- NBT Bank (Sheffield, MA)
- Pay Range: $21.68 - $28.89 The role of the Senior Relationship Banker is to provide quality consultative customer service to ensure customer needs are met. They ... referral and sale opportunities across all business lines. Engages in relationship management activities in accordance with established corporate objectives and… more
- M&T Bank (Red Hook, 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
- Berkshire Bank (Sheffield, MA)
- …+ Advises clients on product selection, capitalizes on relationship building opportunities, and establishes new accounts. Originates/closes consumer ... finances and managing relationships with such tools as the Relationship Builder and Salesforce. Works with clients to refer...in order to achieve branch goals and support all bank -wide initiatives. Perform outreach to clients for such initiatives… more
- TD Bank (Hudson, NY)
- …role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Retail Banker I is a customer liaison that is integral to delivering TD's Brand ... help Customers achieve their financial goals and optimize their relationship with TD. **Depth & Scope:** + Proficient in...transactions in order to identify opportunities to educate on Bank products and services to Customers and/or refer them… more
- Berkshire Bank (Great Barrington, MA)
- …service skills at all times to promote a positive brand image for Bank through face to-face communication and telephone etiquette. Lead through lobby management, ... at all times to promote positive image for the Bank and build client loyalty. + Explains Bank...finances and managing relationships with such tools as the Relationship Planner and Salesforce. + Works with clients to… more
- KeyBank (Red Hook, 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
- NBT Bank (Dover Plains, NY)
- Pay Range: $17.50 - $19.62 The role of the Relationship Banking Associate is to deliver high quality customer service and responsiveness to ensure fulfillment and ... may be in person or over the telephone. The Relationship Banking Associate will provide support for basic consumer...sponsorship of an employment Visa at this time. NBT Bank offers a stimulating work environment that recognizes talent… more
- NBT Bank (Lakeville, CT)
- …banking hours at various locations. Tasks Performed: + 20% Client relationship management, responsible for coordinating services, building relationships with clients ... and increased interaction and cross selling efforts with other bank partners. Share product knowledge and promote other wealth...sponsorship of an employment Visa at this time. NBT Bank offers a stimulating work environment that recognizes talent… more
- Berkshire Bank (Great Barrington, MA)
- …St Purpose/Objective: Assists the Financial Center Manager with growing the Bank by managing customer relationships, directing branch operations, supervising team ... to their finances and managing relationships with such tools as the Relationship Builder and Salesforce. Works with clients to refer partnership solutions such… more
- KeyBank (Red Hook, 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
- COARC (Hudson, NY)
- …ESSENTIAL DUTIES AND RESPONSIBILITIES : + Oversee the development of a shared relationship with the individuals that supports the unique personal desires and needs ... settings. + Work in a professional and ethical manner; establish a trusting relationship with the individuals served as well as employees by being reliable and… more
- COARC (Mellenville, NY)
- …ESSENTIAL DUTIES AND RESPONSIBILITIES: + Develop and maintain an effective working relationship with the individuals being served and their family members; provide ... the individual in the budgeting of personal finances; assist in establishing bank accounts and teach individuals about correct deposit and withdrawal procedures;… more