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Personal Banker Jobs in Greenwich, CT

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  • Universal Banker

    JCW Group 3.7company rating

    Personal Banker Job 5 miles from Greenwich

    We're currently recruiting for an Universal Banker to join a community orientated bank based in the CT area. The Universal Banker supports the Branch in opening new accounts, ensuring high levels of customer service, and assisting with the management of the branch cash and vault. If you're looking to join a bank that cares about both their employees and their customer - please apply! Requirements: Minimum of 1-3 years relevant experience in consumer, business banking or retail services Strong understanding of banking products, services, and operations. Excellent customer service and interpersonal skills. For more information please email Megan at *****************************
    $34k-41k yearly est. 18d ago
  • Banking Relationship Specialist

    Connectone Bank 3.4company rating

    Personal Banker Job 7 miles from Greenwich

    Description:About us: ConnectOne Bank proves that putting people first is a better way to do business. At ConnectOne, we're builders of businesses, communities, and equity. Most importantly, we're building opportunities. Our mission is to ensure our employees feel empowered to make important decisions, reach their potential and truly make an impact. ConnectOne is a growth organization by design; it is part of our DNA and we take pride in seeing our employees grow with us. Founded in 2005 by an entrepreneur, we have grown into a high-performing commercial bank, inspiring a new model for our industry's future. By embracing technology and all the ways it can help us become a world-class service organization, we support small business owners by fueling their mission. People First is the blueprint for our culture. It is at the foundation of everything we do and the decisions we make. At ConnectOne, you have the opportunity to be a part of a dynamic culture and team. Develop your forward-thinking skills, thrive in an entrepreneurial setting, and succeed at a better place to be. ConnectOne Bank is an Equal Housing and Equal Opportunity Lender, and a member of the Federal Deposit Insurance Corporation. About this role Banking Relationship Specialists play a vital role in ConnectOne Client First banking experience by acquiring, retaining, and expanding banking relationships of both the business and consumer clients while demonstrating the ConnectOne Culture. In this role you will: Support the Bank's People First focus and rules of engagementgreeting clients by name, maintaining a professional demeanor, ensuring the branch reflects ConnectOne Bank standards and working as an active member of the Branch team, always striving to make ConnectOne Bank A Better Place to Be. Proactively identify opportunities for relationship acquisition and development by cross-selling the Bank's products and services in a consultative manner. Perform account opening for deposit products and educate clients on the Bank's product and service offerings. Ensure all activities, transactions and records are in compliance with operational, security and control procedures of the Bank, preventing fraud and protecting customer assets. Handle customer service issues by conducting research, taking ownership, and following up with on a daily basis as necessary until conclusion. Assist other branch team members with transactions and overall operations, as necessary, and provide feedback and coaching to improve overall team performance. Perform service transactions for the Branch to include check re-orders, address/name changes, safe deposit box access, outbound wires, account maintenance and outbound client contact. Serve as primary back-up to the Branch Manager or Assistant Branch Manager where applicable, for operational and service-related functions. Assists with Teller functions as needed including performing banking transactions over the phone or at the drive-up window including accepting deposits, cashing checks, and assisting clients with other banking needs, and branch opening and closing as needed. Active participation in achieving branch sales objectives. Maintains a 90% plus service performance and reinforces feed -back gained from mystery shops. Supports retail and community events to promote the brand in accordance with the retail business plan. Performs other duties that may be assigned. Must haves: Strong needs-based sales skills. One to three years bank platform sales and teller experience. Detailed understanding of federal banking compliance and requirements. Strong People First interest and ability. Strong ability in assessing and meeting the needs of customer and/or solving customer problems. Effective teambuilding and interpersonal communication abilities are necessary. Ability to lift items up to 25 lbs. ConnectOne Bank culture mastery. To support business needs, ability to work a flexible schedule is required. Additional information: Benefits: World class health, vision, and dental benefits on day one 401k with employer match Employee appreciation events (team building, softball games, food truck days, etc..) Employee assistance programs (EAP) Wellness programs (flu shot, preventive care, health programs and services discounts, etc..) Tuition reimbursement Employee Discount perks CNOB Community Service Events .and much, much more! Studies have shown that individuals from underrepresented groups, may only apply to roles if they meet 100% of the qualifications. Roles evolve over time, especially with innovation, and you may be just the person we need. We hope you're open to learning new skills and growing with us. We encourage you to apply to continue making us a better place to be! ConnectOne Bank is an equal opportunity employer and does not discriminate with respect to any term, condition or privilege of employment based on race, color, religion, sex, sexual orientation, gender identity or expression, age, disability, military or veteran status, marital status, or status of an individual in any group or class protected by applicable federal, state, or local law. ConnectOne Bank also provides reasonable accommodations for qualified individuals with disabilities in accordance with the Americans with Disabilities Act and applicable state and local laws. If an accommodation is needed to participate in the job application or interview process, please contact Talent Acquisition. Requirements: Compensation details: 22-29 Hourly Wage PI41d79871776c-31181-37281507 RequiredPreferredJob Industries Other
    $46k-66k yearly est. 11d ago
  • Equity Trader Position

