- Pioneer Bank (Waterford, NY)
- TITLE: Client Service Banker LOCATION: Waterford REPORTS TO: Branch Manager CLASSIFICATION: Full Time, Non-Exempt PAY GRADE: NE 20 ($17.00 - $25.89 per hour) ... AVAILABILITY: Monday-Wednesday 9:00am-4:00pm, Thursday-Friday 9:00am-5:00pm, Saturday 9:00am-12:00pm Position Summary: The Client Service Banker will be our… more
- Pioneer Bank (Schenectady, NY)
- TITLE: Client Service Supervisor LOCATION: Rotterdam REPORTS TO: Branch Manager CLASSIFICATION: Full Time, Non Exempt PAY GRADE: NE 30 ($20.00 - $30.19 per hour) ... team by consistently leading by example while providing top notch customer service and quarterly achievement of sales goals. This will encompass listening,… more
- UMB Bank (Albany, NY)
- …testing, and industry standards required + Good written/verbal communication, organization and client service skills required + Ability to provide unparallelled ... **RETIREMENT CLIENT ADVISOR-DALLAS-FT. WORTH METROPLEX** The Retirement Client...interdisciplinary expertise to clients when needed while partnering with bank leadership and other departments. + Completes annual E-Learning… more
- KeyBank (Rutland, VT)
- …personnel to identify investment referral opportunities from new clients and the existing bank client base. + Coordinate all aspects of investment product ... + Attain sales production and referral goals to the Bank (closed and accepted) by working book of business,...the in person coaching and mentoring of branch personnel, client management, service delivery and other resources… more
- Berkshire Bank (Queensbury, NY)
- …energy and spirit to create a positive and collaborative work environment. + Excel at client service skills at all times to promote a positive brand image for ... services to meet the clients needs + Demonstrates excellent client service skills, telephone etiquette and communication...at all times to promote positive image for the Bank and build client loyalty. + Explains… more
- KeyBank (Clifton Park, NY)
- … needs, resolving issues promptly, and ensuring a positive banking experience. Excellent client service helps build trust and encourages clients to continue ... relationships based on their unique financial goals, leading to client confidence in their finances. The Personal Banker...Notary License (preferred) **Skills** + Is knowledgeable about the client 's accounts and business with the bank … more
- JPMorgan Chase (Saratoga Springs, NY)
- …+ Ability to quickly and accurately learn products, services, and procedures. + Client service experience or comparable experience. + High school diploma or ... right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the… more
- Bank of America (Saratoga Springs, NY)
- …of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Saratoga-Springs/Relationship- Banker Saratoga-Springs--NY\_25044902) **Job Description:** ... Relationship Banker - Saratoga Springs, NY Saratoga Springs, New...we make an impact in the communities we serve. Bank of America is committed to an in-office culture… more
- TD Bank (South Glens Falls, NY)
- …and delivering service and advice + 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
- TD Bank (Rutland, VT)
- … 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 II Float is a Customer liaison that is...operational policies and procedures + Understands and supports the Bank 's Customer Service Strategy + Considers the… more
- KeyBank (Hoosick Falls, NY)
- … client servicing issues, serve as the primary troubleshooter for complex problems and client service needs, and enhance client relationships with Key by ... of transactions, maintaining compliance with banking regulations, and providing exceptional client service + Accurately and securely processing of cash… more
- KeyBank (Cohoes, NY)
- …people and businesses in our KeyBank communities. As a Teller, you provide excellent client service in-person by welcoming both new and existing clients to the ... client conversations, and then appropriately transition the client (s) to a Banker . + Assist clients...business experience (required) **Work Experience** + Experience in a client service role (required) + Experienced in… more
- Berkshire Bank (Arlington, VT)
- …and operating procedures. Makes customer referrals in defined areas. Key Accountabilities: + Client Service 50% + Handles complex client issues while ... Recommend opportunities with our digital suite to help customers bank more conveniently. Performs a wide variety of customer...excellent customer service principles. + Excel at client service skills at all times to… more
- Berkshire Bank (Rutland, VT)
- …regulations and internal policies/procedures regarding products/services.60% + May perform routine client service line duties as redeems and exchanges savings ... to Financial Center Manager, Assistant Banking Center Manager, or client service line as needed and facilitates...in order to achieve branch goals and support all bank -wide initiatives. Perform outreach to clients for such initiatives… more
- UMB Bank (Albany, NY)
- …reviews, TM proformas and client proposals, or identify opportunities during direct client interaction; + Communicate client service channels and foster ... Treasury opportunities + Prepare pre-call planning prep and materials for TM client and prospect meetings + Coordinate proposal responses and works across business… more
- Pioneer Bank (Albany, NY)
- …with teams in assigned branches; fosters a branch environment conducive to world-class client service and works to increase team referral activities. + Develops ... track of life changing events that could affect a client 's financial plan and adjust the plan accordingly. It...all types of deposit services and seeks to convert service discussions to sales opportunities. + Delivers personalized investment… more
- KeyBank (Albany, NY)
- …to meet deadlines **PREFERRED QUALIFICATIONS** + Demonstrated proficiency and effectiveness in client service skills (including handling client /prospect and ... through Salesforce or other Comprehensive Practice Management process, prioritized pro-active client contacts, per service standards + Retains and deepens… more
- Bank of America (Latham, NY)
- …and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and ... years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Katonah/Financial-Solutions-Advisor Albany-Hudson-Valley-Market\_25048779-2) **Job Description:** At Bank of America, we are guided by a common… more
- TD Bank (Bennington, VT)
- …to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line ... referral + Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client ...to see an expert + Understands and supports the Bank 's customer service strategy + Considers the… more
- Bank of America (Clifton Park, NY)
- …were routinely met or exceeded + Bilingual skills **Skills:** + Coaching + Customer Service Management + Customer and Client Focus + Performance Management + ... years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Clifton-Park/Financial-Center-Assistant-Manager Clifton-Country-Road-Financial-Center\_25048611) **Job Description:** At Bank of America, we are guided by a common… more