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Identifies customers' needs through the bank's retail sales process to provide proactive sales solutions through customer outreach for basic and complex customer needs.Specializes in our branch customer experience through all retail and business sales interactions.Develop new customer relationships

The Retail Banker I is a customer liaison that is integral to delivering TD's Brand promise by utilizing financial expertise and consultative advice to assist Customers with their banking solutions/needs. Establishes relationships with partner bankers to make effective referrals to them.

Responsibilities include, but are not limited to:.Responsible for providing exceptional customer service in accordance with Valley's mission statement.Ability to engage customers with friendly and professional service.Knowledge of all Bank products and services and ability to educate and demonstrate

Bank Of America Job Opportunity.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 Pl

Participates/oversees the sales referral process ensuring customer financial needs are met and assists management in coaching and mentoring branch staff members. Participates in and supports CRA initiatives, activities and programs. Report all significant matters, issues and unusual customer activit

Peapack Private Bank & Trust is a leader in wealth, lending and deposit solutions.At Peapack Private, our clients are cared for by a single point of contact and are served by empowered employees who consistently go above and beyond to provide exceptional service and offer a boutique private banking

The Retail Banker I is a customer liaison that is integral to delivering TD's Brand promise by utilizing financial expertise and consultative advice to assist customers with their banking solutions/needs. Establishes relationships with partner bankers to make effective referrals to them.

Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending.

Excellent service, interpersonal and communication skills, with the ability to focus on customers needs promptly in a courteous and professional manner.Working knowledge of bank products, services and software or ability to be trained and quickly learn.Mastery of operational teller aspects.Computer

Bank Of America Job Opportunity.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 Pl

We are proud to be recognized for the seventh consecutive year by American Banker as one of the "Best Banks to Work For" across the nation. Provide exceptional service to clients and bank partners. Provide general management of client relationships to coordinate service and product delivery from all

As a growing member of the community for more than 90 years, Flushing Bank is dedicated to supporting and serving the individuals, families, professionals, and businesses in Brooklyn, Queens, Manhattan, and on Long Island. You will be engaged in all aspects of customer interaction involving sales, s

The Member Value Personal Banker contributes to the success of the branch by identifying and executing on ways to deepen and grow member relationships with FourLeaf through proactive effort.

The Universal Banker (UB) acts as a full service, single point of contact for Apple Bank clientele by providing prompt, courteous, and efficient service to new and existing customers through the processing of monetary and account related transactions. The Universal Banker also provides sales and ser

Back Personal Banker - Regional #25-812 Rockville Centre, New York, United States Apply X Facebook LinkedIn Email Copy Job Overview. As a Banking Service Professional, the Personal Banker will provide effective support of sales and service activities within the banking office, developing new busines

Responsibilities include, but are not limited to:.Responsible for providing exceptional customer service in accordance with Valley's mission statement.Ability to engage customers with friendly and professional service.Knowledge of all Bank products and services and ability to educate and demonstrate

The Member Value Personal Banker contributes to the success of the branch by identifying and executing on ways to deepen and grow member relationships with FourLeaf through proactive effort.

The Retail Banker I is a customer liaison that is integral to delivering TD's brand promise by utilizing financial expertise and consultative advice to assist customers with their banking solutions/needs. Establishes relationships with partner bankers to make effective referrals to them.

The Retail Banker I is a customer liaison that is integral to delivering TD's Brand promise by utilizing financial expertise and consultative advice to assist Customers with their banking solutions/needs. Establishes relationships with partner bankers to make effective referrals to them.

Relationship Banker - Flushing NY Area *Bilingual Mandarin required. Relationship Banker - Flushing NY Area *Bilingual Mandarin required. The UB seeks to build mutually beneficial and long-term relationships based on trust and the offering of suitable solutions that meet the clients needs, exceeding

Back Personal Banker #25-963 Garden City South, New York, United States Apply X Facebook LinkedIn Email Copy Job Overview. As a Banking Service Professional, the Personal Banker will provide effective support of sales and service activities within the banking office, developing new business by educa

As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.

