Private Client Banker - Clifton Park - Clifton Park, NY
Personal banker job in Clifton Park, NY
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Private Client Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service to a select group of Chase's affluent clients, as well as other branch clients. 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
Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
Share the value of Chase Private Client with eligible clients.
Actively manage assigned clients and their banking relationships through an advice-based approach to recommend the best products and services for their financial needs.
Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
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 sales experience with proven success in acquiring new clients, deepening relationships, and revenue generation.
Ability to create memorable experiences for our clients - elevate the client experience.
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
Ability to resolve client issues quickly and effectively with attention to detail - providing consistent client experience.
Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
High school degree, GED, or foreign equivalent.
The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses though JPMC's licensing program within 180 days of hire, study materials and support provided.
Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
College degree or military equivalent.
Experience in cultivating relationships with affluent clients.
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 JPMorganChase, 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 JPMorganChase. Your continued employment in this position with JPMorganChase 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 JPMorganChase. 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-ApplyMain Banker
Personal banker job in Saratoga Springs, NY
Do you thrive in a fast-paced & exciting environment? Do you have a passion for bringing joy to others? Do you want to be part of a company that not only cares for and uplifts their team members but also the community around them? Then Saratoga Casino Hotel may be the place for you! We offer highly competitive benefits and wages, opportunities for career growth, all in a fun & unique working environment.
About Us:
As the premier entertainment destination for the Capital Region, Saratoga Casino Hotel consistently strives to fulfil one promise to all of our guests, “To create special experiences one guest at a time.” If you would like to be part of the amazing team of people it takes to fulfil this special promise, Saratoga Casino Hotel welcomes you to apply!
Your Role:
Our successful Main Banker promote outstanding relations with all guests and fellow Team Members by providing service in a friendly, swift, and responsible manner. They thrive in a team base environment where everyone consistently uplifts and supports each other through detail oriented work and regularly doing what it takes to ensure all necessary work completed.
Keys to Success in this Role:
Must be at least 18 years old.
Complies with State regulations and Company internal controls.
Responsible for accountability of funds including main bank, reserve bank, soft count, change banks, front window and booth inventories, and self-redemption automated kiosks.
Responsible for tracking inventory of coin, currency and vouchers.
Responsible for all exchanges between main bank and other outlets.
Completes necessary paperwork for variances and accountability.
Verifies the all revenues from VGM, Racing, Food and Beverage, and Lottery.
Maintains self-redemption kiosks.
Prepares and verifies daily deposits.
Performs all other duties as assigned.
Promotes outstanding customer relations.
Able to lift and carry 30 lbs. occasionally.
Able to stand for up to 6-8 hours.
Ability to work flexible schedules due to the needs of the business, including evenings, weekends and holidays.
Why Saratoga Casino Hotel?
Competitive Medical, Dental, & Vision Insurance
Vacation & Sick Time That Promote Work/Life Balance
Company Paid Life Insurance
401(k) with 4% Match
Free Employee Assistance Program
Attendance Bonus
Robust Employee Recognition Program
$20.00 YMCA Memberships.
Local and National Discount Programs Through EAP & Tickets@Work
STASH Hotel Partner Program Offering $69 per Night Hotel Across North and South America.
Unlimited growth potential
Delicious FREE Meals in Our Team Dining Facility
Auto-ApplyRelationship Banking Representative
Personal banker job in Albany, 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 Relationship Banking Representative 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 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.
Business Banker
Personal banker job in Albany, NY
Responsible for the development, implementation, and coordination of the company's business development strategy in cooperation with applicable company business units in specific geographic markets.
Works with management in establishing personal, growth, sales, and profit objectives. Provides input to these objectives and to the manner in which performance will be measured and controlled.
Solicits new business from existing and prospective business clients; make business development calls and maintains ongoing business relationships with existing clients for cross-selling opportunities.
Identifies new business opportunities and implements sales; Assists in developing new commercial and municipal products and services, as applicable;
Actively calls on prospective and present clients to develop new business, resolve problems, etc; Makes group sales calls where these types of calls will improve the opportunity for new business development; Conducts presentations to employee groups;
Makes presentations of business services/products to various individuals or groups; cross-sell business services/products; arrange meetings with other company personnel as appropriate.
Manages the implementation of successful sales processes for new products and services, as applicable.
Coordinates and increases sales of applicable products across all affected company units.
Utilizes strong business acumen, judgment and maturity to differentiate strategic vs. non-strategic opportunities and makes recommendations accordingly.
Functions as a resource for all personnel by developing a communication network that fosters teamwork among all areas of the company to enhance the overall success of the position.
Conforms to General Performance Expectations as identified for all employees.
Provides high level technical assistance and product support to Business clients.
Responds to, strategizes and completes, in a timely manner, support requests submitted by bank employees and external clients.
Complete proposals for complex requests for services.
Protects the privacy of internal confidential information and ensures all procedures are being followed to safeguard any client non-public information.
Conforms to General Performance Expectations as identified for all employees.
Qualifications/Requirements
BA or BS degree in accounting, finance, business administration or related field of study preferred
Thorough knowledge of the features and benefits of all products and services
Minimum of five years in a related position required
Proficient interpersonal, communication skills and sales skills
Proficient reading, writing, grammar and math skills required
Management skills commensurate with establishing, leading and sustaining an effective sales and marketing effort
Demonstrated proficiency in Microsoft Word, Excel and PowerPoint, computer software and operating systems
Ability to travel; Valid Driver's License required
Salary Range $74,900 to $113,420 Annually
Compensation offers are based on a wide range of factors including relevant skills, training, experience, education and, where applicable, licenses or certifications obtained. Market and organizational factors are also considered. Along with a competitive compensation program please visit the benefits section of our Careers page to view available benefits.
Chemung Canal Trust Company/Capital Bank/Canal Bank fosters a diverse and inclusive culture where employees are able to succeed to their full potential. EEO/AA Including Veterans and Disabled.
Auto-ApplyFinancial Services Representative State Farm Agent Team Member
Personal banker job in Schenectady, NY
Job DescriptionBenefits:
401(k)
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
Position Overview
Do you have aspirations to run your own business? If so, you may want to consider working in the office of Amy Aldrich - State Farm Agent. As a member of our agency team, you have an opportunity to experience first-hand what it takes to be a State Farm Agent. You will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. This position will allow you to experience working in an agent's office and to explore the opportunity to become a State Farm agent yourself.
