Senior Technology Trader
Personal banker job in Madison, NY
Guggenheim is seeking a highly motivated, analytical, and process driven Senior Technology Trader who will be integral part of the execution team in cash equities. The candidate will work closely with the the rest of the Execution team, Equity Sales, ECM and Research. Y ou will be responsible for revenue generation, executing trades and providing information regarding market activity and value-added content to our clients' trading desk. The role will be based in NY and the candidate will sit on the NY trading desk.
Essential Job Functions:
Senior technology trader on the Guggenheim Equities High Touch Trading Desk
Execute equity trades in US technology sector securities on behalf of institutional clients, ensuring best execution and in adherence to firm/regulatory compliance standards
Proactively identify & pursue opportunities to increase firm's market share in technology sector trading through enhanced execution, client engagement, & differentiated insight
Work closely with sales traders & other sector traders, Derivatives Trading, Low Touch Equity Trading, Equity Sales, Research & the broader firm to align trading activity with firmwide coverage & priorities
Preferred Qualifications:
10-15+ years of technology trading experience
Very strong buyside relationships with key thought leaders
Proven ability to handle orders of all sizes with a deep understanding of equities and derivatives
Fundamental understanding of TMT subsectors (Software/IT Services, Semiconductors, Hardware, Fintech/Payments, Media, Telecom , Communication Infrastructure)
Ability to produce clear, concise market commentary for a wide distribution (specialists, generalists, etc.)
Deep understanding of trading dynamics and market structure in Tech names
Demonstrated track record of revenue generation
Basic Qualifications
Series 7 and 63 registered or must be acquired within 150 days of employment
Work Location
Currently, this role is expected to be in the New York office at least 4 days per week.
Salary
Annual base salary range is $275,000 to $300,000
The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.
About Us:
Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston.
For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ****************************************** or ************.
Guggenheim Securities, LLC (“GS”) does not accept unsolicited resumes or applications. GS considers any resume or application to be unsolicited if (a) received from an entity or individual without a current recruiting agreement with GS or (b) submitted to anyone at the firm other than through the process set forth in the recruiting agreement between GS and the submitting entity or individual, and GS will not pay a fee to any entity or individual for such submission.
Auto-ApplyPrivate Client Banker - Seventh North - Liverpool, NY
Personal banker job in Liverpool, NY
You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
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. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
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
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
Auto-ApplyUniversal Banker
Personal banker job in Whitesboro, NY
Division: Retail Banking Department: Various - Branch Network Reports to: Branch Manager Status: Non-Exempt Grade: 5 Pay Range: $18.00 - $29.50 Actual compensation within the pay range will be decided based on factors including, but not limited to, skills, prior relevant experience, and specific work location.
Location: Whitesboro, NY - 34 Oriskany Blvd
Purpose/Objective:
Identify customer needs to make needs-based sales and build customer loyalty. Consistently strives to satisfy customers by providing memorable customer experiences and champions digital engagement. Performs general operational duties, including transactions for checking, savings, loans, and other assigned services. Builds positive customer relations as Bank's main point of customer contact; maintains working knowledge of established policies and operating procedures.
Key Accountabilities:
* Customer Service - 50%
* Creates an exceptional client experience by demonstrating Berkshire Bank's "BeFIRST" values displaying energy and spirit to create a positive and collaborative work environment.
* Excel at client service skills at all times to promote a positive brand image for Bank through face to-face communication and telephone etiquette. Lead through lobby management, ensure prompt welcomes of assistance to clients, and genuinely thank clients for their business.
* Establishes, develops, and retains relationships with existing and potential clients by offering and selling products and services to meet the client's needs
* Demonstrates excellent client service skills, telephone etiquette and communication (verbal/written), abilities at all times to promote positive image for the Bank and build client loyalty.
* Explains Bank policy and procedures to clients and resolves routine service concerns.
* Is adept at asking clients questions related to their finances and managing relationships with such tools as the Relationship Planner and Salesforce.
* Works with clients to refer partnership solutions such as Wealth, Insurance, Cash Management and Mortgage.
* Is proficient in the digital banking space and can assist clients with adoption.
* Client Service Line Duties - 50%
* Executes an extensive variety of client transactions accurately and efficiently to build client relationships and trust in accordance with established Bank regulations, policies, and procedures.
* Maintains working knowledge of all products offered by the Bank and corresponding regulations, policies, and procedures.
* Handles large amounts of cash in an organized, timely and accurate fashion. Balances own cash drawer daily within the prescribed balancing guidelines.
* Acts as significant deterrent of robbery and fraud loss to Bank by following procedures and regulations and knowing the client.
* Assists in daily office work to ensure proper balancing of branch and timely delivery of work to appropriate departments.
* Provides back up to Financial Center Manager, Assistant Financial Center Manager, and Financial Center Supervisor as needed and facilitates and participates in branch staff meetings.
* Ensures compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one's duties.
Must be eligible to be registered in the Nationwide Mortgage Licensing System & Registry for purposes of SAFE Act, if applicable (by exception only based on business need). Available to work Saturday hours and travel to nearby offices as required.
Percentage of time spent on each area of key accountabilities will vary from branch to branch.
Education:
* High school diploma or equivalent
* Banking courses a plus
Experience:
* Proven experience in a goal-oriented sales or customer service environment
* Cash handling experience preferred
* Sales experience preferred
Skills & Knowledge:
* Superior customer service skills
* Strong communication (verbal/written) skills, with ability to conduct face-to-face interaction
* Ability to identify customer needs and make appropriate sales
* Basic computer skills
* Interpersonal skills
We endeavor to make this site accessible to any and all users.
Berkshire Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or would like to request alternative methods of applying, please contact us at ********************.
Personal Financial Representative - NY
Personal banker job in Lincoln, NY
Would you like to own a meaningful financial services practice under the Allstate brand? Scale your existing practice with proven support, flexibility and access to new customers. We're looking for professionals with a growing practice who would like to use the Allstate brand and resources to expand, in your
community.
Your Practice.
As an Allstate Financial Specialist, you'll build your own financial services practice with support from Allstate. Your
partnership with Allstate Agency owners will drive new business in your community and support your access to
new revenue streams
Your Support Team.
We support our Financial Specialists across the nation with a variety of product offerings and continued education
that helps them succeed. Financial specialists can share space with an Allstate agency owner and obtain leads from
them.
Your Rewards.
We believe hard work should be rewarded. At Allstate, we offer unlimited earning potential that's always
connected to the growth of your business.