Excellent service, interpersonal and communication skills, with the ability to focus on customers needs promptly in a courteous and professional manner.Working knowledge of bank products, services and software or ability to be trained and quickly learn.Mastery of operational teller aspects.Computer

Estimated starting salary is $831-$1,011 per week.Teller and Customer Service training/experience required.Generally equivalent to a year of combined experience.Above average verbal and written communications skills.Knowledge of Bank products and services.Pursuit of certification in life insurance,

Estimated starting salary is $831-$1,011 per week.Teller and Customer Service training/experience required.Generally equivalent to a year of combined experience.Above average verbal and written communications skills.Basic math skills• Knowledge of Bank products and services• Pursuit of certifica

Job DescriptionBethpage, New York Salary range: $21.98/hr - $32.97/hr The Universal Banker (UB) acts as a full service, single point of contact for Apple Bank clientele by providing prompt, courteous, and efficient service to new and existing customers through the processing of monetary and account related transactions. The UB position is a hybrid role that requires the incumbent to operate in the dual capacity of Customer Service Representative and Teller, providing branch leadership with the ability to deliver quality customer service at an enhanced level. The Universal Banker also provides sales and service support to the branch by acquiring new clients, offering suitable Bank products/services (that add value to the customer), performing branch/platform related functions and processing account maintenance transactions. The successful candidate will open new accounts, resolve issues, and educate our customers on Bank products/services and may refer them to a licensed representative of ABS Associates of NY, Inc. when appropriate. The UB seeks to build mutually beneficial and long-term relationships based on trust and the offering of suitable solutions that meet the client’s needs, exceeding expectations. ESSENTIAL DUTIES & RESPONSIBILITIES • Provide exceptional customer service by engaging clients in a friendly and professional manner and also resolving service-related issues timely and efficiently., • Conduct business ethically, thoroughly communicating to current and prospective clients the facts/features of the various products, accounts, and services that Apple Bank has to offer., • Recognize opportunities to acquire new or additional banking relationships by engaging in discussions with both customers, as well as prospects, to understand their needs and offer suitable products and services that add value; make appropriate referrals to licensed representatives of ABS Associates of NY, Inc., • Establish, retain, and deepen relationships with existing and potential customers to achieve team sales and referral goals while providing quality customer service., • Handle all aspects of Teller operations by processing transactions in accordance with established policies and procedures; prove daily transactions within a reasonable timeframe and safeguard assigned cash and negotiable instruments., • Assist in the opening and closing of vault, safe, and ATM machine and ensure the customer area is kept orderly and properly supplied (deposit and withdrawal tickets, ATM envelopes, changing the rate boards, dates on writing desks, etc.)., • Communicate all disclosures, rules, and regulations covering transactions, as well as FDIC protection to customers upon the opening of new accounts., • Ensure accurate new account record keeping practices and perform timely follow-up as needed., • Adhere to regulatory, compliance, security, and audit policies/procedures, as well as our code of conduct and operational controls to ensure the safety and security of the client, as well as Bank assets., • Protect Bank against loss by ensuring that all new account procedures including CIP and BSA requirements are adhered to., • Assist in training and mentoring of newly hired Tellers, Customer Service Representatives, and Universal Bankers., • Build and maintain technical and professional knowledge by attending educational workshops., • Perform additional duties as requested. SKILLS, EDUCATION, & EXPERIENCE • High School Diploma or GED required., • Must have at least 1-2 years retail banking experience in the combined experience of Teller/ Customer Service Representative., • General understanding of banking operations (Risk, Compliance, Fraud, Loss, etc.) preferred., • Prior experience in fostering and developing strong customer relationships., • Ability to develop, as well as maintain a detailed level of knowledge of banking products and services., • Display willingness to be cross trained in other branch functions., • Excellent problem-solving skills with the ability to provide solutions to customer issues., • Must present a confident, professional, and positive demeanor to customers., • Excellent interpersonal and communication (verbal + written) skills; must have excellent phone skills., • Strong organizational skills and detailed oriented., • Basic knowledge of Microsoft Office suite of products (Word, Excel, & PowerPoint)., • Display sound judgment and discretion when utilizing confidential information., • Weekend work and extended hours or filling in at neighboring branch locations may be required., • Mandatory training may require occasional travel. Visa sponsorship not available. We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.

As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.

Job Description Senior Wealth Advisor Positions in: Long Island-New Jersey-Orlando Our client is a growing regional full service financial services organization including Private Banking, Lending, Branch, Brokerage, Trust, Credit & Insurance. Due to its active growth in key markets such as Long Island, New Jersey & Orlando our client has engaged us to identify candidates in these specific markets. • The Wealth Advisor will be developing, managing, and retaining full-service relationships with both UHNW & HNW clients., • Developing clients with your strong COI’s within your market to deliver top service to clients., • Work in a business model which strengthens collaborations between internal departments, teams and specialists to maximize cross selling opportunities., • Provide integrated financial services advice to these clients including banking, credit, asset management, and trust and estate planning. Works collaboratively and proactively with branches and regional teams to identify and generate referrals., • Proactively develops internal and external networks for referral sources that generate prospects and create visibility in the marketplace., • Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends., • Actively participate in community and business functions/groups • Bachelor's degree with 7+ years' experience from the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating AUM exceeding 100M USD, • Must have Series 7 and 66 or equivalent, Insurance licenses for Life, Health, and Variable products To apply for this position, please send your resume and cover letter to .

