- 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 (Schenectady, NY)
- TITLE: Client Service Supervisor LOCATION: Rotterdam REPORTS TO: Branch Manager CLASSIFICATION: Full Time, Non Exempt PAY GRADE: NE 30 ($20.00 - $30.19 per hour) ... 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
- Berkshire Bank (Delmar, NY)
- …energy and spirit to create a positive and collaborative work environment. + Excel at client service skills at all times to promote a positive brand image for ... services to meet the clients needs + Demonstrates excellent client service skills, telephone etiquette and communication...at all times to promote positive image for the Bank and build client loyalty. + Explains… 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
- Bank of America (Scotia, NY)
- …years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Schenectady/Relationship- Banker Schenectady Clifton-Park-Areas\_25044904) **Job ... Relationship Banker - Schenectady / Clifton Park Areas Schenectady,...we make an impact in the communities we serve. Bank of America is committed to an in-office culture… more
- TD Bank (Albany, 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
- Aston Carter (Colonie, NY)
- …are proud to be a ClearlyRated Best of Staffing(R) double diamond winner for both client and talent service . The company is an equal opportunity employer and ... our team as a Banking Associate and deliver exceptional service while building lasting relationships. You'll be the trusted...new team members. + Participate in compliance training (eg, Bank Secrecy Act). + Contribute to marketing initiatives and… more
- JPMorgan Chase (Niskayuna, 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
- UMB Bank (Albany, NY)
- … service , including anticipating client needs, clear communications, effective client meetings, and meeting client service level standards. Provides ... increase revenue from assigned book of accounts through quality client service leading to referrals for new...in account status, direct sales and referrals for other bank products and services. + Provides solution-oriented planning for… more
- KeyBank (Schenectady, 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 (Palatine Bridge, 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
- UMB Bank (Albany, NY)
- **Duties & Responsibilities** This role will provide support of day-to-day operational/ client service activities while effectively monitoring daily receivables, ... transactions, monitoring cash activities and compliance items, providing debt service calculations, executing payment generation and follow-up + Perform daily… 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
- Ballston Spa National Bank (Clifton Park, 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
- 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
- SolomonEdwards (Albany, NY)
- …committed, and collaborative individuals who can help us deliver exceptional client service . For more information, visit SolomonEdwards **Position Summary:** ... **About Us** SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full- service professional services firm offering financial, operational, and technology consulting and… more