Your Work.
A typical agency office has one financial specialist who meets with customers face-to-face and a team of licensed
professionals who enhances the team's ability to build deep relationships with customers and provide leads.
Allstate provides support and expertise to help you build your business.
Are You a Fit? We are looking for someone who possesses an unquenched entrepreneurial spirit and a strong track record of success. You'll also need to have: • At least 2 years of life insurance or financial services customer facing sales experience • State Life/Health Insurance Licenses • FINRA Series 6 or 7 and 63 (if applicable) licenses • Blended mix of protection and asset accumulation sales • Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred • Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred • Bachelor's degree (or higher) with emphasis on business preferred
Subject to all terms and conditions outlined in the Allstate Personal Financial Representative (PFR) agreements. If selected to be an Allstate PFR, bring your financial experience and proven track record to Allstate. Allstate PFRs are not franchisees. Except in NY, they are independent contractors and are not employed by Allstate Insurance Company (“Allstate”) or its affiliates. In NY, they are Allstate employees. Securities offered through Allstate Financial Services, LLC (LSA Securities in LA and PA). Registered Broker-Dealer. Member FINRA, SIPC. Main Office: 2920 South 84th Street, Lincoln, NE 68506. **************. Allstate is an Equal Opportunity Company. Note: Life and Health, and FINRA Series 6 & 63 (if applicable) licenses are required. To sell investment advisory services, Series 65 or 7 & 66 licenses would also be required. ©2018 Allstate Insurance Company, Northbrook, IL.
Skills
At Allstate, we work hard to help people live a good life every day. Allstaters are dedicated to serving clients, customers, and communities, which allows employees to find meaning and value in their work. Allstate offers an environment that fosters innovative thinking where you'll be able to explore your ideas and feel proud of the work you do.
Allstate helps protect nearly 16 million households with auto, home, life, and retirement products. We want every professional connected to Allstate to be committed to giving our customers the best and that means finding the best talent. We want you to be our next great addition.
It's easy to search and apply for a new opportunity with Allstate. Simply use the links below to identify the openings that interest you.
Allstate Careers
Learn more about Allstate United States.
Learn more about Allstate Northern Ireland.
Learn more about Allstate India Private Limited.
For more information about Allstate's Website Accessibility Statement, please click here: Allstate Website Accessibility Statement
Allstate Personal Financial Representatives are independent contractors and are not employed by Allstate Insurance Company (“Allstate”) or its affiliates. In NY, they are Allstate employees. Allstate is an Equal Opportunity Company. © 2019 Allstate Insurance Co.
Auto-ApplyRelationship Banking Representative Rotating
Personal banker job in Fulton, NY
At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.
Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.
To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.
Responsibilities
A Rotating Relationship Banking Representative will work in various branch offices in a defined geographical area and is responsible to deliver a positive customer experience to current and prospective bank customers. The person in this position will routinely move between the customer service desk and teller area, as needed. A Relationship Banking Representative must be able to adapt well in the workplace to service the varying customer needs while adhering to bank policies and procedures. It requires someone who will maintain the security of customer information, prioritize items of significance, and be a team player.
* Routinely provide quality customer service and a positive banking experience by handling financial transactions (i.e., opening of accounts, cashing checks, etc.) with professionalism
* Determine customer needs, explain and sell products and services
* Actively participate in lobby management, greeting customers and proactively taking ownership of the customer's in-branch experience
* Telephone customers to schedule sales appointments and promote products suitable to the customer's needs
* Participate in branch prospecting efforts and sales initiatives
* Assist customers with requests such as stop payments, wire transfers, balance discrepancies, loan information, etc.
* Serve as a liaison between customer and operational areas
* Conduct customer transactions with accuracy and prepare daily cash balancing within established guidelines
* Ability to understand directions and adhere to established policy and procedures
* Able to remain focused and organized to successfully complete responsibilities
* Actively participate in branch meetings and training to enhance knowledge and development of skills
* Other related duties as assigned or directed
* Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures and internal controls, and meet all training requirements in a timely manner
* May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels
Qualifications
Education, Training and Skills Requirements:
* High School Diploma or GED required
* Excellent interpersonal and communication skills
* Accurate and proficient math skills
* Documentation skills with attention to detail
* Clear thinking and ability to remain focused Must be able to consistently demonstrate the Company's core values: Integrity, Humility, Teamwork, and Excellence
* Internal product knowledge and teller training (provided after hire)
Experience/Other:
* Two (2) years of customer service and/or banking normally required
* All applicants must be 18 years of age or older.
Other Job Information
Hours: 30 hours per week
Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!
Physical Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.
The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.
The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.
Minimum
USD $18.25/Hr.
Maximum
USD $24.71/Hr.
Universal Banker / Floater
Personal banker job in Liverpool, NY
Full-time Description
Who We Are:
Seneca Savings is a proud community bank that has been serving the Central New York region for over 95 years. With deep roots in the area, we're committed to exceeding expectations by delivering big bank technology with a personal touch.
As a locally focused institution, our mission is to foster growth, empower success, and uplift the communities we serve, guiding our customers, employees, and partners toward achieving their financial dreams.
We operate five branch locations in Baldwinsville, Liverpool, North Syracuse, Bridgeport, and Manlius, and take pride in offering a workplace culture grounded in our core values:
Driven Towards Success
Team Oriented
Customer First
Positive Attitude
These values define who we are and how we work, both with each other and with the communities we proudly serve.
Join our innovative team and be part of a company that's committed to delivering exceptional service, enhancing lives, and making a difference every day.
Job Summary:
This position is the focal point in the branch for sales, service and/or referral opportunities in support of overall branch goals and activity requirements. The position is the key driver of customer flow in the branch to support these activities. The Universal Banker services existing customers and grows their business through identifying sales opportunities with customers. The position assists the Tellers with customer transactions as required. The position must stay current on operational, product, and system changes/enhancements, as well as demonstrate good risk management decisions to assist the branch in managing preventable losses and reduce fraudulent activity. The percentage of time spent in each work area is based on branch size, complexity, and need.
Essential Job Duties and Responsibilities: (Additional duties as assigned)
The Universal Banker serves as the assigned person (based on branch facility design), as scheduled, to welcome the customer, work with or direct them as appropriate based on their identified needs and encourage utilization of self-service channels.
The Universal Banker must be proficient in the New Account opening process, both Personal and Business.
