Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Relationship Banker - Westchester Central South - Irvington, NY

Koitecc Solutions

Job Responsibilities Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to understand, anticipate their needs. Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. Adhere to policies, procedures, and regulatory banking requirements. Required Qualifications, Capabilities, and Skills 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. Ability to create memorable experiences for our clients – elevate the client experience. Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. Ability to quickly and effectively resolve client issues with attention to detail – providing consistent client experience. Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. High school degree, GED, or foreign equivalent. The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided. Ability to work branch hours including weekends and some evenings. Preferred Qualifications, Capabilities, and Skills College degree or military equivalent. Experience adhering to banking policies, procedures, and regulatory requirements. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. An employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, NMLS information, and any other relevant data to determine that you demonstrate financial responsibility, good character, and general fitness for the position. Any felony conviction within the last seven years will disqualify you from consideration for this position. Continued employment is contingent upon compliance with Truth in Lending Act/Dodd Frank requirements. The role also requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008, including successful registration immediately after your start date and timely renewal thereafter. Compensation and Benefits We offer a competitive total rewards package including base salary determined based on role, experience, skills, and location. Eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity. Benefits include comprehensive health care coverage, on-site health and wellness centers, retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more. Equal Opportunity Employer / Disability / Veterans We are an equal opportunity employer and value diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We provide reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. #J-18808-Ljbffr

Vacancy posted 6 hours ago
Similar jobs that could be interesting for youBased on the Relationship Banker - Westchester Central South - Irvington, NY in Dayton, OH vacancy
  • $25 - $32.69 per hour

     ...Relationship Banker - Westchester Central South - Irvington, NY Job Information Job Identification: 210656884 Job Category: Relationship Bankers Business Unit: Consumer & Community Banking Posting Date: 08/13/2025, 12:26 PM Location: 45-47 Main St, Irvington, NY, 10533... 
    Suggested
    Full time
    Immediate start
    Afternoon shift

    Aumni

    Dayton, OH
    6 hours ago
  •  ...Koitecc Solutions is seeking a dedicated sales professional in Irvington, New York, to prioritize client needs and deliver exceptional service. The role involves managing client relationships, educating them on banking technology, and tailoring product recommendations... 
    Suggested

    Koitecc Solutions

    Dayton, OH
    5 hours ago
  •  ...help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe...  ...we serve. As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins... 
    Suggested
    Traineeship
    Work at office
    Shift work
    Day shift

    Bank of America

    Dayton, OH
    2 days ago
  •  ...Financial Relationship Banker - Dayton page is loaded## Financial Relationship Banker - Daytonremote type: Officelocations: Dayton, OHtime type: Full timeposted on: Posted Todayjob requisition id: R0071366# **Description****Summary:**Our branch banking roles offer a welcoming... 
    Suggested
    Full time
    H1b
    Work at office
    Remote work
    Work from home
    Flexible hours

    Huntington Bank

    Dayton, OH
    6 hours ago
  •  ...Relationship Banker LCNB National Bank is seeking a Relationship Banker for our Centerville Office. This position provides superior quality service to our customers. They assist customers by accurately and efficiently processing transactions, such as deposits, withdrawals... 
    Suggested
    Work at office

    LCNB National Bank

    Centerville, OH
    4 days ago
  •  ...Associate Relationship Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing... 
    Immediate start
    Afternoon shift

    Chase

    Vandalia, OH
    4 days ago
  •  ...stage of your career. Try new things, learn new skills and discover what you excel atall from Day One. Job Description Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and... 
    Temporary work
    Work at office

    U.S. Bancorp

    Miamisburg, OH
    16 hours ago
  •  ...Personal Banker I - Beavercreek Financial Center Make banking a Fifth Third better® We connect great people to great opportunities...  ...acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to... 
    Work experience placement
    Work at office

    Fifth Third Bancorp

    Dayton, OH
    6 days ago
  •  ...Civista Bank Description: Position Purpose: A Personal Banker II (PB II) is responsible for maintaining and building customer relationships by providing an exceptional customer experience. A PB II is also responsible for opening new accounts, completing loan... 

