- TD Bank (Commack, 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
- M&T Bank (Commack, 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
- Wells Fargo (Commack, 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
- Citizens (Melville, NY)
- …spending, saving, borrowing and investing needs. You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them - ... like planning for the future, buying a home or opening a new credit card. You'll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You'll collaborate with partners in Wealth Management,… more
- City National Bank (Melville, NY)
- …Branch* WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships, with ... the intent of integrating both business & personal clients. They will act as a trusted strategic...segments and expand relationships to become our client's main bank option. * Manage a portfolio of existing clients… more
- Bank of America (Melville, 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...the combined power of the Merrill investment platform and Bank of America banking capabilities. Key Responsibilities: + Deliver… more
- TD Bank (East Islip, 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
- M&T Bank (Medford, 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
- Citigroup (Smithtown, NY)
- The Business Banker is responsible for proactively sourcing, acquiring, expanding, and retaining customer relationships by maximizing sales opportunities in an ... sales plan to achieve scorecard results, drive acquisition of new to bank clients and target industry/sectors maximizing the highest potential across designated… more
- Citigroup (Smithtown, NY)
- …will have an expert understanding of the US wealth advisory and bank -channel industry, and direct competitors' products and services. The Wealth Regional Director ... Advisor and Relationship Manager productivity. + Partner across businesses such as Retail Bank , Commercial Bank , Small Business, Wealth at Work and Private … more
- Citigroup (East Meadow, NY)
- …bank and brokerage assets + Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial ... business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments through… more
- Capital One (Bohemia, NY)
- …to a new idea in banking. Here at Capital One, we're redefining how people bank . You see, we believe banking should fit our customers' everyday lives-not the other ... reduce customer financial anxiety by helping to determine both personal and business financial needs. You'll get to pull...the importance of being compliant when working at a bank . You'll ensure all, audit and security policies and… more
- AON (Plainview, NY)
- …accrual and deferral entries. + Ability to research and resolve bank reconciliation variances, including intricate differences resulting from a large volume ... life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and… more
- Generac Power Systems (Bohemia, NY)
- …competencies, as well as competitive brand industrial repair proficiency. Load bank loading and towing and related certifications are required for larger ... needing to be moved more than 50 feet. Load bank loading and towing and related certifications are required...customer site access requirements. + Strict adherence to proper Personal Protective Equipment (PPE) while working in the field,… more
- Extra Space Storage (Oakdale, NY)
- …up on delinquent payments, process customer payments, and complete daily bank deposits. + Oversee routine administrative tasks, including maintaining auction files, ... delinquent accounts, monitoring store budgets, and prepare and deliver bank deposits. . + Protect our strong company culture...Current valid driver's license and access to a reliable personal vehicle; except in New York City and Brooklyn.… more
- Robert Half Accountemps (Huntington, NY)
- …willing to work on site in HUNTINGTON Responsibilities: * Accurately manage bank reconciliations and balance sheet reconciliations. * Handle general ledger duties ... degrees may be considered if experienced. * Accurately manage bank reconciliations and balance sheet reconciliations. * Handle general...FTEP employees also earn paid time off for vacation, personal needs, and sick time and paid holidays. The… more
- Citigroup (Huntington, NY)
- …+ Build relationships with new clients with the goal of bringing in new bank and brokerage assets. + Deepen relationships with existing clients in PWM and Retail ... bank through the use of financial planning and excellent...regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing… more
- Brighton Health Plan Solutions, LLC (Westbury, NY)
- …& surcharge funding request to the clients and report to the state. + Load bank CDs into claims billing software, monthly. + Process and reconcile 100% of bank ... and updated brighonthps.com Careers section. If you have already provided your personal information, please report it to your local authorities. Any fraudulent… more
- Sherwin-Williams (Babylon, NY)
- …information, or sensitive personal information like national identification numbers, date of birth, or bank account numbers during the application process. ... include minors; and access to cash and other payment methods, electronic equipment, personal information, store merchandise and other items of value, and such access… more
- Ross Stores, Inc. (Lake Grove, NY)
- …professionalism at all times\. Recognizes Associates using Company recognition programs\. ** Personal and Store Brand** + Represents and supports the Company brand ... Assigned by Store Manager:** + Ensures Cash pulls and bank deposits are conducted to Company policy\. + Responsible...a rate of 10 days/year after eligibility commences, 9 Personal and Company Holidays\. AS, ASM and SM Associates… more