- Principal Financial Group (Woodcliff Lake, NJ)
- **What You'll Do** As a ** Relationship Manager** within our TPA Customer Care area, you will play a pivotal role in developing and nurturing deep relationships with ... the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided.… more
- Bank of America (Yorktown Heights, NY)
- …Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Armonk/ Relationship - Banker Armonk--Chappaqua--Yorktown-Heights Katonah-NY-Areas\_25042769) **Job ... Relationship Banker - Armonk, Chappaqua, Yorktown... Relationship Banker - Armonk, Chappaqua, Yorktown Heights & Katonah...we make an impact in the communities we serve. Bank of America is committed to an in-office culture… more
- M&T Bank (Monsey, 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
- TD Bank (Monroe, NY)
- …role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Retail Banker I is a customer liaison that is integral to delivering TD's Brand ... help Customers achieve their financial goals and optimize their relationship with TD. **Depth & Scope:** + Proficient in...transactions in order to identify opportunities to educate on Bank products and services to Customers and/or refer them… more
- Wells Fargo (Cold Spring, NY)
- …your career" in the US Join us! **About this role:** Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as part of the Consumer, ... divisions at wellsfargojobs.com. Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship… more
- JPMorgan Chase (Croton On Hudson, 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 (Cortlandt Manor, 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 (Poughkeepsie, 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
- JPMorgan Chase (Yorktown Heights, NY)
- …thing, exceeding expectations, and embracing diversity and inclusion. As a Private Client Banker in a Chase Branch, you will represent our brand and culture with ... as well as other branch clients. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate… more
- M&T Bank (Tarrytown, NY)
- …and opportunities intended to improve their profitability with minimal risk to M&T Bank . Adheres to pricing and credit policies while soliciting new business, and ... + Services customers seeking loan and/or deposit relationships with the Bank , interviewing applicants to develop information concerning their businesses and… 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 ... 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 (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 (New Paltz, 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 (Mount Kisco, 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
- M&T Bank (Peekskill, NY)
- …prospects and grows Business Banking relationships through outreach. Builds the bank 's presence in the community + Conducts interviews and selects employees ... an environment that supports a culture of belonging and reflects the M&T Bank brand. + Maintains M&T internal control standards, including timely implementation of… more
- KeyBank (Tarrytown, NY)
- …to client needs or preferences. Maintains a high level of collaboration with relationship team to ensure that investment advice is integrated with all aspects of ... This position collaborates and performs as part of the relationship management team to ensure that organizational goals are...client's trusted advisor. + Interfaces with other Key Private Bank advisors and team members as necessary to ensure… more
- Blue Foundry Bank (Mahwah, NJ)
- About Blue Foundry Bank This is the Bank Where Things are Made. Blue Foundry is a bank where businesses are shaped, plans are formed, ideas are refined, ... Foundry is revolutionary, bold, resourceful, roll-up-your-sleeves committed, smart, creative, and fun. A Bank of movers, shakers, and makers We are a Bank that… more
- Tompkins Community Bank (Mount Kisco, NY)
- …of integrity, professionalism, and client-centric service. Responsibilities + Client Relationship Management + Build and maintain trusted relationships with existing ... transparency and constructive dialogue, even in challenging situations. + Relationship Building: Cultivates strong, organization-wide relationships by proactively connecting… 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 (Tarrytown, 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
