- NBT Bank (Webster, NY)
- Pay Range: $17.50 - $22.43 The role of the Relationship Banker is to deliver high quality customer service and responsiveness while providing quality, ... new deposit account types and consumer lending transactions. The Relationship Banker will educate customers and refer...sponsorship of an employment Visa at this time. NBT Bank offers a stimulating work environment that recognizes talent… more
- M&T Bank (Rochester, NY)
- **Overview:** Identifies customers' needs through the bank 's retail sales process to provide proactive basic sales solutions through customer outreach for basic ... business customers. **Primary Responsibilities:** + Play key role in Relationship Management (customer assessments, profiling for sales opportunities, account… more
- M&T Bank (Victor, NY)
- **Overview** **:** Identifies customers' needs through the bank 's retail sales process to provide proactive sales solutions through customer outreach for basic and ... leveraging the portfolio management process and utilizing the fundamentals of the Bank 's sales process to achieve personal sales and/or referral goals. + Play… more
- JPMorgan Chase (Rochester, NY)
- …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 ... Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them… more
- KeyBank (Rochester, 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 ... Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate… more
- Citizens (Webster, NY)
- …to effectively ask questions and identify needs to improve the customer relationship + Proven success with building relationships, and recommending and referring ... products and services through in-person and phone interactions + Demonstrated skills in using digital technology to support the delivery of business goals + Aptitude to problem solve and provide solutions to customer issues + Recognized ability to strengthen… more
- M&T Bank (Rochester, NY)
- …+ Services customers seeking loan and/or deposit relationships with the Bank , interviews applicants to develop information concerning their businesses and ... requirements, evaluates credit information and makes relationship recommendations. + Maximizes the Department's profitability through the maintenance of a high… more
- Bank of America (Pittsford, NY)
- …Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust ... insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to...the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams… more
- Canandaigua National Bank & Trust (Pittsford, NY)
- Student Teller Canandaigua National Bank & Trust What does a Student Teller at CNB do? As the only local, full-service, community-owned financial institution in the ... Rochester area, Canandaigua National Bank & Trust is investing in you. Our student...building, growing, and retaining relationships. For us, each customer relationship is an extension of our CNB family. As… more
- Woodforest National Bank (Canandaigua, NY)
- …a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation.Woodforest National Bank ... * Enhance customer experience and the reputation of the Bank by warmly and sincerely greeting, engaging, and developing...execute a community engagement strategy with a Community Development Relationship Manager in order to be an engaged and… more
- Woodforest National Bank (Rochester, NY)
- …a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation.Woodforest National Bank ... * Enhance customer experience and the reputation of the Bank by warmly and sincerely greeting, engaging, and developing...execute a community engagement strategy with a Community Development Relationship Manager in order to be an engaged and… more
- KeyBank (Rochester, NY)
- …New York 14604 **Job Description Preview** **Job Summary** Serves as the Relationship Manager and Financial Advisor to clients, introducing a full range of ... to problem solving and decision making with clients to build the relationship and generate solutions + Technical Expertise: Demonstrates expertise within defined… more
- KeyBank (Sodus, 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% ... serving our clients and making them feel that no bank will fight harder for them. **Responsibilities** + Embodies...during the transaction to deepen and expand the client relationship . + Acts as a resource to identify and… more
- JPMorgan Chase (Rochester, NY)
- …provide you with the opportunity to take your career to the next level. As a Program Banker Analyst in the US Private Bank , you will work on an integrated team ... to provide a first-class experience to clients within JP Morgan's US Private Bank . If you have an entrepreneurial mindset and are looking to constantly challenge… more
- JPMorgan Chase (Rochester, NY)
- …Commercial Banking, Consumer and Community Banking. The JP Morgan Private Bank offers high net worth individuals and families personalized, comprehensive financial ... issues and coordinate delivery of services + Make recommendations regarding how the Bank shall exercise discretionary powers it has as trustee + Oversee investment… more
- Lincoln Financial Group (Rochester, NY)
- …timely and accurate monthly and quarterly financial close process. * Understand the relationship of applicable systems and data required to account for and support ... to support these responsibilities. * Develop and maintain a strong relationship with internal/external auditors as applicable and ensure identified issues are… more
- Lincoln Financial Group (Rochester, NY)
- …appropriate resources and tools to drive solutions. * Demonstrates strong relationship management skills with internal clients (eg management, peers and colleagues) ... ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally,… more
- National Property Management Associates (Rochester, NY)
- …and arrange maintenance to meet standards + Maintain a positive, productive relationship with residents & vendors + Negotiate lease/contracts with contractors in a ... openings on trusted websites and will never ask for sensitive information such as your SSN or your bank details before the on-boarding process takes place. #NYIND more
- Sherwin-Williams (Rochester, NY)
- …following areas: + Sales + Marketing/Promotions + Merchandising + Customer Relationship Management + Business Management Following successful completion of the ... financial information, or sensitive personal information like national identification numbers, date of birth, or bank account numbers during the application process. more