Relationship Banker - Yorktown Heights, NY Area
Bank of America
Job Description 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 every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in‑office culture with specific requirements for office‑based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role‑specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self‑service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in‑depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities Executes the bank’s risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities Required Qualifications Is an enthusiastic, highly motivated self‑starter with a strong work ethic and intense focus on results, acting in the best interest of the client Collaborates effectively to get things done, building and nurturing strong relationships Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives Is confident in identifying solutions for new and existing clients based on their needs Communicates effectively and confidently and is comfortable engaging all clients Has the ability to learn and adapt to new information and technology platforms Is confident in educating clients on how to conduct simple banking transactions through self‑service technologies (for example, ATM, online banking, mobile banking) Applies strong critical thinking and problem‑solving skills to meet clients’ needs Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Efficiently manages time and capacity Focuses on results while acting in the best interest of the client Can be flexible to work weekends and/or extended hours as needed Desired Qualifications Experience in financial services and knowledge of financial services industry, products and solutions One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals Six months of cash handling experience Bachelor’s Degree or business‑relevant Associate’s Degree such as business management, business administration or finance Skills Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship BuildingBusiness Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent Shift 1st shift (United States of America) Hours Per Week 40 #J-18808-Ljbffr Bank of America
- ...making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the...SuggestedImmediate startAfternoon shift
$50.03k - $65.27k
...Universal Banker The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products... ...Sales Time Type: Part time Primary Location: Yorktown Heights New York United States Primary Location Full Time Salary...SuggestedHourly payFull timePart time$25 - $27.88 per hour
...that meet their financial goals. Responsibilities Execute the bank's risk culture and strive for operational excellence. Build relationships with clients to meet financial needs. Follow established processes and guidelines in daily activities to do what is right for...SuggestedHourly payFlexible hoursShift workWeekend workDay shift- Bank of America in Yorktown Heights is seeking a motivated candidate to enhance financial lives through engaging client interactions and... ...with transactions. This role focuses on building relationships with clients, ensuring compliance with bank regulations, and...Suggested
- A leading financial services organization in Town of Bedford is seeking a motivated Client Engagement Specialist to enhance client experiences by providing transactional support and personalized banking solutions. Ideal candidates are enthusiastic, results-driven, and possess...SuggestedHourly payFull time
- A leading financial institution is looking for a Relationship Banker in New York to provide exceptional customer service and manage client relationships. Applicants should possess 1+ years of experience in retail banking or financial sales along with a high school degree...Weekend workAfternoon shift
$25 - $27.88 per hour
...bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established... ...States of America) Hours Per Week: 40 Pay Transparency details US - NY - Mount Kisco - 35 S Moger Ave - MOUNT KISCO BC (NY5335) Pay...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- Citigroup Inc. is looking for an entry-level Personal Banker in Somers, New York. This role focuses on customer service, overseeing sales activities, and building loyalty with individual clients. Responsibilities include assisting with business credit requests, coaching...
$88k
...biology, mathematics, computer science, natural sciences or related areas. Prior experience: ~ Minimum of two years of related... ...****@*****.*** and (***) ***-**** x55330. Job Locations US-NY-Hawthorne Requisition ID 2023-10403 Position Type Full-Time...Full timeTemporary workApprenticeshipWork at officeLocal areaImmediate startWork visaFlexible hoursShift work$66.3k - $80k
LPL Financial is seeking a Wealth Advisor in Somers, NY, to provide tailored financial solutions and build strong client relationships. This on-site role involves working directly with clients and delivering non-deposit investment products. Ideal candidates should have...- A financial institution is seeking a motivated individual to provide comprehensive financial advice and customized solutions to help clients achieve their financial goals. Responsibilities include triaging client needs, recommending appropriate investment products, and ...
- A leading financial institution is seeking a Personal Banker in Mahopac, New York. This role involves engaging with clients to provide... ...has at least one year of experience in sales and customer relationships, demonstrating strong communication skills and a commitment to...Full time
- Citigroup Inc. is seeking a Head Universal Banker in Town of Bedford, NY. This leadership role involves guiding the branch team and providing exceptional service to clients. Responsibilities include coaching team members, managing transactions, and ensuring compliance with...
- ...Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with...Work at office
$20.67 - $31.25 per hour
...businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations... ...existing clients to develop and expand relationships based on their unique financial goals,... ...bending and lifting from floor height, frequent forward reach, frequent lifting...Hourly payFull timeWork experience placementDay shift- ...financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for...Work at officeFlexible hoursShift workWeekend workDay shift
$84.61k - $141.02k
...develop qualified Retirement plans to corporations and cultivate individual wealth management opportunities Develop and manage relationships with plan sponsors and their employees, delivering ongoing retirement plan support and guidance Conduct regular plan reviews,...Interim roleWork at office$250k
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service... ...client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant...Full time$19.23 - $27.88 per hour
...existing clients to develop and expand relationships based on their unique financial goals, leading... ...the clients either individually or to a Banker; Provides effective and customized... ...occasional bending and lifting from floor height, frequent forward reach, frequent...Hourly payFull timeWork experience placementDay shift$80k - $95k
About Us The Community Preservation Corporation (CPC) believes stable and sustainable affordable housing is the foundation of strong communities and we strive to contribute to comprehensive neighborhood revitalization through our lending and partnerships. A nationally recognized...Summer workWork at office2 days per week3 days per week- A nonprofit housing organization based in Chappaqua is seeking a Senior Investor Reporting Analyst to prepare and deliver accurate, timely reporting to investors. This hybrid role involves data reconciliation, audit coordination, and driving process improvements. The ideal...
- Westchester Medical Center is seeking a Lead Project Manager to provide expert leadership in managing complex technical programs and project portfolios within the Information Technology department. The role involves strategic alignment, stakeholder engagement, and mentorship...
$56.5k - $73.7k
The Head Universal Banker is a leadership role responsible for providing exceptional service delivery to our internal and external... ...accounts, credit cards, etc.) referral routines to deepen client relationships Adheres to and comply with Citibank policies, standards,...Full timeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker - Yorktown Heights, NY Area. Be the first to apply!





