Relationship Banker - Capital East Region
$22.82 - $24.82 per hourBroadview Federal Credit Union
About the Team Here at Broadview, we deliver a high-quality member service experience by engaging in conversation with members, reviewing their full financial profile, and recommending appropriate solutions to meet their financial needs. We serve as a subject matter expert for our members, creating outstanding member experience by resolving member service needs, and delivering expertise in financial services that benefit every member, every time, every day. This role will be assigned to our East Greenbush Branch; however, you will support the branches within our Capital East Region which includes our Troy Branches, Brunswick, North Greenbush, and Schodack Branch locations. What You’ll Do Advocate for members, seeking ways to enhance members’ experience and providing solutions that help them achieve their financial goals. Attract new retail and business members, while fostering deeper relationships with existing members utilizing The Member Advantage approach. Prioritize the delivery of exceptional member service with accuracy and operational excellence including problem/complaint resolution. Support the branch in growing a profitable book of business to achieve individual and team goals, in support of overall corporate goals. Build new relationships through Community/Foundation involvement and existing member referrals. Create greater awareness of all service channels members can utilize through promotion, education, and direct demonstrations to members. Participate in ongoing coaching, job shadowing, mentoring, and training to develop and enhance performance. Demonstrate vigilance in detecting and reporting fraud or irregular activities. Ensure compliance with all applicable policies, procedures, and regulatory guidelines. Achievement of goals and objectives provided by management. Qualifications Associate degree preferred, or combination of equivalent education and experience. One to 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. Proficiency in Microsoft Word and Excel. Ability to multi‑task to meet or exceed minimum performance standards. Effective verbal, written and listening communication skills. Strong interpersonal skills. Flexibility to work out of any location at any time, as business needs dictate. Ability to lift at least 10 pounds and stand for long periods of time. Additional Requirements to Thrive at Broadview Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and SharePoint. Ability to operate in a rapidly changing dynamic environment. Excellent oral, written, and auditory communication skills, as well as interpersonal interaction skills. Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply. Compensation Starting Compensation: $22.82 - $24.82/hr, plus a competitive benefits package. Equal Opportunity Employment All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other status protected by applicable law. Broadview FCU is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. Accessibility Statement If you would like to contact us regarding the accessibility of our Website or need assistance completing the application process, please contact us at View email address on click.appcast.io. #J-18808-Ljbffr Broadview Federal Credit Union
$22.82 - $24.82 per hour
Broadview Federal Credit Union is looking for a dedicated member service representative to join their team in the Town of North Greenbush, NY. This role involves advocating for members and enhancing their service experience while also supporting branch profitability and...SuggestedHourly payWork at office$22.82 - $24.82 per hour
A financial institution in Albany, New York, is seeking an enthusiastic individual for a role focused on member advocacy and banking services. The candidate will support branch growth and serve members through exceptional service delivery. Qualifications include an Associate...SuggestedHourly payWork at office$22.82 - $24.82 per hour
Broadview Federal Credit Union is seeking a motivated individual to enhance member services in East Greenbush. You will advocate for members, attract new clients, and help grow branch business while ensuring compliance with policies and resolving issues effectively. Qualified...SuggestedHourly payWork at office$80k - $90k
...work with high-net‑worth individuals to identify needs, develop relationships, review financial goals, and deliver comprehensive... ...performance hurdles. Prioritize sourcing prospective clients, capitalize on referrals, assess customer needs, refer customers to the appropriate...SuggestedInterim roleImmediate startShift workDay shift$75k
...Advisors - National Life Group is represented by a growing team of Financial Representatives and Financial Advisors serving the Capital Region and beyond. We continue to deliver our brand of planning to the individuals, families, and businesses of our region. We believe...SuggestedRemote workFlexible hours$18 - $20 per hour
Busey Bank is seeking a Relationship Banker in City of Troy, NY. The role combines teller duties with personalized customer service, conducting financial transactions, and cross-selling products. Responsibilities include handling complex banking tasks, managing accounts...Hourly payPart time$22.82 - $24.82 per hour
The Broadview group is looking for a Relationship Banker in Albany, NY, who is eager to provide excellent member service and support financial needs. Responsibilities include enhancing member experiences, attracting new members, and ensuring compliance with regulatory guidelines...Hourly payWork at office- Community Bank, N.A. in Delmar is seeking a Relationship Banking Representative to provide excellent customer service. This role involves handling transactions, greeting customers, and supporting branch sales initiatives. Candidates should have a high school diploma and...
