- 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 (Rensselaer, NY)
- TITLE: Client Service Supervisor LOCATION: Greenbush Commons/Albany REPORTS TO: Branch Manager CLASSIFICATION: Full Time, Non Exempt PAY GRADE: NE 30 ($20.00 - ... 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 (Delmar, 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
- 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
- Bank of America (Latham, NY)
- …years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Latham/Relationship- Banker Latham-Financial-Center\_25040713-1) **Job Description:** At ... Relationship Banker - Latham Financial Center Latham, New York...we make an impact in the communities we serve. Bank of America is committed to an in-office culture… 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 (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
- 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
- JPMorgan Chase (Albany, 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 (Albany, 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
- 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
- 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
- Ballston Spa National Bank (Voorheesville, 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
- Trustco Bank (Catskill, 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
- Trustco Bank (Albany, NY)
- … client accounts. Administers an account load for a group of Financial Service clients. Performs according to the Bank 's core values to ensure optimum ... and cash needs. + Ensures compliance with regulations and Bank policies and procedures as they pertain to financial...works with investment managers to raise capital for assigned client load. + Schedules client meetings to… more
- Pioneer Bank (Albany, NY)
- …deposit, credit, and cash management products while providing proactive and ongoing service and assessment. Provides support to the retail branch network in ... commercial relationship management, sales, service , and correspondence. Represents Pioneer within the business community with integrity, charisma, and… more
- Trustco Bank (Albany, NY)
- …**FLSA Status:** Non-Exempt | **Supervisory Role:** Yes **Why Join Us?** At Trustco Bank , we're committed to fostering a supportive and inclusive workplace where our ... **Branch Manager** to lead the daily operations of a full- service branch. In this role, you'll oversee all aspects...and drive growth through new business development, referrals, and client retention. The ideal candidate thrives in a leadership… more
- UMB Bank (Albany, NY)
- …focus on client experience, the governing instruments, fiduciary laws, and bank policies and procedures. + You will work collaboratively with Senior Associates ... co-fiduciaries, clients, attorneys, brokers, contractors, third-party managers, and other service providers. + You will help identify value-added services that… more