Senior Personal Banker & Client Relationships
Bank of America
Bank of America in Rocky Point, NY is seeking a customer-focused associate to uncover personal banking needs and connect clients with the right solutions. You will balance service requests and in-person or inbound calls, while proactively following up and managing diverse engagements. The role requires strong communication, ability to learn new platforms, and willingness to work weekends or extended hours as needed. In-office collaboration is emphasized with flexible role-based adjustments. #J-18808-Ljbffr Bank of America
- ...Relationship Banker - Long Island East, NY Area Spanish Required Holbrook, New York;East Hampton, New York; Shirley, New York; Smithtown, New... ...this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
$24.25 - $32.5 per hour
...for this role. Line Of Business Personal & Commercial Banking Job Description The Retail Banker I is a customer liaison that... ...financial goals and optimize their relationship with TD. This location is open... ...needs and educates clients on self-service channels including...SuggestedWork at office$26 - $32.5 per hour
...Responsible Growth and delivering for our clients, teammates, communities and... ...is responsible for helping to uncover personal banking needs of both individual and small... ...Works with clients to build and deepen relationships by uncovering financial needs and recommending...SeniorHourly payWork at officeFlexible hoursShift workWeekend workDay shift- ...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-selling...SuggestedLocal areaFlexible hoursNight shift
- ...year program with a forgivable draw. You will provide financial planning guidance and investment solutions, review client goals, and manage relationships to grow share of wallet. The role requires a strong customer-centric approach, licensing (SIE, Series 7, 63, and 66...Suggested
$66.56k - $99.32k
TD Bank is seeking a Financial Advisor Associate in Medford, NY to develop and manage client relationships. Responsibilities include advising clients on investment strategies and financial goals while ensuring compliance with regulations. The ideal candidate will possess...Full time$28.85 - $33.65 per hour
...do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great... ...in managing time and capacityExperience in cultivating client relationships, assessing needs and recommending solutionsSuccess creating...Hourly payTemporary workWork at officeMonday to FridayFlexible hoursDay shift- ...career Position Summary The Senior HVAC Technician is responsible for performing... ...customer service to commercial clients. Key Responsibilities Diagnose... ...communication. Build strong client relationships and communicate findings, options, and recommendations...SeniorFull timeApprenticeshipLocal areaRelocation package
- ...Personal Banker I - Teller At 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...Local areaFlexible hoursNight shift
$32.5 - $36 per hour
...collaborative team of financial experts, serving in-person customers who use Intuit TurboTax... ...play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will...SeniorLocal area- ...program management, business development, and leadership to craft winning capture strategies. You will lead major pursuits, build relationships with military and government stakeholders, and align solutions with mission needs while supporting proposals and #J-18808-...Senior
- ...Senior Electrical EstimatorGpac is a national executive search firm specializing in recruitment for the electrical... ...to verify project conditionsBuild and maintain relationships with vendors, subcontractors, and clients to secure competitive pricingOversee junior...SeniorContract workFor contractorsFor subcontractorLocal area
- ...Our client, a well-established nonprofit organization serving New York communities, is seeking a Senior Accountant to join its finance team. This is a highly visible role reporting to the Controller, offering exposure to financial reporting, treasury management, budgeting...SeniorContract workLocal area
- ...financial services professional to consult on financial planning, life and health insurance, and long-term protection strategies for clients. This role emphasizes meaningful client conversations, strong analytical skills, and the ability to tailor product solutions while...
- ...financial services organization Meaningful work helping clients achieve their financial goals Collaborative and... ...you'll develop the skills needed to build strong client relationships and deliver personalized financial guidance. No prior financial services experience...Permanent employment
- ...Responsible Growth and delivering for our clients, teammates, communities and... ...financial center clients, helping to uncover personal banking needs of both individual and small... ...responsibilities include deepening client relationships through platform services, supporting...SeniorWork at officeFlexible hoursShift workWeekend workDay shift
- ...people come first. With over 9 million clients and 20,000 financial advisors across the... .... Demand for human‑delivered, personalized financial advice has never been greater... ...clients, building and maintaining client relationships and contributing to the practice’s overall...Full timeTemporary workFlexible hours
- Job Title Medford 3681 Horseblock Road, Medford, NY, United States 22.00-24.00 per hour Hourly Full Time Suffolk Credit UnionHourly payFull time
- ...FAA) works with TD Wealth prospects and clients to attract and retain clients by... ...strategies and products, and recommend personalized/tailored investment and insurance strategies... ...aspects of developing and maintaining client relationships by providing on-going consultation,...Temporary workTraineeshipWork experience placementCasual workWork at office
$22.79 - $37.99 per hour
...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...Hourly pay$191k - $218k
## Senior EstimatorApplylocations: Mt. Vernon, NYtime type: Full timeposted on: Posted 3 Days Agojob requisition id: JR102602The salary... ...general construction in both the public and private sectors. Our client list includes many of the country’s leading owners and...SeniorFor contractorsFor subcontractorWork at office- ...Associate (FAA) to attract and retain TD Wealth prospects and clients by addressing their wealth management advisory needs. The FAA... ...successful candidate will possess broad knowledge, with strong interpersonal skills to develop lasting client relationships, #J-18808-Ljbffr TD
- ...performs independent analyses of area or nationwide program operations. Comprehensively plans, analyzes, determines cost/benefit relationships, and coordinates a variety of functions, operations, teams, or interfacing administrative systems. Independently studies...Senior
- Job Title Guides Ultrasound Technologists in performing ultrasound exams for interpretation to aid in patient diagnosis. Performs all functions of an Ultrasound Technologist Job Description Participates in orientation and ongoing training of staff. Handles and...SeniorHourly pay
$40 - $50 per hour
...and returns to warranty clerkAttend training classes and keep tabs on factory technical bulletinsDevelop and maintain positive relationships with customers to increase overall customer happinessProperly complete the service and/or repairs assigned by supervisorComplete...SeniorLocal area- Tutor Perini Corporation is seeking a Project Manager to join our Mount Vernon, NY office. This role involves overseeing project budgets and ensuring that construction projects are delivered on schedule and within budget. The ideal candidate will hold a Bachelor's degree...SeniorWork at office
- LHH is assisting a well-established nonprofit in finding a Senior Accountant to join the finance team in New York. The role focuses on monthly/quarterly financial reporting, year-end close, treasury support, and regulatory filings, including Form 990 and CFR reporting....Senior
- Sunrise Senior Living in Town of Vernon, NY is seeking an LPN Medication Nurse to provide licensed nursing support including safe medication administration, health monitoring, and accurate clinical documentation. You will administer medications per orders, document in...Senior
- WDF Inc., a Tutor Perini Company, is looking for a Senior Estimator in Mt. Vernon, NY. This role involves reviewing project specifications, providing estimating services, and ensuring that all documents are maintained properly. The ideal candidate will have a Bachelor'...Senior
$80 per hour
...Initiates cross-company collaboration and develops positive relationships with other engineering disciplines Exercises judgment (within... ...outside own area of expertise. Interacts with management and senior customer personnel on matters requiring coordination across organizational...SeniorRemote workShift workDay shift
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