    T3 Trading Group 3.7company rating

    Personal Banker Job 16 miles from Greenwich

    NOW Accepting Applications for Prop Trading Professionals Considering an exciting new career as a professional trader? T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group. Trading with T3TG Our goal is to help every trader maximize their potential through: In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems Daily trading reviews with experienced traders for individualized help An open and friendly team environment A competitive payout structures Required Qualifications College degree with a competitive GPA Passion for financial markets Strong analytical skills Team-oriented mentality A focused, entrepreneurial personality Experience in sports or other competitive endeavors like gaming preferred but not required Prior trading experience is not required Professional Trading Benefits As a professional trader with T3TG you get: Access to firm capital for superior leverage to traditional retail brokerage accounts. A community of like-minded seasoned professionals to trade alongside. Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions. Access additional capital and potential full-backing based on your performance. Regulatory Requirements To trade the firm's capital, equities and options traders must pass the Securities Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams. Additionally, all traders must complete FINRA Registration paperwork and applicable background checks. About T3TG T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. Please Note: Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa. How to Apply If interested, please contact Paolo Fontana at ************ or ***************************
    $94k-167k yearly est. Easy Apply 60d+ ago
  • Universal Banker

    Apple 4.8company rating

    Personal Banker Job 7 miles from Greenwich

    White Plains, NY Salary Range: $21.98/hr - $32.97/hr The Universal Banker (UB) acts as a full service, single point of contact for Apple Bank clientele by providing prompt, courteous, and efficient service to new and existing customers through the processing of monetary and account related transactions. The UB position is a hybrid role that requires the incumbent to operate in the dual capacity of Customer Service Representative and Teller, providing branch leadership with the ability to deliver quality customer service at an enhanced level. The Universal Banker also provides sales and service support to the branch by acquiring new clients, offering suitable Bank products/services (that add value to the customer), performing branch/platform related functions and processing account maintenance transactions. The successful candidate will open new accounts, resolve issues, and educate our customers on Bank products/services and may refer them to a licensed representative of ABS Associates of NY, Inc. when appropriate. The UB seeks to build mutually beneficial and long-term relationships based on trust and the offering of suitable solutions that meet the client's needs, exceeding expectations. ESSENTIAL DUTIES & RESPONSIBILITIES Provide exceptional customer service by engaging clients in a friendly and professional manner and also resolving service-related issues timely and efficiently. Conduct business ethically, thoroughly communicating to current and prospective clients the facts/features of the various products, accounts, and services that Apple Bank has to offer. Recognize opportunities to acquire new or additional banking relationships by engaging in discussions with both customers, as well as prospects, to understand their needs and offer suitable products and services that add value; make appropriate referrals to licensed representatives of ABS Associates of NY, Inc. Establish, retain, and deepen relationships with existing and potential customers to achieve team sales and referral goals while providing quality customer service. Handle all aspects of Teller operations by processing transactions in accordance with established policies and procedures; prove daily transactions within a reasonable timeframe and safeguard assigned cash and negotiable instruments. Assist in the opening and closing of vault, safe, and ATM machine and ensure the customer area is kept orderly and properly supplied (deposit and withdrawal tickets, ATM envelopes, changing the rate boards, dates on writing desks, etc.). Communicate all disclosures, rules, and regulations covering transactions, as well as FDIC protection to customers upon the opening of new accounts. Ensure accurate new account record keeping practices and perform timely follow-up as needed. Adhere to regulatory, compliance, security, and audit policies/procedures, as well as our code of conduct and operational controls to ensure the safety and security of the client, as well as Bank assets. Protect Bank against loss by ensuring that all new account procedures including CIP and BSA requirements are adhered to. Assist in training and mentoring of newly hired Tellers, Customer Service Representatives, and Universal Bankers. Build and maintain technical and professional knowledge by attending educational workshops. Perform additional duties as requested. SKILLS, EDUCATION, & EXPERIENCE High School Diploma or GED required. Must have at least 1-2 years retail banking experience in the combined experience of Teller/ Customer Service Representative. General understanding of banking operations (Risk, Compliance, Fraud, Loss, etc.) preferred. Prior experience in fostering and developing strong customer relationships. Ability to develop, as well as maintain a detailed level of knowledge of banking products and services. Display willingness to be cross trained in other branch functions. Excellent problem-solving skills with the ability to provide solutions to customer issues. Must present a confident, professional, and positive demeanor to customers. Excellent interpersonal and communication (verbal + written) skills; must have excellent phone skills. Strong organizational skills and detailed oriented. Basic knowledge of Microsoft Office suite of products (Word, Excel, & PowerPoint). Display sound judgment and discretion when utilizing confidential information. Weekend work and extended hours or filling in at neighboring branch locations may be required. Visa sponsorship not available. We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.
    $22-33 hourly 1d ago
  • Private Client Banker - Westport Main St - Westport, CT

