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Job DescriptionOur client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets across the U.S. we have been asked to exclusively identify candidates in the Long Island/Metro market. Our client is seeking a Senior Advisor/ Banker who leads with investments. • Manage, develop and retain full-service relationships with both UHNW & HNW clients., • Must have strong COI’s and or an established book of clients within the Long Island/Metro market and be able to self source., • Work within a business model that 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., • Work collaboratively and proactively with branches and regional teams to identify and generate referrals., • Proactively develop 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., • Possess a self-motivated, highly driven, and entrepreneurial personality. Required Experience: • Bachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating an AUM exceeding 100M USD or T-12 of at least 350K USD., • Must have Series 7 and 66 or equivalent as well as insurance licenses for Life, Health, and Variable products

Job Description Job Type: Full-time, Part-time Shift: Day Shift Our client, a global trailblazer in financial services, is not just a trusted name - they’ve earned the top spot on LinkedIn’s 2025 “Top Companies to Grow Your Career” list for financial services employers. In line with their continued commitment to talent development, they are now hiring bankers to join their Consumer, Small, and Business Banking division. Why join this team? • Comprehensive benefits package, including:, • Health, dental, and vision coverage, • 401(k) plan, • Paid time off and parental leave, • Disability, life, critical illness, and accident insurance, • Critical caregiving leave, • Employee discounts and commuter benefits, • Tuition reimbursement and scholarships for dependent children, • Adoption reimbursement program, • Competitive pay, • Career advancement opportunities within a leading national bank, • Supportive and inclusive culture focused on your professional growthRequirements, • 6+ months of customer interaction experience (work, military, or education), • Must meet SAFE registration and Loan Originator (LO) requirements, • Strong customer service and communication skills, • Ability to handle transactions accurately and follow procedures, • Experience building relationships and identifying customer needs, • Integrity and professionalism in customer and team interactions, • Ability to work a schedule that may include Saturdays, • Must be eligible to work in the U.S. (Visa sponsorship not available)What you’ll do, • Build strong customer relationships through proactive outreach and tailored financial solutions, • Assist customers with opening new accounts, processing service requests, and completing credit applications, • Educate customers on digital banking tools and technology, • Refer customers to appropriate partners for specialized financial needs Are you looking for more? Find it here. APPLY TODAY!

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.

The Head Universal Banker is a leadership role responsible for providing exceptional service delivery to our internal and external customers while guiding and supporting the branch team. The Head Universal Banker plays a key role in championing risk and control, driving lobby leadership, and ensurin

The Head Universal Banker plays a key role in championing risk and control, driving lobby leadership, and ensuring consistent delivery of client and team experiences aligned with the bank's standards. Lead, coach, and support Universal Bankers and Tellers by modeling excellent service behaviors and

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

The Head Universal Banker is a leadership role responsible for providing exceptional service delivery to our internal and external customers while guiding and supporting the branch team. The Head Universal Banker plays a key role in championing risk and control, driving lobby leadership, and ensurin

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.

A prominent financial institution in Uniondale, NY, is seeking a Citizens Banker who will focus on building lasting relationships and providing tailored financial solutions to customers.Candidates should possess a high school diploma and prior banking experience, along with strong communication and

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.

New Hyde Park, New York, United States of America.TD is committed to providing fair and equitable compensation opportunities to all colleagues.Growth opportunities and skill development are defining features of the colleague experience at TD.Our compensation policies and practices have been designed

Requisition ID: [ID] (optional).

Refer opportunities to s Universal Banker, Part-Time, Banker, Banking, Sales.

A leading commercial bank in Levittown seeks a customer-focused individual to perform teller transactions, evaluate client needs, and support team objectives.The role emphasizes strong customer service skills, teamwork, and a commitment to compliance.Candidates should have a high school diploma or G

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

Report all significant matters, issues and unusual customer activity to Manager maintaining personal knowledge of compliance and regulatory requirements.

Part-Time Universal Banker (20 Hours) South Westbury Branch. The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team.

Personal Banker Safe Act Rockville Center Branch. The Personal Banker Safe Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team.

Personal Banker SAFE Act Rockville Center Branch. The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team.

Personal Banker Safe Act Westbury Branch. The personal banker safe act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team.

Lateral-US/job/New-Hyde-Park/Relationship-Banker---New-Hyde-Park-Financial-Center_25044177). Builds relationships with clients to meet financial needs. Collaborates effectively to get things done, building and nurturing strong relationships.

Lead, coach, and support Universal Bankers and Tellers by modeling excellent service behaviors and mentoring on sales, service, and compliance routines. Providing working leadership and guidance to peer Universal Bankers or Tellers through assignment of work and technical guidance, when needed. Prov

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 certification

Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service reso

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

Responsible for providing exceptional customer service in accordance with Valley's mission statement.

Member Value Personal Banker - Baldwin. 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.

Personal Banker Safe Act Westbury Branch. The Personal Banker Safe Act is an entry level position responsible for the assistance in the execution of sales, products, or service activities in coordination with the customer service team. Appropriately assessing risk when business decisions are made, d

Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs. Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acq

A leading financial services firm based in New York is seeking a Relationship Banker.

The CSA - Floater will be responsible for for ensuring the accurate completion of customer requests and s Customer Service, Floater, Associate, Relationship Banker, Service, County, Retail.

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

Report all significant matters, issues and unusual customer activity to Manager maintaining personal knowledge of compliance and regulatory requirements.

Member Value Personal Banker - Lynbrook. 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.

As a Relationship Banker in a Chase Branch, 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.

FourLeaf Federal Credit Union offers a comprehensive benefits package, including medical, dental, and vision coverage; life and disability insurance; voluntary benefit programs; a 401(k) plan with employer match; reimbursement and wellness programs; and an annual performance-based bonus. FourLeaf Fe

Member Value Personal Banker - Mineola. 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.

FourLeaf Federal Credit Union offers a comprehensive benefits package, including medical, dental, and vision coverage; life and disability insurance; voluntary benefit programs; a 401(k) plan with employer match; reimbursement and wellness programs; and an annual performance-based bonus. FourLeaf Fe

Member Value Personal Banker - Freeport. 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.

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

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

As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to ex

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 and inclusion.As a Relationship Banker in a Chase

Cross sell appropriate products and services to FourLeaf members and prospects such as direct deposit, credit and debit cards, online and mobile banking etc. FourLeaf Federal Credit Union offers a comprehensive benefits package, including medical, dental, and vision coverage; life and disability ins

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. Position Overview: The Preferred Banker is responsible for providing exceptional service to all existing and potential Peapack Private clients. The Preferred Ba

The Main Banker is responsible for documenting and verifying the accuracy of all incoming and outgoing currency, coins, vouchers, tickets, bank deposit and other monetary instruments; and maintaining the accountability of the main bank and vault in accordance to established internal control, policie

The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice.