Personal Banker II: Build Relationships & Cross-Sell
Suffolk Credit Union
Suffolk Credit Union is seeking a Personal Banker II in Commack, NY, responsible for delivering exceptional service and building member relationships. Candidates should have a high school diploma and two years of customer service experience, preferably in banking. This role involves educating members on products, resolving inquiries, and completing banking transactions. The position offers benefits including health plans, 401(k) matching, and work-life balance support. #J-18808-Ljbffr Suffolk Credit Union
- Suffolk Federal Credit Union is seeking a Personal Banker II to deliver exceptional service to members, focusing on relationship building and cross-selling within retail banking. Qualified candidates must have a high school diploma, two years of customer service experience...Suggested
- ...community involvement. Role Overview Our Personal Banker II's (Financial Services Representatives... ...members. In this role, they focus on building and enhancing relationships through strategies like acquisition, retention, and cross‑selling within retail banking....SuggestedLocal areaFlexible hoursNight shift
- A leading financial institution in Bay Shore, NY, is seeking an entry-level Personal Banker to assist in sales and service activities aimed at fostering customer relationships and increasing individual consumer client sales. The role involves business credit assistance,...Suggested
- ...with financial transactions through mobile and online banking. Responsibilities include managing cash operations and building strong client relationships. Candidates should be self-starters with a commitment to results, excellent communication skills, and adaptability....SuggestedFull time
$250k
Personal Banker SAFE Act (Spanish or Mandarin/Cantonese Preferred) South... ...with customers to build loyalty and to help increase... ...lending opportunities and cross sell treasury and related small... ...inbound calls to acquire new relationships and deepen existing relationships...SuggestedFull time$125.6k - $209.4k
Business Banking Senior Relationship Manager, Deer Park page is... ...partners to effectively sell to the business customer and cross sell other bank products.... ...experience.Knowledge of personal computers and the software... ...role in our communities and build long-lasting...$25.07 - $41.79 per hour
...management, servicing and sales interactions for retail and business customers. Primary Responsibilities: Play key role in Relationship Management (customer assessments, profiling for sales opportunities, account opening and lead-focused outbound calling), Sales...Hourly pay- ...services company is seeking a Private Client Banker in the Town of Huntington. The role entails managing relationships with affluent clients while providing tailored... ...record in client acquisition and relationship building. Strong communication skills and the ability to...
$25 - $27.88 per hour
...on role‑specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make... ...s risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- ...on role‑specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make... ...s risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established...Work at officeFlexible hoursShift workWeekend workDay shift
- ...ethic and passion for improving clients' financial lives. Responsibilities include executing risk culture, managing cash, and building relationships with clients. Required qualifications include a High School Diploma and effective communication skills. A commitment to...
$25.07 - $41.79 per hour
...Brentwood, New York, seeks a Sales Associate to identify customer needs and provide tailored solutions through proactive outreach and relationship management. The ideal candidate will have retail sales experience, strong communication skills, and a commitment to exceptional...Hourly pay- ...dedicated Client Engagement Specialist in Bay Shore, NY. This role involves assisting clients with banking transactions, building strong relationships to meet financial needs, and managing cash responsibilities. Qualified candidates should possess a high school diploma...Hourly payFull time
- Member Service Representative / Personal Banker Join our team and begin writing your next success story with us. If you’re looking for a... ...sales culture by identifying the needs of the membership and cross‑selling the appropriate products. Efficiently and accurately...Full timeFor contractorsFlexible hours
$24.5 - $28 per hour
...guiding members toward building a strong financial... ...membership with Teachers in person and virtually. The key... ...to build and maintain relationships Must understand... ...referral and lead sources, cross-sell and make referrals... ...Eastern Pennsylvania, VP II - State Street Global...Full timePart timeWork experience placementWork at officeLocal areaImmediate start- ...company is seeking a Private Client Advisor to help clients with comprehensive financial planning and personalized investment solutions. The role requires strong relationship management skills and at least 2 years of experience in financial advising, focusing on client...
- ...ability to educate and demonstrate customers on such, as well as cross sell various products and services. Ability to present a... ..., issues and unusual customer activity to Manager maintaining personal knowledge of compliance and regulatory requirements. Maintains...
- A leading commercial bank seeks a Banking Center Relationship Banker I in New York to provide exceptional customer service and assist with financial transactions. You will be responsible for evaluating client needs and offering suitable banking products while working collaboratively...Flexible hours
$25.07 - $41.79 per hour
A large financial institution is seeking a Bilingual Relationship Banker to work in Brentwood, New York. The successful candidate will serve customers by assessing their needs and providing solutions through proactive outreach. Essential qualifications include at least...Hourly pay- A leading commercial bank in East Islip is seeking a Banking Center Relationship Banker I to provide exceptional service to clients. Responsibilities include responding to customer needs, performing teller transactions, and achieving sales and service goals. The ideal candidate...
$17.74 - $29.57 per hour
...As a Banking Service Professional, the Personal Banker will provide effective support of sales... ...analyzing needs, recommending solutions and selling bank products and services to existing... ...demonstrate customers on such, as well as cross sell various products and services....Full timePart timeWork at office$115k
...ll Do The Senior Business Banking Relationship Manager is responsible for cultivating... ...Will be the primary owner and key contact person for each relationship within their... ...existing member relationships through cross-selling of additional products and services such...Work at officeRemote workFlexible hours- A financial services organization in Commack, NY is seeking a Member Service Representative / Personal Banker who will interact directly with members, process transactions, and support a service-driven sales culture. Candidates should possess a Bachelor's degree or equivalent...
- A leading financial institution is seeking a Personal Banker SAFE Act for its South Huntington Branch. This entry-level position involves... ...clients. Responsibilities include working with credit requests, building referral business, and providing exceptional client services....
- ...meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. The... ...achieving whatever you put your mind to. Builds and nurtures strong relationships. Collaborates effectively with others to get things done....Temporary workMonday to FridayShift workDay shift
- Eastern Advisory Group is seeking a Financial Advisor in Hauppauge, NY, to build long-term client relationships and provide tailored financial guidance. The role includes responsibilities in client relationship management, sales, and ensuring compliance with SEC and FINRA...
$134.97k - $224.96k
...Primary Responsibilities:* Leads the client relationship team and has overall responsibility for... ...to grow client base . Promote and sell the full array of financial services distributed... ...an active role in our communities and build long-lasting relationships with our customers...Temporary workWork experience placement$65k - $80k
...on role‑specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make... ...whatever you put your mind to. Builds and nurtures strong relationships. Collaborates effectively with others to get things done. Communicates...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift- ...Candidates must possess Series 7 & 66 licenses and demonstrate experience in financial services or sales. The role emphasizes building client relationships and requires strong communication skills. This position offers competitive salary benefits and the opportunity for...
- ...advice, and maintaining strong client relationships. This is an excellent opportunity to launch... .... Assist in creating and implementing personalized financial plans. Provide guidance on... ...and recommend adjustments as necessary. Build lasting relationships with clients through...
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