    Jpmorgan Chase & Co 4.8company rating

    Personal Banker Job 16 miles from Greenwich

    JobID: 210605968 JobSchedule: Full time JobShift: Base Pay/Salary: Westport,CT $25.00-$30.29 You have a passion 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 * Compliance with Dodd Frank/Truth in Lending Act* * 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: **************************************************************************
    $57k-136k yearly est. 60d+ ago
  • Universal Banker

    Affinity Federal Credit Union 4.2company rating

    Personal Banker Job 19 miles from Greenwich

    In order to continually provide our members with the highest level of service, Affinity FCU is seeking an experienced, results oriented and service focused individual to join our team of professionals at our branch location in Bardonia, NY . Branch operating days are Monday-Friday. The starting salary range for a new hire in this role is $55k-$57k. Financial Services Consultants are responsible for delivering an exceptional member experience, build and deepening relationships, and helping consumer and small business members succeed financially. Successful candidate will engage members in conversation and ask questions to understand what's most important to them to determine what product, service and/or digital options align with their needs making banking easier for them while helping to improve their overall wellbeing. Position will also be responsible for opening new accounts, enrolling new members in digital solutions during initial consultation, processing applications, resolving complex member issues and following up with members to ensure satisfaction and to improve their financial well-being. Successful candidate must be technologically savvy, especially as it relates to self-service options and keeps abreast of evolving consumer needs and trends. Additionally, candidate must adapt well to new or non-traditional environments and display a commitment to the community, to increasing member engagement and to Affinity's corporate objectives. General Requirements: 3 - 5 years banking experience in a platform role is required. Prior CRM experience, preferably Salesforce, is desired. Successful candidate must possess excellent communication and interpersonal skills. Previous sales experience is essential. Bilingual Spanish-speaking is preferred, but not required. Affinity strives to maintain balance between our employees' personal and professional responsibilities. All full-time employees receive a highly competitive and multi-faceted Total Rewards package including competitive pay, target incentive, full medical/dental/prescription coverage, 401(k) plan, profit sharing, and generous paid time off. As an Affinity employee you are eligible for discounts on our products and services, earn paid time off for volunteering and much more. In addition to these benefits, Affinity provides extensive educational and developmental opportunities as well as access to our formal Tuition Assistance Program. Affinity Federal Credit Union is an Equal Opportunity Employer. Affinity FCU is committed to creating an inclusive culture and an employment experience that values diversity. Our culture is built on respect - one that recognizes and values the unique talents of everyone on the team. With a genuine commitment to diversity, we've created an environment where employees feel comfortable regardless of race, gender, religion, background, physical ability or sexual orientation. Explore career opportunities with Affinity and belong to something better. Please scroll down and read the Applicant Statement in its entirety. Applicant Statement I promise that all information I have supplied in this application and any other form, oral or written, is true and accurate, and I agree that any misstated, misleading, omitted, or false information will result in rejection of this application form, refusal to hire, withdrawal of an offer of employment, or immediate discharge without recourse, whenever and however discovered. I understand and agree that Affinity