Responsibilities
Establish customer relationships and follow up with customers, as needed.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Requirements
Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
Successful track record of meeting sales goals/quotas preferred
Interest in marketing products and services based on customer needs
Excellent interpersonal skills
Excellent communication skills - written, verbal and listening
Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
People-oriented
Self-motivated
Ability to work in a team environment
Ability to assess customer needs and conduct effective interviews
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
Investment Banker, Vice President - Healthcare
Personal banker job in Day, NY
Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo.
About this role:
Wells Fargo is seeking a Lead Investment Banker, Vice President with our Healthcare team within Corporate and Investment Banking (CIB) to join its team, focusing on the Biotech and overall Healthcare sector.
In this role, you will:
Responsible for supporting the team as well as developing strategic partnerships with a select and focused group of industry clients.
Support in coordinating capabilities across the CIB platform, as well as support and help in developing relationship and product partners across broader Wholesale Banking.
Support in all efforts to represent the select client's particular needs and interests in generating new investment ideas and securities solutions, and share objective assessments of future business opportunities internally.
Required Qualifications, US:
5+ years of Investment Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Securities industry experience including Biotech coverage
Strong analytical and quantitative skills
Effective organizational, multi tasking, and prioritizing skills
Excellent verbal, written, and interpersonal communication skills
Ability to interact with all levels of an organization
Knowledge and understanding of business development: business vision, strategies, and goals
Investment banking experience
A Master's degree or higher in accounting, finance, economics or biochemistry or related fields
Strong, clear and concise written and oral communication skills
Strong credit skills
Ability to analyze trends in the competitive marketplace and related marketing developments
Experience building partnerships and consulting effectively with leadership
Ability to make timely and independent judgment decisions while working in a fast-paced and results-driven environment
Job Expectations:
Ability to travel up to 75% of the time
Registration for Securities Industry Essentials (SIE) exam must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted
Registration for FINRA Series 63 (or 66) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted
Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted
Posting Location:
New York, NY
Base Salary:
$250,000 USD Annual
May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards
This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$173,300.00 - $359,900.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Posting End Date:
30 Dec 2025
*
Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Auto-ApplyUniversal Banker, Queensbury
Personal banker job in Queensbury, NY
The Arrow Financial Corporation Family of Companies is seeking dynamic, authentic individuals to join our amazing team! Currently, we are looking for an experienced professional to join our Queensbury team as: Universal Banker, Queensbury This opportunity may be perfect for you if you have experience in:
> Excellent Customer Service and Communication Skills
> Relationship Building and Sales
> Excels in a detail-oriented, regulatory environment
> Account Management
About this position:
Responsible for performing a complete range of services for customers including: processing customer transactions, opening/closing accounts, responding to inquiries, and assisting staff/supervisors with functions relative to the daily operation of the Branch. Frequently transitions between working as a Teller and helping customers on the Platform. Works with customers to identify needs and explain products/services with the goal of converting service opportunities into sales events.
Essential Job Functions:
> Provide consistent, outstanding customer service by anticipating and reacting to customer needs.
> Process transactions accurately and efficiently; balance cash drawer and adhere to established cash limits, cash handling and check cashing policies.
> Meet with customers to discuss personal and/or business financial needs; open or modify accounts to address customer needs and maintain or expand customer relationships.
> Research customer questions and direct problem resolution to maintain customer relationships.
> Solicit new business, cross-sell Company products/services and support sales goals; actively participate in referral program by making referrals as appropriate.
> Comply with all Federal, State, and local consumer protection laws governing loan origination including the SAFE Act and SAFE Act registration and renewal rules as applicable.
> Adhere to requirements pertaining to branch security, fraud prevention and Bank Secrecy Act; identify counterfeit currency and monetary instruments; adhere to Company policies and procedures.
> Provide training, support and guidance as appropriate to co-workers and customers.
> Act in Branch Manager's absence as needed.
> Able to travel, using reliable transportation, to various branches to meet operational needs
> Ability to work rotating Saturday schedule
What you will need to thrive in this role:
In addition to your work and life experiences, as well as your passion and excitement for the profession, you would benefit from having
Education/Certifications/Experience:
> Associates Degree or equivalent experience required
> 4-6 years of customer service experience required; experience in a financial institution preferred
> Ability to achieve NMLS certification and Signature Guarantee certification
Skills/Knowledge:
> Strong communications skills, both written and verbal; comfortable communicating with customers, co-workers, and management
> Quality customer service skills; friendliness, a helpful attitude, patience, and professionalism
> Quality problem solving skills; ability to work independently and as part of a cooperative work team
> Proficient in Microsoft Office Suite: Word, Excel, and Outlook; ability to work with other programs and bank-related software a plus
> Solid sales and referral experience; knowledge of bank and insurance products/services
> Skilled in Microsoft Office Suite (Word, Excel and Outlook); ability to learn banking-related software
Physical Demands:
> Must be able to sit for prolonged periods of time and walk/stand for brief periods of time.
> Must be able to repetitively use a telephone and computer mouse and keyboard.
> Ability to lift/move up to 15 lbs.
What we will bring to the table:
We believe in investing in our employees and helping them grow their career with us. We offer a pleasant, inclusive work environment, career development opportunities, and competitive compensation. Through our total rewards program, we offer a comprehensive benefits package featuring:
> Competitive compensation including potential bonus and incentives as well as paid vacation, sick time, and holidays
> Medical, Dental, and Vision Insurance and Flexible Spending Plan
> Multiple retirement plans including: 401(k), Pension, and Employee Stock Ownership
> Education and Tuition Reimbursement
> Employee Assistance Program for our employees and their immediate family members
We are an Equal Opportunity Employer. Our philosophy and practice are to provide equal opportunity to all employees and applicants for employment without regard to race (including traits historically associated with race), color, religion, creed, gender, sex, pregnancy (including childbirth and related conditions), sexual orientation, gender identity or expression, status of being transgender, national origin, age, disability, genetic information, predisposing genetic characteristics or carrier status, marital status, familial status, amnesty, status as a victim of domestic violence, reproductive health decision making, citizenship or immigration status, prior convictions or arrests, military status, status as a protected veteran, known relationship or association with any member of a protected class, or any other federal, state, or local legally protected classes. As a multi-bank holding company, Arrow Financial Corporation has over $4 billion in assets. We provide a broad range of banking and insurance services across northeastern New York, including online and mobile banking, wealth management, money market and deposit accounts, and mortgage, consumer and commercial loans.
We are committed to delivering value for our shareholders, our customers, and our communities. Our conservative business model and strategy of steady growth have resulted in many recognitions from the nation's leading publications and bank-rating firms.
The salary range for this position is $19.00 - $24.00 per hour commensurate with experience and education.
Additional compensation may be earned through the Company's incentive programs, subject to individual and company performance.
L1-st1
MAIN BANKER
Personal banker job in Saratoga Springs, NY
Job Description
Do you thrive in a fast-paced & exciting environment? Do you have a passion for bringing joy to others? Do you want to be part of a company that not only cares for and uplifts their team members but also the community around them? Then Saratoga Casino Hotel may be the place for you! We offer highly competitive benefits and wages, opportunities for career growth, all in a fun & unique working environment.
About Us:
As the premier entertainment destination for the Capital Region, Saratoga Casino Hotel consistently strives to fulfil one promise to all of our guests, “To create special experiences one guest at a time.” If you would like to be part of the amazing team of people it takes to fulfil this special promise, Saratoga Casino Hotel welcomes you to apply!
Your Role:
Our successful Main Banker promote outstanding relations with all guests and fellow Team Members by providing service in a friendly, swift, and responsible manner. They thrive in a team base environment where everyone consistently uplifts and supports each other through detail oriented work and regularly doing what it takes to ensure all necessary work completed.
Keys to Success in this Role:
Must be at least 18 years old.
Complies with State regulations and Company internal controls.
Responsible for accountability of funds including main bank, reserve bank, soft count, change banks, front window and booth inventories, and self-redemption automated kiosks.
Responsible for tracking inventory of coin, currency and vouchers.
Responsible for all exchanges between main bank and other outlets.
Completes necessary paperwork for variances and accountability.
Verifies the all revenues from VGM, Racing, Food and Beverage, and Lottery.
Maintains self-redemption kiosks.
Prepares and verifies daily deposits.
Performs all other duties as assigned.
Promotes outstanding customer relations.
Able to lift and carry 30 lbs. occasionally.
Able to stand for up to 6-8 hours.
Ability to work flexible schedules due to the needs of the business, including evenings, weekends and holidays.
Why Saratoga Casino Hotel?
Competitive Medical, Dental, & Vision Insurance
Vacation & Sick Time That Promote Work/Life Balance
Company Paid Life Insurance
401(k) with 4% Match
Free Employee Assistance Program
Attendance Bonus
Robust Employee Recognition Program
$20.00 YMCA Memberships.
Local and National Discount Programs Through EAP & Tickets@Work
STASH Hotel Partner Program Offering $69 per Night Hotel Across North and South America.
Unlimited growth potential
Delicious FREE Meals in Our Team Dining Facility
Universal Banker, Queensbury
Personal banker job in Queensbury, NY
The Arrow Financial Corporation Family of Companies is seeking dynamic, authentic individuals to join our amazing team! Currently, we are looking for an experienced professional to join our Queensbury team as:
Universal Banker, Queensbury
This opportunity may be perfect for you if you have experience in:
> Excellent Customer Service and Communication Skills
> Relationship Building and Sales
> Excels in a detail-oriented, regulatory environment
> Account Management
About this position:
Responsible for performing a complete range of services for customers including: processing customer transactions, opening/closing accounts, responding to inquiries, and assisting staff/supervisors with functions relative to the daily operation of the Branch. Frequently transitions between working as a Teller and helping customers on the Platform. Works with customers to identify needs and explain products/services with the goal of converting service opportunities into sales events.
Essential Job Functions:
> Provide consistent, outstanding customer service by anticipating and reacting to customer needs.
> Process transactions accurately and efficiently; balance cash drawer and adhere to established cash limits, cash handling and check cashing policies.
> Meet with customers to discuss personal and/or business financial needs; open or modify accounts to address customer needs and maintain or expand customer relationships.
> Research customer questions and direct problem resolution to maintain customer relationships.
> Solicit new business, cross-sell Company products/services and support sales goals; actively participate in referral program by making referrals as appropriate.
> Comply with all Federal, State, and local consumer protection laws governing loan origination including the SAFE Act and SAFE Act registration and renewal rules as applicable.
> Adhere to requirements pertaining to branch security, fraud prevention and Bank Secrecy Act; identify counterfeit currency and monetary instruments; adhere to Company policies and procedures.
> Provide training, support and guidance as appropriate to co-workers and customers.
> Act in Branch Manager's absence as needed.
> Able to travel, using reliable transportation, to various branches to meet operational needs
> Ability to work rotating Saturday schedule
What you will need to thrive in this role:
In addition to your work and life experiences, as well as your passion and excitement for the profession, you would benefit from having
Education/Certifications/Experience:
> Associates Degree or equivalent experience required
> 4-6 years of customer service experience required; experience in a financial institution preferred
> Ability to achieve NMLS certification and Signature Guarantee certification
Skills/Knowledge:
> Strong communications skills, both written and verbal; comfortable communicating with customers, co-workers, and management
> Quality customer service skills; friendliness, a helpful attitude, patience, and professionalism
> Quality problem solving skills; ability to work independently and as part of a cooperative work team
> Proficient in Microsoft Office Suite: Word, Excel, and Outlook; ability to work with other programs and bank-related software a plus
> Solid sales and referral experience; knowledge of bank and insurance products/services
> Skilled in Microsoft Office Suite (Word, Excel and Outlook); ability to learn banking-related software
Physical Demands:
> Must be able to sit for prolonged periods of time and walk/stand for brief periods of time.
> Must be able to repetitively use a telephone and computer mouse and keyboard.
> Ability to lift/move up to 15 lbs.
