Personal Banker
Pioneer Corporation
Pioneer Bank in Albany is seeking a Client Service Banker to be the first impression of our culture and brand. You will listen, understand, and anticipate clients’ needs, delivering outstanding service and executing transactions with professionalism and accuracy. In this role you will help meet clients' financial goals by building relationships, detecting potential fraud, and complying with bank policies. Weekend coverage may be required; training provided. #J-18808-Ljbffr
$42.99k - $65k
...203 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness...SuggestedHourly payFull timeWork experience placementDay shift- ...Personal Bank job responsibilities: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follows established policies in accordance with the bank and the supervisor's direction. Meets monthly...Suggested
$42.74k - $71.24k
Overview: Identifies customers' needs through the bank’s retail sales process to provide proactive basic sales solutions through customer outreach for basic customer needs and/or refer complex customer needs to the appropriate team member/partner. Specializes in our branch...SuggestedHourly payFull time$47.47k - $51.63k
...years of branch banking experience ~Have 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...SuggestedFull timeWork at office$22.82 - $24.82 per hour
...two years of branch banking experience Have 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...SuggestedWork at office- ...KeyCorp's Personal Banker position in Troy, NY seeks a client-focused banking professional who can engage clients, uncover financial needs, and provide tailored solutions. The role emphasizes relationship-building, sales referrals, and strong teamwork within the branch...
- ...Broadview FCU in Troy, NY, is seeking a Relationship Banker for the Capital East Region. You will engage with members, assess financial profiles, and offer suitable solutions across Troy Hoosick Street, Brunswick, and neighboring branches. This role emphasizes service...
- ...years of branch banking experience. Must have passed and maintain Notary Public License (within 6 months of completion of Relationship Banker Training) and Signature Guarantee permissions. Proficient in Microsoft Word and Excel. Ability to multi-task to meet or exceed...
- M&T Bank in Troy, New York seeks a branch associate to identify customer needs through the bank's retail sales process and provide proactive basic sales solutions. You will engage in outreach for basic needs and refer complex needs to the appropriate team member. The role...
$80k - $150k
...Albany New YorkJob SummaryKey Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Associate Relationship Manager (ARM) is at the center of this client promise by...Full timeWork at officeLocal areaFlexible hoursNight shift- ...We are seeking a Relationship Banker to provide excellent service to customers and identify products and solutions to meet their financial needs for BSNB's branches in the Capital District. A DAY IN THE LIFE On a daily basis, the Relationship Banker II will provide service...Local area
$25 - $26.77 per hour
Bank of America Job Opportunity At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- ...Private Banker We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking...Temporary workWork experience placementLocal area
$60k - $75k
...our growth is driven by a relentless focus on our people, our clients and customers, and leading‑edge technology, data and design. Personal Wealth (PW) Goldman Sachs Personal Wealth (PW) specializes in creating comprehensive wealth management plans for high‑net‑worth...Full timeTemporary workPart time$59.1k - $196k
...Accenture?It’s not just what you know or where you’ve been that propels success at Accenture: It’s who you are, fundamentally, as a person. We prize diversity in backgrounds and perspectives. Whatever your unique qualities, a few key traits should apply: You’re...Full timeWork experience placementLive inWork at officeLocal area$40.88k - $42k
...with the flexibility to work remotely the remaining days. Spend less time commuting and more time focusing on meaningful work or personal priorities. Core hours are 8:30 AM–5:00 PM, including a 1-hour lunch, for a 37.5-hour week Duties and Responsibilities: Financial...Work at officeRemote work$50k - $60k
...renewing (if appropriate) all types of deposit services and seeks to convert service discussions to sales opportunities. Delivers personalized investment solutions to help clients work toward their short-term and long-term financial goals. Identifies investment...Full timeTemporary workWork at officeMonday to Friday$1,000 per month
...collaborate with experts in our business. In fact, you’ll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$50k
...engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. Oversee branch processes, roles, and responsibilities to...Work at officeWork from homeHome officeFlexible hours$50k - $70k
...Responsibilities: • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management • Seek, identify, and...Start working todayWork at office$61k - $119k
...client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their...Full timeContract workFor contractorsWork at office- ...supported by a network of specialists who together provide guidance on: Comprehensive Financial Planning Asset & Income Protection Personal Planning Analysis/ Business Needs Analysis Education Funding Investment & Advisory Services Trust Services/Estate Analysis /...Work at office
- ...Financial Advisor to deliver comprehensive wealth planning and investment guidance to clients, with goals-based strategies and a personal advisory relationship. The role requires FINRA Series 7 & 66 registrations, a minimum of $1M in production, and a strong track record...
- ...diversity with the aim that every one of our people has a full sense of belonging within our organization. As a business imperative, every person at Accenture has the responsibility to create and sustain an inclusive environment.Inclusion and diversity are fundamental to our...Full timeWork experience placementLive inWork at officeLocal area
- ...Relationship Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel... ...Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial...Immediate startAfternoon shift
$50k - $80k
Job Description What is the opportunity? The objective of the Associate Financial Advisor role is to participate in and successfully complete the licensing process and gain industry experience in order to prepare for a career as a Financial Advisor (FA). The Associate...Full timeWork experience placementFlexible hours- M&T Bank Corporation in Colonie, NY is seeking a Relationship Banker to identify customers' needs through our retail sales process and provide proactive basic sales solutions. You will engage in branch activities, profile customers for sales opportunities, and onboard...
- Handle inbound inquiries from leads regarding Merrill offerings Position the extensive capabilities of Merrill and Bank of America Collect the necessary client profile data, following standard KYC procedures to open account(s) as appropriate Serve as interim Financial...Interim role
- Accenture is seeking a Workday Financials consultant to join its US advisory team. You’ll help clients deploy payroll, cloud-based HR and financial management solutions that accelerate transformation and deliver measurable value. Responsibilities include gathering requirements...
- Excelsior University is seeking a Financial Aid Counselor to support students through the financial aid process and planning. You will advise on aid programs, assist with applications, and ensure regulatory compliance. The role emphasizes accessibility to education and ...Remote job
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