Federal Credit Union, any agent acting on its behalf, as well as any other person responding to a reference request pursuant to this application, can and will seek and/or disclose any and all information about me which said corporation, agent, or person may have. I specifically authorize said disclosure and agree to hold all such corporations, agents, or persons harmless. I understand and agree to the fact that Affinity Federal Credit Union maintains a drug-free workplace and that I will be required to undergo a drug urine screening check . I understand and agree to the fact that Affinity will also conduct a criminal history background and credit report check . I understand and agree that said pre-employment checks are designed to ascertain my suitability for employment. I specifically authorize said disclosure of this confidential information and agree to hold Affinity Federal Credit Union, its agents, managers, officers, and employees harmless from any and all liability in connection with the pre-employment screening/testing. Additionally, I agree to comply with all request for additional testing of any type and at anytime during my employment at Affinity Federal Credit Union. I understand that all employment offers are made contingent upon satisfactory proof of legal authorization to work in the United States according to the law. I understand that failure to provide satisfactory proof of identity and authorization to work in the United States will disqualify me from employment. If hired, I agree to abide by the terms and conditions of all Affinity Federal Credit Union policies and procedures. I understand I will not be employed, or my employment will be terminated, if I am or have been convicted of a criminal offense involving dishonesty, breach of trust or money laundering, or if I admit, plead guilty or nolo contender, or have to such an offense or if I agree or have agreed to enter into a pretrial diversion or similar program in connection with a prosecution such an offense. I understand and agree that my employment will be at will and that I or Affinity Federal Credit Union may terminate this employment relationship at any time, with or without notice, for any or no reason, without recourse by either of us. I also understand that oral representations to the contrary do not change the fact that both the Company and I maintain free to end the work relationship for any or no reason. I further understand that any changes in this employment relationship must be made in writing. I acknowledge that at anytime during my employment with Affinity Federal Credit Union, the hours and/or days that I am expected to work may be changed to accommodate the needs of the business. In addition, I am also expected to work at various Affinity Federal Credit Union locations. I acknowledge that I have been advised that Affinity Federal Credit Union is an Equal Opportunity Employer and that Affinity Federal Credit Union administers its employment policies in a nondiscriminatory manner. I specifically authorize Affinity Federal Credit Union to investigate my background, including any and all references, and prior employers, consistent with the position for which I am applying, and release and hold Affinity Federal Credit Union harmless for any and all liabilities arising out of its investigation of my application for employment. I authorize the Company, in its sole discretion, to supply my employment record to any prospective employer, government agency, or other party with an interest that the company deems appropriate. I understand that this application is not a contract of employment. If you agree to this disclaimer, you authorize the Company to process the application in accordance with the Company's established hiring practices. By completing this online application for employment opportunities at Affinity Federal Credit Union, I acknowledge reading, understanding and agreement of the Applicant Statement. Keywords: Universal Banker, Branch Banker, Relationship Banker, platform
    $55k-57k yearly 5d ago
  • Universal Banker (Great Neck Branch)

