- Wells Fargo (Carle Place, NY)
- …the US Join us! **About this role:** Wells Fargo is seeking an Associate Roving Personal Banker (SAFE) for our National Branch Network as part of the Consumer, ... at wellsfargojobs.com. **In this role you will:** + Provide support across a variety of branch locations within a...of branch locations within a specific geography where a banker or teller is out of the office or… 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...of sales opportunities and portfolio management with customers to support achievement of annual branch sales goals. The position… more
- Citigroup (New York, NY)
- …equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Private Banker Support **Time Type:** Full time **Primary Location:** New ... in profiling, qualifying and converting prospects into Citi Private Bank clients. + Client/prospect meetings - Organize the pre-call...deal pipeline reports and other relevant information to the Banker + Provide day to day support … more
- Wells Fargo (Brooklyn, NY)
- …your career" in the US **About this role:** Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, ... means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in… more
- Citigroup (New York, NY)
- …equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Private Banker Support **Time Type:** **Primary Location:** New York New York ... The Associate Banker SAFE Act LO is a seasoned professional...management solutions to our clients + Provide complete service support to client, including solving complex client inquiries +… more
- Citigroup (New York, NY)
- …sets of team members to maximize client effectiveness. + Build relationships/partner with support groups in Citi Private Bank to maintain control, find solutions ... The Private Banker Sr. Lead is a strategic professional who...+ Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal… more
- Citigroup (Brooklyn, NY)
- …with the bank 's standards **Responsibilities** : + Lead, coach, and support Universal Bankers and Tellers by modeling excellent service behaviors and mentoring ... The Head Universal Banker is a leadership role responsible for providing...both clients and team members in the branch, providing support in complex transactions and ensuring an exceptional client… more
- Arrow Financial Corporation (Glens Falls, NY)
- …looking for an experienced professional to join our Arrow Main Office team as: Universal Banker This opportunity may be perfect for you if you have experience in: > ... cash handling and check cashing policies. > Meet with customers to discuss personal and/or business financial needs; open or modify accounts to address customer… more
- KeyBank (Dewitt, NY)
- …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 ... refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank , Mortgage or Business Banking. At KeyBank, we believe it's our opportunity… more
- Citigroup (New York, NY)
- The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the ... resolve account service issues + Execute financial transactions in accordance with bank policies and procedures + Refer opportunities to segment partners where… more