- 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, ... new deposit account types and consumer lending transactions. The Relationship Banker will educate customers and refer...sponsorship of an employment Visa at this time. NBT Bank offers a stimulating work environment that recognizes talent… 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
- M&T Bank (Monsey, 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
- 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 (Monroe, 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 (Goshen, 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
- KeyBank (Suffern, 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 ... Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate… more
- JPMorgan Chase (Briarcliff Manor, 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
- TD Bank (Pearl River, NY)
- …compliance with policies and procedures to mitigate risk and protect the Bank and Customers. This role will drive, reinforce, and demonstrate meeting Operational, ... term with low to moderate risk + Demonstrates understanding of bank operational policies, procedures and regulations and establishes expectations, delegates tasks… more
- Blue Foundry Bank (Mahwah, NJ)
- About Blue Foundry Bank This is the Bank Where Things are Made. Blue Foundry is a bank where businesses are shaped, plans are formed, ideas are refined, ... Foundry is revolutionary, bold, resourceful, roll-up-your-sleeves committed, smart, creative, and fun. A Bank of movers, shakers, and makers We are a Bank that… more
- Allied Universal (Newburgh, NY)
- …positively impacts the communities and customers we serve. As a **Security Officer - Bank Patrol** in **Newburgh, NY** , you will serve and safeguard clients in a ... identity, national origin, genetic information, disability, protected veteran status or relationship /association with a protected veteran, or any other basis or… more
- KeyBank (West Haverstraw, NY)
- …and listen to clients to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. Lead Tellers help observe and ... serving our clients and making them feel that no bank will fight harder for them. **Essential Functions** +...conversations, and then appropriately transitions the clients to a Banker . + Assists clients in achieving their financial goals… 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
- The Salvation Army (Spring Valley, NY)
- …+ Manage inventories of office and janitorial supplies. + Manage our relationship with the contracted cleaning company including maintaining inventory and ordering ... + Manage approved Salvation Army Social Services Database. + Manage our relationship with Orange & Rockland financial support. This includes processing funds,… more
- JPMorgan Chase (Fishkill, NY)
- …referral source management and new lead generation + Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; ... OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK , NA OR ANY OF ITS AFFILIATES * SUBJECT...Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank , NA are affiliated companies under the common control… more
- Heritage Financial Credit Union (Newburgh, 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
- Heritage Financial Credit Union (Middletown, NY)
- …protocols. + This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The ... execution. + Strong financial and business acumen. + Outstanding communication and relationship building skills. + Highly organized with the ability to manage… more