- Banco Popular Puerto Rico (New York, NY)
- … Service Banker Wash Heights NY Mgmt The Sales and Service Banker is responsible for the sale of bank products and services to meet all needs of ... existing and potential customers while rendering quality service in accordance with bank goals to...partnerships with Commercial and Wealth Management to promote integrated sales and service efforts across Popular. Help… more
- M&T Bank (Spring Valley, NY)
- **Overview:** Specializes in our branch customer experience through sales , service and digital engagement of our Consumer and Business Banking customers. ... of the branch as a Teller and meets customer service and sales needs as required by...opportunities to solve for other banking needs. Follow the Bank 's sales process and provide simplified, customer-focused… more
- M&T Bank (Stamford, CT)
- **Overview:** Identifies customers' needs through the bank 's retail sales process to provide proactive basic sales solutions through customer outreach for ... an environment that supports diversity and reflects the M&T Bank brand. + Maintain M&T internal control standards, including...position is the focal point in the branch for sales , service and/or referral opportunities in support… more
- Blue Foundry Bank (Jersey City, NJ)
- …bank products and services with the goal of deepening relationships. Leveraging the bank 's service and sales culture and increasing customer engagement is ... About Blue Foundry Bank This is the Bank Where... services. Primary Responsibilities: + Consistently provides quality customer service by demonstrating our service / sales … more
- Citigroup (Port Washington, NY)
- …with clients on the bank floor to proactively identify and address client sales and service needs; appropriately convert service requests into sales ... The Head Universal Banker is responsible for providing exceptional service...to deepen client relationships. . **Responsibilities:** + Exhibits strong sales and service skills, presenting products and… more
- City National Bank (New York, NY)
- …NEW YORK* WHAT IS THE OPPORTUNITY? Responsible for contributing to overall branch sales efforts, maintaining best in class service levels for their branch, ... as a champion for clients and colleagues providing exemplary service . Partners with City National Bank "CNB"...manner for reporting purposes. * Maintains collaboration with all sales partners. * Complies fully with all Bank… more
- M&T Bank (Oradell, NJ)
- **Overview** **:** Identifies customers' needs through the bank 's retail sales process to provide proactive sales solutions through customer outreach for ... portfolio management process and utilizing the fundamentals of the Bank 's sales process to achieve personal ...goals. The position interacts with appropriate areas of the bank to ensure customer needs and service … more
- City National Bank (New York, NY)
- …IS THE OPPORTUNITY? This position is responsible for contributing to overall branch sales efforts, maintaining best in class service levels for their branch, ... all levels of Bank personnel, corporate and bank clients demonstrating commitment to quality client service...manner for reporting purposes. * Maintains collaboration with all sales partners. * Complies fully with all Bank… more
- Citigroup (Scarsdale, NY)
- …with clients on the bank floor to proactively identify and address client sales and service needs; appropriately convert service requests into sales ... The Universal Banker is responsible for providing exceptional service...to deepen client relationships. . **Responsibilities:** + Exhibits strong sales and service skills, presenting products and… more
- TD Bank (Tenafly, NJ)
- … service and advice to TD Customers + Understands and supports the Bank 's Customer Service Strategy; Delivers Customers end-to-end advice they expect: (1) ... Business:** Personal & Commercial Banking **Job Description:** The Retail Banker I is a Customer liaison that is integral...transactions in order to identify opportunities to educate on Bank products and services to Customers and/or refer them… more
- Bank of America (New York, NY)
- Relationship Banker - Bowery & Hester Financial Center *Bilingual Mandarin required New York, New York **Job Description:** At Bank of America, we are guided by ... make an impact in the communities we serve. At Bank of America, you can build a successful career...lobby to educate and assist with conducting transactions through self- service resources, such as mobile banking, online banking, or… more
- Bank of America (Montvale, NJ)
- Relationship Banker - Butler, Mahwah, Montvale and Saddle River, NJ Financial Centers - Full Time Saddle River, New Jersey;Mahwah, New Jersey; Montvale, New Jersey; ... Butler, New Jersey **Job Description:** At Bank of America, we are guided by a common...lobby to educate and assist with conducting transactions through self- service resources, such as mobile banking, online banking, or… more
- PNC (Closter, NJ)
- … sales process. You will spend most of your time as a personal banker , engaging customers in sales conversations in order to identify appropriate financial ... to contribute to the company's success. As a Personal Banker , you will strengthen customer relationships with a defined...the branch customer base through a variety of proactive sales and service activities. Manages the customer… more
- KeyBank (New City, NY)
- …financial goals, leading to client confidence in their finances. The Personal Banker is a client first, sales -driven, self-motivated, and competitive individual. ... partner to the people and businesses in our Key Bank communities. Personal Bankers engage clients in deeper conversations...income and credit reports. (required) + Foundational knowledge of sales and service techniques with clients, including… more
- Citigroup (New York, NY)
- …client's unique needs and requirements, and discuss them with the Private Banker . + Participate in service related process improvements. **Execution (Client ... to meet/beat AUM/CNR budget goals of assigned team. Provide banker with suggestions on potential sales opportunities...banker to establish overdraft lines & escalate to Service Team Manager. + Maintain Credit Documentation Deficiencies >… more
- KeyBank (New Rochelle, 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 ... to appropriate sales professionals in Retail, Key Investment Services, Private Bank , Mortgage or Business Banking. At KeyBank, we believe it's our opportunity… more
- HSBC (New York, NY)
- …Banking and Markets, is responsible for serving corporate clients. As part of Corporate Sales , sales will primarily service the group's Strategic & Focus ... improve share of wallet * Identify and originate cross-sell opportunities (cross-border, Corporate Sales /CRS, and cross-selling the Bank ) * Build and maintain… more
- Citigroup (Hastings On Hudson, NY)
- …is an entry level position responsible for the assistance in the execution of sales , products or service activities in coordination with the customer service ... foster relations with customers to build loyalty and to help increase sales to individual consumer clients. **Responsibilities:** + Work with business credit… more
- HSBC (New York, NY)
- …Banking and Markets, is responsible for serving corporate clients. As part of Corporate Sales , sales will primarily service the group's Strategic & Focus ... line with their agreed principles + Work through Corporate Sales for ensuring all Global Service Centre...clients + Identify and originate cross-sell opportunities (cross-border, Corporate Sales /CRS, and cross-selling the Bank ) +… more
- Citigroup (New York, NY)
- …wealth creation will continue to be on the rise. The Institutional Investment Sales Sr. Banker is responsible for generating investments AUMs from institutions ... that currently bank with Citi Commercial Bank and the...Wealth product partners - Citi Investment Management, Investment Counselor, Service , Risk, Compliance to onboard new clients + Educate… more