What we will bring to the table:
We believe in investing in our employees and helping them grow their career with us. We offer a pleasant, inclusive work environment, career development opportunities, and competitive compensation. Through our total rewards program, we offer a comprehensive benefits package featuring:
> Competitive compensation including potential bonus and incentives as well as paid vacation, sick time, and holidays
> Medical, Dental, and Vision Insurance and Flexible Spending Plan
> Multiple retirement plans including: 401(k), Pension, and Employee Stock Ownership
> Education and Tuition Reimbursement
> Employee Assistance Program for our employees and their immediate family members
We are an Equal Opportunity Employer. Our philosophy and practice are to provide equal opportunity to all employees and applicants for employment without regard to race (including traits historically associated with race), color, religion, creed, gender, sex, pregnancy (including childbirth and related conditions), sexual orientation, gender identity or expression, status of being transgender, national origin, age, disability, genetic information, predisposing genetic characteristics or carrier status, marital status, familial status, amnesty, status as a victim of domestic violence, reproductive health decision making, citizenship or immigration status, prior convictions or arrests, military status, status as a protected veteran, known relationship or association with any member of a protected class, or any other federal, state, or local legally protected classes. As a multi-bank holding company, Arrow Financial Corporation has over $4 billion in assets. We provide a broad range of banking and insurance services across northeastern New York, including online and mobile banking, wealth management, money market and deposit accounts, and mortgage, consumer and commercial loans.
We are committed to delivering value for our shareholders, our customers, and our communities. Our conservative business model and strategy of steady growth have resulted in many recognitions from the nation's leading publications and bank-rating firms.
The salary range for this position is $19.00 - $24.00 per hour commensurate with experience and education.
Additional compensation may be earned through the Company's incentive programs, subject to individual and company performance.
L1-st1
Auto-ApplyUniversal Banker
Personal banker job in Jackson, NY
Provide excellent service to customers, both internal and external.
Handle deposits, withdrawals, payments, address changes, etc.
Provide financial counseling and guidance to customers.
Open and manage new accounts, process loan applications, promote CD rates to existing / new clients.
Assist customers with online banking, debit cards, and other online services.
Review, prepare mail, order supplies, and maintain conference room schedules.
Speak clearly and persuasively, listen actively, and write clearly and concisely.
Work well with others, give and receive feedback, and contribute to a positive team environment.
Prioritize multiple tasks and pay close attention to details.
Salary range= $25 - $28 per hour (depending on experience)
Financial Services Representative - State Farm Agent Team Member
Personal banker job in Glenville, NY
Responsive recruiter Replies within 24 hours Benefits:
401(k)
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
Position Overview
Do you have aspirations to run your own business? If so, you may want to consider working in the office of Amy Aldrich - State Farm Agent. As a member of our agency team, you have an opportunity to experience first-hand what it takes to be a State Farm Agent. You will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. This position will allow you to experience working in an agent's office and to explore the opportunity to become a State Farm agent yourself.
Responsibilities
Establish customer relationships and follow up with customers, as needed.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Requirements
Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
Successful track record of meeting sales goals/quotas preferred
Interest in marketing products and services based on customer needs
Excellent interpersonal skills
Excellent communication skills - written, verbal and listening
Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
People-oriented
Self-motivated
Ability to work in a team environment
Ability to assess customer needs and conduct effective interviews
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Compensation: $4,000.00 - $6,000.00 per month
Looking for the skills and confidence to run a business in the future?
This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are a growing agency with big dreams and lots of potential. Our team works hard to reach our goals together as a team and have fun while we are doing it! If you are self-motivated, possess an entrepreneurial spirit and have a desire to win and achieve results, please consider joining our team. Come work with an energetic, fun team at Amy Aldrich - State Farm Agent!
About Our Agency
We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, Health Insurance, and Renters Insurance.
Our office is located in Glenville, NY .
I have been a State Farm agent since 2008.
Our agency has received awards including: Ambassador Travel, Legion of Honor, and Bronze Tablet
Apply now and let us put you on the path to success.
State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
Auto-ApplyUniversal Banker, Wilton Square
Personal banker job in Wilton, NY
Job Description
The Arrow Financial Corporation Family of Companies is seeking dynamic, authentic individuals to join our amazing team! Currently, we are looking for an experienced professional to join our Wilton Square team as:
Universal Banker, Wilton Square
This opportunity may be perfect for you if you have experience in:
> Excellent Customer Service and Communication Skills
> Relationship Building and Sales
> Excels in a detail-oriented, regulatory environment
> Account Management
About this position:
Responsible for performing a complete range of services for customers including: processing customer transactions, opening/closing accounts, responding to inquiries, and assisting staff/supervisors with functions relative to the daily operation of the Branch. Frequently transitions between working as a Teller and helping customers on the Platform. Works with customers to identify needs and explain products/services with the goal of converting service opportunities into sales events.
Essential Job Functions:
> Provide consistent, outstanding customer service by anticipating and reacting to customer needs.
> Process transactions accurately and efficiently; balance cash drawer and adhere to established cash limits, cash handling and check cashing policies.
> Meet with customers to discuss personal and/or business financial needs; open or modify accounts to address customer needs and maintain or expand customer relationships.
> Research customer questions and direct problem resolution to maintain customer relationships.
> Solicit new business, cross-sell Company products/services and support sales goals; actively participate in referral program by making referrals as appropriate.
> Comply with all Federal, State, and local consumer protection laws governing loan origination including the SAFE Act and SAFE Act registration and renewal rules as applicable.
> Adhere to requirements pertaining to branch security, fraud prevention and Bank Secrecy Act; identify counterfeit currency and monetary instruments; adhere to Company policies and procedures.
> Provide training, support and guidance as appropriate to co-workers and customers.
> Act in Branch Manager's absence as needed.
