- TD Bank (Northport, 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 (Commack, NY)
- **Overview** **:** Identifies customers' needs through the bank 's retail sales process to provide proactive sales solutions through customer outreach for basic ... customer needs. Specializes in our branch customer experience through all retail and business sales interactions. **Primary Responsibilities:** + Develop new… more
- M&T Bank (Milford, CT)
- …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
- Citigroup (Norwalk, CT)
- 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
- Wells Fargo (Melville, NY)
- **About this role:** Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines ... focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources + Develop… more
- JPMorgan Chase (Centereach, NY)
- …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 ... qualifications, capabilities, and skills** + 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in… 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 (Bridgeport, CT)
- …high-impact team focused on driving strategic insights and operational excellence across M&T Bank 's retail banking network. This role sits at the intersection of ... how we understand our product portfolio, customer profitability, and banker performance across markets. **What You'll Do:** + **Lead...of a growing team that's shaping the future of retail banking at M&T. You'll work on meaningful projects,… more
- TD Bank (Westhampton Beach, NY)
- …as required + Manages a medium sized store and team (based on US TD Bank store levelling criteria) + Oversees and leads a medium and/or complex and/or Denovo Store ... store managers + Requires deep expert knowledge of the business, banking and bank operations + Requires deep expert process management knowledge and deep expert… more
- TD Bank (Norwalk, CT)
- …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
- TD Bank (Medford, NY)
- …TD Wealth client relationships; 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
- M&T Bank (Bridgeport, CT)
- …investment needs of current and potential 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, Financial Advisors,… more
- TD Bank (West Babylon, 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
- Bank of America (Bay Shore, NY)
- …Bay-Shore-Financial-Center\_25044399-2) **Job Description:** At Bank of America, we are ... we make an impact in the communities we serve. Bank of America is committed to an in-office culture...services industry, products and solutions * Experience in mortgage, retail and/or hospitality * Experience working in an environment… more
- M&T Bank (Bridgeport, CT)
- …telephone. + Market bank wide proprietary CRA products, eg, Get Started, with Retail Bank Network as well as outside organizations such as real estate firms, ... Act (CRA) related activities and functions within M&T community bank regions. Must adhere to the requirements of federal...new mortgage business. + Markets, services and promotes the bank 's mortgage products. + May be required to travel… more
- Newtown Savings Bank (Bridgeport, CT)
- …Bridgeport, CT How would you like to join our team? Newtown Savings Bank is seeking a positive, high-energy professional for a Customer Experience Manager position. ... This position is responsible for implementing and carrying out Bank policy, procedures and sales goals in addition to overseeing the operation of the branch. This… more
- M&T Bank (Stratford, 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
- 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...clients. + Actively participate in all business banking and retail sales sprints. + Achieve call targets and other… more
- M&T Bank (Bridgeport, CT)
- …+ Promote an environment that supports belonging and reflects the M&T Bank brand. + Maintain M&T internal control standards, including timely implementation of ... the following Lines of Businesses (LOBs) such as Commercial Banking, Retail Banking, Mortgage, Consumer Banking, Wealth Advisory, Institutional Client Services, or… more
- OceanFirst Bank (Melville, NY)
- **WHAT WE EXPECT OF YOU** + Sound understanding of the Bank 's commercial lending process. + Working knowledge of loan closing process, from interim sheet through to ... contacts include Commercial Credit, Loan Servicing, Closing Department and Retail Customer Service. **WORKING CONDITIONS/PHYSICAL REQUIREMENTS** Office environment. Ability… more