- M&T Bank (Monsey, 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 diversity and reflects the M&T Bank brand. + Maintain M&T internal control standards, including… more
- KeyBank (Vails Gate, NY)
- …in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key and work with ... partner to the people and businesses in our Key Bank communities. Personal Bankers engage clients in...goals, leading to client confidence in their finances. The Personal Banker is a client first, sales-driven,… more
- Wells Fargo (Shrub Oak, NY)
- …your career" in the 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
- KeyBank (Marlboro, 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 ... refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank , Mortgage or Business Banking. At KeyBank, we believe it's our opportunity… more
- JPMorgan Chase (Garnerville, NY)
- …education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of the ... such as the cash vault, ATM, or others while adhering to all bank policies and procedures **Required qualifications, capabilities, and skills** + 6+ months of… more
- JPMorgan Chase (Monroe, NY)
- …enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career ... development through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding… more
- Bank of America (West Nyack, NY)
- …Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe ... insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to...opportunities for advisors to pursue a career within the bank . This position is subject to SAFE Act registration… more
- M&T Bank (Fishkill, NY)
- …appropriate mortgage loan programs. + Makes recommendations to customers regarding other bank products or to alternative lending vehicles, as needed. + Cultivates ... new mortgage business. Markets, services and promotes the bank 's mortgage products. This includes the solicitation of residential first mortgages through contacts… more
- Trustco Bank (Nyack, NY)
- …must have a familiarity with residential mortgages, IRA services and personal banking products and services. **ESSENTIAL DUTIES AND RESPONSIBILITIES** include the ... and branch success. + Provides quality customer service through personal contact with customers and prospects in adherence with...issues in person or over the phone with their bank product or service by assisting in researching and… more
- TD Bank (Warwick, 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 (Tarrytown, 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 existing… 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 ... understanding of clients' needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the customer… more
- TD Bank (New City, NY)
- …leadership, coaching and development to ensure operational results and professional/ personal development objectives are achieved for the overall group. **Job ... leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we...colleagues bring their skills, talent, and creativity to the Bank , those we serve, and the economies we support.… more
- Tompkins Community Bank (Mount Kisco, NY)
- …as portfolio development and implementation. + Proven ability to uncover client personal investment goals and objectives to create a personalized and meaningful ... Off + 11 Holidays + Tuition Reimbursement + Free Parking throughout Tompkins Community Bank + Employee Referrals **In addition to your base salary and a competitive… more
- KeyBank (Mahopac, NY)
- …solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. As a Teller, you provide excellent client service by welcoming both ... new and existing clients to the Bank and assisting them with their account transactions and...to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. At… more
- KeyBank (Middletown, NY)
- …problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. As a Lead Teller, you act as a resource in identifying and ... to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. Lead...serving our clients and making them feel that no bank will fight harder for them. **Responsibilities** + Embodies… more
- KeyBank (Monsey, NY)
- …trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% ... We take pride in serving our clients and making them feel that no bank will fight harder for them. **Responsibilities** + Embodies a strong client experience… more
- KeyBank (Mahopac, NY)
- …with banking center staff. + Attain sales production and referral goals to the Bank (closed and accepted) by working book of business, lead lists, and closing on ... Investment Services solutions to support cross-selling opportunities and learn the core bank products to generate quality and qualified referrals back to the LOB's… more
- KeyBank (Wappingers Falls, NY)
- …trusted advisor, and partner to the people and businesses in our Key Bank communities. The Branch Manager builds, coaches, develops, leads, and motivates a team ... serving our clients and making them feel that no bank will fight harder for them. **Responsibilities** + Embodies...skills with ability to lead team through multiple priorities ** Personal Skills** + Adaptability + Collaboration + Critical Thinking… more
- Carrols Corporation (Peekskill, NY)
- …plan, company matched 401(k), quarterly bonus program, paid vacation time, personal days, clothing allowance, tuition assistance and much more. Essential Job ... + Basic Computer Skills + Valid Drivera€ (TM) s License and Personal Transportation + Out-going Personality Job Responsibilities: + Direct, control and coordinate… more