Relationship Banker - Newburgh/Kingston Area
Bank of America
Overview Bank of America is guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes in working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. 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 Job Description This role 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. 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 Building Business 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
- Bank of America is hiring for a role in Newburgh, NY, focused on engaging clients to assist with transactions through self-service options like mobile and online banking. Key responsibilities include managing client interactions and ensuring a high-quality banking experience...SuggestedHourly pay
$25 - $26.77 per hour
...that meet their 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...SuggestedHourly payFlexible hoursShift workWeekend workDay shift- Bank of America in Vails Gate, New York is looking for a motivated individual for a client engagement role. The successful candidate will assist clients with self-service banking transactions, manage financial center appointments, and drive high-quality client experiences...SuggestedFull time
$58.44k
...Financial Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title: Personal Financial Counselor, PFC, Newburgh, NY Grade: 24 Salary Minimum: $58,440 Salary Maximum: $93,500 Magellan Health, Inc. is proud to be an Equal Opportunity Employer...SuggestedContract workWork at office$58.44k - $93.5k
...Financial Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title: Personal Financial Counselor, PFC, Newburgh, NY Grade: 24 Work Experience - Required: Financial Counseling Work Experience - Preferred: Education - Required A Combination...SuggestedContract workWork experience placementWork at office$45k - $58k
Dormont Manufacturing Co is hiring a Retail Banker I in Newburgh, NY. This role focuses on customer engagement, offering banking solutions and educating customers on products. Ideal candidates have strong communication skills, customer service experience, and the ability...- ...Quality Talent Group is recruiting bankers for a leading national bank in the Consumer, Small, and Business Banking division. This role offers competitive pay and a comprehensive benefits package including health coverage, 401(k), and paid time off. The ideal candidates...
$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 payWork experience placementDay shift- ...Quality Talent Group is seeking bankers to join their Consumer, Small, and Business Banking division in Central Valley, NY. The role emphasizes building strong customer relationships and requires at least 6 months of customer interaction experience. Candidates will enjoy...
- ...representing a leading financial services employer, is hiring for banker positions in New York City. The role offers robust support... ...strong customer service skills and have experience in building relationships. Join a company praised for its inclusive culture and...
- ...Quality Talent Group is seeking bankers to join the Consumer, Small, and Business Banking division in Fort Montgomery, New York. Our... ...have strong customer service skills and experience in building relationships. The role involves assisting customers with account openings...
- ...accommodation or an alternative application process. Business Banker / Teller Newburgh, NY, US 3 days ago Requisition ID: 1489 Salary Range: $19... ...is required to be fully knowledgeable and skilled in the areas of new account desk, teller, and safe deposit. Essential...Bank staffWork at officeLocal area
- Magellan Health is searching for a Personal Financial Counselor in Newburgh, NY, to provide essential financial services to military personnel and their families. Responsibilities include counseling, developing spending plans, and coordinating workshops that cater to various...
- Wyatt Savage - State Farm Agent in Newburgh, NY, is seeking an outgoing and customer-focused individual to join their team. The role involves establishing customer relationships and educating clients on insurance options, with a strong emphasis on communication and problem...For contractorsFlexible hours
$42k - $150k
...loans for overall asset quality, including performance against original underwriting expectations. Business Development & Customer Relationship Maintain regular contact with customers and look for opportunities to deliver added value to existing customer relationships....Work experience placement$58.44k - $93.5k
VetJobs is seeking a Personal Financial Counselor in Newburgh, NY, to deliver financial services to military personnel and their families. The role involves counseling, education, and management of financial services, focusing on enhancing financial literacy. Applicants...- ...preferred but not required. Ability to successfully network to prospect new potential clients is a must. Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required. Relationship management skills are required. #J-18808-Ljbffr...Full timePart timeImmediate startFlexible hours
$52k - $210k
...team goals 15% Monitors client investment performance and makes appropriate recommendations. 10% Cultivates and fosters proactive relationships with staff of assigned branches with regular meetings to discuss sales ideas, referral opportunities, results of customer...Base plus commissionFull timeTemporary workPart timeLocal areaWork visaMonday to FridayFlexible hours- ...investments, and retirement planning. Conduct comprehensive financial needs analyses for clients. Build and maintain strong client relationships through excellent service and follow-up. Stay updated on industry trends and regulatory changes to provide informed advice....Work at officeImmediate startFlexible hours
- ...leading financial institution in Village of Fishkill seeks a Personal Banker to offer tailored financial solutions and engage clients in their financial wellness journey. The role involves building relationships with clients, opening accounts, and ensuring compliance with...Hourly pay
- ...continued commitment to talent development, they are now hiring bankers to join their Consumer, Small, and Business Banking division.... ...accurately and follow procedures Experience building relationships and identifying customer needs Integrity and professionalism in...Full timePart timeImmediate startShift workDay shift
$120k
A leading insurance and financial services company in New Windsor, NY is seeking driven financial service professionals to join their team. This role offers a comprehensive three-year training program and the chance to work closely with established agents. Ideal candidates...Full time$65k - $150k
...audits and regulatory compliance matters. Risk Analysis and Monitoring Identify, assess, and monitor operational risks across all areas of custody services, including securities settlement, corporate action processing, withholding tax, and reporting. Participate in risk...Work at office$20 - $23 per hour
...exceptional service, offer smart solutions, and build lasting relationships, all while helping members achieve their goals. If you're energetic... ..., preferably in the financial industry, encompassing areas such as customer service, needs-based selling, goal achievement...Hourly payWork at officeRemote workFlexible hours$20 - $23 per hour
...existing and new members by building, maintaining, and deepening relationships through exceptional customer service and tailored solutions.... ..., preferably in the financial industry, encompassing areas such as customer service, needs-based selling, goal achievement...Hourly payWork at officeRemote work$42k - $150k
...training needs assessments, at multiple levels of analyses, including but not limited to: the department level for its professional areas and the individual employee level to support its talent development; Submit, implement, and monitor execution of the annual training...Contract workWork at office$42k - $90k
...test scripts. Identify any gaps and or deficiencies during the control test review. Make recommendations for remediation and suggest areas for improvement. Track outstanding remediation activity and ensure fulfillment on action plans. Assist to perform review and...Work at office$65k - $150k
...Identify and elevate KRI warning line and limit breaches according to the KRI Procedure Produce FLU risk reporting for applicable risk areas, and report to Senior Management, IRM and risk committees as appropriate Identify existing and emerging risks potentially impacting...Work at office- Orange Bank & Trust Company is seeking a Business Banker / Teller in Newburgh, NY. This role involves supporting branch operations, handling customer transactions, and assisting customers with financial services. The ideal candidate will possess a high school diploma or...
- A financial services institution in New York seeks a Personal Banker to engage clients in financial wellness. This role requires building strong client relationships, meeting sales goals, and ensuring compliance with banking procedures. Ideal candidates should possess a...
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