Client-Focused Personal Banker: Growth & Cross-Sell
Citi
Citi is seeking a Personal Banker SAFE Act for their Syosset branch, an entry-level position responsible for assisting in sales and customer service activities. The role includes fostering customer relations to enhance loyalty and drive sales to individual consumers. The ideal candidate will have up to 2 years of experience, preferably in banking or retail, and must hold a Bachelor's degree. Excellent communication skills and knowledge of Smart Banking tools are essential. Benefits include medical coverage and a 401(k). #J-18808-Ljbffr Citi
$17.74 - $29.57 per hour
...believe in people's growth potential. We... ...We protect it. We focus it. For nearly 100... ...been the Bank that clients from every industry... ...Professional, the Personal Banker will provide effective... ...solutions and selling bank products and... ...such, as well as cross-sell various products...SuggestedFull timePart timeWork at office- Citi in Glen Cove, New York, is hiring a Personal Banker SAFE Act. This entry-level position focuses on executing sales and service activities while fostering customer... ...small business products and deliver outstanding client experiences. Ideal candidates will have 0-2 years...Suggested
- Citigroup Inc. is seeking a Personal Banker SAFE Act in Glen Cove, New York. This entry-level position involves assisting in sales and service activities, fostering customer relations, and cross-selling financial products. Ideal candidates will have up to 2 years of experience...Suggested
- Citi in Plainview, NY is seeking an entry-level Personal Banker SAFE Act to assist in executing sales and service activities while fostering... ...with business credit requests and delivering exceptional client experiences. Ideal candidates will bring 0-2 years of experience...Suggested
- Citigroup Inc. is seeking a Personal Banker SAFE Act in Syosset, NY. This entry-level position involves assisting with sales and service activities... ...in banking or sales. Successful candidates will engage with clients, deliver services, and drive compliance with banking policies...Suggested
$72.28k - $108.16k
...involves providing financial planning guidance and selling investment management solutions while managing relationships with clients. The ideal candidate will have a bachelor’s... ...to TD's commitment to client experience and growth. The position offers a competitive salary...- ...National Bank in Jericho, New York, seeks a customer-oriented professional responsible for providing exceptional service and educating clients on a variety of bank products. This role involves analyzing financial needs, making appropriate product recommendations, and...
- ...Citibank (Switzerland) AG is hiring for an entry-level Personal Banker position in the Syosset Branch. This role is focused on assisting customers with sales and service... ...foster strong customer relations to drive sales growth. Qualified candidates will have a Bachelor's...
- ...Citibank (Switzerland) AG is looking for a Personal Banker SAFE Act to join the Glen Cove Branch. This entry-level position is... ...banking tools. The role involves delivering exceptional client service and cross-selling products through effective communication and strategic...
£75k - £100k per year
...role, you will provide comprehensive financial advice to a loyal client base while also developing new relationships. The position... ...strong paraplanning and administrative support, enabling you to focus on building client relationships and opportunities. #J-18808-Ljbffr...- ...providing opportunities for growth. If you're ready to make a difference... ...Service Representative/Personal Banker Location: Plainview, NY... ...for-profit organization, we focus on what’s best for our members... ...needs of the membership and cross‑selling the appropriate products....Full timePart timeFor contractorsFlexible hours1 day per week
$20 - $23 per hour
...work and requires a commitment to providing excellent customer service. Key responsibilities include conducting assessments for cross-selling products, processing loans, and ensuring compliance with all regulatory requirements. The successful candidate will enjoy a competitive...Remote jobHourly payFull time$250k
## Personal Banker SAFE Act - Syosset BranchApplylocations: Syosset New York United Statesposted... ...increase sales to individual consumer clients. **Responsibilities:*** Work with... ...refer larger lending opportunities and cross sell treasury and related small business products...Full time$28.85 per hour
...Member Value Personal Banker - Hempstead Job Category : RETAIL BANKING... ...consultative needs discovery process focused on helping provide products... ...activities to assist in the growth of membership and balances... ...and residential loans. Cross sell appropriate products and services...Hourly payFull timeWork at officeFlexible hoursNight shift$28 - $31 per hour
...Webster. Founded in 1935, our focus has always been to put people... ...passionate about serving our clients and supporting our... ...in the coaching of staff to cross sell products and services by maintaining... ...to support Banking Center's growth and profitability objectives....Flexible hoursWeekend work- ...Fifth Third is looking for a Retail Personal Banker I to engage customers and meet their financial needs through a consultative sales process. This role includes onboarding and training to ensure the successful delivery of banking products. The ideal candidate will possess...
