Customer Banking Pro: Sales, Service & Digital Engagement
M&T Bank
A leading financial institution is seeking a Universal Banker to enhance customer experience in Montauk, NY. This role focuses on educating clients about banking services, managing transactions, and addressing inquiries. The ideal candidate has at least 1 year of customer service or retail sales experience, strong communication skills, and the ability to effectively resolve customer issues. Competitive hourly compensation is offered along with a supportive work environment centered on community engagement. #J-18808-Ljbffr
$34.5k - $53k
## Sales and Service Banker, Devon, PABewerbenlocations: Wayne... ...together, we are driving a customer-centric transformation... ...solutions for banking, lending, and investment... ...Service Bankers proactively engage with customers... ...and educating them on digital banking tools. Collaborating...CustomerDigitalHourly payFull timeContract workWork experience placementWork at officeShift workAfternoon shift$18 - $20.19 per hour
...at First Financial Bank (FFB) will work... ...Open and maintain customer accounts, ensuring... ...operations as required. Engage clients through... ...to provide service or solution expertise... ...meetings to support sales and service activities... .... Provide digital assistance and support...CustomerDigitalHourly payInternship$24 - $28.85 per hour
...consumer and business customers by discovering... ...advice and offer bank products that will... ...Treasury Management Services, Mortgage, Credit... ..., by consistently engaging and connecting with... ...and monthly, sales activities to meet... ...Wealth Management, and Digital Banking products...CustomerDigitalHourly payFull timeLocal area$30 - $35 per hour
...financial advising or product sales role. We provide financial... ...topics Professional experience in banking, financial planning, wealth... ...using CRM systems and digital tools (ClickUp experience preferred... ...tied to client retention and engagement Opportunity for expanded hours...CustomerDigitalHourly payFull timePart timeRemote work10 hours per weekAfternoon shift1 day per week$99k - $266k
...At PwC, our people in tax services focus on providing advice and... ...Address conflicts or issues, engaging in difficult conversations with... ...and platforms in lending, digital banking, payments, crypto and... ...accessing sensitive company or customer information, handling proprietary...CustomerDigitalFull timeH1b$250k - $304.2k
Senior Treasury Sales Officer (TSO III) - Global... ...Global Transaction Services in client engagements, account management,... .... Serve as a digital ambassador, championing... ...relevant experience in banking, treasury, and/or financial... ...Solutions Advisory Customer & Client Focus...CustomerDigitalWork experience placementShift workNight shiftDay shift$180k
...Engagement Manager – CPG + Retail Location New York, NY (Office presence... ...role focuses on technical sales support, AI/analytics consulting... ...analytics, Retail execution, Customer analytics, Marketing... ...CDO, CTO, Data & Analytics, Digital, and Business leadership teams...CustomerDigitalFull timeWork at officeLocal areaFlexible hours$20.55 - $34.25 per hour
M&T Bank Corporation is seeking an experienced Universal Banker for an onsite position in Havertown, Pennsylvania... ...Banker will specialize in enhancing branch customer experiences through sales, service, and digital engagement. Responsibilities include educating customers...CustomerDigitalHourly pay$139k - $188k
...Executive to join our dynamic sales team. In this role, you... ...growth by leading digital transformation and helping... ...opportunities and existing Anaplan customers. It requires a unique... ...the future. Your Impact: Engaging with targeted financial services enterprise prospects to...CustomerDigitalImmediate start$150k - $170k
...Embedded Banking Sales And Business Development Manager... ...modern businesses with a digital first approach. As... ...future of financial services. The Embedded Banking... ...directly into their customer experiences. The... ...objectives. Lead partner engagement from initial...CustomerDigital$22.79 - $37.99 per hour
M&T Bank Corporation is hiring a Part Time Universal Banker in... ...role focuses on enhancing the customer experience through education... ...solutions and direct customer engagement. Ideal candidates will possess... ...at least 1 year of customer service experience, with strong communication...CustomerDigitalHourly payPart time$123.2k - $247.8k
...Job Category Sales Job Details About... ...humans with agents drive customer success together.... ...sells into Financial Services accounts, including Banking, Insurance, and Wealth... ...Cloud Digital Responsibilities... ...presence with experience engaging C-suite decision makers...CustomerDigitalWork at officeRemote workFlexible hours- ...Bank Of America Treasury Sales Officer At Bank of America, we are... ...and commercial card services by complementing technology... ...Services in client engagements, account management... ...' needs. Act as digital ambassador driving... ...to develop customized treasury solutions...CustomerDigitalWork experience placementWork at officeWork from homeFlexible hoursShift workDay shift
$122k - $135k
...Alkami is a digital sales and service platform provider for U.S. banks and credit unions, integrating onboarding, digital... ...support institutions in onboarding, engaging, and growing relationships.... ...opportunities and issues. Drive customer satisfaction and reference ability...CustomerDigitalFull timeRemote workVisa sponsorship$182.72k - $244.47k