Support Bank guidelines for delivering and coaching exceptional customer experience including proactively greeting customers, smiling, using their name, and ending each interaction (whether in person or phone) by saying “Thank you for your business, is there anything else I can do for you today (customer name)?” Maintain a professional manner to build customer confidence and trust.
Take ownership of account servicing and error resolution, including resolving routine customer problems and referring more complex issues to supervisor. Follow-up on these issues as required to ensure timely and accurate resolution and convert servicing situations to sales/referral opportunities.
The Universal Banker must be attentive to recognize and act on customer needs to build lasting customer relationships.
Meet with customers entering the branch to assess and identify customers' immediate and long-term financial needs; present all appropriate options and complete the sale and/or referral of products and services as appropriate. Develop new customer relationships and/or retain and expand existing relationships by proactively identifying customer opportunities utilizing fundamentals of the Bank's sales process to achieve personal sales and/or referral goals.
Conduct lead-focused outbound calls and participate in Branch sales promotions as requested by management.
Follow consumer guidelines for accuracy and proper new account handling and exception processing.
Process a variety of Retail and Commercial transactions, including deposits, withdrawals, loan payments and check cashing in a timely and efficient manner. Verify check endorsements and funds availability and disburse cash to customers in the conduct of transactions and according to policy. Issue receipts to customers for transactions processed to provide a record of activity. Balance daily work and adhere to all procedures.
Maintain thorough knowledge of procedures required for ATM (Automated Teller Machine) settlement, foreign currency, night depository, reserve cash and coin maintenance, negotiable control and review, opening and closing procedures, ordering of cash, and preparation of cash for shipment and receipt of cash shipment.
Ensure compliance with operational, security and control policies/procedures to support preventing fraud and protecting customer assets.
Demonstrate teamwork by proactively assisting other Branch colleagues when needed as well as actively participating and contributing during Branch Team meetings.
This position will primarily be staffed in our Manlius Branch but requires flexibility to be relocated on a day-to-day basis as needed to ensure consistent staffing levels.
The Universal Banker must review the following reports on a daily basis:
Debit cards ordered.
Customer Source
Online Banking Enrollment
Stop/ Hold Content
High Dollar Report
CTR addition and review
3-10 log
IRS Data Capture
Deposit Review
Supervisory Responsibilities:
None
Required Experience and Education:
High School diploma or GED
Previous banking experience preferred
Basic knowledge of computers.
Must have pleasant, personable, and professional relationship skills for customer contact.
Strong communication skills
Professional image
Must work well with others as a team player
Prior cash handling experience preferred.
Prior customer service experience preferred.
Must be able to take direction from supervisor
Must be able to work rotating schedule to include Saturdays.
Must be able to attend after hour meetings as required.
Travel between office locations occasionally required.
Must be able to adapt to changes in policies and or procedures (sometimes at a rapid pace).
Equipment, Machines and Software Used:
Basic Equipment and Machinery: Basic personal computer/key boarding skills and perform basic word processing and data entry.
Ability to operate a computer, printer, copier, facsimile machine, telephone, credit card machine, calculator, and shredder.
Physical and Mental Requirements:
While performing the duties of this position, the Universal Banker is regularly required to, stoop, kneel, crouch, reach, sit, stand, walk, push, pull, lift, use fingers, grasp, feel, talk, hear, and perform repetitive motions.
The physical requirements of this position call for the ability to exert up to 30 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects.
Close mental and visual attention required to perform work dealing primarily with preparing and analyzing data and figures, performing work assignments, using a computer terminal, and/or extensive reading.
Environmental Conditions:
There is no exposure to adverse environmental conditions. Work is performed in a typical office work environment.
Benefits:
Paid Time Off
Medical, Dental and Vision Insurance
Short-Term and Long-Term Disability Insurance
Accident Insurance
Flexible Spending and Health Savings Accounts
Company Paid Life Insurance
401k with Matching (5%)
Employee Stock Option Plan
Tuition Reimbursement
Opportunities For Advancement
Employee Discounts
The base pay range for this position is $18.00 - $24.00 per hour. Exact offers will be determined based on job-related knowledge, skills, and experience.
Salary Description $18.00 - $24.00 per hour
Part Time Universal Banker (25 hrs/week)
Personal banker job in Syracuse, NY
Specializes in our branch customer experience through sales, service and digital engagement of our Consumer and Business Banking customers. Supports daily operations of the branch as a Teller and meets customer service and sales needs as required by the assigned branch. Holds customer appointments scheduled by customers and/or branch team as well as walk-in appointments to identify customer needs; refers complex customer needs to the appropriate team member/partner.
Primary Responsibilities:
Educate customers and explain features and benefits of Consumer and Business Banking solutions; make recommendations based on the customer's identified needs.
Engage customers in a variety of ways to bank with us and provide solutions to meet their needs, encouraging and supporting the use of digital capabilities in customer interactions.
Explain the high-level criteria used 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 provide simplified, customer-focused advice and guidance.
Proactively reach out to customers to contribute to the retention and expansion of all Consumer and Business Banking relationships.
Adhere to established customer service standards and provide a differentiated experience by understanding customer needs and delivering solutions in moments that matter most to them.
Actively engage in lobby management, meeting and greeting customers and proactively inquiring and taking ownership to solve their banking needs.
Introduce appropriate banking partner when servicing needs present an opportunity for a product solution.
Assist and stay current with the Consumer and Business Banking AML (Anti-Money Laundering), BSA (Bank Secrecy Act) and KYC (Know Your Customer) processes and related activities. Identify and escalate cases of suspected fraud.
Resolve and accurately log all customer complaints in the appropriate system.
Review, approve and help resolve Consumer and Business Banking customer overdrafts.
Accurately complete customer transactions.
Complete related operational activities required by assigned branch, including documenting interactions and appointments with customers using the appropriate system.
Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.
Promote an environment that supports belonging and reflects the M&T Bank brand.
Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
Responsible for meeting and maintaining registration requirements under the Federal SAFE Act.
Complete other related duties as assigned.
Scope of Responsibilities:
The position is responsible for providing exceptional service to branch customers and resolving customer problems in a timely manner. The position is a key driver of sales and the customer experience within the branch. The position is responsible for interacting with appropriate areas within the Bank to ensure branch-related operational issues are resolved efficiently and accurately. It is important for the jobholder to exemplify empathy, customer centricity, flexibility and adaptability, digital fluency, entrepreneurial spirit and critical thinking in support of the Company's culture and brand. In functioning in multiple capacities within the branch, it is important for the jobholder to be adaptable to service any and all banking needs of the customer, inclusive of new account opening or loan origination, problem resolution, video conferencing and processing of transactions.
