- M&T Bank (Buffalo, NY)
- …identifying opportunities leveraging the portfolio management process and utilizing the fundamentals of the Bank 's sales process to achieve personal sales and/or ... achievement of annual branch sales goals. The position interacts with appropriate areas of the bank to ensure customer needs and service issues are resolved… more
- M&T Bank (Rochester, NY)
- …will inform their specific compensation. **Location** Rochester, New York, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative ... **Overview:** Identifies customers' needs through the bank 's retail sales process to provide proactive basic...based discussion on financial goals + Identify financial needs of customers and present all appropriate product and service… more
- Tompkins Community Bank (Medina, NY)
- …communicating with appropriate personnel. This position will be expected to perform the duties of both a Teller and a Customer Service Representative. ... May support the team, as required. + All other duties as assigned. Qualifications + High School Diploma or...a related role (customer service/sales); experience within the field of banking is preferred . + Proficient in… more
- Citigroup (Brooklyn, NY)
- …corporate, and regulatory procedures to ensure the safety and security of customer and bank assets + Duties may include managing the supply of cash for ... The Head Universal Banker is a leadership role responsible for providing...of client and team experiences aligned with the bank 's standards **Responsibilities** : + Lead, coach, and support… more
- KeyBank (Liberty, NY)
- …client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting new ... Participate in and occasionally facilitate morning huddles and end of day debriefs + Performs other duties ...or equivalent business experience (required) or + Bachelor's Degree ( preferred ) **Experience Qualifications** + Minimum of 1… more
- Citigroup (New York, NY)
- …years of relevant experience + Previous banking, retail, or sales experience preferred + Knowledge of Smart Banking tools and technologies + NMLS ... The Personal Banker SAFE Act is an entry level position...provides a high-level review of the types of work performed. Other job-related duties may… more
- KeyBank (Chatham, NY)
- …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 ... Participate in and occasionally facilitate morning huddles and end of day debriefs + Performs other duties ...overcoming objection, and asking fact-finding questions with the goal of being helpful. ( preferred ) + Interpersonal interaction… more
- Citigroup (New York, NY)
- …years of relevant experience + Previous banking, retail, or sales experience preferred + Knowledge of Smart Banking tools and technologies + NMLS ... The Personal Banker SAFE Act is an entry level position...provides a high-level review of the types of work performed. Other job-related duties may… more
- Citigroup (Brooklyn, NY)
- …corporate, and regulatory procedures to ensure the safety and security of customer and bank assets + Duties may include managing the supply of cash for ... The Head Universal Banker is responsible for providing exceptional service delivery...knowledgeable about the client's accounts and business with the bank and uses sound judgment with customers and transactions… more
- Citigroup (New York, NY)
- …areas of Business Administration + MBA or Master's Degree in Business preferred + Comprehensive knowledge of the corporate banking business and its related ... Master's degree preferred This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as… more