- 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 (Pleasant Valley, 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 (Poughkeepsie, 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
- JPMorgan Chase (Hopewell Junction, 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
- 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
- NBT Bank (Newburgh, NY)
- …relevant financial data and maintaining customer relationships. Complies with bank policies, and Federal/State regulations dealing with Commercial Lending. Assists ... management and leadership skills + Ability to use various computer programs and bank accounting system + Strong oral and written communication skills + Understanding… more
- JPMorgan Chase (Fishkill, NY)
- …role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing ... retention and growth, and gaining referrals to increase primary bank share. As a Senior Deepening banker ,...Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience +… more
- M&T Bank (Rhinebeck, NY)
- …prospects and grows Business Banking relationships through outreach. Builds the bank 's presence in the community. Researches prospects, and asks for referrals ... recruits and selects talent to fill positions within Retail and/or M&T Bank . + Actively models and coaches customer service and needs determination behaviors.… more
- Tompkins Community Bank (Brewster, NY)
- …statement analysis. + Research debt and deposit relationships from all internal bank systems. + Spread financials to generate common sized reports, financial ratios ... + Prepare a Profitability Model based on proposed banking relationship . + Prepare and present an accurate summary analysis,...Review credit memos to track and monitor exceptions to bank policy manual. + Assist the residential mortgage area… more
- KeyBank (Brewster, 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
- KeyBank (Wappingers Falls, 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. **Essential Functions** + Embodies a strong client experience… more
- Bath & Body Works (Poughkeepsie, NY)
- …acting as managers on duty, when scheduled, to address customer experience, vendor relationship , or maintenance issues. + Partner with the members of the sales ... to life. + Perform opening and closing routines including execution of bank deposits, receipt of shipment, and interpret/disseminate company directives. + Set the… 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