    Metropolitan Commercial Bank 4.0company rating

    Personal Banker Job 17 miles from Greenwich

    Come work with us: Metropolitan Commercial Bank (the “Bank”) is a New York City based full-service commercial bank that provides a broad range of business, commercial and personal banking products and services to individuals, small businesses, private and public middle-market and corporate enterprises and institutions, municipalities and local government entities. The Bank operates banking centers and private client offices in Manhattan and Boro Park, Brooklyn in New York City and Great Neck on Long Island in New York State. The Bank is a New York State chartered commercial bank, a member of the Federal Reserve System and the Federal Deposit Insurance Corporation, and an equal housing lender. The parent company of Metropolitan Commercial Bank is Metropolitan Bank Holding Corp. (NYSE: MCB). For more information, please visit the Bank's website at MCBankNY.com. Metropolitan Commercial Bank was named one of Newsweek's Best Regional Banks and Credit Unions 2024. The Bank was ranked by Independent Community Bankers of America among the top ten successful loan producers for 2023 by loan category and asset size for commercial banks with more than $1 billion in assets. The Bank finished ninth in S&P Global Market Intelligence's annual ranking of the best-performing community banks with assets between $3 billion and $10 billion for 2022 and eighth among top-performing community banks in the Northeast region for 2022. About the role: As a Floating Universal Banker, you will engage closely with new and existing customers to understand their financial needs, recommending appropriate products and services related to spending and saving. The Floating Universal Banker is the financial liaison to every customer entering the branch. Your highest priority will be to ensure that customers are extremely satisfied with every interaction. You will develop deep and meaningful relationships with the customer to resolve issues, educate customers on the various ways they can bank with us, and process teller transactions as required. This role will support all of MCB Branch locations on a regular basis as resourcing needs at various locations are required. Duties and responsibilities of the job include the following (but is not limited to): Provide branch support across each MCB location on a daily/weekly basis. Collaborates with the Market Sales Manager, to drive growth / generate leads, and referrals for new business, through prospecting, cold calling, and networking. Engage with customers to develop a positive customer experience; strive to make each customer interaction the best experience of their day. Develop new and existing customers by understanding their financial needs, providing products and solutions to help them spend and save. Go above and beyond for customers to strengthen and retain long term relationships. Grow new business and drive referrals to branch colleagues and partners to support the broader financial needs of customers. Serve as the financial liaison to customers while providing world class customer service. Open new accounts and assist with teller transactions as needed. Bring a positive energy and confidence to Metropolitan Commercial Bank and its customers every day. Present a professional appearance as the face of Metropolitan Commercial Bank. Knowledge, Skills, and Abilities: High School degree or GED required Minimum of 2+ year cash handling experience strongly preferred 2+ years of sales and customer service experience Ability to consistently travel to multiple branch locations and provide support to those branch locations on a daily and/or week to week basis. Strong listening and customer service skills Ability to effectively ask questions and identify needs to enhance the customer relationship Commitment to building relationships through phone engagements Ability to problem solve and provide solutions to customer issues Ability to strengthen relationships with teammates, business partners and specialists through collaboration Self-motivated, confident and ability to multitask effectively Perform quality work within determined timeframes Interact professionally with other employees, customers, vendors and shareholders Work independently while understanding the necessity for communicating and coordinating work efforts with other employees, departments, divisions, etc. Work on ad-hoc tasks, assignments and projects as needed Potential Salary: $45,000 - $65,000 annually This salary range only reflects base wages and does not include benefits, bonus, or incentive pay. Salary bands are purposefully wide ranging to encompass the different factors considered in determining where a candidate falls in the range, including but not limited to, seniority, performance, experience, education, and any other legitimate, non-discriminatory factor permitted by law. Metropolitan Commercial Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
    $45k-65k yearly 25d ago
  • Universal Banker (Great Neck Branch)

