- M&T Bank (Syracuse, 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
- M&T Bank (Syracuse, 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
- Berkshire Bank (Rome, NY)
- …service skills at all times to promote a positive brand image for Bank through face to-face communication and telephone etiquette. Lead through lobby management, ... at all times to promote positive image for the Bank and build client loyalty. + Explains Bank...finances and managing relationships with such tools as the Relationship Planner and Salesforce. + Works with clients to… more
- JPMorgan Chase (Syracuse, 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
- Broadview FCU (Syracuse, NY)
- …passed and Maintain Notary Public License (within 6 months of completion of Relationship Banker Training) and Signature Guarantee permissions + Are Proficient in ... Microsoft Word and Excel + Have the ability to multi-task to meet or exceed minimum performance standards + Have effective verbal, written and listening communication skills + Have strong interpersonal skills + Have the flexibility to work out of any location… more
- Chemung Canal Trust Company (Ithaca, NY)
- …and safeguarding against fraud. + Assists with the maintenance and servicing of bank equipment such as ATMs, and Night Drops. + Researches customer inquiries, orders ... opportunities. + Confidently uses needs based assessment tools (Client Relationship Worksheet) in a conversational manner to analyze and...procedures to ensure the safety and security of client bank assets. + Assists with new staff member training… more
- KeyBank (East Syracuse, 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 (Liverpool, 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 (Syracuse, 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
- KeyBank (Syracuse, NY)
- …South Warren Street - Syracuse, New York 13202-1600 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice ... and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client...external partners to acquire new and deepen existing Key Bank client relationships. **Responsibilities** + Acts as the primary… more
- M&T Bank (Ithaca, NY)
- …manage risk and credit decisions, and service existing clients through the bank 's relationship management program. Work with branch partners to effectively ... sell to the business customer and cross sell other bank products. **Primary Responsibilities:** + Develop new banking relationships with business prospects. +… more
- NBT Bank (Marathon, 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
- Tompkins Community Bank (Ithaca, NY)
- …Off + 11 Holidays + Tuition Reimbursement + Free Parking throughout Tompkins Community Bank + Employee Referrals EEO Statement Tompkins is committed to a policy of ... Equal Employment Opportunity ("EEO") with respect to all team members and applicants for employment and a work environment free from discrimination (including unlawful harassment) based on race, color, religion, sex, sexual orientation, transgender status,… more
- Canandaigua National Bank & Trust (Syracuse, NY)
- Business Banking Officer II Canandaigua National Bank & Trust Location: Syracuse, NY What does a Business Banking Officer at CNB do? A Business Banking Officer at ... the branch "book of business" be developed/expanded). A Business Banker is not limited to the areas surrounding their...existing clients and prospects with regards to Canandaigua National Bank products and services. + Attend outside events as… more
- Bank of America (Syracuse, NY)
- …Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust ... insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to...prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite… more
- Tompkins Community Bank (Ithaca, NY)
- …Responsibilities + Possesses comprehensive knowledge and skills related to relationship management, business development, presentation and sales to establish a ... that the Company's client experience standards for Financial Planning and Client Relationship development are met. + Identify and engage other professionals to… more
- KeyBank (Syracuse, NY)
- …New York 13202-1600 **Job Description Preview** **Job Summary** Serves as the Relationship Manager and Financial Advisor to clients, introducing a full range of ... to problem solving and decision making with clients to build the relationship and generate solutions + Technical Expertise: Demonstrates expertise within defined… more
- KeyBank (Syracuse, NY)
- …with a complexity profile commensurate to experience (primarily participations in other bank 's syndicated deals with a small number of Left Lead deals), reviewing ... legal documentation, and assisting product partners in cross-selling additional bank products. This individual should demonstrate leadership skills within credit… more
- JPMorgan Chase (Fayetteville, NY)
- …personalized investment solutions to clients by relying on thought leadership and relationship -building skills. Through a focus on relationship management, you ... innovations to help clients become more digitally confident and bank when, where, and how they want + Champion...support your teammates' success and the goals of the bank , while fostering teamwork and collaboration with partners and… more
- KeyBank (Syracuse, NY)
- …provisions, and account activities to determine duties and responsibilities of Bank as Trustee + Performs discretionary distribution analysis and documentation of ... and timely administration of assigned accounts + Retains and deepens the relationship with a client and/or outside counsel, including the next generation, and… more