- Bank of America (New Paltz, NY)
- …least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Kingston/ Relationship - Banker Kingston-Area\_25042593) **Job Description:** ... Relationship Banker - Kingston Area Kingston,...benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of… more
- Bank of America (Katonah, NY)
- …18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Armonk/ Relationship - Banker Northern-Westchester-County-NY-Area\_25045378) **Job ... Relationship Banker - Northern Westchester County... Relationship Banker - Northern Westchester County NY Area Armonk,...we make an impact in the communities we serve. Bank of America is committed to an in-office culture… more
- TD Bank (Monroe, NY)
- …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 (Pleasant Valley, NY)
- …doing the 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 the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with… more
- KeyBank (Vails Gate, NY)
- …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 existing clients ... leading to client confidence in their finances. The Personal Banker is a client first, sales-driven, self-motivated, and competitive...serving our clients and making them feel that no bank will fight harder for them. **Essential Functions** +… more
- JPMorgan Chase (Hopewell Junction, 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
- JPMorgan Chase (Yorktown Heights, NY)
- …thing, exceeding expectations, and embracing diversity and inclusion. As a Private Client Banker in a Chase Branch, you will represent our brand and culture with ... as well as other branch clients. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate… more
- M&T Bank (Fishkill, NY)
- **Overview** **RMSP:** ** Relationship Manager Sales Training Program** A six-month hybrid program that consists of 2-3 weekly virtual sessions and travel (25%) ... curriculum covering essential topics and skills related to the Business Banking Relationship Manager role. The training is targeted to ensure that participants will… more
- NBT Bank (Newburgh, NY)
- …relevant financial data and maintaining customer relationships. Complies with bank policies, and Federal/State regulations dealing with Commercial Lending. Assists ... management and leadership skills + Ability to use various computer programs and bank accounting system + Strong oral and written communication skills + Understanding… more
- JPMorgan Chase (Fishkill, NY)
- …role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing ... retention and growth, and gaining referrals to increase primary bank share. As a Senior Deepening banker ,...Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience +… more
- M&T Bank (Danbury, CT)
- …prospects and grows Business Banking relationships through outreach. Builds the bank 's presence in the community + Conducts interviews and selects employees ... an environment that supports a culture of belonging and reflects the M&T Bank brand. + Maintains M&T internal control standards, including timely implementation of… more
- Tompkins Community Bank (Brewster, NY)
- …statement analysis. + Research debt and deposit relationships from all internal bank systems. + Spread financials to generate common sized reports, financial ratios ... + Prepare a Profitability Model based on proposed banking relationship . + Prepare and present an accurate summary analysis,...Review credit memos to track and monitor exceptions to bank policy manual. + Assist the residential mortgage area… more
- KeyBank (Baldwin Place, NY)
- …We take pride in serving our clients and making them feel that no bank will fight harder for them. **Essential Functions** + Embodies a strong client experience ... while identifying opportunities during the transaction to deepen and expand the client relationship . + Acts as a resource to identify and resolve more complex client… more
- KeyBank (Brewster, 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 (Wappingers Falls, NY)
- …trusted advisor, and partner to the people and businesses in our Key Bank communities. The Branch Manager builds, coaches, develops, leads, and motivates a team ... We take pride in serving our clients and making them feel that no bank will fight harder for them. **Essential Functions** + Embodies a strong client experience… more
- JPMorgan Chase (Monroe, 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
- Bath & Body Works (Poughkeepsie, NY)
- …acting as managers on duty, when scheduled, to address customer experience, vendor relationship , or maintenance issues. + Partner with the members of the sales ... to life. + Perform opening and closing routines including execution of bank deposits, receipt of shipment, and interpret/disseminate company directives. + Set the… more
- Heritage Financial Credit Union (New Paltz, NY)
- …guidance and support for each team member through utilizing HFCU's Relationship Building Model, and individual performance development through monthly 1X1s. + ... hire. 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
- The Hartford (Danbury, CT)
- …have a Hybrid work schedule, with the expectation of working in an office (Red Bank , NJ, Morristown, NJ. Hartford, CT, Danbury, CT. NYC, NY) 3 days a week (Tuesday ... a plus + Commercial Rating experience + Strong Customer Service Orientation and Relationship Building skills + Effective Communication Skills / Written and Verbal +… more
- Sherwin-Williams (Danbury, CT)
- …following areas: + Sales + Marketing/Promotions + Merchandising + Customer Relationship Management + Business Management Following successful completion of the ... financial information, or sensitive personal information like national identification numbers, date of birth, or bank account numbers during the application process. more