- KeyBank (Mahopac, NY)
- …to new and existing clients. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong working relationships ... and delivery of all aspects of investment product delivery within assigned Branch (es) for Mass Affluent clients, including client management, service delivery, and… more
- KeyBank (Machias, NY)
- …identifying full relationship opportunities. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong working ... + Attain sales production and referral goals to the Bank (closed and accepted) by working book of business,...+ Be an active member and participant of the Branch team. Engage in person licensed and non-licensed … more
- Heritage Financial Credit Union (Middletown, NY)
- …refinement of service excellence across all member contact channels including, In- Branch , Digital, Dealer, Commercial and Mortgage Services. The development and ... Profitability - Directs the development and integration of the Branch and Branch Administration annual budgets and...requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will… more
- Santander US (Brooklyn, NY)
- …Statement governing the sale of uninsured products. * When appropriate, provide leads to branch personnel for the sale of other bank products and services such ... * Provide active mentoring and coaching to all Licensed Bank Employees (LBEs) assigned within your branch ...Licensed Bank Employees (LBEs) assigned within your branch territory. * Hold frequent client appointments, seminars and… more
- Citigroup (Smithtown, NY)
- The Business Banker is responsible for proactively sourcing, acquiring, expanding, and retaining customer relationships by maximizing sales opportunities in an ... expert across a broad sales Area of assigned branches, which comprise of branch stakeholders and other Area partners (eg Wealth Management, Mortgage) + Partner with… more
- Banco Popular Puerto Rico (Brooklyn, NY)
- …and ATM settlements as required + Be responsible to act in accordance of all bank policies and regulation to ensure the branch passes assessment and audits Sales ... + Work with branch manager and supervisor to attain or exceed individual...abreast of any new developments and initiatives in the bank Best in Class Customer Experience + Promote environment… more
- Heritage Financial Credit Union (Middletown, NY)
- …Reporting & Analytics + Collect, analyze, and interpret data related to branch performance, member growth, deposit trends, consumer lending results, and sales ... of reporting. + Support analysis for new products, promotions, and branch network initiatives. Incentive Program Administration + Gather performance data used… more
- Arrow Financial Corporation (Hudson Falls, NY)
- …ladder--many of our temporary tellers grow into full-time roles, which can lead to branch management. As a Temporary Teller in our Central Region, you will be ... with functions relative to the daily operation of the branch . This Position is 40 hours a week Monday-Saturday....federal, state, or local legally protected classes. As a multi- bank holding company, Arrow Financial Corporation has over $4… more
- Chemung Canal Trust Company (Binghamton, NY)
- …top talent, celebrate performance, and fuel professional growth. As a proud community bank , we believe in giving back to the neighborhoods we serve. Supporting local ... broad range of consumer services to clients of the branch , including accepting deposits, cashing checks, accepting utility bill...procedures to ensure the safety and security of client bank assets. + Maintains an awareness of new business… more
- Santander US (Queens, NY)
- …Handle cash and maintain accurate cash drawer balances. + Adhere to all bank policies and procedures, including compliance and risk management protocols to prevent ... fraudulent situations. + Recognize opportunities and cross-sell bank products to deepen customer relationships. + Engage customers and leverage digital tools to… more