- M&T Bank (Spring Valley, NY)
- **Overview:** Identifies customers' needs through the bank 's retail sales process to provide proactive basic sales solutions through customer outreach for basic ... business customers. **Primary Responsibilities:** + Play key role in Relationship Management (customer assessments, profiling for sales opportunities, account… more
- TD Bank (Newburgh, 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 (Stony Point, NY)
- …ownership of your career development through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking , you will take a lead role ... Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them… more
- KeyBank (Goshen, 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 (Baldwin Place, 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 (Marlboro, 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 (Poughkeepsie, 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
- Bank of America (Newburgh, NY)
- …Meadow Hill Financial Center, NY Newburgh, New York **Job Description:** At Bank of America, we're creating real, meaningful relationships with individuals and ... through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for… more
- TD Bank (Chester, 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
- Citizens (Middletown, NY)
- …delight and shareholder value. + Engage COI's and internal partners across the bank to uncover and deepen new business opportunities. + Operate within a fast ... paced, demanding sales culture with measured routines and goals aimed at new loan and deposit generation, fee income, customer service and satisfaction. + Actively engage in significant community activity to expand potential customer base and exemplify our… more
- KeyBank (Marlboro, NY)
- …problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. As a Lead Teller, you act as a resource in identifying and ... to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. Lead...serving our clients and making them feel that no bank will fight harder for them. **Responsibilities** + Embodies… more
- KeyBank (West Haverstraw, NY)
- …trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% ... serving our clients and making them feel that no bank will fight harder for them. **Responsibilities** + Embodies...during the transaction to deepen and expand the client relationship . + Acts as a resource to identify and… more
- KeyBank (Fishkill, 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 (Congers, 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
- 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
- Heritage Financial Credit Union (Wappingers Falls, NY)
- …guidance and support for each team member through utilizing HFCU's Relationship Building Model, and individual performance development through monthly 1X1s. + ... REQUIRED 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