Managerial/Supervisory Responsibilities:
Not Applicable
Education and Experience Required:
High school diploma or equivalent (GED) and a minimum of 1 year's proven retail sales, call center, customer service, or telesales experience
Strong verbal communication skills
Strong interpersonal skills
Ability to interact with varying customers (consumer to small business)
Ability to effectively handle difficult customer conversations
Well-organized
Proven time management skills
Proven prioritization skills
Ability to work under critical time constraints in a team environment
Proficiency with internet user-level technology
Education and Experience Preferred:
Bilingual based on branch needs
Proven referral and/or sales ability
Physical Requirements:
Ability to stand for long periods of time
Prolonged use of hands and fingers
Ability to lift light to heavy objects weighting 5 lbs. to 30 lbs.
Ability to read fine print
Ability to interact with customers in an open face-to-face work environment
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $18.68 - $31.14 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
Location
Syracuse, New York, United States of America
Auto-ApplyCitizens Banker
Personal banker job in Fayetteville, NY
Starting Salary: $24.50 / hour and up Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What you'll do Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you're a "people person" who enjoys building positive relationships with customers, then this is the job for you!
Using your strong communication and problem-solving skills - along with your broad range of financial knowledge - you'll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs.
You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them - like planning for the future, buying a home or opening a new credit card. You'll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You'll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations.
What you'll get
+ Meaningful work & relationships - You'll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback.
+ Commitment to community - Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually
+ Career opportunities, reward, and upskilling - See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you.
+ Exceptional benefits - Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more.
Required Qualifications
+ High School degree or GED required
+ 2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals
+ Ability to effectively ask questions and identify needs to improve the customer relationship
+ Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions
+ Demonstrated skills in using digital technology to support the delivery of business goals
+ Aptitude to problem solve and provide solutions to customer issues
+ Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration
+ Self-motivated, confident and ability to multitask effectively
+ Ability to work branch hours, which can include weekends and evenings
+ Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS.
+ Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Find a quiet place to record and be camera-ready. You'll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast.
Preferred skills/experience
+ 1 year cash handling experience
Hours and Work Schedule
+ Hours per Week: 40
+ Work Schedule: Varies with branch needs and may include weekends and evenings
Pay Transparency
The salary range for this position is $24.50- $26.47 per hour. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for Us
At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Personal Banker
Personal banker job in Syracuse, NY
Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. 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 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, self-motivated, and competitive individual. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.
Essential Functions
Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
Listen for clues for financial wellness opportunities during in-person and over the phone client conversations and provide effective and customized financial wellness recommendations to clients.
Consistently attains individual activity, behavior, and outcome goals and expectations.
Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.).
Developing strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.
Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions.
Support of branch operations including assisting with client transactions on the Teller line as needed.
Participate in and occasionally facilitate in-person morning huddles and end of day debriefs.
Work on Saturdays as directed by management.
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education
High School Diploma , GED or equivalent business experience (required) or
Bachelor's Degree (preferred)
Work Experience
Minimum 1 year of Experience in developing current and new customer relationships, achieving sales goals, and building referral sources. Experience with sales is more important than financial services experience. KeyBank provides the tools and training, but we need relationship builders with a curious nature who are great at sparking conversations. (required)
Understanding of consumer credit - including loan to value, debt to income and credit reports. (required)
Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking. (required)
Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred)
Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required)
Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required)
Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required)
Licenses and Certifications
Notary License (preferred)
Skills
Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with clients and transactions.
Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients' financial wellness goals, leveraging system generated lead lists, walk-ins, and professional contacts.
Strong work ethic and high level of integrity.
Excellent time management skills.
Building and nurturing relationships with clients including identifying potential clients, engaging with them to understand their needs, and developing strategies to convert them into long-term clients. It also includes deepening relationships with existing clients by offering additional products and services that meet their evolving needs.
Being attentive to client needs, resolving issues promptly, and ensuring a positive banking experience. Excellent client service helps build trust and encourages clients to continue banking with KeyBank.
Ability to evaluate financial information to understand clients' financial health, identify investment opportunities, and recommend strategies.
Understanding and managing risks associated with banking operations and client transactions.
Strong verbal and non-verbal communication skills to understand clients' needs and recommend appropriate banking products and services.
Accurate and efficient handling of cash transactions.
Core Competencies
All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct.
Physical Demands
Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs.
Driving Requirements
Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
Work Location Category
Branch
COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $20.19 - $30.77 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation subject to individual and company performance.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 02/23/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
Auto-ApplyUniversal Banker
Personal banker job in Whitesboro, NY
Division: Retail Banking Department: Various - Branch Network Reports to: Branch Manager Status: Non-Exempt Grade: 5
Pay Range: $18.00 - $29.50
Actual compensation within the pay range will be decided based on factors including, but not limited to, skills, prior relevant experience, and specific work location.
Location: Whitesboro, NY - 34 Oriskany Blvd
Purpose/Objective:
Identify customer needs to make needs-based sales and build customer loyalty. Consistently strives to satisfy customers by providing memorable customer experiences and champions digital engagement. Performs general operational duties, including transactions for checking, savings, loans, and other assigned services. Builds positive customer relations as Bank's main point of customer contact; maintains working knowledge of established policies and operating procedures.
Key Accountabilities:
Customer Service - 50%
Creates an exceptional client experience by demonstrating Berkshire Bank's “BeFIRST” values displaying energy and spirit to create a positive and collaborative work environment.
Excel at client service skills at all times to promote a positive brand image for Bank through face to-face communication and telephone etiquette. Lead through lobby management, ensure prompt welcomes of assistance to clients, and genuinely thank clients for their business.
Establishes, develops, and retains relationships with existing and potential clients by offering and selling products and services to meet the client's needs
Demonstrates excellent client service skills, telephone etiquette and communication (verbal/written), abilities at all times to promote positive image for the Bank and build client loyalty.
Explains Bank policy and procedures to clients and resolves routine service concerns.
Is adept at asking clients questions related to their finances and managing relationships with such tools as the Relationship Planner and Salesforce.
Works with clients to refer partnership solutions such as Wealth, Insurance, Cash Management and Mortgage.
Is proficient in the digital banking space and can assist clients with adoption.
Client Service Line Duties - 50%
Executes an extensive variety of client transactions accurately and efficiently to build client relationships and trust in accordance with established Bank regulations, policies, and procedures.
