- M&T Bank (Nyack, NY)
- …leveraging the portfolio management process and utilizing the fundamentals of the Bank 's sales process to achieve personal sales and/or referral goals. ... **Overview** **:** Identifies customers' needs through the bank 's retail sales process to provide proactive sales...an environment that supports diversity and reflects the M&T Bank brand. + Maintain M&T internal control standards, including… more
- KeyBank (Baldwin Place, 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 ... partner to the people and businesses in our Key Bank communities. Personal Bankers engage clients in...goals, leading to client confidence in their finances. The Personal Banker is a client first, sales-driven,… more
- Wells Fargo (Peekskill, NY)
- …career" in the US **About this role:** Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, ... of branch locations within a specific geography where a banker or teller is out of the office or...within defined policies and procedures + Develop understanding of bank products and services to connect to customers' needs… more
- 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
- Citigroup (Greenburgh, NY)
- The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination ... and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and… 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
- JPMorgan Chase (Armonk, NY)
- …education and advice tailored to suit their financial needs. As an Associate Banker - Market Expansion in Branch Banking, you will contribute significantly to the ... cash vault, ATM, or others while adhering to all bank policies and procedures and performing account origination for...consumer banking and investment goals + Champions new Associate Banker skills such as tablet utilization, account opening, and… more
- JPMorgan Chase (Peekskill, NY)
- …education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of the ... such as the cash vault, ATM, or others while adhering to all bank policies and procedures **Required qualifications, capabilities, and skills** + 6+ months of… more
- JPMorgan Chase (Yorktown Heights, NY)
- …enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take 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 in delivering an outstanding… more
- Citizens (Beacon, NY)
- …spending, saving, borrowing and investing needs. You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them - ... like planning for the future, buying a home or opening a new credit card. You'll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You'll collaborate with partners in Wealth Management,… more
- M&T Bank (North Salem, NY)
- …digital engagement, transactions/operations, servicing, and sales. Has personal production responsibility. **Primary** **Responsibilities** **:** + Responsible ... prospects and grows Business Banking relationships through outreach. Builds the bank 's presence in the community + Conducts interviews and selects employees… more
- Trustco Bank (Peekskill, NY)
- …product sales, customer service, and security and safety in accordance with the Bank 's objectives. Develops new deposit and loan business; provides a superior level ... the head teller or other branch personnel. Responsible for attaining established Bank and branch goals through active participation in sales management programs.… more
- Bank of America (West Nyack, 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. At Merrill, we empower you to...opportunities for advisors to pursue a career within the bank . This position is subject to SAFE Act registration… more
- Bank of America (Greenwich, 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. At Merrill, we empower you to...Advisor (FA) business needs, while ensuring adherence to the bank 's compliance policies and procedures + Coaches FAs, Client… 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. At Merrill, we empower you to...and routines to help enable Advisor Trainee productivity + Personal involvement with ADP participants who require heightened support… more
- Citigroup (Greenwich, CT)
- …that determine technical approaches and strategies for the area. Citi Private Bank 's objective is to further enhance its ability to build relationships with, ... clients in the US. **Responsibilities:** + Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing and… more
- M&T Bank (New City, 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
- KeyBank (Tarrytown, NY)
- …660 White Plains Road - Tarrytown, New York 10591 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice ... with internal and external partners to acquire new and deepen existing Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by… more
- Trustco Bank (Nyack, NY)
- …must have a familiarity with residential mortgages, IRA services and personal banking products and services. **ESSENTIAL DUTIES AND RESPONSIBILITIES** include the ... and branch success. + Provides quality customer service through personal contact with customers and prospects in adherence with...issues in person or over the phone with their bank product or service by assisting in researching and… more
- TD Bank (New City, NY)
- …cases ranging from simple to complex in nature + Sound knowledge of Bank products, systems, policies and procedures + Strong knowledge of criminal investigative ... of the business, related tools and techniques + Participates in personal performance management and development activities, including cross training within own… more