> Able to travel, using reliable transportation, to various branches to meet operational needs
> Ability to work rotating Saturday schedule
What you will need to thrive in this role:
In addition to your work and life experiences, as well as your passion and excitement for the profession, you would benefit from having
Education/Certifications/Experience:
> Associates Degree or equivalent experience required
> 4-6 years of customer service experience required; experience in a financial institution preferred
> Ability to achieve NMLS certification and Signature Guarantee certification
Skills/Knowledge:
> Strong communications skills, both written and verbal; comfortable communicating with customers, co-workers, and management
> Quality customer service skills; friendliness, a helpful attitude, patience, and professionalism
> Quality problem solving skills; ability to work independently and as part of a cooperative work team
> Proficient in Microsoft Office Suite: Word, Excel, and Outlook; ability to work with other programs and bank-related software a plus
> Solid sales and referral experience; knowledge of bank and insurance products/services
> Skilled in Microsoft Office Suite (Word, Excel and Outlook); ability to learn banking-related software
Physical Demands:
> Must be able to sit for prolonged periods of time and walk/stand for brief periods of time.
> Must be able to repetitively use a telephone and computer mouse and keyboard.
> Ability to lift/move up to 15 lbs.
What we will bring to the table:
We believe in investing in our employees and helping them grow their career with us. We offer a pleasant, inclusive work environment, career development opportunities, and competitive compensation. Through our total rewards program, we offer a comprehensive benefits package featuring:
> Competitive compensation including potential bonus and incentives as well as paid vacation, sick time, and holidays
> Medical, Dental, and Vision Insurance and Flexible Spending Plan
> Multiple retirement plans including: 401(k), Pension, and Employee Stock Ownership
> Education and Tuition Reimbursement
> Employee Assistance Program for our employees and their immediate family members
We are an Equal Opportunity Employer. Our philosophy and practice are to provide equal opportunity to all employees and applicants for employment without regard to race (including traits historically associated with race), color, religion, creed, gender, sex, pregnancy (including childbirth and related conditions), sexual orientation, gender identity or expression, status of being transgender, national origin, age, disability, genetic information, predisposing genetic characteristics or carrier status, marital status, familial status, amnesty, status as a victim of domestic violence, reproductive health decision making, citizenship or immigration status, prior convictions or arrests, military status, status as a protected veteran, known relationship or association with any member of a protected class, or any other federal, state, or local legally protected classes. As a multi-bank holding company, Arrow Financial Corporation has over $4 billion in assets. We provide a broad range of banking and insurance services across northeastern New York, including online and mobile banking, wealth management, money market and deposit accounts, and mortgage, consumer and commercial loans.
We are committed to delivering value for our shareholders, our customers, and our communities. Our conservative business model and strategy of steady growth have resulted in many recognitions from the nation's leading publications and bank-rating firms.
The salary range for this position is $19.00 - $24.00 per hour commensurate with experience and education.
Additional compensation may be earned through the Company's incentive programs, subject to individual and company performance.
L1-st1
Universal Banker Representative (Teller)
Personal banker job in Pittsfield, MA
At MountainOne Bank , we believe in building strong relationships with our customers, our communities, and our team members! We're looking for a friendly, detail-oriented Universal Banker Representative (Teller) who is passionate about delivering exceptional service and creating a welcoming experience for everyone who walks through the doors.
What You'll Do:
Provide outstanding customer service by greeting customers warmly, answering questions, and assisting with their banking needs
Accurately process a variety of transactions, including deposits, withdrawals, payments, and transfers
Balance cash drawer daily and maintain appropriate cash levels
Promote MountainOne products and services that meet customer needs
Ensure compliance with Bank policies, procedures, and regulations
Pay Range: $20.00 - $23.00 hourly, based on experience
Investment & Corporate Banking | Infrastructure & Project Finance | Digital Infrastructure - Vice President
Personal banker job in Day, NY
Mizuho's Project Finance platform is a global business and consistently top ranked in the Americas. Based in NY, the team provides a broad range of financial advisory, debt structuring and arrangement for large-scale, capital-intensive projects across the full infrastructure spectrum: oil & gas, renewables, conventional power, transmission, data centers, and transportation for both greenfield and acquisition financing. The team is integrated within Investment Banking and supported by a full ecosystem across Mizuho to provide full service to our clients and retain top 10 status.
Role Summary:
Play a critical role in structuring, originating and executing non-recourse project finance transactions in the Digital Infrastructure sector
Lead efforts to prepare and develop client marketing materials with support from Analyst and Associates and oversight by Senior Bankers
Cultivate relationships with top-tier and emerging developers active across the Digital Infrastructure sector
Work closely with internal partners across Capital Markets, including Debt Capital Markets, Equity Capital Markets, Financial Sponsors, Rates / Derivatives, Risk, etc.
Mentor, develop and train Analysts and Associates across the platform to expand team capabilities
Duties and Responsibilities:
Independently perform the above functions. The role will involve: preparation of marketing materials and proposals, calling on clients, attending bank meetings, making presentations, originating new business opportunities, reviewing and negotiating legal documentation, structuring transactions, research work, analysis of existing or potential transactions and/or industries, analyzing various risks and preparing credit applications and the development of cash flow models. Origination and execution of transactions and client service are of greatest importance.
Specific duties include:
Develop and implement business plans. Work alongside senior bankers to manage client relationships, including proposals, pitches and mandates
Work in partnership with Investment Banking and the Financial Sponsors Group to originate new project finance opportunities, comprised of advising and lending as well as obtain mandates and/or execute non-recourse and limited recourse financings
Perform the necessary research and analytics (including financial statement analysis and cash flow modeling) required to accomplish the above
Ability to prioritize responsibilities across multiple transactions and proactively manage junior staff and deal team accordingly
Perform execution of arranger, agent and financial advisory work
Lead the preparation of credit applications for all new transactions, manage the credit process with the Credit Department and back office, perform any due diligence activities, and negotiate documentation
Cross-sell other Mizuho financial services, including, but not limited to: ECM, Derivative Solutions, DCM, Financial Advisory and Ratings Advisory
Contribute to the development and execution of the group's overall business plan
Stay abreast of industry trends and current market conditions and collaborate with the Team Leader to establish a business strategy for Digital Infrastructure client accounts
Support marketing and origination of new transactions by prospecting for new clients, preparing pitch books or other marketing materials and attending client meetings with senior colleagues
Delegate and review the work of junior members of the team and provide guidance and feedback
Attend bank meetings, industry events, conferences, and seminars
Ensure compliance of all internal and external matters in accordance with banking regulations, bank policy and best practices
Perform other duties as required or assigned
Requirements:
MBA, MS or LLM degrees with a strong quantitative background, or other relevant work experience
7+ years' experience in Project Finance and 5+ years' credit experience in a commercial bank
Existing client relationships with top and mid-tier sponsors
Established relationships with other project finance banks working in the region as well as ECA's, multi-laterals and development banks
Excellent communication and presentation skills
Strong analytical skills
Advanced skills in Excel, Word and PowerPoint
The expected base salary ranges from $250K - $275k. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.
