- Citigroup (Greenwich, CT)
- …investment strategies. + Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal and professional ... The Banker SAFE Act is a strategic professional who...generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can… more
- TD Bank (Mount Kisco, 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
- 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, consultative ... all new deposit account types and consumer lending transactions. The Relationship Banker will educate customers and refer & cross-sell the appropriate products and… more
- M&T Bank (Mount Kisco, 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
- KeyBank (Baldwin Place, NY)
- …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 ... partner to the people and businesses in our Key Bank communities. Personal Bankers engage clients in...goals, leading to client confidence in their finances. The Personal Banker is a client first, sales-driven,… more
- Wells Fargo (Katonah, 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 (Armonk, NY)
- The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination ... and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and… more
- KeyBank (Cortlandt Manor, 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 ... refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank , Mortgage or Business Banking. At KeyBank, we believe it's our opportunity… more
- JPMorgan Chase (Somers, NY)
- …enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take 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 in delivering an outstanding… more
- Trustco Bank (Peekskill, NY)
- …product sales, customer service, and security and safety in accordance with the Bank 's objectives. Develops new deposit and loan business; provides a superior level ... the head teller or other branch personnel. Responsible for attaining established Bank and branch goals through active participation in sales management programs.… more
- Bank of America (West Nyack, 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...opportunities for advisors to pursue a career within the bank . This position is subject to SAFE Act registration… more
- US Bank (Greenwich, CT)
- At US Bank , we're on a journey to do our best....the resources of a Fortune 150 company with the personal feel of a smaller company + Marketing warm leads ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...excel at-all from Day One. **Job Description** At US Bank , we're passionate about helping customers and the communities… more
- Bank of America (White Plains, 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...Advisor (FA) business needs, while ensuring adherence to the bank 's compliance policies and procedures + Coaches FAs, Client… more
- Citigroup (Greenwich, CT)
- …that determine technical approaches and strategies for the area. Citi Private Bank 's objective is to further enhance its ability to build relationships with, ... clients in the US. **Responsibilities:** + Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing and… more
- TD Bank (Stony Point, NY)
- …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
- M&T Bank (Nyack, NY)
- …appropriate mortgage loan programs. + Makes recommendations to customers regarding other bank products or to alternative lending vehicles, as needed. + Cultivates ... new mortgage business. Markets, services and promotes the bank 's mortgage products. This includes the solicitation of residential first mortgages through contacts… 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 ... with internal and external partners to acquire new and deepen existing Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by… more
- TD Bank (Scarsdale, 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
- Wells Fargo (Armonk, NY)
- **About this role:** Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... will:** + Participate in Wells Fargo Advisors training program for meeting personal , professional, and organizational client service and financial goals within the… more
- TD Bank (New City, NY)
- …of the business, related tools and techniques + Participates in personal performance management and development activities, including cross training within own ... Acts as a brand ambassador for your business area/function and the bank , both internally and/or externally **Physical Requirements:** Never: 0%; Occasional: 1-33%;… more