- 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 (Northport, 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
- M&T Bank (Commack, 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
- Wells Fargo (Commack, NY)
- …in the US Join us! **About this role:** Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, ... within defined policies and procedures + Develop understanding of bank products and services to connect to customers' needs...care and build relationships + Provide appropriate options for bank products and services to customer + Refer customers'… 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 ... and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and… more
- Citigroup (Syosset, 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
- City National Bank (Melville, NY)
- …Branch* WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships, with ... the intent of integrating both business & personal clients. They will act as a trusted strategic...segments and expand relationships to become our client's main bank option. * Manage a portfolio of existing clients… more
- TD Bank (Norwalk, CT)
- …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
- 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
- TD Bank (Hauppauge, 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
- M&T Bank (Medford, 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 with business prospects. + Service… more
- M&T Bank (Darien, CT)
- …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 with business prospects. Service existing… more
- Citigroup (Smithtown, NY)
- The Business Banker is responsible for proactively sourcing, acquiring, expanding, and retaining customer relationships by maximizing sales opportunities in an ... sales plan to achieve scorecard results, drive acquisition of new to bank clients and target industry/sectors maximizing the highest potential across designated… more
- Citigroup (Garden City, NY)
- …**Responsibilities:** + Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them ... Collect and analyze information about the customer's financial situation, financial and personal goals, tolerance for risk and change, plans for the future, income,… more
- Citigroup (East Meadow, NY)
- …bank and brokerage assets + Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial ... 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
- Capital One (Commack, 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 ... reduce customer financial anxiety by helping to determine both personal and business financial needs. You'll get to pull...the importance of being compliant when working at a bank . You'll ensure all, audit and security policies and… more
- Santander US (Garden City, NY)
- …that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning ... Handle cash and maintain accurate cash drawer balances. + Adhere to all bank policies and procedures, including compliance and risk management protocols to prevent… more
- New York State Civil Service (West Babylon, NY)
- …Ventek, and ForeUp point-of-sale systems. * Help Albany Revenue resolve bank reconciliation discrepancies, credit card chargebacks, and credit card charge ... * Process and track refunds of appropriation for both staffing and non- personal service spending.* Order, distribute, collect and return seasonal tour funds for… more
- AON (Plainview, NY)
- …accrual and deferral entries. + Ability to research and resolve bank reconciliation variances, including intricate differences resulting from a large volume ... life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and… more
- Citigroup (Smithtown, NY)
- …clients on digital and self-service opportunities offered by Citi + Adhere to bank policies, operational controls, and regulatory procedures to ensure the safety and ... security of client and bank assets + Ensure all client needs are met...regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing… more