection, capitalizes on relationship building opportunities, and establishes new accounts. Originates/closes consumer ... finances and managing relationships with such tools as the Relationship Builder and Salesforce. Works with clients to refer...in order to achieve branch goals and support all bank -wide initiatives. Perform outreach to clients for such initiatives… more
- Berkshire Bank (Rome, NY)
- …service skills at all times to promote a positive brand image for Bank through face to-face communication and telephone etiquette. Lead through lobby management, ... at all times to promote positive image for the Bank and build client loyalty. + Explains Bank...finances and managing relationships with such tools as the Relationship Planner and Salesforce. + Works with clients to… more
- JPMorgan Chase (Syracuse, 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
- Broadview FCU (Cicero, NY)
- …passed and Maintain Notary Public License (within 6 months of completion of Relationship Banker Training) and Signature Guarantee permissions + Are Proficient in ... Microsoft Word and Excel + Have the ability to multi-task to meet or exceed minimum performance standards + Have effective verbal, written and listening communication skills + Have strong interpersonal skills + Have the flexibility to work out of any location… more
- KeyBank (Dewitt, 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
- JPMorgan Chase (Syracuse, 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
- KeyBank (Syracuse, NY)
- …South Warren Street - Syracuse, New York 13202-1600 **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
- Canandaigua National Bank & Trust (Syracuse, NY)
- Business Banking Officer II Canandaigua National Bank & Trust Location: Syracuse, NY What does a Business Banking Officer at CNB do? A Business Banking Officer at ... the branch "book of business" be developed/expanded). A Business Banker is not limited to the areas surrounding their...existing clients and prospects with regards to Canandaigua National Bank products and services. + Attend outside events as… more
- Bank of America (Syracuse, 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
- M&T Bank (Syracuse, NY)
- …used to make new credit decisions. The position interacts with commercial banking relationship managers throughout the bank 's footprint as well as other internal ... information and related materials and complete the credit analyses for the Bank 's commercial transactions. Written analyses to include an independent credit quality… more
- M&T Bank (Syracuse, NY)
- …participants with a deep dive into the Customer Centric world of the Consumer Bank . During this 1-year program, Branch Management Trainees engage in a variety of ... overview presentations and observations, interactions with Senior Leadership across the Retail Bank , and special projects that arise. Branch Trainees will also have… more
- M&T Bank (Syracuse, NY)
- …via a needs-based, consultative approach, and proactively manages the client relationship including guiding sensitive and/or difficult client situations to a ... + Promote an environment that supports belonging and reflects the M&T Bank brand. + Maintain M&T internal control standards, including timely implementation of… more
- Citizens (Syracuse, NY)
- …financial goals. Citizens is seeking a motivated, highly successful, proven Relationship Manager with experience in moderately to less complex portfolios, and ... customer experience, increase loyalty and improve the profitability of customer and the Bank + Complete Business Banking University and Drive Sales training in your… more
- KeyBank (Syracuse, NY)
- …New York 13202-1600 **Job Description Preview** **Job Summary** Serves as the Relationship Manager and Financial Advisor to clients, introducing a full range of ... to problem solving and decision making with clients to build the relationship and generate solutions + Technical Expertise: Demonstrates expertise within defined… more
- KeyBank (Camillus, NY)
- …trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% ... serving our clients and making them feel that no bank will fight harder for them. **Responsibilities** + Embodies...during the transaction to deepen and expand the client relationship . + Acts as a resource to identify and… more
- JPMorgan Chase (Fayetteville, NY)
- …personalized investment solutions to clients by relying on thought leadership and relationship -building skills. Through a focus on relationship management, you ... innovations to help clients become more digitally confident and bank when, where, and how they want + Champion...support your teammates' success and the goals of the bank , while fostering teamwork and collaboration with partners and… more
- The Salvation Army (Syracuse, NY)
- …located in downtown Syracuse. The Staff Accountant concentrating in AR is a relationship building role while overseeing t he receipt and accounting of funds being ... Complete periodic credit card processing as required (Weekly/monthly).* Perform bank reconciliation.* Reconcile donation records to Finance records.* Assist with… more