#LI-Onsite
Greenhill & Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC.
Auto-ApplyFinancial Services Representative
Personal banker job in Clifton Park, NY
Full-time Description
Financial Service Representative
DEPARTMENT: Branch
REPORTS TO: Branch Manager
SUPERVISES: None
GRADE: 8
RANGE :$19-$21/HR.
FLSA: Non Exempt
POSITION SUMMARY:
Financial Services Representative (FSR) is the primary front-line representative responsible for creating a welcoming environment for customers by providing account and service origination and maintenance to new and existing customers in person and customer inquiries by phone. Performs both platform and teller line duties.
MAJOR DUTIES & RESPONSIBILITIES:
• Assists Branch Manager and Assistant Branch Manager with daily supervision and support of teller line activity.
• Performs overrides and teller duties as needed.
• Assists with daily branch/vault/ATM proof, cash shipments, night depository proof and check imaging processing
• Familiar with retail banking regulations and responsibilities relating to each
• Strong knowledge of banking products both personal and business, to effectively assist customers' needs in opening accounts and required documentation.
• Services customers by opening new accounts, performing account maintenance, taking loan applications and commercial loan referrals
• Research and resolve customer issues, acting as the customer liaison between other bank departments when necessary
• Maximizes selling and referral opportunities both on platform and teller line. Includes Loyalty enrollment, qualified Investment, Merchant Services and Commercial loan referrals
• Excellent customer service skills, attentiveness, information retention, tact and diplomacy in dealing with both customers and employees
• Maintains the highest level of confidentiality with all information obtained
• Contributes to the fulfillment of the branch to meet the bank's objectives and goals
• Actively participate in training programs to maintain and acquire additional knowledge and skills
• Assists Branch Manager and Assistant Branch Manager with the review and maintenance of internal control logs and daily and monthly reports
• Complete training to successfully obtain MLO # through Nationwide Mortgage Licensing System & Registry
• Acquire New York State Notary Licensing
• Other duties as assigned
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. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
COMPLIANCE STATEMENTS:
EQUAL OPPORTUNITY AND AFFIRMATIVE ACTION EMPLOYER
Bank of Greene County is a federal contractor and an equal opportunity and affirmative action employer that does not discriminate on the basis of race, national origin, religion, age, color, sex, disability, or veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.
BANK SECRECY ACT (BSA)
Before assuming any duties, each employee will be trained in the proper filing and logging procedures for large currency transactions and the sale of monetary instruments.
Each employee will immediately report suspicious currency transactions or activity to their immediate supervisor or the BSA Officer.
All employees will become familiar with how their customers handle their accounts and will report any transactions that are not within the normal activities of the customer.
The employee will be trained in compliance with the BSA, USA PATRIOT ACT and associated laws and regulations under the Bank's Compliance Program as it pertains to his or her job functions. Employees are expected to meet all compliance requirements as stated within the Bank's BSA/AML/CIP/OFAC Program. Failure to meet these compliance standards may adversely affect performance appraisals and may result in disciplinary action up to and including termination. Employee's compliance violations may result in termination, individual fines, and possible imprisonment.
Requirements
EDUCATION & EXPERIENCE:
• High School diploma or equivalent
• 2 years cash handling experience, prior banking experience preferred
• Good interpersonal, communication and computer skills
• Strong ability to conduct relationships with customers that will enhance the overall marketing effort of the bank
• Detailed oriented, strong organizational skills and high degree of accuracy
Salary Description $19-$21
Senior Relationship Banker - Wynantskill
Personal banker job in Wynantskill, NY
TITLE: Senior Relationship Banker
REPORTS TO: Branch Manager
CLASSIFICATION: Full Time, Non Exempt
PAY GRADE: NE 35 ($21.00 - $32.60 per hour)
AVAILABILITY: Monday-Thursday 8:30am-5:15pm, Friday 8:30am-6:15pm, Saturday 8:30am-12:15pm
Position Summary:
The Senior Relationship Banker's primary focus is to establish and deepen client relationships. You will build client advocates by taking a holistic approach to assisting with their pursuit of short- and long-term financial goals. You will actively participate in a dynamic team environment, contributing to the IMAGINE culture and working with colleagues towards individual and team goals. This position performs all phases of customer service, primarily non-teller transactions, with particular emphasis on delivering quality customer service and consultatively recommending bank products and services. This position will act as a leader in branch sales while motivating staff towards sales goal achievement.
Essential Job Functions:
Examines financial and personal information to develop a comprehensive understanding of customer needs and to educate customers on various products and services.
Explains key product features and benefits to deliver appropriate solutions for customer spending, saving, borrowing and investing needs.
Collaborates with business partners in Wealth, Premier, Business Banking, and Insurance to help customers with complex financial and business needs.
Prioritizes the delivery of exceptional client service with accuracy and operational excellence, including problem solving and complaint resolution, while leveraging business partners where appropriate.
Supports the branch by working to achieve individual and team goals through strong client relationships and team collaboration.
Responds to service requests and inquiries from customers in a timely manner, while emphasizing accuracy and informative follow-up.
Ensures that all activities adhere to compliance and operational standards. Assist with branch operational activities as directed by management.
Demonstrates vigilance in detecting and reporting fraudulent or irregular activities.
Assists the branch manager in managing branch sales activity and mentors colleagues in pursuit of their sales goals.
Coaches, counsels, trains and develops branch staff in all aspects of their work.
In the absence of the Branch Manager and Assistant Branch Manager has the responsibility for all phases of the day-to-day operations within the branch, including but not limited to open/close procedures, override privileges and staff supervision.
Education & Experience:
A high school graduate or GED required or current high school student anticipating graduation.
