- TD Bank (Oceanside, 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 (Smithtown, 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
- M&T Bank (Norwalk, CT)
- **Overview:** Identifies customers' needs through the bank 's retail sales process to provide proactive basic sales solutions through customer outreach for basic ... customer experience through lobby management, servicing and sales interactions for retail and business customers. **Primary Responsibilities:** + Play key role in… more
- Citigroup (Elwood, NY)
- The Head Universal Banker is responsible for providing exceptional service delivery to our internal and external customers in coordination with the Branch team. The ... effectively. + Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with customers and transactions + Energetically greet… more
- Citigroup (Huntington, NY)
- The Universal Banker is responsible for providing exceptional service delivery to our internal and external customers in coordination with the Branch team. The ... effectively. + Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with customers and transactions + Energetically greet… more
- JPMorgan Chase (Deer Park, NY)
- …service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ... through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking , you will take a...capabilities, and skills** + 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales… more
- Citigroup (Huntington, NY)
- The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with ... transparency. **Qualifications:** + 0-2 years of relevant experience + Previous banking, retail , or sales experience preferred + Knowledge of Smart Banking tools and… more
- M&T Bank (Darien, CT)
- …management, and setting priority. Builds and develops branch staff. + Identifies Retail and Business Banking customer needs through the M&T sales processes, using ... prospects and grows Business Banking relationships through outreach. Builds the bank 's presence in the community + Conducts interviews and selects employees… more
- TD Bank (Garden City, NY)
- …relationships for MA segment; manages all aspects of the client's relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed ... within your portfolio and network to refer business to Retail and Small Business/Commercial Partners + Executes in thorough...attained + Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures + Responsible… more
- TD Bank (Melville, NY)
- …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
- M&T Bank (Bohemia, NY)
- …in assigned Market and/or branches are met or exceeded. + *Work with Retail , Business Banking, Community Bank and Wealth through ongoing account reviews ... investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Fiduciary Advisors,… more
- M&T Bank (Norwalk, CT)
- …career growth and building the necessary interpersonal skills to succeed within Retail Banking. Participants will have the opportunity to immerse themselves into the ... M&T Bank Culture to gain an understanding of our Diversity,...+ Service our customers to gain fundamental understanding of Retail Banking. + Complete duties and responsibilities of an… more
- M&T Bank (Stamford, CT)
- …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
- Synchrony (Stamford, CT)
- Job Description: **Role Summary/Purpose:** The VP, Consumer Bank -Deposits Regulatory Reporting and Initiatives will be responsible for leading deposit regulatory ... move projects forward. Reports to the SVP & CFO, Retail Deposits. We're proud to offer you choice and...in compliance with applicable instruction + Evaluate impact of bank wide projects and business changes on deposits regulatory… more
- M&T Bank (Hauppauge, NY)
- …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… more
- CBRE (Stamford, CT)
- …Windsor - Connecticut - United States of America About the role As a Retail Bank Project Manager, you will lead, handle, and coordinate multiple projects ... that consist of interior and exterior renovation projects and infrastructure upgrades of retail bank branches for our Financial Services clients. Job Location:… more
- Capital One (Lindenhurst, NY)
- …to a new idea in banking. Here at Capital One, we're redefining how people bank . You see, we believe banking should fit our customers' everyday lives-not the other ... the importance of being compliant when working at a bank . You'll ensure all, audit and security policies and...branch based on the customer needs. + The overall retail customer experience is improved with fewer handoffs; every… more
- Citigroup (Plainview, NY)
- …credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank ... and centralized service centers. The Home Lending Officer role represents the Retail Mortgage business providing superior service to clients and referral partners… more
- Santander US (Manhasset, NY)
- …States based on deposits. With a principal presence in the northeast US, Santander's retail division serves nearly 2 million customers and more than 5% of small ... current and future financial needs and educates Customers about Bank products and services + Provides exceptional Customer service...or equivalent (GED) + Cash Handling experience in a Retail or Banking environment + Ability to adhere to… more
- Citigroup (Huntington, NY)
- …+ Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and excellent discovery ... business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments through… more