Relationship Banker - Great Neck, Hicksville, Glen Cove, Garden City (Nassau North) NY Areas
Bank of America
Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities Required Qualifications Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client Collaborates effectively to get things done, building and nurturing strong relationships Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives Is confident in identifying solutions for new and existing clients based on their needs Communicates effectively and confidently and is comfortable engaging all clients Has the ability to learn and adapt to new information and technology platforms Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) Applies strong critical thinking and problem-solving skills to meet clients' needs Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Efficiently manages time and capacity Focuses on results while acting in the best interest of the client Can be flexible to work weekends and/or extended hours as needed Desired Qualifications Experience in financial services and knowledge of financial services industry, products and solutions One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals Six months of cash handling experience Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Skills Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent Shift 1st shift (United States of America) Hours Per Week 40 #J-18808-Ljbffr Bank of America
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$50.03k - $65.27k
...among the first 25 applicants Universal Banker The Universal Banker is an entry level position... ...Time Type: Part time Primary Location: Glen Cove, New York, United States Salary Range: $... ...26, 2025 Equal Opportunity Employment Citi is an equal opportunity employer, and...SuggestedHourly payFull timePart time- ...making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the...SuggestedImmediate startAfternoon shift
$50.03k - $65.27k
...The Universal Banker is responsible for providing exceptional service delivery to our... ...etc.) referral routines to deepen client relationships. Responsibilities: Exhibits strong... ...multiple team members Engage the Citi client by welcoming them with a warm friendly...SuggestedHourly payFull timePart timeFlexible hours- ...Associate Personal Banker (SAFE)Wells Fargo is seeking an Associate... ...role, you will build relationships with customers by supporting... ...sponsorshipPosting Location(s):Great Neck Branch - 20 Great Neck Rd, Great Neck, NY 11021 and Garden City Park Branch - 2499 Jericho Turnpike...SuggestedWork experience placementFlexible hours
$85k - $150k
Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry‑level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary ...- ...Citi is actively seeking an entry-level Personal Banker SAFE Act in East Farmingdale, NY. This role supports sales, product and service activities in coordination with the customer service team to strengthen client loyalty and grow sales to individual consumer clients...
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- ...Financial Aid Advisor - Lincoln Tech - Hicksville, NY Campus We're looking for an experienced financial aid professional (Bilingual English/Spanish preferred) who understands the unique needs of career-focused students pursuing skilled trades education. If you have...Full timeTemporary workImmediate start
$23 - $31 per hour
...seeking an Associate Personal Banker (SAFE) to join our National... ...frontline role, you will build relationships with customers by supporting... ...Posting Location(s): ~ Great Neck Branch - 20 Great Neck Rd, Great Neck, NY 11021 and Garden City Park Branch - 2499 Jericho Turnpike...Work experience placementFlexible hours- ...Citigroup Inc. in Uniondale, NY is seeking an entry-level Personal Banker SAFE Act to assist in sales and service activities with the customer service team. The role aims to build customer loyalty and increase sales with consumer clients. You will support business credit...
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- ...The Personal Banker SAFE Act at Citi is an entry level role that supports sales and service activities with the customer service team to foster customer loyalty and grow sales with individual consumers. Responsibilities include handling small business referrals, coaching...
- ...making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Private Client Banker in a Chase Branch, you will represent our brand and culture with the...Immediate startAfternoon shift
$17.45 - $20.19 per hour
...Job Type Full-time Description The Universal Banker is responsible for opening new accounts, maintaining existing... ...deeply rooted in Midwest communities, we combine over a century of relationship-based banking with innovative, technology-driven solutions....Hourly payFull timeWork at officeLocal area$24.5 per hour
...Overview Starting Salary: $24.50 / hour and up. Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What You'll Do Are you outgoing? Do you get satisfaction...Hourly payLocal areaFlexible hoursAfternoon shift$75k - $125k
...Description Job Description Financial Planner Melville, NY | Full-Time | 100% In-Office | $75,000–$125,000+ No Cold Calling... ...closely with our partner advisors, supporting existing client relationships, financial planning, investment management, and trading. As the...Full timeWork at officeRelocationMonday to FridayFlexible hours$100k - $200k
...winning wealth management firm in Roslyn, NY . Backed by MassMutual's 175-year legacy... ...across the region. You may be a Great Fit if you are: Driven Sales & Career... ...generation, and establishing meaningful, lasting relationships. Responsibilities: Client...Full timeContract workFor contractorsWork at officeLocal areaWork visaFlexible hours$90k - $120k
...management and estate planning firm in Garden City, NY is seeking a full-time Paraplanner to join... ...Performance-based bonus Great Work/Life Balance with a Monday-Friday Schedule... ...we ask our entire team to help identify areas where we can improve. We want your input...Full timeWork at officeMonday to Friday$24k
...Market. Office space is located in New York City, Melville, New York and New Jersey.... ...current and aligned with their goals, building relationships with clients that will last for years.... ...Insurance Company of America, New York, NY. The Guardian Network® is a network of preferred...Permanent employmentContract workLive inWork at officeFlexible hours- ...Citi in Plainview, NY is seeking an entry-level Personal Banker SAFE Act to assist in executing sales and service activities while fostering customer relationships. The role includes working with business credit requests and delivering exceptional client experiences. Ideal...
$350k
...Senior Advisor/Banker Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage... ...with investments. Manage, develop and retain full-service relationships with both UHNW & HNW clients. Must have strong COI's and or...$62.4k
...support the goals and objectives of the department, division and college in enrollment, retention, student satisfaction and other related areas. Conduct financial aid presentations during freshman/transfer information sessions, Accepted Student Days and other admissions...Temporary workWork at officeWeekend workAfternoon shift- ...Private Banker We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to... ...desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client...Temporary workWork experience placementLocal area
$175k - $225k
...success. Responsibilities Lead Deep Client Relationships Serve as the lead advisor and trusted... ...for years. There's a reason for it; it's a great culture in which to work and grow. We all... ...3 Dakota Drive, Suite 310 Lake Success, NY 11042 Due to the nature of the role, this...Temporary workFlexible hours$61k - $119k
...connections, maintaining a strong referral network, and providing a great client experienceBuild personalized, holistic financial plans... ...client's financial plans to help them achieve their goalsGrow relationships with clients to support them through every stage of...Work at office- ...are compliant and provide excellent customer service Build relationships focused on affluent borrowers with realtors, builders, financial... ...of and adherence to Private Mortgage Banking Sales functional area, policies, procedures, compliance requirements, and generating...Hourly payMinimum wageWork experience placementWork at officeImmediate start
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