Maintains working knowledge of all products offered by the Bank and corresponding regulations, policies, and procedures.
Handles large amounts of cash in an organized, timely and accurate fashion. Balances own cash drawer daily within the prescribed balancing guidelines.
Acts as significant deterrent of robbery and fraud loss to Bank by following procedures and regulations and knowing the client.
Assists in daily office work to ensure proper balancing of branch and timely delivery of work to appropriate departments.
Provides back up to Financial Center Manager, Assistant Financial Center Manager, and Financial Center Supervisor as needed and facilitates and participates in branch staff meetings.
Ensures compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one's duties.
Must be eligible to be registered in the Nationwide Mortgage Licensing System & Registry for purposes of SAFE Act, if applicable (by exception only based on business need). Available to work Saturday hours and travel to nearby offices as required.
Percentage of time spent on each area of key accountabilities will vary from branch to branch.
Education:
High school diploma or equivalent
Banking courses a plus
Experience:
Proven experience in a goal-oriented sales or customer service environment
Cash handling experience preferred
Sales experience preferred
Skills & Knowledge:
Superior customer service skills
Strong communication (verbal/written) skills, with ability to conduct face-to-face interaction
Ability to identify customer needs and make appropriate sales
Basic computer skills
Interpersonal skills
We endeavor to make this site accessible to any and all users.
Berkshire Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or would like to request alternative methods of applying, please contact us at ********************.
Banking Solutions Representative - DeWitt Office
Personal banker job in Syracuse, NY
At Solvay Bank, our formula for success combines the traditions of our culture and a sharp strategic vision. We are a growth-oriented community bank that fosters excellence, pride, teamwork and engagement in our workplace. Consider an exciting opportunity as part of our retail banking team.
Banking Solutions Representative - DeWitt Office
Our Banking Solutions Representatives have a passion for excellence in customer service and are focused in their goal of doing what is right for our customers. They are responsible for providing accurate high-quality customer service on both the teller and platform line. Our Banking Solutions Representatives provide a complete range of customer services including but not limited to, opening new accounts, explaining available products and services, and gathering customer information to process new and existing accounts. They advise customers on financial services, supporting the achievement of retail sales goals, and have excellent communication skills.
For over 100 years Solvay Bank has been dedicated to our customers and our community. Join us and enjoy the many rewards; matched 401(K) retirement savings, health and dental coverage, and more.
Internal applications must be submitted by 9/26/2025
Solvay Bank is an EOE/AA/Disability/Veteran
*********************************************************************************************************************
*************************************************************
Position Title: Reports To:
Banking Solutions Representative Branch Manager
POSITION SUMMARY:
On a daily basis enthusiastically provides exceptional client service, with a full working knowledge of retail banking functions and services, while striving to meet individual goals.
JOB RESPONSBILITIES
Delivers excellence in customer service, education, guidance and respect to all Solvay Bank customers and co-workers in accordance with the Solvay Bank Client Service Standards.
Thoroughly understands, embraces and exhibits Solvay Bank Values and serves as an example to others in actions and words.
Takes personal initiative in welcoming Bank customers, assessing customer needs, and responding appropriately through personal service or re-direction to the appropriate party.
Educates and assists customers with opening various types of deposit, loan accounts and changes to existing accounts. Is an expert on all of the Bank's Digital Banking products and actively uses them. Provides information on products and services that meet the customer's needs and wants in accordance with all Bank policies and procedures.
Instructs and assists customers in the use of all automated banking products.
Actively and professionally cross-sells Bank products and other Bank services; referring customers to other departments as appropriate.
Enthusiastically meets and exceeds sales goals, referrals, and marketing of various bank products and services. Regularly uses the Bank's Client Contact software.
Processes customer check orders; accepts stop payment requests and address changes, distributing to the proper personnel for processing.
Demonstrates the ability to comply with Bank regulation and policy as it pertains to responsibilities and the overall security of the Bank, customers, employees and assets.
Assists customers with Safe Deposit access, questions, and procedures.
Accurately maintains and balances daily cash drawer, and completes various customer transactions.
Receives checks and cash for deposit; verifying amount and appropriate endorsement.
Ability to perform and balance duties associated with Teller and Customer Service Representative job functions based on needs of the branch
Completes all duties associated with counting and balancing automated banking machines and night deposits as necessary.
Assists with daily scanning to balance branch
Actively supports and participates in outbound call efforts to build banking relationship with clients
Adheres to established policies, procedures and federal regulations.
Performs other tasks requested by supervisor/manager as they relate to the bank and its functions.
Ability to maintain operations of the branch in absence of Manager and/or Assistant
Adheres to Information Security policies and related regulatory policies, procedures and standards designed to protect customer and Bank-owned information.
Ensures excellent customer service by working in alternative branches as needed and requested by management, fostering teamwork across the retail network.
EDUCATION AND/OR EXPERIENCE:
Minimum of one year retail banking experience or equivalent
Working knowledge of Microsoft Office; a high comfort level with learning computer applications and ability to adjust to new applications
Exceptional customer service standards
Ability to multi-task while dealing with all types of customers, procedures and expectations
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential function.
While performing the duties of this job, the employee is regularly required to use hands to finger, handle or feel objects, tools or controls; reach with hands and arms; and talk or hear. The employee frequently is required to stand, walk, sit, and climb stairs. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus.
WORK ENVIRONMENT:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
The noise level in the work environment is moderate.
Auto-ApplyUniversal Banker (Multi-site) - Auburn & Union Springs Branches
Personal banker job in Auburn, NY
Hours:
40
Schedule:
Monday - Saturday with a day off during the week for working Saturday. Branch hours are Monday & Thursday 9:00 a.m. - 5:00 p.m., Tuesday & Wednesday 9:00 a.m. - 4:00 p.m., Friday 9:00 a.m. - 6:00 p.m., and Saturday 9:00 a.m. - 1:30 p.m. Must be flexible to meet current and future business needs.
Location:
Candidate for this role must be willing to travel between both the Auburn and Union Springs branches.
Pay and Incentive Plan:
$22.02 per hour
In addition to competitive pay and benefits, we offer an annual performance-based incentive that rewards eligible employees for their contributions to our success. Join us to be part of a team that values you and invests in your growth!
