- TD Bank (Jefferson Valley, NY)
- …for this role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Retail Banker I is a customer liaison that is integral to delivering ... transactions in order to identify opportunities to educate on Bank products and services to Customers and/or refer them...and/or refer them to appropriate team member or internal Bank partners, while ensuring a positive Customer experience +… more
- M&T Bank (Monsey, NY)
- **Overview** **:** Identifies customers' needs through the bank 's retail sales process to provide proactive sales solutions through customer outreach for basic ... customer needs. Specializes in our branch customer experience through all retail and business sales interactions. **Primary Responsibilities:** + Develop new… more
- M&T Bank (Peekskill, NY)
- …on the customer's identified needs. Engage customers in a variety of ways to bank with us and provide solutions to meet their needs, encouraging and supporting the ... to identify opportunities to solve for other banking needs. Follow the Bank 's sales process and provide simplified, customer-focused advice and guidance. Proactively… more
- KeyBank (Wappingers Falls, 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
- KeyBank (Ossining, 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 needs and refer to appropriate sales professionals in Retail , Key Investment Services, Private Bank , Mortgage...professionals in Retail , Key Investment Services, Private Bank , Mortgage or Business Banking. At KeyBank, we believe… more
- Citigroup (Ossining, NY)
- The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the ... resolve account service issues + Execute financial transactions in accordance with bank policies and procedures + Refer opportunities to segment partners where… more
- Wells Fargo (Purchase, NY)
- **About this role:** Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines ... focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources + Develop… more
- JPMorgan Chase (New City, 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 ... qualifications, capabilities, and skills** + 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in… more
- Newtown Savings Bank (Newtown, CT)
- Location: Newtown Newtown Savings Bank is seeking a results-oriented, sales professional to join our Mortgage Banking team as a Mortgage Loan Officer (Mortgage ... Banker II). This position, under the direction of the...products. Manages the mortgage sales efforts to increase the Bank 's CRA delineated lending communities. Responsible for managing events… more
- TD Bank (Norwalk, CT)
- …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
- TD Bank (Ossining, NY)
- …the creation & management of Self-Generated Leads, the management of received Partner/ Retail to Retail Referral Leads or Campaign Leads, Customer outreach ... needs to help turn their goals into reality + Understands and supports the Bank 's Customer Service Strategy + Considers the impact of decisions on the well-being of… more
- Newtown Savings Bank (Newtown, CT)
- …(Woodbury, CT) How would you like to join our team? Newtown Savings Bank is seeking a positive, high-energy professional for a Customer Experience Manager position. ... This position is responsible for implementing and carrying out Bank policy, procedures and sales goals in addition to overseeing the operation of the branch. This… more
- Newtown Savings Bank (Newtown, CT)
- Location: Newtown, CT Newtown Savings Bank 2026 Summer Internship Opportunities Newtown Savings Bank is seeking college students to fill our Summer Internship ... the historic center of Newtown, CT, and we have Retail branch locations in the surrounding communities. At Newtown...branch locations in the surrounding communities. At Newtown Savings Bank , supporting local Connecticut communities is the heart of… more
- M&T Bank (Highland, NY)
- …experience through digital engagement, lobby management, transactional processing and retail servicing interactions. Processes a variety of financial transactions in ... immediate need. Accurately balance and process customer transactions efficiently following Bank Policy. Take ownership of escalated account services issues until… more
- Newtown Savings Bank (Newtown, CT)
- Location: Newtown, CT Newtown Savings Bank is seeking an experienced collections professional to join our team as a Loss Mitigation Department Supervisor. This ... to delivering and receiving approval from Loan Servicing and Retail Lending Managers. Once dual approval is received, complete...are completed within required timeframe and align with the bank 's Habits of Success. + Participate in various civic… more
- NBT Bank (Poughkeepsie, NY)
- …also working with all parties involved in the transaction. Refers other NBT Bank products and services as appropriate. Education and Experience: + Associate's degree ... of outside referral sources. Coordinate sales and product training activities with retail branches. + 35% Meet with prospects, explain variety of mortgage products… more
- M&T Bank (Darien, CT)
- …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...clients. + Actively participate in all business banking and retail sales sprints. Achieve call targets and other product… more
- Tompkins Community Bank (Mahopac Falls, NY)
- …and review reports relating to the function, eg Currency Transaction Reports (CTRs), Bank Secrecy Reports, etc. + Process night deposit, mail deposit, ATM deposit ... + Cash handling experience in banking, cash office or retail setting. Six(6) months to one(1) year of experience...+ Tuition Reimbursement + Free Parking throughout Tompkins Community Bank + Employee Referrals EEO Statement Tompkins is committed… more
- Heritage Financial Credit Union (Middletown, NY)
- VP of Retail Banking Middletown, NY (http://maps.google.com/maps?q=25+Rykowski+Lane+Middletown+NY+USA+10941) Job Type Full-time Description Join Heritage Financial ... Credit Union as Vice President of Retail Banking Are you a visionary leader ready to...requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will… more
- KeyBank (Nyack, NY)
- …client service in-person by welcoming both new and existing clients to the Bank and assisting them with their account transactions and servicing needs, including ... to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. At...serving our clients and making them feel that no bank will fight harder for them. **Essential Functions** +… more