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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

Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities.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.As a PCB, you will deliv

As a Private Banker, you are responsible for advising families on building, preserving and managing their wealth.

Identifies customers' needs through the bank's retail sales process to provide proactive basic sales solutions through customer outreach for basic customer needs and/or refer complex customer needs to the appropriate team member/partner. Complete basic research on customer profiles in order to asses

Six plus years of work experience in Private Banking or Financial Services. Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate. As a Private Banker, you are responsible for advising families

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

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.

BSNB provides all employees and applicants an equal employment opportunity in the manner required by law in all aspects of employment regardless of race, color, religion, national origin, age, sex, sexual orientation, gender identity or expression, marital status, military status, disability, predis

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

Personal Banker Job Duties: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment.

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

The Banking Associate is a professional in banking, plays a key role in delivering TD's Brand promise at a store location. This role is accountable for accurately completing everyday banking transactions and providing advice and educational support on services, products, and tools to help customers achieve their financial goals. Performs a wide range of tasks across multiple areas within a store location; to include processing customer transactions, opening new accounts and educating customers on all banking products and services. Delivers end-to-end advice customers expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendations. Utilizes TD's systems and tools to engage with customers to acquire and deepen relationships by providing advice and guidance to ultimately attract, and retain the customer. Understands customer financial needs to identify opportunities to promote and educate on products, services, and/or refer them to the appropriate team member or internal Bank partner, while ensuring a positive customer experience. Accurately completes everyday banking transactions either on the teller line or on the platform while uncovering customer financial needs and educating on products, services and tools or referring to the appropriate expert. Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking. Connects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization. High school diploma or GED 1 year experience working with customers in any capacity and can be demonstrated through any of the following: volunteering, education, military experience preferred Demonstrated Customer Service skills preferred Ability to work during operating hours to include evenings, weekends and holidays as scheduled Teller experience preferred Required to complete Teller training and part 1 of platform training upon hire Strong organization skills to handle multiple tasks in a fast-paced environment Excellent communication skills with ability to be concise, clear and consistent Demonstrated effective problem-solving skills Demonstrated ability to schedule and prioritize work Demonstrated ability to work independently and within deadlines Sound judgment in decision making and problem solving Proficient in Microsoft Office Notary License preferred Consistently provides legendary customer service while transacting, promoting, educating and referring TD Products to new and existing customers Establishes and nurtures customer relationships by consistently displaying product knowledge, actively listening to customer needs while engaging in additional conversations to identify any additional needs and offer a solution or partner referral Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetings Engages in lobby leadership and represents the first point of contact for customer inquiries and helps to orchestrate the customer walk-in traffic and can be the first point of contact for customer resolution or to make appointments to see an expert Understands and supports the Bank's customer service strategy Considers the impact of decisions on the well-being of TD, its customers and stakeholders Drives referrals to Store colleagues and partners to support the broader more complex financial needs of customers Ensures tasks are performed within established policy and procedures Successfully completes all required job specific, compliance-related training Understands, utilizes and follows compliance/risk and control programs Ensures ongoing compliance with internal/external audit and regulatory requirements. Provides prompt and comprehensive responses to all external audit, regulator and compliance requests and findings. Maintains appropriate records of action plans Is knowledgeable of and complies with TD Code of Conduct Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer Accurately processes cash/deposit/withdrawal transactions and other account servicing requests Decisions & processes everyday transactions such as but not limited to opening/closing, servicing accounts, depositing or cashing checks, reordering a debit card, or updating address Ensures compliance with all regulations, policies and procedures adhering to required controls, critical dates and accurate documents Applies customer authentication principles, compliance regulations and due diligence to new account openings and transactions Accurately and efficiently performs transactions as accountable for cash drawers including maintaining cash limits and securing cash drawers/stations/balances out cash drawer and TCR Follows policy and procedure for Customer Authentication Acts as Dual Control agent when required Follows all required open/close procedures Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of the team Be an active participant in personal performance and development activities Acts as a brand champion both internally and externally Collaborates with team members in contributing to the success of the team and organization Partners as a team player Actively seeks opportunities to improve delivery of work with high attention to quality standards Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills Positively embraces change Adheres and participates in TD's Shared Commitments Models quality service at every Customer interaction Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience May train and act as a mentor to newer colleagues Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%Domestic Travel OccasionalInternational Travel NeverPerforming sedentary work FrequentPerforming multiple tasks ContinuousOperating standard office equipment - ContinuousResponding quickly to sounds ContinuousSitting FrequentStanding FrequentWalking FrequentMoving safely in confined spaces OccasionalLifting/Carrying (under 25 lbs.) OccasionalLifting/Carrying (over 25 lbs.) OccasionalSquatting OccasionalBending OccasionalKneeling OccasionalCrawling - OccasionalClimbing OccasionalReaching overhead OccasionalReaching forward OccasionalPushing OccasionalPulling OccasionalTwisting OccasionalConcentrating for long periods of time ContinuousApplying common sense to deal with problems involving standardized situations ContinuousReading, writing and comprehending instructions ContinuousAdding, subtracting, multiplying and dividing Continuous TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities. Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs

As a Relationship Executive within the Healthcare Services Banking team, your role is to be the focal point of client acquisition and ongoing relationships; Bankers work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker, you are responsible for

Job Description POSITION: Senior Relationship Banker LOCATION: Brunswick REPORTS TO: Senior Branch Manager CLASSIFICATION: Full Time, Non Exempt PAY GRADE: NE 35 ($21.00 - $32.60 per hour) AVAILABILITY: Monday-Thursday 8:30am-5:30pm, Friday 8:30am-6:30pm, Saturday 8:30am-12:30pm Position Summary: The Senior Relationship Banker’s primary focus is to establish and deepen client relationships. You will build client advocates by taking a holistic approach to assisting with their pursuit of short- and long-term financial goals. You will actively participate in a dynamic team environment, contributing to the IMAGINE culture and working with colleagues towards individual and team goals. This position performs all phases of customer service, primarily non-teller transactions, with particular emphasis on delivering quality customer service and consultatively recommending bank products and services. This position will act as a leader in branch sales while motivating staff towards sales goal achievement. Essential Job Functions: • Examines financial and personal information to develop a comprehensive understanding of customer needs and to educate customers on various products and services., • Explains key product features and benefits to deliver appropriate solutions for customer spending, saving, borrowing and investing needs., • Collaborates with business partners in Wealth, Premier, Business Banking, and Insurance to help customers with complex financial and business needs., • Prioritizes the delivery of exceptional client service with accuracy and operational excellence, including problem solving and complaint resolution, while leveraging business partners where appropriate., • Supports the branch by working to achieve individual and team goals through strong client relationships and team collaboration., • Responds to service requests and inquiries from customers in a timely manner, while emphasizing accuracy and informative follow-up., • Ensures that all activities adhere to compliance and operational standards. Assist with branch operational activities as directed by management., • Demonstrates vigilance in detecting and reporting fraudulent or irregular activities., • Assists the branch manager in managing branch sales activity and mentors colleagues in pursuit of their sales goals., • Coaches, counsels, trains and develops branch staff in all aspects of their work., • In the absence of the Branch Manager and Assistant Branch Manager has the responsibility for all phases of the day-to-day operations within the branch, including but not limited to open/close procedures, override privileges and staff supervision. Education & Experience: • A high school graduate or GED required or current high school student anticipating graduation., • Retail and/or cashier/teller experience required, minimum of 1 year CSR experience preferred., • Minimum of 2 years of proven sales experience required., • Previous supervisory and or training experience preferred., • Ability to obtain NMLS license within 6 months of obtaining position., • Recommended to pass the NYS exam to become a Notary Public within 90 days of accepting position (Study for this exam is independent, but Pioneer will cover the test cost.) Core Skills & Attributes: • Must have friendly, professional disposition and good communications skills., • Excellent customer relations and communications skills., • Active and articulate promotion of Pioneer products and services., • Must be able to type accurately., • Must possess basic knowledge of the Bank's cash handling & security policies and procedures.z, • Ability to work cooperatively with colleagues in a team setting., • Ability to professionally represent Pioneer to outside business and/or customer contacts. As an Equal Opportunity / Affirmative Action Employer, Pioneer Bank will not discriminate in its employment practices due to an applicant’s race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law. The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

