- City National Bank (New York, NY)
- *RELATIONSHIP BANKER * *Park Ave South Branch* WHAT IS THE...or must be able to be registered under the Safe Act. * Working knowledge of Bank ... client service. Successfully completes Onboarding Workshops, and all relevant Relationship Banker education tools and resources. Works with clients to ensure… 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 ... transactions in order to identify opportunities to educate on Bank products and services to Customers and/or refer them...expect: (1) building trust with educational content & tools, ( 2 ) providing consultative support, and (3) advocating for them… more
- M&T Bank (Buffalo, 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...for meeting and maintaining registration requirements under the Federal SAFE Act **Scope of Responsibilities:** The focus of this… more
- Wells Fargo (Southampton, NY)
- …career" in the US Join us! **About this role:** Wells Fargo is seeking an Associate Personal Banker ( SAFE ) for our National Branch Network as part of the ... within defined policies and procedures + Develop understanding of bank products and services to connect to customers' needs...to other bankers and partners as needed + This SAFE position has customer contact and job duties which… more
- Citizens (Endicott, NY)
- …spending, saving, borrowing and investing needs. You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them - ... Qualifications + High School degree or GED required + 2 years of sales and customer service experience, demonstrating...and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion… more
- NBT Bank (Williamsville, NY)
- Compensation Range: $95,860 -143,767 + commission The Private Bank Relationship Managers acts as the primary advisor and oversees the relationship for the bank 's ... + Minimum 5 years' experience in Private Banking. + 2 years of sales experience. + Business development and...client's needs, based on the review and analysis of personal and business financial data gathered. Delivers distinctive service… more
- US Bank (New York, NY)
- …with prospects and new clients to determine fit and to identify opportunities. 2 . Originate new financing opportunities through bank participations, and internal ... with internal and external network contacts to assure continued personal development. 7. Remain current with internal and external...Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or… more
- TD Bank (Jericho, NY)
- …provide you more specific details for this role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Store Supervisor supervises day-to-day ... policies and procedures to mitigate risk and protect the Bank and Customers. This role will drive, reinforce, and...expect: (1) building trust with educational content & tools, ( 2 ) providing consultative support, and (3) advocating with proactive… more
- TD Bank (Bronx, NY)
- …who can provide you more specific details for this role. **Line of Business:** Personal & Commercial Banking **Job Description:** **Depth & Scope:** + Leads a team ... advice they expect: (1) building trust with educational content & tools, ( 2 ) providing consultative support, and (3) advocating with proactive insights &… more
- M&T Bank (Ithaca, NY)
- …objectives, and adhering to the requirements of federal registration under the SAFE Act. **Primary Responsibilities:** + Interviews applicants to collect and analyze ... appropriate mortgage loan programs. + Makes recommendations to customers regarding other bank products or to alternative lending vehicles, as needed. + Cultivates… more