    Metropolitan Bank Holding Corp 3.3company rating

    Personal Banker Job 17 miles from Greenwich

    Come work with us: Metropolitan Commercial Bank (the "Bank") is a New York City based full-service commercial bank that provides a broad range of business, commercial and personal banking products and services to individuals, small businesses, private and public middle-market and corporate enterprises and institutions, municipalities and local government entities. The Bank operates banking centers and private client offices in Manhattan and Boro Park, Brooklyn in New York City and Great Neck on Long Island in New York State. The Bank is a New York State chartered commercial bank, a member of the Federal Reserve System and the Federal Deposit Insurance Corporation, and an equal housing lender. The parent company of Metropolitan Commercial Bank is Metropolitan Bank Holding Corp. (NYSE: MCB). For more information, please visit the Bank's website at MCBankNY.com. Metropolitan Commercial Bank was named one of Newsweek's Best Regional Banks and Credit Unions 2024. The Bank was ranked by Independent Community Bankers of America among the top ten successful loan producers for 2023 by loan category and asset size for commercial banks with more than $1 billion in assets. The Bank finished ninth in S&P Global Market Intelligence's annual ranking of the best-performing community banks with assets between $3 billion and $10 billion for 2022 and eighth among top-performing community banks in the Northeast region for 2022. About the role: As a Floating Universal Banker, you will engage closely with new and existing customers to understand their financial needs, recommending appropriate products and services related to spending and saving. The Floating Universal Banker is the financial liaison to every customer entering the branch. Your highest priority will be to ensure that customers are extremely satisfied with every interaction. You will develop deep and meaningful relationships with the customer to resolve issues, educate customers on the various ways they can bank with us, and process teller transactions as required. This role will support all of MCB Branch locations on a regular basis as resourcing needs at various locations are required. Duties and responsibilities of the job include the following (but is not limited to): * Provide branch support across each MCB location on a daily/weekly basis. * Collaborates with the Market Sales Manager, to drive growth / generate leads, and referrals for new business, through prospecting, cold calling, and networking. * Engage with customers to develop a positive customer experience; strive to make each customer interaction the best experience of their day. * Develop new and existing customers by understanding their financial needs, providing products and solutions to help them spend and save. * Go above and beyond for customers to strengthen and retain long term relationships. * Grow new business and drive referrals to branch colleagues and partners to support the broader financial needs of customers. * Serve as the financial liaison to customers while providing world class customer service. * Open new accounts and assist with teller transactions as needed. * Bring a positive energy and confidence to Metropolitan Commercial Bank and its customers every day. * Present a professional appearance as the face of Metropolitan Commercial Bank. Knowledge, Skills, and Abilities: * High School degree or GED required * Minimum of 2+ year cash handling experience strongly preferred * 2+ years of sales and customer service experience * Ability to consistently travel to multiple branch locations and provide support to those branch locations on a daily and/or week to week basis. * Strong listening and customer service skills * Ability to effectively ask questions and identify needs to enhance the customer relationship * Commitment to building relationships through phone engagements * Ability to problem solve and provide solutions to customer issues * Ability to strengthen relationships with teammates, business partners and specialists through collaboration * Self-motivated, confident and ability to multitask effectively * Perform quality work within determined timeframes * Interact professionally with other employees, customers, vendors and shareholders * Work independently while understanding the necessity for communicating and coordinating work efforts with other employees, departments, divisions, etc. * Work on ad-hoc tasks, assignments and projects as needed Potential Salary: $45,000 - $65,000 annually This salary range only reflects base wages and does not include benefits, bonus, or incentive pay. Salary bands are purposefully wide ranging to encompass the different factors considered in determining where a candidate falls in the range, including but not limited to, seniority, performance, experience, education, and any other legitimate, non-discriminatory factor permitted by law. Metropolitan Commercial Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
    $45k-65k yearly 60d+ ago
  • Universal Community Banker II

    First Commerce Bank 4.5company rating

    Personal Banker Job 18 miles from Greenwich

    REQUIRED EXPERIENCE: Minimum of three (3) years bank Teller experience required. Proficient in English, reading, writing, and grammar skills Analytical and mathematics skills Communication, interpersonal relations and customer service skills PC skills (including knowledge of job-related software applications) Ability to operate various office machines (i.e., currency counter, combination lock, check encoder, fax machine, passbook validator) Ability to lift 50 pounds of coin Visual and auditory skills Strong Team Player REQUIRED EDUCATION: High School Diploma or equivalent with at least one year of cash handling experience. WE OFFER: Medical benefits
    $28k-33k yearly est. 10d ago
  • Universal Banker

