Relationship Banker
TD
TD Bank in Hampton Bays, NY, is seeking a Retail Banker I to assist customers with banking solutions and to educate them on TD’s products and services. The role emphasizes relationship-building, problem solving and proactive referrals while maintaining a positive customer experience. Requires HS diploma or GED and 1+ years of customer or sales experience; teller experience preferred; notary license preferred; active involvement with TD's customer service strategy and adherence to risk controls #J-18808-Ljbffr
$24.25 - $32.5 per hour
...Business Personal & Commercial Banking Job Description The Retail Banker I is a customer liaison that is integral to delivering TD’s... ...Customers achieve their financial goals and optimize their relationship with TD. Depth & Scope Proficient in products, services and routine...SuggestedWork at officeLocal areaWork from homeFlexible hours$25 - $27.88 per hour
...solutions that meet their goals. Responsibilities Execute the bank’s risk culture and strive for operational excellence. Build relationships with clients to meet their financial needs. Follow established processes and guidelines in daily activities to act in the best interest...SuggestedHourly payShift workWeekend workDay shift- M&T Bank in Hampton Bays, NY seeks a branch relationship manager to identify customer needs and deliver proactive sales solutions through the bank's retail process. You will build and retain customer relationships, drive sales across personal and business banking products...Suggested
$27.59 - $45.98 per hour
...interactions. Primary Responsibilities: Develop new customer relationships and expand and retain existing relationships by proactively... ...relationships with non-branch business partners (e.g. business bankers, mortgage loan originators). Perform basic sales duties. May...SuggestedHourly pay- ...Personal Banker I - TellerAt Suffolk Credit Union, we empower our members and strengthen our community by promoting financial wellness... ...and efficiently, they are expected to establish and enhance relationships through acquisition, retention, and cross-sell strategies...SuggestedLocal areaFlexible hoursNight shift
- Suffolk Credit Union is seeking an energetic Personal Banker II to deliver exceptional member service and build lasting relationships. This role focuses on acquisition, retention, and cross-selling across consumer banking products, while collaborating with cross-functional...
- Suffolk Credit Union is seeking a Personal Banker II to deliver exceptional service, educate members on products, and drive cross-sell... .... This role emphasizes accuracy, confidentiality, and strong relationship-building to meet loan and service goals. Responsibilities...
- 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 closely with teams to ensure accurate transactions, strong confidentiality, and a positive member experience...
$65k - $80k
...goals were met or exceeded. Sets and accomplishes goals, achieving whatever you put your mind to. Builds and nurtures strong relationships. Collaborates effectively with others to get things done. Communicates effectively and confidently and is comfortable engaging...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift$65k - $80k
A leading financial institution seeks an experienced financial advisor in Town of East Hampton to provide comprehensive client solutions. The role involves planning financial goals, recommending investment strategies, and triaging client requests. Candidates must hold Series...Full time- ...with up to 4% match Up to $5,250 tuition reimbursement Universal Banker Role The Universal Banker (UB) serves as a full‑service,... ...and services. • Identify opportunities to acquire new banking relationships by engaging customers and prospects, offering suitable products...Work at officeImmediate startRelocation packageWeekend work
- ...Associate Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity...Part time
$22.79 - $37.99 per hour
...used to decision loan applications. Complete servicing‑related responsibilities specific to Consumer and Business Banking customer relationships and lead with inquiries to identify opportunities to solve for other banking needs. Follow the Bank’s sales process and provide...Hourly pay- ...opportunities for community involvement. Role Overview: Our Personal Banker II's (Financial Services Representatives) are responsible for... ...members. In this role, they focus on building and enhancing relationships through strategies like acquisition, retention, and cross-...Local areaFlexible hoursNight shift
$28.85 - $33.65 per hour
...Aptitude in obtaining required industry licensesMust be self-disciplined in managing time and capacityExperience in cultivating client relationships, assessing needs and recommending solutionsSuccess creating strong peer relationships through effective communication and...Hourly payFull timeTemporary workWork at officeMonday to FridayFlexible hoursDay shift- ...TD Bank seeks a Retail Banker I in Hampton Bays, NY to assist customers with banking needs and educate them on TD products. You will identify opportunities, build relationships, and refer customers to the right specialists to grow wallet share. The role emphasizes client...
$28.85 - $33.65 per hour
...in obtaining required industry licenses Must be self-disciplined in managing time and capacity Experience in cultivating client relationships, assessing needs and recommending solutions Success creating strong peer relationships through effective communication and collaboration...Hourly payTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift- Bank of America’s Merrill Wealth Management is seeking a Merrill Advisor Development Program participant to work with high-net-worth individuals, identify needs, and deliver comprehensive recommendations aligned with clients’ goals. You will collaborate with Merrill teams...
- WealthBridge Financial Group in New York is seeking motivated Financial Professionals to join our growing team. You will work closely with clients to develop customized financial strategies, build your own book of business, and leverage our collaborative network for support...Traineeship
- Bank of America in the United States seeks a Financial Advisor to provide comprehensive guidance and tailored solutions to clients, helping them achieve financial goals. You will triage leads, refer to partners based on client needs, meet with clients to review goals, build...
- Bank of America is seeking a financial services professional in the Southampton area to provide tailored advice and solutions. The role focuses on triaging leads, referrals to partners, and meeting with clients to review goals and recommend products. Required licenses and...Relocation
- A leading financial institution is hiring a Financial Advisor as part of their Advisor Development Program in Southampton, NY. You will engage with high-net-worth individuals to identify their financial needs and build a portfolio. The role emphasizes developing a client...
$65k - $80k
...where goals were met or exceeded. Sets and accomplishes goals, achieving whatever you put your mind to. Buil ds and nurtures strong relationships. Collaborates effectively with others to get things done. Communicates effectively and confidently and is comfortable engaging...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift- ...have experience in the investments and financial service industries. Strong communication skills and the ability to foster client relationships are essential. This role offers competitive salary and benefits with a commitment to professional growth. #J-18808-Ljbffr Bank...
- Bank of America in the United States seeks a frontline financial advisor to help clients achieve financial goals through brokerage products and personalized planning. The role includes triaging client leads, routing to partners, and reviewing investment goals with clients...Work at office
- ...Merrill Advisor Development Program - Financial Advisor, you will work with high‑net‑worth individuals to identify needs, develop relationships, review financial goals, and deliver comprehensive recommendations aligned with both existing and prospective clients’ goals....Interim roleLocal areaImmediate startShift workDay shift
- ...were met or exceeded. • Sets and accomplishes goals, achieving whatever you put your mind to. • Builds and nurtures strong relationships. • Collaborates effectively with others to get things done. • Communicates effectively and confidently and is comfortable engaging...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...review goals, and build financial plans with brokerage products while maintaining regulatory due diligence. This role requires Series 7 and 66 licenses, at least one year in investments or financial services, and strong relationship skills. #J-18808-Ljbffr Bank of America
- ...business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client...Work at officeFlexible hoursShift workWeekend workDay shift
- ...financial strategies. Our approach combines innovation, collaboration, and education to deliver long-term impact and trusted client relationships. Position Overview We are seeking motivated, entrepreneurial individuals to join our growing team as Financial...Flexible hours
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