- Citigroup (Brooklyn, NY)
- …clients on the bank floor to proactively identify and address client sales and service needs; appropriately convert service requests into sales or referrals ... The Head Universal Banker is a leadership role responsible for providing...payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) but also… more
- KeyBank (Dewitt, NY)
- …to meet client needs and refer to appropriate sales professionals in Retail , Key Investment Services, Private Bank , Mortgage or Business Banking. At KeyBank, ... 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… 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 ... foster relations with customers to build loyalty and to help increase sales to individual consumer clients. **Responsibilities:** + Assist in basic account opening… more
- JPMorgan Chase (New York, NY)
- …service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity ... through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking , you will take a...capabilities, and skills** + 1+ year of experience in Retail banking sales , Financial services sales… more
- M&T Bank (Rochester, NY)
- …the portfolio management process and utilizing the fundamentals of the Bank 's sales process to achieve personal sales and/or referral goals. Identify ... the M&T branch system through modeling and coaching the Bank 's sales process. Plays key role in...Associate's degree and a minimum of 4 years' proven retail sales , call center, customer service and/or… more
- M&T Bank (Bronx, NY)
- …customer and employee experience, digital engagement, transactions/operations, servicing, and sales . Has personal production responsibility. Consistently meets ... with current customers. + Actively recruits and selects talent to fill positions within Retail and/or M&T Bank . + Actively models and coaches customer service… 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 ... relationship through deep-dive analysis + Assist the Banker in the creation of sales and...regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing… more
- TD Bank (Franklin Square, 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...will drive, reinforce, and demonstrate meeting Operational, Customer and Sales objectives. In the absence of any other manager,… more
- Solvay Bank (Syracuse, NY)
- …accounts. They advise customers on financial services, supporting the achievement of retail sales goals, and have excellent communication skills. For over ... example to others in actions and words. + Takes personal initiative in welcoming Bank customers, assessing...other departments as appropriate. + Enthusiastically meets and exceeds sales goals, referrals, and marketing of various bank… more
- TD Bank (Warrensburg, NY)
- …can provide you more specific details for this role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Assistant Store Manager is an ... experienced leader who manages the day-to-day service, sales , and operational objectives in a Store location. The...& management of Self-Generated Leads, the management of received Partner/ Retail to Retail Referral Leads or Campaign… more