- Pioneer Bank (Waterford, NY)
- TITLE: Client Service Banker LOCATION: Waterford REPORTS TO: Branch Manager CLASSIFICATION: Full Time, Non-Exempt PAY GRADE: NE 20 ($17.00 - $25.89 per hour) ... AVAILABILITY: Monday-Wednesday 9:00am-4:00pm, Thursday-Friday 9:00am-5:00pm, Saturday 9:00am-12:00pm Position Summary: The Client Service Banker will be our… more
- Pioneer Bank (Schenectady, NY)
- TITLE: Client Service Supervisor LOCATION: Rotterdam REPORTS TO: Branch Manager CLASSIFICATION: Full Time, Non Exempt PAY GRADE: NE 30 ($20.00 - $30.19 per hour) ... team by consistently leading by example while providing top notch customer service and quarterly achievement of sales goals. This will encompass listening,… more
- UMB Bank (Albany, NY)
- …testing, and industry standards required + Good written/verbal communication, organization and client service skills required + Ability to provide unparallelled ... **RETIREMENT CLIENT ADVISOR-DALLAS-FT. WORTH METROPLEX** The Retirement Client...interdisciplinary expertise to clients when needed while partnering with bank leadership and other departments. + Completes annual E-Learning… more
- KeyBank (Albany, NY)
- …personnel to identify investment referral opportunities from new clients and the existing bank client base. + Coordinate all aspects of investment product ... + Attain sales production and referral goals to the Bank (closed and accepted) by working book of business,...the in person coaching and mentoring of branch personnel, client management, service delivery and other resources… more
- Berkshire Bank (Amsterdam, NY)
- …energy and spirit to create a positive and collaborative work environment. + Excel at client service skills at all times to promote a positive brand image for ... services to meet the clients needs + Demonstrates excellent client service skills, telephone etiquette and communication...at all times to promote positive image for the Bank and build client loyalty. + Explains… more
- KeyBank (Clifton Park, NY)
- … needs, resolving issues promptly, and ensuring a positive banking experience. Excellent client service helps build trust and encourages clients to continue ... relationships based on their unique financial goals, leading to client confidence in their finances. The Personal Banker...Notary License (preferred) **Skills** + Is knowledgeable about the client 's accounts and business with the bank … more
- JPMorgan Chase (Saratoga Springs, NY)
- …+ Ability to quickly and accurately learn products, services, and procedures. + Client service experience or comparable experience. + High school diploma or ... right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the… more
- Bank of America (Clifton Park, NY)
- …years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Schenectady/Relationship- Banker Schenectady Clifton-Park-Areas\_25044904) **Job ... Relationship Banker - Schenectady / Clifton Park Areas Schenectady,...we make an impact in the communities we serve. Bank of America is committed to an in-office culture… more
- KeyBank (East Greenbush, NY)
- …advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program ... Upon Hire (required) **Skills** + Is knowledgeable about the client 's accounts and business with the bank ...future, and protect against financial risks. As a Private Client Banker , you will help clients achieve… more
- KeyBank (Albany, NY)
- … client servicing issues, serve as the primary troubleshooter for complex problems and client service needs, and enhance client relationships with Key by ... of transactions, maintaining compliance with banking regulations, and providing exceptional client service + Accurately and securely processing of cash… more
- KeyBank (Latham, NY)
- …people and businesses in our KeyBank communities. As a Teller, you provide excellent client service in-person by welcoming both new and existing clients to the ... client conversations, and then appropriately transition the client (s) to a Banker . + Assist clients...business experience (required) **Work Experience** + Experience in a client service role (required) + Experienced in… more
- UMB Bank (Albany, NY)
- …reviews, TM proformas and client proposals, or identify opportunities during direct client interaction; + Communicate client service channels and foster ... Treasury opportunities + Prepare pre-call planning prep and materials for TM client and prospect meetings + Coordinate proposal responses and works across business… more
- Pioneer Bank (Albany, NY)
- …with teams in assigned branches; fosters a branch environment conducive to world-class client service and works to increase team referral activities. + Develops ... track of life changing events that could affect a client 's financial plan and adjust the plan accordingly. It...all types of deposit services and seeks to convert service discussions to sales opportunities. + Delivers personalized investment… more
- KeyBank (Albany, NY)
- …to meet deadlines **PREFERRED QUALIFICATIONS** + Demonstrated proficiency and effectiveness in client service skills (including handling client /prospect and ... through Salesforce or other Comprehensive Practice Management process, prioritized pro-active client contacts, per service standards + Retains and deepens… more
- UMB Bank (Albany, NY)
- …and due dates + Ensure The Unparallelled Customer Experience (TUCE) through quality service and coordination of client needs with other functions as needed ... **Commercial Service Specialist** This role will support and manage...banking needs, questions, research, etc. + Manage resolution of client needs by identifying and coordinating appropriate bank… more
- Bank of America (Latham, NY)
- …and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and ... years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Katonah/Financial-Solutions-Advisor Albany-Hudson-Valley-Market\_25048779-2) **Job Description:** At Bank of America, we are guided by a common… more
- Bank of America (Clifton Park, NY)
- …were routinely met or exceeded + Bilingual skills **Skills:** + Coaching + Customer Service Management + Customer and Client Focus + Performance Management + ... years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Clifton-Park/Financial-Center-Assistant-Manager Clifton-Country-Road-Financial-Center\_25048611) **Job Description:** At Bank of America, we are guided by a common… more
- Ballston Spa National Bank (Latham, NY)
- …are followed as outlined in bank policy. ESSENTIAL DUTIES + Primary service provider and reviews client product needs, cross sells appropriate bank ... The Relationship Manager will coach, motivate, and provide ongoing training in referrals, bank products, the client experience, and customer excellence to all… more
- Oracle (Albany, NY)
- …of Defense, United States Coast Guard, Veterans Affairs and Indian Health Service . The Federal Consulting team is a group of hard-working, knowledgeable, passionate ... who want to shape the electronic health records systems for active-duty service men and women, their beneficiaries, our Nation's Veteran's, American Indians, and… more
- Oracle (Albany, NY)
- …new ideas and conceptualize new approaches and solutions * Ability to focus on client service and strive to exceed clients' needs * Proven analytical skills ... Work with customers to remediate highest priority gaps * Evaluate and test client business processes, IT controls and identify areas of risk for management. *… more