- M&T Bank (Greenvale, 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
- TD Bank (Franklin Square, 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
- JPMorgan Chase (Hauppauge, NY)
- …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 ... Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them… more
- JPMorgan Chase (Melville, NY)
- …relationships and providing financial advice to your clients. A role as a Portfolio Banker is for you. As a Portfolio Banker on the Multinational Corporations, ... Middle Market Banking team, you will be the primary banker for a portfolio of accounts working independently and...Multinational Corporations team is part of JP Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries… more
- KeyBank (Stamford, CT)
- …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
- JPMorgan Chase (Lake Grove, NY)
- …providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select ... as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate… more
- Citizens (Valley Stream, NY)
- …to effectively ask questions and identify needs to improve the customer relationship + Proven success with building relationships, and recommending and referring ... products and services through in-person and phone interactions + Demonstrated skills in using digital technology to support the delivery of business goals + Aptitude to problem solve and provide solutions to customer issues + Recognized ability to strengthen… more
- Bank of America (Melville, NY)
- Business Banking Senior Relationship Manager - Melville, NY Melville, New York **Job Description:** At Bank of America, we are guided by a common purpose to help ... offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and… more
- M&T Bank (Hauppauge, NY)
- …manage risk and credit decisions, and service existing clients through the bank 's relationship management program. Work with branch partners to effectively ... sell to the business customer and cross sell other bank products. **Primary Responsibilities:** + Develop new banking relationships with business prospects. +… more
- Synchrony (Stamford, CT)
- …for the Digital Bank (Business Orchestration/Services Layer, Web and Native apps, banker experience UI and workflow) + Partner with multiple teams within the ... Job Description: **Role Summary/Purpose** The VP, Consumer Bank Digital RTE will be responsible to lead 11 agile scrum/Kanban teams' planning and execution of… more
- City National Bank (Melville, NY)
- …position. Follows Bank segmentation policy and collaborates with the appropriate Relationship Managers and Team Leaders at the various business units within the ... and implementation of banking services. Passes off prospects to Relationship Managers per Bank 's segmentation policy, after the deal is closed. Remains alert… more
- Bank of America (Melville, NY)
- …Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust ... insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to...the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams… more
- Bank of America (Melville, NY)
- …North Carolina;New York, New York; Boston, Massachusetts; Melville, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make ... offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and… more
- Bank of America (Lynbrook, NY)
- …Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust ... insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to...prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite… more
- TD Bank (Northport, NY)
- …compliance with policies and procedures to mitigate risk and protect the Bank and Customers. This role will drive, reinforce, and demonstrate meeting Operational, ... term with low to moderate risk + Demonstrates understanding of bank operational policies, procedures and regulations and establishes expectations, delegates tasks… more
- Bank of America (Garden City, NY)
- …Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust ... insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to...clients. **Responsibilities:** + Provides excellent Client Service to the bank 's clients through educating them on all of the… more
- Bank of America (Stamford, CT)
- …Connecticut; Dallas, Texas; Providence, Rhode Island; Wilmington, Delaware **Job Description:** At Bank of America, we are guided by a common purpose to help ... offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and… more
- Bank of America (Stamford, CT)
- …Connecticut; Dallas, Texas; Providence, Rhode Island; Wilmington, Delaware **Job Description:** At Bank of America, we are guided by a common purpose to help ... offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and… more
- Bank of America (Stamford, CT)
- …East Hartford, Connecticut; Charlotte, North Carolina; Providence, Rhode Island **Job Description:** At Bank of America, we are guided by a common purpose to help ... offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and… more
- Bank of America (Stamford, CT)
- …Island; New York, New York; East Hartford, Connecticut; Chicago, Illinois **Job Description:** At Bank of America, we are guided by a common purpose to help make ... benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of...Documentation * Attention to Detail * Business Acumen * Relationship Building * Coaching * Critical Thinking * Written… more