Personal Banker II - Member Services & Lending
Suffolkcu
Suffolk Credit Union is seeking a Personal Banker II to deliver exceptional service, educate members on products, and drive cross-sell opportunities across retail banking. This role emphasizes accuracy, confidentiality, and strong relationship-building to meet loan and service goals. Responsibilities include onboarding new members, processing transactions, and supporting both branch and digital channels, with travel to branches as needed and a focus on compliance with lending and regulatory #J-18808-Ljbffr Suffolkcu
- Suffolk Credit Union is seeking an energetic Personal Banker II to deliver exceptional member service and build lasting relationships. This role focuses on acquisition... ...processing transactions, and handling referrals to lending and wealth management. #J-18808-Ljbffr Suffolk...Suggested
- Suffolk Credit Union in New York is seeking a Personal Banker II to deliver exceptional service and deepen member relationships. You will educate members on products, process transactions, and identify cross-sell opportunities to support retail banking goals. The role requires...SuggestedFlexible hours
- Suffolk Credit Union is hiring a Personal Banker II to deliver exceptional service to members and drive growth through cross-selling and referrals. You will work... ...supporting branches, while maintaining compliance with lending laws and credit union policies. #J-18808-Ljbffr...Suggested
- ...Suffolk Credit Union, we empower our members and strengthen our community by... ...involvement. Role Overview: Our Personal Banker II's (Financial Services Representatives) are responsible for... ...to areas such as consumer lending, commercial lending, mortgage lending...SuggestedLocal areaFlexible hoursNight shift
- Suffolk Credit Union is seeking a Personal Banker II to deliver outstanding member service, educate about products, and build lasting relationships. You will identify... ...cross-sell opportunities and refer members to lending and wealth management, while maintaining accuracy...Suggested
- Suffolk Credit Union is looking for a Personal Banker I (Teller) to deliver exceptional service to members and to build relationships through acquisition, retention, and cross‑sell activities within retail banking. Responsibilities include processing transactions, cash...
- ...Credit Union, we empower our members and strengthen our community... .... Role Overview: Our Personal Banker I's (Tellers) are responsible... ...for delivering exceptional service to both current and prospective... ...services such as consumer lending, commercial lending, mortgage...Local areaFlexible hoursNight shift
$24.25 - $32.5 per hour
...0 USD Line Of Business Personal & Commercial Banking Job... ...Description The Retail Banker I is a customer liaison... ...in products, services and routine transactions... ...them to appropriate team member or internal Bank partners... ...Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.3...Work at officeLocal areaWork from homeFlexible hours- ...Relationship Banker At Chase, we are passionate about creating... ...combined with friendly and attentive service. You will take a lead role in... ...meet with them, both in person and over the phone, to build lasting... .... Dodd Frank/Truth in Lending Act This position is subject...Immediate startAfternoon shift
- ...Relationship Banker - Long Island East, NY Area Spanish Required Holbrook, New York;Shirley... ...conducting transactions through self-service resources, such as mobile banking, online... ...partnering with experts in small business, lending, and investments - Manages financial center...Work at officeFlexible hoursShift workWeekend workDay shift
$25 - $27.88 per hour
...lobby, educate and assist them with transactions through self‑service resources such as mobile banking, online banking, or ATM, accurately... ...and network by partnering with experts in small business, lending, and investments. Manage financial center traffic, appointments...Hourly payShift workWeekend workDay shift$25 - $27.88 per hour
Bank of America in East Hampton, NY is seeking a motivated individual to assist clients in the lobby, educating them on self-service banking options, and processing transactions. Candidates must exhibit strong client relationship skills and be adaptable to technology. The...Hourly pay- Bank of America is seeking a client-focused Financial Center Associate to help uncover personal banking needs for individual and small business clients. You will support self-service and transactional activities, connect clients with specialists, and proactively follow...Weekend work
- ...of the Bank's sales process to achieve personal sales and/or referral goals. Play key role... ...and knowledge of products and services offered by Business Banking. Evaluate financing... ...branch business partners (e.g. business bankers, mortgage loan originators). Perform basic...
- JPMorgan Chase & Co. seeks a Relationship Banker in a Chase Branch to represent our brand with hospitality, utilizing banking solutions and cutting-edge financial technology to build lasting client relationships. You will manage client needs, educate on technology, and...Weekend workAfternoon shift
- ...&T Bank Corporation is seeking a Bilingual Senior Relationship Banker to enhance customer relationships and provide proactive sales solutions... ...will have a high school diploma and 3+ years of customer service or sales experience. Join M&T Bank to grow your career in the...
$22.79 - $37.99 per hour
...Specializes in our branch customer experience through sales, service and digital engagement of our Consumer and Business Banking customers... ...needs; refers complex customer needs to the appropriate team member/partner. Educate customers and explain features and benefits...Hourly payPart time- KeyCorp in Ridge, NY is seeking a dedicated Private Client Banker to provide tailored financial solutions for clients with up to $2M... ...possess strong interpersonal skills, a background in customer service, and a commitment to client financial wellness. This position offers...
- ...finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them...Flexible hours
- ...proactive sales solutions through the bank's retail process. You will build and retain customer relationships, drive sales across personal and business banking products, and collaborate with partners to meet branch goals. You will manage risk, support KYC/CIP processes...
- ...will collaborate with Merrill teams to build experience and promote portfolio growth. The role involves building a book of business, sourcing clients through referrals and networking, and balancing growth with compliance and client service. #J-18808-Ljbffr Bank of America
$65k - $80k
...strategies that align with client financial goals and needs. Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds. Mitigates and controls risk as part of daily activities. Identifies and engages...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift- JPMorgan Chase & Co. in Center Moriches is seeking a Private Client Advisor to provide comprehensive financial planning and personalized investment solutions. This role involves building client relationships and fostering a culture of diversity while helping clients navigate...
- ...The role emphasizes risk awareness and regulatory compliance while growing the client base. You will collaborate with teams to deliver personalized service, manage pipelines, and support clients through change, with a focus on long‑term #J-18808-Ljbffr Bank of America
- ...Career growth opportunities Backing of a respected financial services organization Meaningful work helping clients achieve their financial... ...needed to build strong client relationships and deliver personalized financial guidance. No prior financial services experience is...Permanent employment
$65k - $80k
...stocks, bonds, mutual funds, annuities, and banking/money‑management solutions. Triage client requests and refer them to internal service partners based on client needs and asset thresholds. Mitigate and control risk as part of daily activities. Identify and engage potential...Temporary workMonday to Friday$28.85 - $33.65 per hour
...investment strategies that align with client financial goals and needs. Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds. Mitigates and controls risk as part of daily activities. Identifies and...Hourly payTemporary workMonday to FridayShift workDay shift- JPMorgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment solutions. You will build lasting client relationships, provide strategic advice, and partner with specialists to meet clients' financial...
$86k
...want to hear from you, ASAP! As a Wealth Advisor Associate, your service-oriented nature and impeccable attention to detail are critical... ...impact in other people’s lives parallels your drive for personal and professional growth. Mission Wealth has offered 360-degree...Full timeImmediate start- ...of comprehensive wealth management and investment products and services for individuals, companies, and institutions. As one of the largest... ...follow‑up, prospect building, administrative compliance, and personal growth and development according to both day‑to‑day and longer‑...Interim roleLocal areaImmediate startShift workDay shift
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