Retail and/or cashier/teller experience required, minimum of 1 year CSR experience preferred.
Minimum of 2 years of proven sales experience required.
Previous supervisory and or training experience preferred.
Ability to obtain NMLS license within 6 months of obtaining position.
Recommended to pass the NYS exam to become a Notary Public within 90 days of accepting position (Study for this exam is independent, but Pioneer will pay for the test.)
As an Equal Opportunity / Affirmative Action Employer, Pioneer Bank will not discriminate in its employment practices due to an applicant's race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law.
The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
Auto-ApplyFull Time Associate Banker, Eliot Ave Branch, Middle Village, NY Bilingual Spanish Required
Personal banker job in Middleburgh, NY
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
**Job Responsibilities**
+ Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
+ Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
+ Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
+ Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
+ Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
**Required Qualifications, Capabilities, and Skills**
+ Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
+ Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
+ Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
+ Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
+ Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
+ Ability to quickly and accurately learn products, services, and procedures.
+ Client service experience or comparable experience.
+ High school diploma or GED equivalent.
+ Reading and speaking in both English and Spanish is required for this role.
**Preferred Qualifications, Capabilities, and Skills**
+ Strong desire and ability to influence, educate, and connect customers to technology solutions.
+ Cash handling experience.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
Middle Village,NY $25.00 - $30.48 / hour
Lead Investment Banker
Personal banker job in Day, NY
Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo.
Commercial Real Estate (CRE) provides a fully integrated platform of banking, financing, and capital markets solutions to commercial real estate clients including financial sponsors, institutional investors and asset managers, regional developers, and public and private corporations.
About this role:
Wells Fargo is seeking a Lead Investment Banker. The candidate will take the lead role in executing commercial real estate securitizations, including as fixed or floating rate CMBS, CRE CLO, and real estate ABS. The position will be actively involved in all aspects of business growth and deal execution, through the creation of pitch books, maintaining credit models and diligence files, negotiation of legal documentation, and assistance in the sale/distribution of bonds. The candidate's responsibility also includes guiding deal teams and third-party clients through all facets of the securitization process.
In this role, you will:
Help clients achieve goals by analyzing collateral for creative structural features for proposed CMBS, CRE CLO or any other form of real estate securitization.
Maintain existing client relationships and grow third party agented securitizations with an emphasis on solutions for clients with complex needs.
Execute deals by coordinating loan sellers, syndication group, counsel, accountants, rating agencies, investors, and deal vendors.
Maintain thorough market knowledge for any factors that may create future opportunities or affect current deal execution.
Actively collaborate with team to successfully achieve any and all goals.
Lead complex initiatives as a high-level individual contributor in the Investment Banking Capital Markets Divisions, including those that are cross-functional and have broad impact
Participate in large-scale planning for Investment Banking functional area
Review and analyze complex, multi-faceted, large-scale, and long-term business, operational, or technical challenges that require in-depth evaluation of multiple factors, including intangibles or unprecedented factors
Make decisions in complex and multi-faceted situations requiring understanding of Investment Banking functional area, policies, procedures, and compliance requirements that influence and lead a broader work team to meet deliverables and drive new initiatives
Collaborate and consult with Investment Banking peers, colleagues, and middle to more experienced managers to resolve issues and achieve goals
Lead Investment Banking projects and teams, or serve as a peer mentor
Required Qualifications:
5+ years of Investment Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
An MBA, CFA designation, or a Master's in financial engineering
Experience in commercial real estate or capital markets
Strong working knowledge of accounting and financial concepts, such as discounted cash flows
Knowledge of structured products rating agency frameworks
Excellent oral and written communication skills
Excellent analytical and problem-solving skills
Strong interpersonal skills, including the ability to interact with senior executives and clients
Strong working knowledge of Excel, Word, PowerPoint, information systems and programming
Ability to work in a dynamic and demanding work environment
Dedication to building a career in the financial services industry
Job Expectations:
Registration for FINRA Series 7 must be completed within 90 days of hire date. FINRA recognized equivalents will be accepted.
Registration for FINRA Series 63 must be completed within 90 days of hire date. FINRA recognized equivalents will be accepted.
Ability to travel as needed
Willingness to work on-site in accordance with current office requirements
Ability to work additional hours as needed
This position is not eligible for VISA sponsorship
This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$185,000.00 - $300,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Posting End Date:
12 Dec 2025
*
Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Auto-ApplyUniversal Banker, Wilton Square
Personal banker job in Wilton, NY
The Arrow Financial Corporation Family of Companies is seeking dynamic, authentic individuals to join our amazing team! Currently, we are looking for an experienced professional to join our Wilton Square team as:
Universal Banker, Wilton Square
This opportunity may be perfect for you if you have experience in:
> Excellent Customer Service and Communication Skills
> Relationship Building and Sales
> Excels in a detail-oriented, regulatory environment
> Account Management
About this position:
Responsible for performing a complete range of services for customers including: processing customer transactions, opening/closing accounts, responding to inquiries, and assisting staff/supervisors with functions relative to the daily operation of the Branch. Frequently transitions between working as a Teller and helping customers on the Platform. Works with customers to identify needs and explain products/services with the goal of converting service opportunities into sales events.
Essential Job Functions:
> Provide consistent, outstanding customer service by anticipating and reacting to customer needs.
> Process transactions accurately and efficiently; balance cash drawer and adhere to established cash limits, cash handling and check cashing policies.
> Meet with customers to discuss personal and/or business financial needs; open or modify accounts to address customer needs and maintain or expand customer relationships.
> Research customer questions and direct problem resolution to maintain customer relationships.
> Solicit new business, cross-sell Company products/services and support sales goals; actively participate in referral program by making referrals as appropriate.
> Comply with all Federal, State, and local consumer protection laws governing loan origination including the SAFE Act and SAFE Act registration and renewal rules as applicable.
> Adhere to requirements pertaining to branch security, fraud prevention and Bank Secrecy Act; identify counterfeit currency and monetary instruments; adhere to Company policies and procedures.
> Provide training, support and guidance as appropriate to co-workers and customers.
> Act in Branch Manager's absence as needed.
