- 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 (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
- JPMorgan Chase (Poughkeepsie, 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 (Stone Ridge, NY)
- …trusted advisor, and partner to the people and businesses in our Key Bank communities. Personal Bankers engage clients in deeper conversations to uncover needs and ... efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key...serving our clients and making them feel that no bank will fight harder for them. **Responsibilities** + Embodies… more
- KeyBank (Hudson, 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 (East Fishkill, 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
- 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
- Pioneer Bank (Hudson, NY)
- …networks, and referral sources. Provides ongoing service, needs assessment analysis, and relationship management to existing Pioneer Bank clients. + Manages, ... TITLE: Business Banking Relationship Manager LOCATION: Hudson REPORTS TO: Vice President...of related experience in commercial banking, sales support, and/or bank operations. + Existing network of Capital Region business… more
- NBT Bank (New Paltz, NY)
- Pay Range: $17.50 - $19.62 The role of the Relationship Banking Associate is to deliver high quality customer service and responsiveness to ensure fulfillment and ... may be in person or over the telephone. The Relationship Banking Associate will provide support for basic consumer...sponsorship of an employment Visa at this time. NBT Bank offers a stimulating work environment that recognizes talent… more
- KeyBank (Poughkeepsie, 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
- JPMorgan Chase (Kingston, 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
- KeyBank (Poughquag, 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. **Responsibilities** + Embodies a strong client experience… 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 (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
- Bard College (Annandale On Hudson, NY)
- …implementation of core fiscal operations, including accounting, accounts payable, bank reconciliations, timekeeping and payroll operations, purchasing, and cash ... + Maintain accurate and thorough financial data based on GAAP. + Cultivate relationship with BGC's independent audit firm. + Coordinate audits by government funders… more