- Pioneer Bank (Waterford, NY)
- TITLE: Client Service Banker LOCATION: Waterford REPORTS TO: Branch Manager CLASSIFICATION: Full Time, Non-Exempt PAY GRADE: NE 20 ($17.00 - $25.89 per hour) ... AVAILABILITY: Monday-Wednesday 9:00am-4:00pm, Thursday-Friday 9:00am-5:00pm, Saturday 9:00am-12:00pm Position Summary: The Client Service Banker will be our… more
- Pioneer Bank (Albany, NY)
- TITLE: Client Service Supervisor LOCATION: Floating REPORTS TO: Branch Administration Officer 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
- UMB Bank (Albany, NY)
- …testing, and industry standards required + Good written/verbal communication, organization and client service skills required + Ability to provide unparallelled ... **RETIREMENT CLIENT ADVISOR-DALLAS-FT. WORTH METROPLEX** The Retirement Client...interdisciplinary expertise to clients when needed while partnering with bank leadership and other departments. + Completes annual E-Learning… 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
- KeyBank (Clifton Park, NY)
- … needs, resolving issues promptly, and ensuring a positive banking experience. Excellent client service helps build trust and encourages clients to continue ... relationships based on their unique financial goals, leading to client confidence in their finances. The Personal Banker...Notary License (preferred) **Skills** + Is knowledgeable about the client 's accounts and business with the bank … 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 (Delmar, NY)
- …18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Albany/Relationship- Banker Greater-Albany-Area\_25044906) **Job Description:** At ... Relationship Banker - Greater Albany Area Albany, New York;Latham,...we make an impact in the communities we serve. Bank of America is committed to an in-office culture… more
- TD Bank (Latham, 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 (East Greenbush, NY)
- …advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program ... Upon Hire (required) **Skills** + Is knowledgeable about the client 's accounts and business with the bank ...future, and protect against financial risks. As a Private Client Banker , you will help clients achieve… 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 (Troy, NY)
- … client servicing issues, serve as the primary troubleshooter for complex problems and client service needs, and enhance client relationships with Key by ... of transactions, maintaining compliance with banking regulations, and providing exceptional client service + Accurately and securely processing of cash… more
- KeyBank (Delmar, 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
- Pioneer Bank (Albany, NY)
- …with teams in assigned branches; fosters a branch environment conducive to world-class client service and works to increase team referral activities. + Develops ... track of life changing events that could affect a client 's financial plan and adjust the plan accordingly. It...all types of deposit services and seeks to convert service discussions to sales opportunities. + Delivers personalized investment… more
- KeyBank (East Greenbush, NY)
- …develops, leads, and motivates a team that is capable of providing excellent client service in all interactions, analyzing clients' needs, and recommending ... understanding of Key's products and services, Key's sales and service process and the competitive landscape, while instilling Key's... client relationships. + 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
- Oracle (Albany, NY)
- …new ideas and conceptualize new approaches and solutions * Ability to focus on client service and strive to exceed clients' needs * Proven analytical skills ... Work with customers to remediate highest priority gaps * Evaluate and test client business processes, IT controls and identify areas of risk for management. *… 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
- 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
- Trustco Bank (Albany, 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