Purpose of Position:
This position is responsible to effectively and efficiently process customer transactions in a branch environment, and provide appropriate recommendations to customers who may need guidance in identifying the right financial solutions for their financial needs in order to build long-term mutually beneficial relationships, achievement of business objectives, and increased awareness of ESL's self-service and digital service offerings.
Accountabilities:
ESL is currently seeking a Universal Banker to work in both our Auburn and Union Springs 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 position you will learn a variety of banking functions by conducting both Teller and Relationship Banker responsibilities.
As a Universal Banker at ESL you will:
Create a positive face to face member experience
Build long lasting relationships with members
Work in either a Teller or Relationship Banker position depending on the branch needs
Assist members with processing financial transactions including payments, deposits and withdrawals in a timely manner
Help members recognize and obtain the most appropriate solutions for their financial needs
Educate and Refer a variety of products and services to members
Assist members with accounts, loans and maintenance
Learn about the banking and finance industry
Gain exposure to career opportunities at ESL
Qualifications:
One year in sales/service in the financial services or comparable industry required
High School diploma or High School equivalency diploma required
Strong, communication, problem solving and decision making abilities
Prior Sales Experience preferred
A high degree of flexibility to support branch needs
Proficient in building customer and peer relationships
Proficient in PC applications
Understanding of banking products and services preferred
Notary preferred; if not obtain within 12 months of filling role
Must complete submission of application to the NMLS within the first week of employment and subsequently be successfully registered as a Mortgage Loan Originator through ESL
Demonstrates alignment with ESL's Core Values, mission, vision, and Purpose to help our community thrive and prosper
Why work at ESL?
ESL is one of the largest and most successful federal credit unions in the country. We are locally owned and known for valuing people and sharing our success with our employees. We are proud to hire great people with a variety of perspectives and cultural backgrounds who represent the Rochester area.
ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others.
We're committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010.
#LI-KZ1
Relationship Banker - Cicero and Syracuse, NY
Personal banker job in Syracuse, NY
You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
Delivers an exceptional customer experience by acting with a customer-first attitude
Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
Influences, educates, and connects customers to technology
Possesses initiative and knowledge to provide financial options for customers using a consultative approach
Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
High school degree, GED, or foreign equivalent
Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire
Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
College degree or military equivalent
Professional, thorough, and organized with strong follow-up skills
Exude confidence with clients when sharing product knowledge and solutions
Experience adhering to policies, procedures, and regulatory banking requirements
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Auto-ApplyRelationship Banker - Midler Avenue
Personal banker job in Syracuse, NY
If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place!
ABOUT THE TEAM Here at Broadview, we deliver a high-quality member service experience by engaging in conversation with members, reviewing their full financial profile, and recommending appropriate solutions to meet their financial needs. To serve as a subject matter expert for our members, creating outstanding member experience by resolving member service needs, and delivering expertise in financial services that benefit every member, every time, every day.
This role will be assigned to our Midler Ave Branch; however, you will support all the branches within our Central NY Region which includes our Cicero, Deys and South Crouse Branch locations.
WHAT YOU'LL DO
Advocate for members, seeking ways to enhance members' experience, providing solutions that help them achieve their financial goals
Attract new retail and business members, while fostering deeper relationships with existing members utilizing The Member Advantage approach
Prioritize the delivery of exceptional member service with accuracy and operational excellence including problem/complaint resolution
Support the branch in growing a profitable book of business to achieve individual and team goals, in support of overall corporate goals
Build new relationships through Community/Foundation involvement and existing member referrals
Create greater awareness of all service channels members can utilize through promotion, education, and direct demonstrations to members
Participate in ongoing coaching, job shadowing, mentoring, and training to develop and enhance performance
Demonstrate vigilance in detecting and reporting fraud or irregular activities
Ensure compliance with all applicable policies, procedures, and regulatory guidelines
Achievement of goals and objectives provided by management
LET'S TALK IF YOU
Have an Associates degree preferred, or combination of equivalent education and experience
Have one to two years of branch banking experience
Have passed and Maintain Notary Public License (within 6 months of completion of Relationship Banker Training) and Signature Guarantee permissions
Are Proficient in Microsoft Word and Excel
Have the ability to multi-task to meet or exceed minimum performance standards
Have effective verbal, written and listening communication skills
Have strong interpersonal skills
Have the flexibility to work out of any location at any time, as business needs dictate
Have the ability to lift at least 10 pounds and stand for long periods of time
TO THRIVE AT BROADVIEW YOU NEED
Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and SharePoint.
To be able to operate in a rapidly changing dynamic environment.
Excellent oral, written, and auditory communication skills, as well as interpersonal interaction skills.
Starting Compensation: $22.82 - $24.82/hr., plus a competitive benefits package
Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply.
We are an equal opportunity employer. We do not discriminate on the basis of race, creed, color, national origin, religion, sex, age, veteran status, disability, genetic information, gender identity, or any other protected class.
Broadview FCU is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our Website or need assistance completing the application process, please contact us at **********************************
Auto-ApplyRelationship Banking Representative Rotating
Personal banker job in Fulton, NY
Job Description
At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.
Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.
To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.
Responsibilities
A Rotating Relationship Banking Representative will work in various branch offices in a defined geographical area and is responsible to deliver a positive customer experience to current and prospective bank customers. The person in this position will routinely move between the customer service desk and teller area, as needed. A Relationship Banking Representative must be able to adapt well in the workplace to service the varying customer needs while adhering to bank policies and procedures. It requires someone who will maintain the security of customer information, prioritize items of significance, and be a team player.
Routinely provide quality customer service and a positive banking experience by handling financial transactions (i.e., opening of accounts, cashing checks, etc.) with professionalism
Determine customer needs, explain and sell products and services
Actively participate in lobby management, greeting customers and proactively taking ownership of the customer's in-branch experience
Telephone customers to schedule sales appointments and promote products suitable to the customer's needs
Participate in branch prospecting efforts and sales initiatives
Assist customers with requests such as stop payments, wire transfers, balance discrepancies, loan information, etc.
Serve as a liaison between customer and operational areas
Conduct customer transactions with accuracy and prepare daily cash balancing within established guidelines
Ability to understand directions and adhere to established policy and procedures
Able to remain focused and organized to successfully complete responsibilities
Actively participate in branch meetings and training to enhance knowledge and development of skills
Other related duties as assigned or directed
Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures and internal controls, and meet all training requirements in a timely manner
May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels
Qualifications
Education, Training and Skills Requirements:
High School Diploma or GED required
Excellent interpersonal and communication skills
Accurate and proficient math skills
Documentation skills with attention to detail
Clear thinking and ability to remain focused Must be able to consistently demonstrate the Company's core values: Integrity, Humility, Teamwork, and Excellence
Internal product knowledge and teller training (provided after hire)
Experience/Other:
Two (2) years of customer service and/or banking normally required
All applicants must be 18 years of age or older.