> Able to travel, using reliable transportation, to various branches to meet operational needs
> Ability to work rotating Saturday schedule
What you will need to thrive in this role:
In addition to your work and life experiences, as well as your passion and excitement for the profession, you would benefit from having
Education/Certifications/Experience:
> Associates Degree or equivalent experience required
> 4-6 years of customer service experience required; experience in a financial institution preferred
> Ability to achieve NMLS certification and Signature Guarantee certification
Skills/Knowledge:
> Strong communications skills, both written and verbal; comfortable communicating with customers, co-workers, and management
> Quality customer service skills; friendliness, a helpful attitude, patience, and professionalism
> Quality problem solving skills; ability to work independently and as part of a cooperative work team
> Proficient in Microsoft Office Suite: Word, Excel, and Outlook; ability to work with other programs and bank-related software a plus
> Solid sales and referral experience; knowledge of bank and insurance products/services
> Skilled in Microsoft Office Suite (Word, Excel and Outlook); ability to learn banking-related software
Physical Demands:
> Must be able to sit for prolonged periods of time and walk/stand for brief periods of time.
> Must be able to repetitively use a telephone and computer mouse and keyboard.
> Ability to lift/move up to 15 lbs.
What we will bring to the table:
We believe in investing in our employees and helping them grow their career with us. We offer a pleasant, inclusive work environment, career development opportunities, and competitive compensation. Through our total rewards program, we offer a comprehensive benefits package featuring:
> Competitive compensation including potential bonus and incentives as well as paid vacation, sick time, and holidays
> Medical, Dental, and Vision Insurance and Flexible Spending Plan
> Multiple retirement plans including: 401(k), Pension, and Employee Stock Ownership
> Education and Tuition Reimbursement
> Employee Assistance Program for our employees and their immediate family members
We are an Equal Opportunity Employer. Our philosophy and practice are to provide equal opportunity to all employees and applicants for employment without regard to race (including traits historically associated with race), color, religion, creed, gender, sex, pregnancy (including childbirth and related conditions), sexual orientation, gender identity or expression, status of being transgender, national origin, age, disability, genetic information, predisposing genetic characteristics or carrier status, marital status, familial status, amnesty, status as a victim of domestic violence, reproductive health decision making, citizenship or immigration status, prior convictions or arrests, military status, status as a protected veteran, known relationship or association with any member of a protected class, or any other federal, state, or local legally protected classes. As a multi-bank holding company, Arrow Financial Corporation has over $4 billion in assets. We provide a broad range of banking and insurance services across northeastern New York, including online and mobile banking, wealth management, money market and deposit accounts, and mortgage, consumer and commercial loans.
We are committed to delivering value for our shareholders, our customers, and our communities. Our conservative business model and strategy of steady growth have resulted in many recognitions from the nation's leading publications and bank-rating firms.
The salary range for this position is $19.00 - $24.00 per hour commensurate with experience and education.
Additional compensation may be earned through the Company's incentive programs, subject to individual and company performance.
L1-st1
Auto-ApplyFinancial Services Representative
Personal banker job in Catskill, NY
Financial Service Representative
DEPARTMENT: Branch
REPORTS TO: Branch Manager
SUPERVISES: None
GRADE: 8
RANGE :$19-$21/HR.
FLSA: Non Exempt
Financial Services Representative (FSR) is the primary front-line representative responsible for creating a welcoming environment for customers by providing account and service origination and maintenance to new and existing customers in person and customer inquiries by phone. Performs both platform and teller line duties.
MAJOR DUTIES & RESPONSIBILITIES:
• Assists Branch Manager and Assistant Branch Manager with daily supervision and support of teller line activity.
• Performs overrides and teller duties as needed.
• Assists with daily branch/vault/ATM proof, cash shipments, night depository proof and check imaging processing
• Familiar with retail banking regulations and responsibilities relating to each
• Strong knowledge of banking products both personal and business, to effectively assist customers' needs in opening accounts and required documentation.
• Services customers by opening new accounts, performing account maintenance, taking loan applications and commercial loan referrals
• Research and resolve customer issues, acting as the customer liaison between other bank departments when necessary
• Maximizes selling and referral opportunities both on platform and teller line. Includes Loyalty enrollment, qualified Investment, Merchant Services and Commercial loan referrals
• Excellent customer service skills, attentiveness, information retention, tact and diplomacy in dealing with both customers and employees
• Maintains the highest level of confidentiality with all information obtained
• Contributes to the fulfillment of the branch to meet the bank's objectives and goals
• Actively participate in training programs to maintain and acquire additional knowledge and skills
• Assists Branch Manager and Assistant Branch Manager with the review and maintenance of internal control logs and daily and monthly reports
• Complete training to successfully obtain MLO # through Nationwide Mortgage Licensing System & Registry
• Acquire New York State Notary Licensing
• Other duties as assigned
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. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
COMPLIANCE STATEMENTS:
EQUAL OPPORTUNITY AND AFFIRMATIVE ACTION EMPLOYER
Bank of Greene County is a federal contractor and an equal opportunity and affirmative action employer that does not discriminate on the basis of race, national origin, religion, age, color, sex, disability, or veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.
BANK SECRECY ACT (BSA)
Before assuming any duties, each employee will be trained in the proper filing and logging procedures for large currency transactions and the sale of monetary instruments.
Each employee will immediately report suspicious currency transactions or activity to their immediate supervisor or the BSA Officer.
All employees will become familiar with how their customers handle their accounts and will report any transactions that are not within the normal activities of the customer.
The employee will be trained in compliance with the BSA, USA PATRIOT ACT and associated laws and regulations under the Bank's Compliance Program as it pertains to his or her job functions. Employees are expected to meet all compliance requirements as stated within the Bank's BSA/AML/CIP/OFAC Program. Failure to meet these compliance standards may adversely affect performance appraisals and may result in disciplinary action up to and including termination. Employee's compliance violations may result in termination, individual fines, and possible imprisonment.
Requirements
EDUCATION & EXPERIENCE:
• High School diploma or equivalent
• 2 years cash handling experience, prior banking experience preferred
• Good interpersonal, communication and computer skills
• Strong ability to conduct relationships with customers that will enhance the overall marketing effort of the bank
• Detailed oriented, strong organizational skills and high degree of accuracy
Salary Description $19-$21