Job Description TITLE: Senior Relationship Banker LOCATION: Latham REPORTS TO: Senior Branch Manager CLASSIFICATION: Full Time, Non Exempt PAY GRADE: NE 35 ($21.00 - $32.60 per hour) AVAILABILITY: Monday-Thursday 8:30am-5:15pm, Friday 8:30am-6:15pm, Saturday 8:30am-12:15pm Position Summary: The Senior Relationship Banker’s primary focus is to establish and deepen client relationships. You will build client advocates by taking a holistic approach to assisting with their pursuit of short- and long-term financial goals. You will actively participate in a dynamic team environment, contributing to the IMAGINE culture and working with colleagues towards individual and team goals. This position performs all phases of customer service, primarily non-teller transactions, with particular emphasis on delivering quality customer service and consultatively recommending bank products and services. This position will act as a leader in branch sales while motivating staff towards sales goal achievement. Essential Job Functions: • Examines financial and personal information to develop a comprehensive understanding of customer needs and to educate customers on various products and services., • Explains key product features and benefits to deliver appropriate solutions for customer spending, saving, borrowing and investing needs., • Collaborates with business partners in Wealth, Premier, Business Banking, and Insurance to help customers with complex financial and business needs., • Prioritizes the delivery of exceptional client service with accuracy and operational excellence, including problem solving and complaint resolution, while leveraging business partners where appropriate., • Supports the branch by working to achieve individual and team goals through strong client relationships and team collaboration., • Responds to service requests and inquiries from customers in a timely manner, while emphasizing accuracy and informative follow-up., • Ensures that all activities adhere to compliance and operational standards. Assist with branch operational activities as directed by management., • Demonstrates vigilance in detecting and reporting fraudulent or irregular activities., • Assists the branch manager in managing branch sales activity and mentors colleagues in pursuit of their sales goals., • Coaches, counsels, trains and develops branch staff in all aspects of their work., • In the absence of the Branch Manager and Assistant Branch Manager has the responsibility for all phases of the day-to-day operations within the branch, including but not limited to open/close procedures, override privileges and staff supervision. Education & Experience: • A high school graduate or GED required or current high school student anticipating graduation., • Retail and/or cashier/teller experience required, minimum of 1 year CSR experience preferred., • Minimum of 2 years of proven sales experience required., • Previous supervisory and or training experience preferred., • Ability to obtain NMLS license within 6 months of obtaining position., • Recommended to pass the NYS exam to become a Notary Public within 90 days of accepting position (Study for this exam is independent, but Pioneer will pay for the test.) Core Skills & Attributes: • Must have friendly, professional disposition and good communications skills., • Excellent customer relations and communications skills., • Active and articulate promotion of Pioneer products and services., • Must be able to type accurately., • Must possess basic knowledge of the Bank's cash handling & security policies and procedures.z, • Ability to work cooperatively with colleagues in a team setting., • Ability to professionally represent Pioneer to outside business and/or customer contacts. As an Equal Opportunity / Affirmative Action Employer, Pioneer Bank will not discriminate in its employment practices due to an applicant’s race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law. The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

Job Description TITLE: Client Service Banker LOCATION: Greenbush Commons REPORTS TO: Branch Manager CLASSIFICATION: Full Time, Non-Exempt PAY GRADE: NE 20 ($17.00 - $25.89 per hour) AVAILABILITY: Monday-Wednesday 8:00am-4:45pm, Thursday-Friday 8:00am-5:15pm, Saturday 8:30am-12:30pm Position Summary: The Client Service Banker will be our clients’ first impression of the Pioneer culture and brand. In this role you will embody and exemplify our IMAGINE culture within your team. This will encompass listening, understanding and anticipating the clients’ needs and providing outstanding service in every interaction. You will execute transactions with professionalism and accuracy. In doing so, you will support and carry out Pioneer’s vision to build a partnership with our clients to both meet their current needs and achieve their financial goals. Key Responsibilities: • Provides outstanding service and solutions to our clients., • Processes all transactions accurately, including, but not limited to, deposits/withdrawals to accounts, payments on loans, check cashing, money order purchases, etc., • Acts as a first line of defense in detecting potentially fraudulent activities., • Adheres to all policies and procedures to maintain compliance standards., • Builds relationship with clients by actively listening to deepen relationships and anticipate their financial needs., • Engages customers in a consultative manner using a holistic approach to explore solutions to improve their financial well-being., • At branch management direction on an as-needed basis, may perform platform duties such as account opening, account maintenance, service inquiries, etc., • Assist branch management and the Client Service Supervisor in various operational activities on an as-needed basis. Education & Experience: • High School graduate (or GED) required, or current high school student anticipating graduation., • Strong mathematical skills required., • Minimum of six months cash handling experience and customer service experience preferred., • Minimum of six months customer service experience, recommending and referring products and services preferred., • Ability to adapt to evolving technologies and systems. As an Equal Opportunity / Affirmative Action Employer, Pioneer Bank will not discriminate in its employment practices due to an applicant’s race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law. The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.