- 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 (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 (Suffern, 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
- JPMorgan Chase (Monroe, 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
- 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
- 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
- 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
- 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
- Michaels (Yorktown Heights, NY)
- …Manage and execute shrink and safety programs + Assist with cash reconciliation and bank deposits + Assist with inventory processes to include Return to Vendor (RTV) ... Knowledge/Skills/Abilities** **Preferred Type of experience the job requires:** + Retail management experience preferred **Physical Requirements** **Work Environment** +… more
- KeyBank (West Haverstraw, NY)
- …and listen to clients to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. Lead Tellers help observe and ... serving our clients and making them feel that no bank will fight harder for them. **Essential Functions** +...conversations, and then appropriately transitions the clients to a Banker . + Assists clients in achieving their financial goals… 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
- KeyBank (Mahopac, NY)
- …Develop a strong Center of Influence strategy that leverages partnerships with the Retail Bank . + Performs other duties as assigned; duties, responsibilities ... solutions to new and existing clients. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong working… more
- KeyBank (Poughkeepsie, NY)
- …while identifying full relationship opportunities. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong ... + Attain sales production and referral goals to the Bank (closed and accepted) by working book of business,...solutions to support cross-selling opportunities and learn the core bank products to generate quality and qualified referrals back… more
- Extra Space Storage (Carmel, NY)
- …up on delinquent payments, process customer payments, and complete daily bank deposits. + Oversee routine administrative tasks, including maintaining auction files, ... following up on delinquent accounts, monitoring store budgets, and prepare and deliver bank deposits. . + Protect our strong company culture by establishing and… more
- Heritage Financial Credit Union (Middletown, NY)
- …Branch, Middletown, NY Middletown, NY (http://maps.google.com/maps?q=161+Dolson+Avenue+Middletown+NY+USA+10940) * Retail Banking Job Type Full-time Description LEAD ... experience. As we transition into a new era of retail banking, we're seeking visionary Branch Managers who are...requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will… 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
- Heritage Financial Credit Union (Newburgh, NY)
- …South Plank Branch Newburgh, NY (http://maps.google.com/maps?q=211+South+Plank+Road+Newburgh+NY+USA+12550) * Retail Banking Job Type Full-time Description Step Into ... the midst of an exciting transformation and reimagining our retail branches to deliver a more modern, member-centric experience....requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will… more