- Citigroup (Greenwich, CT)
- …investment strategies. + Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal and professional ... The Banker SAFE Act is a strategic professional who...generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can… more
- TD Bank (Ossining, NY)
- …**Line of Business:** Personal & Commercial Banking **Job Description:** The Retail Banker I is a customer liaison that is integral to delivering TD's Brand ... transactions in order to identify opportunities to educate on Bank products and services to Customers and/or refer them...within the team and business unit + Participates in personal performance management and development activities + Keeps others… more
- NBT Bank (Fishkill, NY)
- Pay Range: $17.50 - $22.43 The role of the Relationship Banker is to deliver high quality customer service and responsiveness while providing quality, consultative ... all new deposit account types and consumer lending transactions. The Relationship Banker will educate customers and refer & cross-sell the appropriate products and… more
- OceanFirst Bank (Scarsdale, NY)
- …and knowledge of standard office equipment, including calculator. + Working knowledge of bank products, services and software or ability to be trained and quickly ... + External contact with existing customers and prospects of the Bank . **Working Conditions/Physical Requirements** Remain in a stationary position for extended… more
- KeyBank (New City, NY)
- …in person 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 ... goals, leading to client confidence in their finances. The Personal Banker is a client first, sales-driven,...serving our clients and making them feel that no bank will fight harder for them. **Essential Functions** +… more
- M&T Bank (Monsey, NY)
- …leveraging the portfolio management process and utilizing the fundamentals of the Bank 's sales process to achieve personal sales and/or referral goals. ... **Overview** **:** Identifies customers' needs through the bank 's retail sales process to provide proactive sales...an environment that supports belonging and reflects the M&T Bank brand. + Maintain M&T internal control standards, including… more
- PNC (Northvale, NJ)
- …have an opportunity to contribute to the company's success. As a Full Time Personal Banker within PNC's Bergen Region Retail Branch Banking organization, you ... Notice (https://content.pncmc.com/live/pnc/aboutus/HR/Onboarding/PNC\_CCPA\_Privacy\_Disclosure\_Employee.pdf) to gain understanding of how PNC may use or disclose your personal information in our hiring… 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 ... refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank , Mortgage or Business Banking. At KeyBank, we believe it's our opportunity… 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
- TD Bank (Pearl River, NY)
- …provide you more specific details for this role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Store Supervisor supervises day-to-day ... policies and procedures to mitigate risk and protect the Bank and Customers. This role will drive, reinforce, and...a point of escalation for Customer concerns, and takes personal ownership when concerns cannot be managed at junior… more
- Bank of America (White Plains, NY)
- …Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe ... insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office...Advisor (FA) business needs, while ensuring adherence to the bank 's compliance policies and procedures + Coaches FAs, Client… more
- Bank of America (Stamford, CT)
- …Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe ... insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office...leading the overall service delivery model to include the bank 's digital offerings and wealth management banking strategy in… more
- US Bank (Greenwich, CT)
- At US Bank , we're on a journey to do our best....the resources of a Fortune 150 company with the personal feel of a smaller company + Marketing warm leads ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...excel at-all from Day One. **Job Description** At US Bank , we're passionate about helping customers and the communities… more
- Bank of America (Paramus, NJ)
- …Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe ... insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to...the combined power of the Merrill investment platform and Bank of America banking capabilities. Key Responsibilities: + Deliver… more
- KeyBank (Tarrytown, NY)
- …660 White Plains Road - Tarrytown, New York 10591 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice ... with internal and external partners to acquire new and deepen existing Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by… more
- TD Bank (Ossining, NY)
- …can provide you more specific details for this role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Assistant Store Manager is an ... problem from happening and educates the Customer + Creates personal experiences by getting to know each Customer's needs...their goals into reality + Understands and supports the Bank 's Customer Service Strategy + Considers the impact of… more
- KeyBank (Tarrytown, NY)
- …that investment advice is integrated with all aspects of clients' planning and personal goals. This position collaborates and performs as part of the relationship ... client's trusted advisor. + Interfaces with other Key Private Bank advisors and team members as necessary to ensure...the broadest possible view of an issue/challenge; has broad-ranging personal and business interests and pursuits; can easily pose… more
- Trustco Bank (Nyack, NY)
- …: Regular Full-Time **Salary Range:** $64,350- $80,000 Elevate Your Career with Trustco Bank ! **Company Overview:** Join a dynamic team at Trustco Bank , where ... part of a team. **Why Join Us?** At Trustco Bank , we recognize that our employees are our greatest...be required as job duties demand. **Travel:** Travel using personal vehicle, occasional overnight travel. Valid driver's license required.… more
- TD Bank (White Plains, NY)
- …who can provide you more specific details for this role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Teller I works in a TD Store ... in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk...and audit measures to minimize potential loss + Utilizes bank tools and processes to detect, address and prevent… more
- PNC (Ridgewood, NJ)
- …to the company's success. As a Senior Relationship Strategist within the PNC Private Bank organization, you will be based in Ridgewood, NJ. The position is primarily ... Develops and executes strategies for proactively sourcing new relationships for the bank . Owns communication and contact with existing clients to ensure expansion… more