$18 - $20 per hour
Position Summary The Relationship Banker role combines the duties of a teller with those of a relationship banker, offering personalized customer service, conducting financial transactions, and cross-selling products and services. The Relationship Banker is also responsible...Part timeWork at officeLocal areaShift work- ...multiple responsibilities simultaneously. Balanced decision making keeping both customer and company in mind. Strong interpersonal and relationship‑building skills. Effective selling, cross‑selling, and referral skills. Microsoft product proficiency and the ability to use...Work experience placement
- A major banking institution in the United States is seeking a Relationship Banker to enhance customer experiences and build lasting relationships. This role involves managing customer accounts, providing financial solutions, and connecting clients with technology. Candidates...Flexible hours
- You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic... ...a variety of cross‑training opportunities. As a Relationship Banker in Branch Banking, you will take a lead role in delivering an...Immediate startAfternoon shift
- KeyBank in East Greenbush is looking for a Private Client Advisor dedicated to our Mass Affluent client base. In this role, you will... ...engage in holistic financial conversations and manage client relationships to maximize growth opportunities. This evergreen posting...
- ...exceptional customer service. You will be responsible for cross-selling banking products based on customer needs and maintaining strong relationships. The ideal candidate has a degree and previous experience in banking. Proficiency in Microsoft products and effective...
- ...Private Banker We are actively looking for exceptionally talented individuals who are... ...resources, specialists and intellectual capital to help you advise clients on achieving... ...Responsibilities Manage and maintain relationships with clients by earning trust,...Temporary workWork experience placementLocal area
- ...help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe... ...Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$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 placementFlexible hoursDay shift$50k
...supported by branch associates, a home-office team and other regional financial advisors. You’ll benefit from the experience that comes... ...in your community. Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies...Work at officeWork from homeHome officeFlexible hours$45k - $100k
...supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes... ...professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$45k - $100k
...seeking a financial advisor to develop and grow a client practice, supported by branch, home‑office, and regional teams. Key Responsibilities Build relationships and generate new clients through face‑to‑face and virtual sourcing strategies, including residential, business...TraineeshipWork at officeHome officeFlexible hours$48k - $100k
...help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe... ...guidelines and policies Source prospective clients and capitalize on referrals Deliver customized solutions and the full resources...Work at officeShift workDay shift$75k
...Advisors - National Life Group is represented by a growing team of Financial Representatives and Financial Advisors serving the Capital Region and beyond. We continue to deliver our brand of planning to the individuals, families, and businesses of our region. We believe...Flexible hours$50k - $60k
.... Key Responsibilities: Develops and deepens client relationships by recommending/selling, opening, maintaining, servicing,... ...Pioneer offices, and to educational or networking events in the Capital Region. As an Equal Opportunity / Affirmative Action...Full timeTemporary workWork at officeMonday to Friday$58k - $65k
The Capital Region Chamber seeks an Annual Fund Manager for the Albany Symphony, a full-time role focused on managing the annual fund and donor stewardship. The ideal candidate has at least three years of nonprofit experience and will coordinate fundraising strategies...Full time$110.5k - $202.7k
...environment and industry IT trends. Maintain relationships with client management to manage... ...0% of the time, plus commute within the region (where public transportation often is not... ...people and society and build trust in the capital markets. Enabled by data and technology...Contract workSummer holidayWork at officeImmediate startFlexible hours- The Guardian Life Insurance Company of America is seeking a Cash Management & Control Case Manager for their Annuity New Business team. This role is responsible for supporting the accurate processing of premium payments, managing cash-related work, and ensuring compliance...Work at officeWork from home2 days per week
$77.08k - $119.47k
...unauthorized access and modification.Albany Medical Center is the centerpiece of medicine, research, and medical education in New York’s Capital Region and is the area's largest private employer with more than 10,000 employees. Albany Medical Center offers excellent career...Work at officeImmediate startShift work$120k - $127k
...tax‑exempt entities. Communicates and presents investment and capital market information to clients through written commentary and... ...Microsoft Office, especially Excel and PowerPoint. Excellent relationship building skills with internal and external clients. Must be detail...ApprenticeshipWork at officeRemote work$20.67 - $31.25 per hour
KeyCorp in Troy, NY, is seeking a motivated Personal Banker to join their team. The role involves engaging with clients to uncover... ...assisting with account openings. With an emphasis on sales and relationship management, candidates should have strong communication skills...Hourly payFull time$110.5k - $202.7k
...environment and industry IT trends. Maintain relationships with client management to manage... ...0% of the time, plus commute within the region (where public transportation often is not... ...people and society and build trust in the capital markets. Enabled by data and technology...Contract workSummer holidayWork at officeImmediate startFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker - Capital East Region. Be the first to apply!