    Civista Bank

    Englewood, OH
    1 day ago
  •  ...Personal Banker II - Huber Heights Make banking a Fifth Third better We connect great people to great opportunities. Are you ready...  ...sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based... 
    Work experience placement
    Work at office

    Fifth Third Bancorp

    Dayton, OH
    7 days ago
  •  ...Fifth Third Bank Personal Banker I Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready...  ...acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to... 
    Work experience placement
    Work at office

    Fifth Third Bancorp

    Miamisburg, OH
    1 day ago
  • $41.25k - $68.75k

     ...Personal Banker At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all...  ...community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Dayton, OH
    1 day ago
  • $25 - $38.46 per hour

     ...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 a PCB, you will deliver and... 
    Hourly pay
    Work experience placement
    Flexible hours
    Day shift

    Key Bank

    Dayton, OH
    1 day ago
  • $20.67 - $31.25 per hour

     ...the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and...  ...clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client... 
    Hourly pay
    Work experience placement
    Flexible hours
    Day shift

    Key Bank

    Dayton, OH
    3 days ago
  •  ...Personal Banker Associate II - Town and Country Make banking a Fifth Third better® We connect great people to great opportunities...  ...sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services... 
    Work experience placement
    Work at office

    Fifth Third Bancorp

    Dayton, OH
    1 day ago
  •  ...Float Personal Banker Associate I - Dayton Southeast Region Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Provide excellent customer care... 
    Work at office

    Fifth Third Bancorp

    Dayton, OH
    6 days ago
  • $25 - $38.46 per hour

     ...W 2nd Street, Suite 1950, Dayton Ohio Job Summary The Client Relationship Associate (CRA) supports the KPB Relationship Manager and field...  ...client events, attending as needed. Adopt and fully leverage centralized service task queue (Salesforce Task Queue) to direct service-... 
    Hourly pay
    Work experience placement
    Work at office
    Flexible hours
    Night shift

    Key Bank

    Dayton, OH
    4 days ago
  • $45k - $100k

     ...the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Dayton, OH
    3 days ago
  •  ...contractual calculations and estimate patient financial obligations to achieve financial clearance. 8. Able to build productive relationships with all contacts. 9. Must be proficient in Windows-based computer technology, including keyboarding and typing at least 30... 
    Full time
    Work at office
    Shift work
    Weekend work

    Premier Health

    Dayton, OH
    4 days ago
  • Financial Advisor – Universal 1 Credit Union LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Universal 1 Credit Union in Dayton, OH would allow you to join...
    Local area

    LPL Financial

    Dayton, OH
    5 days ago
  • $1,000 per month

    Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come ...
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Dayton, OH
    4 days ago
  •  ...defined benefit business, is currently seeking a Financial Professional to join our team in the Dayton area to work plan sponsor relationships in the education market. This position will be responsible for 403(b)/457 enrollment, retirement and investment strategies,... 

    Voya Financial Advisors Inc

    Dayton, OH
    1 day ago
  •  ...Markets for the purposes of developing the Western & Southern Life brand at the local level. Proactively develops community relationships to cultivate and travels within the community to cultivate and strengthen presence in target market(s). Maintains personal contact... 
    Work at office
    Local area

    Western & Southern Life

    Miamisburg, OH
    4 days ago
  • $61k - $119k

     ...plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Dayton, OH
    2 days ago
  •  ...candidate will have at least 2 years of experience in financial advising, strong client acquisition skills, and the ability to build relationships. A valid Series 7 and Series 66 license are required. This role combines investment solutions with client education and digital... 

    Aumni

    Beavercreek, OH
    5 hours ago
  •  ...providing thoughtful, conflict-free advice. They serve families with meaningful wealth who value clarity, trust, and long-term relationships. The team works collaboratively to deliver comprehensive planning and investment guidance that is grounded in real life, not just... 
    Work at office

    Culture On Camera

    Dayton, OH
    16 hours ago
  • Financial Aid Advisor Hondros College of Nursing Dayton, OH The Financial Aid Advisor will provide information and support to students, families, and school personnel regarding the financial aid process. You will also advise students on the availability of resources...
    Work at office

    Hondros College of Nursing

    Dayton, OH
    3 days ago
  • $58.44k

    This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include...
    Contract work
    Temporary work
    Work experience placement
    Work at office

    Magellan Health

    Dayton, OH
    3 days ago
  • Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial...
    Hourly pay
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command Financial Services

    Beavercreek, OH
    4 days ago
  •  ...actionable and achievable advice and connect clients to Thrivent products and programs. Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community. Make... 
    Local area

    Thrivent Financial

    Dayton, OH
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Relationship Banker - Westchester Central South - Irvington, NY. Be the first to apply!