Universal Banker
Personal banker job in Syracuse, NY
Join a team that values your expertise and your community: At Pathfinder Bank, you're not just an employee, you're a valued part of a team that takes pride in helping local businesses and communities grow. When you join us, you're joining a people-first culture built on respect, development, and service.
We offer:
* Competitive compensation and benefits, including health coverage, 401(k) with company match, and generous paid time off
* A commitment to career growth and internal mobility
* Community-focused culture with paid volunteer opportunities
* A supportive team that truly values your contributions
Summary/Objectives
This position is the focal point in the branch for sales, service and/or referral opportunities in support of overall branch goals and activity requirements. The position is a key driver of customer flow in the branch to support these activities. The position services existing customers and grows the business through identifying opportunities with customers. The position assists the CSR and CSS team with customer transactions as required. The position must stay current on operational, product, and system changes/enhancements, as well as demonstrate good risk management decisions to assist the branch in managing preventable losses and reduce fraudulent activity. Able to process a loan application from application to closing including home equity products while adhering to the consumer loan policy.
Their percentage of time spent in each work are is based on branch size, complexity, and need.
Essential Functions
* Provide and maintain excellent customer service to all bank customers.
* When needed, will be required to process a variety of retail and commercial transactions, including deposits, withdrawals, loan payments, and check cashing, in an accurate and efficient manner. Assist with support work on the day-to-day operations.
* Promotes the Bank's products and services and refers customers to the appropriate sales personnel. Answers customers' routine banking questions; refers complex inquiries to management.
* Processes daily transactions including deposits, withdrawals, check cashing and payments accurately, and balances work to teller system with minimal assistance.
* Receives, pays out monies, balance cash drawer with minimal assistance, and maintains an acceptable difference record.
* Update customer contact information on an ongoing basis to be sure we have the most accurate data in the event the bank would need to contact them.
* Assists with support work including, but not limited to, night drop, ATM balancing, safe deposit box, and debit card set up, Branch capture, and preparing courier bags for transit.
* Performs various clerical duties including answering phone, typing, filing and preparing check orders.
* Ensures compliance/adherence to all policies, procedures and federal regulations in order to attain a satisfactory or better branch audit. Maintains confidentiality of all customer records and documents.
* Should manage 75-100 clients & prospective needs.
Requirements
* 2-5 years' experience at Pathfinder Bank or equivalent experience at another similar institution
* Must attain an NMLS number
* Meets all criteria of Customer Service Specialist
* Universal Banker Certification completed and any internal Pathfinder training with regard to specific procedures, etc.
* Proven ability to transition services to sales consistently
* Effective or higher rating on annual reviews
* Ability to take ownership of errors and solve them promptly
* Notary public
* Proven ability to open and close branch according to procedure
* Qualify for some lending authority
Citizens Banker
Personal banker job in Fayetteville, NY
Starting Salary: $24.50 / hour and up Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What you'll do Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you're a "people person" who enjoys building positive relationships with customers, then this is the job for you!
Using your strong communication and problem-solving skills - along with your broad range of financial knowledge - you'll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs.
You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them - like planning for the future, buying a home or opening a new credit card. You'll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You'll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations.
What you'll get
* Meaningful work & relationships - You'll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback.
* Commitment to community - Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually
* Career opportunities, reward, and upskilling - See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you.
* Exceptional benefits - Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more.
Required Qualifications
* High School degree or GED required
* 2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals
* Ability to effectively ask questions and identify needs to improve the customer relationship
* Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions
* Demonstrated skills in using digital technology to support the delivery of business goals
* Aptitude to problem solve and provide solutions to customer issues
* Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration
* Self-motivated, confident and ability to multitask effectively
* Ability to work branch hours, which can include weekends and evenings
* Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS.
* Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Find a quiet place to record and be camera-ready. You'll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast.
Preferred skills/experience
* 1 year cash handling experience
Hours and Work Schedule
* Hours per Week: 40
* Work Schedule: Varies with branch needs and may include weekends and evenings
Pay Transparency
The salary range for this position is $24.50- $26.47 per hour. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Awards We've Received
Age-Friendly Institute's Certified Age-Friend Employer
Dave Thomas Foundation's Best Adoption-Friendly Workplace
Disability:IN Best Places to Work for Disability Inclusion"
Human Rights Campaign Corporate Equality Index 100 Award
Fair360 Top Regional Company
FORTUNE's World's Most Admired Companies
Military Friendly Employer
Auto-ApplyFinancial Service Representative (FSR)
Personal banker job in Cicero, NY
Job Description
Here at SFCU we define our culture as one of
GROWTH
.
Growing
our member,
growing
our employee, and
growing
our organization. This position is a great opportunity to join our innovative and growing SFCU team! Providing service and support, you will have the opportunity to build relationships with both members and potential members. Through engagement, you will be creating a valuable experience as you analyze information to identify needs and offer our products and service solutions. In this role you are sure to feel a sense of satisfaction in assisting our members and potential members to achieve their financial wellness goals.
Position Summary:
The Financial Service Representative handles more complex member service functions, offering in-depth financial education, and acting as a trusted resource for specialized account and loan needs. This individual consistently meets or exceeds current performance expectations, maintains a strong sales performance and actively engages in business development. The FSR is qualified to open/manage consumer and business accounts. Also, respond to a wide range of consumer lending inquiries, including home and business loan applications. This role is critical to ensuring exceptional member service, operational consistency, and team support.
Pay Range: $22.30 - $27.87 per hour
Key Responsibilities:
Perform all duties of a Member Service Representative (MSR), including processing routine and complex transactions, supporting digital banking, and handling account and loan maintenance. Open and manage consumer, business, and specialty accounts with accuracy and compliance.
Open and process a full range of lending products, including consumer loans and home loans with a basic knowledge of business loans.
Open specialty accounts and savings products (ex: Estate, IRA, Certificates, etc) ensuring compliance with credit union policies, procedures, and regulatory requirements.
Provide personalized financial education to members, promoting financial literacy and awareness of available products and services.
Proactively identify and address fraud risks, while guiding members through sensitive or complex situations such as death claims, escalated concerns, and high-impact transactions.