Job Description Client Success Specialist (Experienced – Mortgage Banking) Location: Melville, NY (In-Person) Reliant Home Funding, Inc. — a nationally recognized mortgage banker — is seeking a seasoned, detail-driven Client Success Specialist to join our high-performing team. This role is ideal for mortgage professionals with a strong background in processing and a passion for delivering exceptional client experiences. You’ll take ownership of the loan process from application through closing, working closely with loan officers, underwriters, and third-party vendors to ensure accuracy, compliance, and timely delivery. Your expertise will help streamline operations and elevate our service standards. Required Skills & Background: • Minimum 10 years of mortgage processing experience (retail or wholesale), • Proficiency with Encompass and document management platforms, • Strong understanding of mortgage guidelines, disclosures, and compliance, • Direct access to ownership and decision making, • Access to cutting-edge AI-driven mortgage technology, • Collaborative, growth-focused team culture Powered by JazzHR TR7eE9FF23

Job Description GENERAL: UNMB Home Loans Inc. is an independent mortgage banker specializing in single-family lending. It has been in business for more than 40 years. SUMMARY: This position is responsible for the daily Accounts Receivable functions of the Accounting Department, as well as ad hoc projects, when necessary. DUTIES AND RESPONSIBILITIES: The following reflects management's definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time due to reasonable accommodation or other reasons. • Obtain Purchase Advices from each investor website, • Upload Purchase Advices to Warehouse Bank, • Enter compound Journal Entries into Accounting software, • Enter Purchase Advices into Loan Operating Software, • Reconcile Purchase Advices to ensure proper purchasing of Principle, Interest, Escrows, and Mortgage Insurance, • Furnish Pay Histories when requested To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and or ability required. • Bachelors Degree, • 2-5 years of Accounts Receivable experience in similar role, ideally using Quickbooks., • Strong organizational skills required with the ability to multi-task several projects at once., • Following computer skills are required: Productivity software (word processing, email, data entry, video conferencing, spreadsheets), • Ability to navigate internet/webpages., • Ability to work in a team environment when needed. All offers are contingent on the successful completion of criminal background check.

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

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 an

The Relationship Banker I role will provide services for Banking Center customers and assist the team in achievement of sales, service, and operation goals, based on Webster's Strategic Guidelines.

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.You will be working alongside a team of tal

Responsibilities include, but are not limited to:.Responsible for providing exceptional customer service in accordance with Valley's mission statement.Ability to engage customers with friendly and professional service.Knowledge of all Bank products and services and ability to educate and demonstrate

Responsibilities include, but are not limited to:.Responsible for providing exceptional customer service in accordance with Valley's mission statement.Ability to engage customers with friendly and professional service.Knowledge of all Bank products and services and ability to educate and demonstrate

Responsibilities include, but are not limited to:.Responsible for providing exceptional customer service in accordance with Valley's mission statement.Ability to engage customers with friendly and professional service.Knowledge of all Bank products and services and ability to educate and demonstrate

As part of the branch team, the Personal Banker will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. The Personal Banker is a client first, sales-driven

ESL is currently seeking a Universal Banker to work in both our Seneca Falls and Waterloo offices to provide excellent customer service through identifying member needs and completing transactions, while building relationships, achieving sales goals and creating a positive experience. In this positi

Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key an

Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key an

The Retail Banker I is a customer liaison that is integral to delivering TD's Brand promise by utilizing financial expertise and consultative advice to assist Customers with their banking solutions/needs. Establishes relationships with partner bankers to make effective referrals to them.

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 dri

The Relationship Banker is responsible for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness to be viewed as a trusted resource for our customers. Actively engage in Banker Readiness by developing an in-depth knowledge of consumer and small business

Responsibilities include, but are not limited to:.Responsible for providing exceptional customer service in accordance with Valley's mission statement.Ability to engage customers with friendly and professional service.Knowledge of all Bank products and services and ability to educate and demonstrate

Personal Bank job responsibilities: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment.Follows established policies in accordance w

Ability to supervise and coach fellow relationship Bankers. Assist with supervision of banking center colleagues offering coaching support to fellow bankers. Act as a role model and help onboard new bankers.

About this role: Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending.