- KeyBank (Otisco, 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
- Citigroup (New York, 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 ... demonstrates clear and concise written and verbal communication skills + Bilingual English/Spanish Preferred **Education:** + Bachelor's Degree/University degree… more
- TD Bank (Brooklyn, NY)
- …**Line of Business:** Personal & Commercial Banking **Job Description:** The Retail Banker I is a customer liaison that is integral to delivering TD's Brand ... services and routine transactions in order to identify opportunities to educate on Bank products and services to Customers and/or refer them to appropriate team… more
- M&T Bank (Mount Kisco, 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...to be determined via an assessment. **Education and Experience Preferred :** Associates degree Notary public license Minimum of 3… more
- Citigroup (New York, NY)
- …the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. + Assist the Banker in deepening the existing client ... The Associate Banker is a strategic professional who stays abreast...multi-task + Knowledge of the Mexico Private Banking space preferred + Bilingual in Spanish and English… more
- Citigroup (New York, 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
- JPMorgan Chase (New York, 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 (Brooklyn, NY)
- …spending, saving, borrowing and investing needs. You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them - ... the interview process, moving qualified candidates to hiring manager interview fast. Preferred skills/experience: + 1 year cash handling experience Hours and Work… more
- Bank of America (New York, NY)
- Wealth Management Client Associate - Bilingual Spanish Preferred New York, New York **Job Description:** Merrill Wealth Management is a leading provider of ... Intelligence + Referral Identification + Written Communications **Desired Qualifications:** + Bilingual Spanish strongly preferred + Bilingual Portuguese… more
- TD Bank (Bronx, NY)
- …communication skills with ability to be concise, clear and consistent + Bilingual Spanish Speaker Preferred **Physical Requirements:** Never: 0%; Occasional: ... more specific details for this role. **Line of Business:** Personal & Commercial Banking **Job Description:** **Depth & Scope:**...in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk… more