Consistently meet or exceed established service standards, sales goals, and performance expectations. Maintain minimal error rates and demonstrate accountability by promptly correcting and communicating any issues.
Uphold compliance with all applicable regulations, internal controls, and policies, while fostering a culture of accountability, professional development, and continuous improvement.
Actively support and promote the credit union's service culture, community involvement, and "sales-as-a-service" philosophy to strengthen member relationships and contribute to organizational success.
Perform other related duties as assigned to support member needs and overall business objectives.
Qualifications:
Perform all duties of a Member Service Representative (MSR), including processing routine and complex transactions, supporting digital banking, and handling account and loan maintenance. Open and manage consumer, business, and specialty accounts with accuracy and compliance.
Open and process a full range of lending products, including consumer loans and home loans with a basic knowledge of business loans.
Open specialty accounts and savings products (ex: Estate, IRA, Certificates, etc) ensuring compliance with credit union policies, procedures, and regulatory requirements.
Provide personalized financial education to members, promoting financial literacy and awareness of available products and services.
Proactively identify and address fraud risks, while guiding members through sensitive or complex situations such as death claims, escalated concerns, and high-impact transactions.
Consistently meet or exceed established service standards, sales goals, and performance expectations. Maintain minimal error rates and demonstrate accountability by promptly correcting and communicating any issues.
Uphold compliance with all applicable regulations, internal controls, and policies, while fostering a culture of accountability, professional development, and continuous improvement.
Actively support and promote the credit union's service culture, community involvement, and "sales-as-a-service" philosophy to strengthen member relationships and contribute to organizational success.
Perform other related duties as assigned to support member needs and overall business objectives.
Physical Requirements:
Ability to remain in a stationary position for extended periods.
Frequent standing, sitting, walking, and use of office equipment.
May occasionally need to lift up to 25 pounds.
Work Schedule:
Full-time position with availability during all branch hours, including Saturdays.
May be required to open or close the branch.
Flexibility to travel to alternate branches when business needs arise.
Equal Opportunity Employer/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability
.
Job Posted by ApplicantPro
Relationship Banker - Syracuse Area
Personal banker job in Syracuse, NY
Syracuse, New York;Liverpool, New York; Camillus, New York; Fayetteville, New York; Syracuse, New York; Syracuse, New York; Cicero, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.**
Acknowledge (********************************************************************************************************
**:**
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 drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Required Qualifications:
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
- Collaborates effectively to get things done, building and nurturing strong relationships
- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
- Is confident in identifying solutions for new and existing clients based on their needs
- Communicates effectively and confidently and is comfortable engaging all clients
- Has the ability to learn and adapt to new information and technology platforms
- Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
- Applies strong critical thinking and problem-solving skills to meet clients' needs
- Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
- Efficiently manages time and capacity
- Focuses on results while acting in the best interest of the client
- Can be flexible to work weekends and/or extended hours as needed
Desired Qualifications:
- Experience in financial services and knowledge of financial services industry, products and solutions
- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
- Six months of cash handling experience
- Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
Skills:
- Adaptability
- Business Acumen
- Customer and Client Focus
- Oral Communications
- Problem Solving
- Account Management
- Client Experience Branding
- Client Management
- Client Solutions Advisory
- Relationship Building
- Business Development
- Pipeline Management
- Prospecting
- Referral Identification
- Referral Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Universal Banker
Personal banker job in Waterloo, NY
Beginnings Credit Union (Beginnings) is seeking a talented and professional individual to fill the position of Universal Banker. This individual will support Beginnings's member experience team by consistently providing members, potential members, and co-workers with exceptional service in person, over the phone, and through email. Successful candidates will thrive in a branch setting, as a business partner offering innovative technology solutions while empowering members to utilize the technology to meet their financial needs. The ideal candidate will have consumer loan sales experience preferred with products including, but not limited to credit cards, personal loans, lines of credit, and home equity products.
Requirements
Responsible for member satisfaction by addressing all financial needs of a member related to products, services, technologies, transactions, and education.
Utilizes sales techniques to onboard potential members, determine member financial needs and recommending appropriate products and services including without limitation deposit accounts, loans, credit cards, and delivery channels to meet those needs.
Encourages members to use self-service solutions to enhance their service experience.
Provides friendly, accurate completion of all member requests including account openings, servicing requests, and transactions.
Ability to learn Beginnings products and services to create cross selling opportunities for members' relating to business lending, consumer lending and wealth management.
Adheres to all policies, procedures, and trainings that Beginnings develops and maintains in order to meet all regulatory, operational and security requirements.
Technical ability to service members' requests through multiple types of devices including traditional computers and smartphones or tablets; perform servicing through multiple media such as email, instant messaging, and video conferencing; and perform transactions utilizing teller cash recyclers or other member assisted branch cash machines similar to ATMs.
To actively participate in the Sales Incentive Program, contributing to team and organization sales goals.
To consistently meet or exceed individual and branch assigned goals.
Supportive of all marketing programs and initiatives which may include hosting branch events and educational marketing programs.
Actively participates in community activities that may generate new member leads.
Contributes to a positive team environment by being responsive, respectful, and supportive of fellow employees.
Other duties as assigned.
Must be able to work flexible schedule Monday through Friday.
Desired Skills:
• High school education or equivalence.
• 1- 2 years of experience working at a financial institution preferred.
• Notary License
• Prior customer service experience position considered.
• Proven technology abilities working with smartphones, tablets, and innovative teller machines.
• Skilled in engaging members/ prospects in a sales conversation.
• Excellent verbal and written skills.
Equal Employment Opportunity:
Equal employment opportunity has been and will continue to be a basic principle at the Credit Union. Beginnings provides equal employment opportunities, without discrimination because of race, color, religion, creed, sex, sexual orientation, gender identity or expression, pregnancy, marital status, age, national origin, citizenship, handicap or disability, veteran or military status, political beliefs, victim of domestic violence status, familial status, or predisposing genetic characteristics or status, or any other status protected by federal, state, local or other law. This policy includes, but is not limited to recruitment, hiring, compensation, training, and apprenticeship, promotion, upgrading, demotion, downgrading, transfer, lay-off and termination, and all other terms and conditions of employment.
Note: There are 2 progression levels to a Universal Banker position. If a candidate possesses other skills than what's listed above, they will be considered for a higher level and the new pay ranges will be disclosed.
#Beginnings1
Salary Description $21.66 - $24.00 / Hour