- Trustco Bank (Hartsdale, NY)
- …company policy. + Handles customer issues in person or over the phone with their bank product or service by assisting in researching and solving the issue. + ... administration and efficient daily operation of a full service branch office, including operations, lending, product sales,...to day operations to the associate banker or other branch personnel. Responsible for attaining established Bank … more
- M&T Bank (Thornwood, NY)
- …team through coaching, performance management, and setting priority. Builds and develops branch staff. + Identifies Retail and Business Banking customer needs ... Actively recruits and selects talent to fill positions within Retail and/or M&T Bank . + Actively models...maintain federal registration requirements outlined in the SAFE Act. Branch Managers must stay current on operational, product… more
- Citigroup (New York, NY)
- …Ability to use the various marketing tools and digital technology available in the branch to present product offers and financial solutions to existing and ... The Head Universal Bank is responsible for providing exceptional service delivery...our internal and external customers in coordination with the Branch team. The overall objective is to effectively execute… more
- Capital One (Lake Grove, NY)
- …Br 572 (22572), United States of America, Lake Grove, New York Part Time Branch Ambassador- Central Suffolk Area **The Reimagined Branch Experience:** Welcome to ... 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 way around. As a Branch Ambassador, you'll have the opportunity to use your… more
- Citigroup (New Canaan, CT)
- …Ability to use the various marketing tools and digital technology available in the branch to present product offers and financial solutions to existing and ... delivery to our internal and external customers in coordination with the Branch team. The overall objective is to effectively execute all service transactions… more
- Citizens (New York, NY)
- …a high-volume branch environment. + 4 years sales management experience in Retail or Branch Banking environment + Successful record of managing objectives in ... Description As a Branch Manager you will drive branch ...in achieving team and individual sales goals by delivering product /service 'value' and differentiating solutions that address clearly understood… more
- M&T Bank (Northport, NY)
- …. The position is responsible for interacting with appropriate areas within the Bank to ensure branch -related operational issues are resolved efficiently and ... **Overview:** Specializes in our branch customer experience through sales, service and digital...needs. Engage customers in a variety of ways to bank with us and provide solutions to meet their… more
- M&T Bank (Fairfield, CT)
- …exceed expectations. + Maintain and build referral channel and strong partnerships with Retail branch , Business Banking and Wealth partners to ensure investment ... Retail , to a limited degree, Business Banking, Community Bank partners and Wealth, while meeting individual client needs...to ensure quality referrals. + If assigned to a Retail branch and/or Retail segment… more
- M&T Bank (Brentwood, NY)
- …of Influence for referral opportunities + Act as liaison with business partners for retail product solutions (ie cross-selling retail products to business ... **Overview:** Identifies customers' needs through the bank 's retail sales process to provide...for basic and complex customer needs. Specializes in our branch customer experience through all retail and… more
- M&T Bank (Southport, CT)
- **Overview:** Identifies customers' needs through the bank 's retail sales process to provide proactive basic sales solutions through customer outreach for basic ... customer needs to the appropriate team member/partner. Specializes in our branch customer experience through lobby management, servicing and sales interactions for… more
- TD Bank (Port Jefferson Station, NY)
- …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
- Newtown Savings Bank (Newtown, CT)
- …as needed to appropriate individual. + Maintain a high level of knowledge regarding all Bank services and product suites. Product suites to include both ... to all external and internal customers. Provide customers with product and service information as well as account resolution....requirements by scheduled deadlines. + Scan, index and verify Customer/ Bank documents for Retail Banking System. +… more
- US Bank (New York, NY)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...and manage (socialize, update, deploy) a standardized set of branch plays that focus on creating/updating guidance for client… more
- M&T Bank (Bridgeport, CT)
- …expectations. + Maintain and build referral channel and develop strong partnerships with Retail branch , Business Banking and Wealth partners to ensure investment ... the customer on the advantages and disadvantages of different product decisions in alignment with their individual needs. +...and potential are met or exceeded. + Work with Retail , Business Banking, Community Bank and Wealth… more
- M&T Bank (Hauppauge, 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. +… more
- HSBC (New York, NY)
- …expression or any other trait protected by applicable law. **Job Field:** Branch and Retail Banking **Primary Location:** North America-United States-New ... forefront of this change. As the Real Time Payments Product Owner, you'll play a pivotal role in shaping...And we want you to help us build the bank of the future! All qualified applicants will receive… more
- Citigroup (Eastchester, NY)
- …by maximizing sales opportunities in an assigned territory, under the Business Bank , and ensuring a world-class customer experience for all current and prospective ... broad sales territory of 7-10 branches, which comprise of ~ 80 - 100 branch stakeholders and other territory partners (eg Wealth Management, Mortgage) * Partner with… more
- Banco Popular Puerto Rico (New York, NY)
- …and ATM settlements as required + Be responsible to act in accordance of all bank policies and regulation to ensure the branch passes assessment and audits Sales ... + Process payment and receipt of transactions for all product types and services accurately, courteously, and in accordance...+ Work with branch manager and supervisor to attain or exceed individual… more
- Morgan Stanley (Purchase, NY)
- …to generate FA productivity improvements and product enhancements * Communicate new product and policy enhancements to FAs and branch staff * Work with ... and communicate effectively with Financial Advisors, Branch Managers & staff, Private Bankers & ...5 years' experience with an investment, commercial or private bank * 4 years of client service, business development… more
- Morgan Stanley (New York, NY)
- …development and maintain adequate marketing pipelines to meet revenue targets. * Communicate new product and policy enhancements to FAs and branch staff * Work ... with and communicate effectively with Financial Advisors, Branch Managers & staff, Private Bankers & ...years of experience with an investment, commercial or private bank * 2 years of client service, business development… more