- Broadview FCU (Syracuse, NY)
- …passed and Maintain Notary Public License (within 6 months of completion of Relationship Banker Training) and Signature Guarantee permissions + Are Proficient in ... Microsoft Word and Excel + Have the ability to multi-task to meet or exceed minimum performance standards + Have effective verbal, written and listening communication skills + Have strong interpersonal skills + Have the flexibility to work out of any location… more
- Aston Carter (Colonie, NY)
- Join Our Team as a Relationship Bank Associate! Albany, NY Market - Multiple offices in the Albany and surrounding area available. Employment Type: Full-time, ... Clear paths for advancement and professional development Your Impact As a Relationship Bank Associate, you'll be the face of exceptional member service. From… more
- Aston Carter (Colonie, NY)
- …assist in onboarding new team members. + Participate in compliance training (eg, Bank Secrecy Act). + Contribute to marketing initiatives and branch promotions. What ... We're Looking For + Customer service experience (banking experience preferred). + Proficiency with POS systems and MS Office. + High School Diploma or GED. + Excellent communication and problem-solving skills. + Ability to work independently and as part of a… more
- Citigroup (New York, NY)
- …notes, and maintain all client call records including call reports + Assist the Banker in deepening the existing client relationship through deep-dive analysis + ... The Associate Banker SAFE Act is a seasoned professional role....in profiling, qualifying and converting prospects into Citi Private Bank clients. + Client/prospect meetings - Organize the pre-call… more
- Capital One (New York, NY)
- Virtual Business Banker II The Virtual Business Banker II (VBB II) is responsible for daily operations, execution and support of inbound/outbound phone-based ... client contact strategy and sales process. These customers are typically Business Banker customers including complex Business Banker Manager, Sr. Manager and… more
- Citigroup (New York, NY)
- The Banker SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their ... that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can and cannot be… more
- Citigroup (New York, NY)
- The Banker SAFE Act is an internally and externally recognized subject matter expert that influences the way things are done, not only internally, but beyond the ... that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can and cannot be… more
- Citigroup (New York, NY)
- The Private Banker Sr. Lead is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the ... that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can and cannot be… more
- Anywhere Real Estate (Buffalo, NY)
- The **Senior Growth Consultant** , **Coldwell Banker ** is responsible for driving growth and brand engagement strategies on behalf of and in partnership with ... Coldwell Banker franchisees within a defined territory (the "Book of...affecting the business preferred. + Strong skills in influencing, relationship management, collaboration, and conflict resolution. + Strategic and… more
- KeyBank (East Greenbush, NY)
- …and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the ... entire client relationship with a plan-based approach to financial advice. As...appropriate sales professionals in Retail, Key Investment Services, Private Bank , Mortgage or Business Banking. At KeyBank, we believe… more