- ...services organization in Plainview, NY is seeking a Part-Time Member Service Representative/Personal Banker. The role requires direct interaction with members, supporting a customer-focused sales culture, and processing financial transactions efficiently. Candidates should...Part timeFlexible hours
- ...intended to become a Retail Personal Banker I after completing a 4-8 week... ...a Financial Center position focused on using the consultative... ...financial reviews. Focus on cross‑selling to existing customers and engage... ...year‑over‑year revenue growth as measured by the Financial...Work experience placementWork at office
$72.28k - $108.16k
...seeking a Financial Advisor to join our team. In this role, you will provide financial planning guidance and sell investment management solutions to our clients. The ideal candidate will have a Bachelor's degree, 2+ years of experience, and strong sales and customer service...- ...Commercial Private Banker The Commercial... ...is a relationship-focused role responsible for... ...real estate (CRE) clients. This role focuses... ..., drive revenue growth, and collaborate effectively... .... Identify cross-sell opportunities and... ..., and to further personal development....Local area
$350k
...Senior Advisor/Banker Our client is a growing super regional full-service... .... Due to its active growth in key markets across the U... ...and specialists to maximize cross-selling opportunities. Provide integrated... ..., and entrepreneurial personality. Required Experience:...- JPMorganChase in Syosset, New York, is seeking a Relationship Banker who will represent the brand and culture with excellent customer service. This role focuses on acquiring and managing client relationships through effective communication and financial knowledge. The ideal...
$50k - $80k
...is seeking a State Farm Agent Team Member. This full-time role focuses on establishing customer relationships, marketing insurance and... ...communication skills. Compensation ranges from $50,000 to $80,000 annually with additional benefits and growth opportunities. #J-18808-Ljbffr...Full time- ...seeking a Financial Advisor in Bethpage, New York. This role involves providing financial planning guidance to clients while leveraging a three-year program with growth opportunities. Success in the role hinges on delivering exceptional customer service and establishing...
$25 - $27.88 per hour
Bank of America is seeking a motivated individual for a client engagement role at their location in Town of Hempstead, NY. The position... ...candidates will possess strong communication skills and a keen focus on customer service. Applicants must be able to work flexible hours...Hourly payFlexible hours- ...ability to educate and demonstrate customers on such, as well as cross sell various products and services. Ability to present a confident... ..., issues and unusual customer activity to Manager maintaining personal knowledge of compliance and regulatory requirements. Maintains...
$72.28k - $108.16k
...financial planning guidance & selling investment management... ...and complex needs of TD Wealth clients by reviewing financial goals... ...accumulation, preservation, growth, and protection. Depth & Scope... ...meeting with an enhanced agenda focused on the client’s overall wealth...Work at officeLocal areaFlexible hours$66.3k - $70k
...of financial services tailored to their clients' needs. This exciting opportunity at Jovia... ...core institution products to support cross-selling opportunities and to generate referrals... ...in a fast‑paced environment, are client-focused, team oriented, and are able to execute...Work at officeLocal area- ...ability to educate and demonstrate customers on such, as well as cross sell various products and services. Ability to present a... ..., issues and unusual customer activity to Manager maintaining personal knowledge of compliance and regulatory requirements. Maintains...
$21.23 - $28 per hour
...OVERVIEW: At Provident Bank, the Senior Personal Banker plays a key role in the Branch sales... ...-based assessments, opening accounts, cross selling, tele-consulting, developing... ...payments. This position will focus on managing a book-of-business that is...Full timeWork at officeLocal areaFlexible hours
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