...Job Category Customer Success Job Details... ...Salesforce Professional Services focuses on delivering strategic engagements that define... ...Director - Strategic Banking & Insurance to... ...Professional Services sales team within... ...services related to digital transformation...CustomerDigitalWork experience placement$116k - $150k
...about understanding and engaging people, satisfying... ...our growing Corporate Bank. The ideal candidate has... ...search engine marketing, digital advertising, events, direct... ...tactics using data and customer insights to drive... ...Prior B2B financial services marketing experience...CustomerDigitalLocal areaRemote workMonday to FridayFlexible hours- ...business identities, onboard customers faster, and reduce risk at every... ...in business verification by digital identity strategy firm,... ...largest accounts within the banking sector, ensuring their happiness... ...win strategy. Through regular engagement, you will develop existing and...CustomerDigitalWork at office2 days per week
$280k - $300k
...to sell to Enterprise Banking Customers Description:... ...solve their most complex digital challenges for more than... ...proven enterprise software sales leader with... ...named Tier-1 financial services accounts ~ Build and... ...background with ability to engage architects and engineers...CustomerDigitalFull timeWork experience placement- ...role focuses on client engagements, and growth within EXL's banking accounts. You will... ..., manage end-to-end sales cycles, and deliver... ...statements and map EXL services and products to develop customized solutions Mentor... ...of new and emerging Digital/Cloud/SaaS...CustomerDigital
$280k - $300k
...to sell to Enterprise Banking Customers Description: Account... ...their most complex digital challenges for more... ...proven enterprise software sales leader with... ...named Tier-1 financial services accounts ~ Build and... ...background with ability to engage architects and engineers...CustomerDigitalFull timeWork experience placement$122.54k - $208.72k
...including selling related bank products and services. This may be... ...referrals from existing customers, and maintaining an active... ...of the Bank. Pro-actively works to ensure... ...in additional cross-sales. Develops relationships... ...and community engagement Get a more detailed...CustomerRemote work$190k
...role focuses on client engagements, and growth within EXL's banking accounts. You will... ..., manage end-to-end sales cycles, and deliver... ...statements and map EXL services and products to develop customized solutions Mentor... ...of new and emerging Digital/Cloud/SaaS...CustomerDigital$800 - $900 per day
...innovative solutions and services in the technology... ...development, IT consulting, and digital transformation. With a... ...to excellence and a customer-centric approach, it... ...technical depth during pre-sales, sales presentations,... ...AI capabilities. Engage in technical query resolution...CustomerDigital$55k - $75k
...Branch Engagement Banker (Platform Sales) OceanFirst Bank is seeking a new Branch Engagement Banker... ...value to our customers and executing daily tasks... ...Branch by meeting sales and service goals and objectives. Responsible... ...of customers to the digital channels of the Bank....CustomerDigitalWork at officeLocal areaFlexible hoursNight shift$102k - $114k
About Alkami Alkami is the digital sales and service platform provider for U.S. banks and credit unions. Our unified platform... ...—to help institutions onboard, engage, and grow relationships. Founded... ..., and health indicators in Customer Success tools (Gainsight, Salesforce...CustomerDigitalRemote work- ...relationships across banking, lending, and... ...through exceptional service and targeted advice... ...or service sales experience, established... ...mission is to create engaged, lifelong relationships and put our customers at the heart of... ...growth and provide top digital solutions while...CustomerDigitalTemporary workWork at officeLocal area
- ...Location: New York, NY, US, 10025 Sales and Service Banker – Columbus Ave NY Job... ...responsible for the sale of bank products and services to... ...of existing and potential customers while rendering quality service... ...and promoting the use of digital channels Support marketing campaigns...CustomerDigitalFull timeTemporary workPart timeSeasonal workFlexible hours
- ...agent platform that helps banks and insurers build and... ...put us in their 2025 Digital Banking Market Guide. Clients... ...person a potential customer talks to, and who takes... ...world. Use our CRM and sales tools fluently: log... ...HubSpot or other sales engagement platforms (Apollo, Outreach...CustomerDigitalHourly payRemote work
- ...with connected merchant and banking experiences. Knot is like... ...experiences for their customers. Knot is proudly backed by... ...is expanding across the digital banking ecosystem, and this... ...’s enterprise banking sales playbook by prospecting, engaging, and closing Tier 1 banking...CustomerDigitalWork at office
$238k - $297.5k
...management and empower our customers to completely... .... Our Enterprise Sales team is expanding,... ...the Financial Services (FSI) vertical. This... ...FSI territory (banking, capital markets,... ..., security, risk, digital, operations, and line... ...presence and ability to engage C-level...CustomerDigitalLive inWork at officeShift work3 days per week
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