- 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 (Nanuet, 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
- KeyBank (Mahopac, 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 ... goals, leading to client confidence in their finances. The Personal Banker is a client first, sales-driven,...serving our clients and making them feel that no bank will fight harder for them. **Essential Functions** +… more
- Wells Fargo (Ardsley, 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
- PNC (Northvale, NJ)
- …have an opportunity to contribute to the company's success. As a Full Time Personal Banker within PNC's Bergen Region Retail Branch Banking organization, you ... Notice (https://content.pncmc.com/live/pnc/aboutus/HR/Onboarding/PNC\_CCPA\_Privacy\_Disclosure\_Employee.pdf) to gain understanding of how PNC may use or disclose your personal information in our hiring… more
- KeyBank (Cortlandt Manor, 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
- Citigroup (Ossining, 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
- PNC (Montvale, NJ)
- …opportunity to contribute to the company's success. As a full time Regional Banker /Teller within PNC's Bergen Region Retail Branch organization, you will be based in ... Notice (https://content.pncmc.com/live/pnc/aboutus/HR/Onboarding/PNC\_CCPA\_Privacy\_Disclosure\_Employee.pdf) to gain understanding of how PNC may use or disclose your personal information in our hiring… more
- TD Bank (Mount Kisco, NY)
- …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
- Bank of America (Ridgefield, CT)
- …Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe ... to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific… more
- TD Bank (Ramsey, NJ)
- …can provide you more specific details for this role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Sr. Relationship Manager serves the ... value to the customer + Actively generates referrals to all business partners in the Bank to help meet the comprehensive financial needs of TD customers + Develops a… more
- Bank of America (Stamford, CT)
- …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. Merrill is committed to an in-office...leading the overall service delivery model to include the bank 's digital offerings and wealth management banking strategy in… more
- Bank of America (White Plains, 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. Merrill is committed to an in-office...Advisor (FA) business needs, while ensuring adherence to the bank 's compliance policies and procedures + Coaches FAs, Client… 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
- KeyBank (Tarrytown, NY)
- **Location:** 660 White Plains Road, Tarrytown New York **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert ... with internal and external partners to acquire new and deepen existing Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by… more
- KeyBank (Tarrytown, NY)
- …that investment advice is integrated with all aspects of clients' planning and personal goals. This position collaborates and performs as part of the relationship ... client's trusted advisor. + Interfaces with other Key Private Bank advisors and team members as necessary to ensure...the broadest possible view of an issue/challenge; has broad-ranging personal and business interests and pursuits; can easily pose… more
- M&T Bank (Tarrytown, 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)
- …: Regular Full-Time **Salary Range:** $64,350- $80,000 Elevate Your Career with Trustco Bank ! **Company Overview:** Join a dynamic team at Trustco Bank , where ... part of a team. **Why Join Us?** At Trustco Bank , we recognize that our employees are our greatest...be required as job duties demand. **Travel:** Travel using personal vehicle, occasional overnight travel. Valid driver's license required.… more
- TD Bank (Thornwood, 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
- Trustco Bank (Monroe, NY)
- …**FLSA Status:** Non-Exempt | **Supervisory Role:** Yes **Why Join Us?** At Trustco Bank , we're committed to fostering a supportive and inclusive workplace where our ... security, and warmth. Your expertise in residential mortgages, IRA services, and personal banking products will empower you to deliver tailored solutions that meet… more