    Bankwell 4.0company rating

    Personal Banker Job 21 miles from Greenwich

    Bankwell is a community bank that serves the lending and banking needs of businesses and residents throughout Connecticut. We strive to create a world class experience for our customers and provide high touch, high tech and high quality financial services throughout our footprint. Our mission is to provide outstanding service and give back to the communities we serve. More about Bankwell can be found at ******************* Summary of Position: The Universal Banker position is a multi-functional role with diverse responsibilities within the Retail Branch. This individual will be responsible for opening new accounts, managing customer account maintenance and servicing, as well as conducting teller transactions and assisting with the management of the branch cash and vault. In addition, the Universal Banker will be required to uncover additional banking needs of the customer to deepen and enhance the relationship. All customers should be made aware of all digital and online tools to help enhance the Bankwell experience. Key responsibilities may include, but are not limited to the following: Actively listening to the customer to assess their needs, meet those needs and deliver on the services promised Cross selling bank products and services by understanding the diverse needs of each customer Performing all Sales and Lead Teller responsibilities Maintaining vault and ATM cash within required limits Processing customer transactions in an accurate and timely manner Proactively assisting in coaching the branch staff to have better consultative conversations Leading by example by greeting lobby customers and answering the phone in a professional and courteous manner Obtaining all necessary information and documentation for new accounts Handling routine inquires and serving as a filter for customer feedback Ensuring daily activities comply with applicable regulations, policies and procedures Assisting with daily, weekly and monthly branch and ATM reconciliations, balancing of general ledgers, and other operational duties including audits, etc. Assisting in opening and closing the branch Assisting other branch personnel or performing other duties as required In absence of the Branch Manager or Assistant Branch Manager, the Universal Banker is responsible for managing the branch Requirements Qualifications, Knowledge, Skills, and/or Abilities: Working knowledge of Microsoft Office, Windows-based computer systems, as well as digital and online banking services used in the industry Excellent verbal and written skills Digital fluency Customer service skills or prior quality sales experience Strong communications skills including problem solving, task completion and customer focus Interpersonal skills are a must, with the ability to deal with difficult situations and customers Must be a team player Detail oriented with the ability to handle confidential and sensitive information Strong sense of integrity and personal ethics Cash handling, processing and mathematical skills Ability to lift up to 10 pounds occasionally and or a negligible amount of lifting frequently or constantly to move objects Willingness to work alternating shifts and Saturdays Minimum 1-3 years relevant experience in consumer, business banking or retail services This job description is a general description of essential job functions. It is not intended as an employment contract, nor is it intended to describe all duties someone in this position may perform. All employees are expected to perform tasks assigned by supervisory personnel, regardless of job titles or routine job duties. Bankwell is committed to a policy of Equal Employment Opportunity and will not discriminate against any applicant or employee on the basis of race, color, religion, sex, sexual orientation, national origin or ancestry, age, physical or mental disability, veteran or military status, marital status, or any other legally recognized protected basis under federal, state or local laws. Applicants with disabilities may be entitled to reasonable accommodation under the terms of Americans with Disabilities Act and certain other state or local laws. Please inform Bankwell's Human Resources representative if you need assistance completing any forms or to otherwise participate in the application process.
    $33k-40k yearly est. 12d ago
  • Universal Banker

    BBCN Bank

    Personal Banker Job 23 miles from Greenwich

    Customer Service & Sales: * Provide a welcoming and professional experience for all customers, assisting with inquiries and resolving issues promptly. * Build relationships by understanding customer needs and recommending appropriate banking products and services. * Promote bank products and services to achieve individual and branch sales goals, including accounts, loans, and other financial solutions. * Educate customers on digital banking options and self-service tools to enhance their banking experience. * Maintain knowledge of bank products, services, and promotions to provide accurate and helpful information. Transaction Processing & Account Support: * Perform teller transactions, including deposits, withdrawals, transfers, and payments, with accuracy and efficiency. * Assist customers with account openings, updates, and closings, ensuring compliance with bank policies and procedures. * Identify opportunities to deepen customer relationships by cross-selling or upselling additional products and services. * Monitor and maintain cash drawer accuracy while following established cash-handling procedures. Operational Support & Compliance: * Ensure adherence to bank policies, procedures, and regulatory requirements, including security and fraud prevention protocols. * Participate in operational tasks such as ATM balancing, night deposit processing, and maintaining branch supplies. * Monitor and escalate any suspicious account activity or potential risks to management as needed. * Maintain organized and accurate records to support branch audits and operational reviews. Team Collaboration & Development: * Collaborate with branch team members to ensure seamless service delivery and achievement of branch goals. * Assist with training and mentoring new team members as directed by management. * Participate in branch meetings and training sessions to stay informed of updates and best practices. Job Qualifications/Requirements Education/Credentials * Minimum Education Level: High School Diploma Skills * English: Written: Advanced Verbal: Fluent * Required: Excellent verbal and written communication skills. * Required: Strong organizational skills with a willingness to adapt to changes in a fast-paced environment. * Required: Ability to manage multiple tasks, projects, and deadlines simultaneously. * Required: Strong customer service skills with the ability to build and maintain relationships. The salary range for this full-time position is $20.00 Hourly - $23.00 Hourly + bonus + benefits Salary ranges are determined based on qualifications, level, and location Exact compensation may vary based on your skills and experience. Bank of Hope is an equal employment opportunity employer and does not discriminate on the basis of race, color, gender, religion, age, sexual orientation, genetic information, national or ethnic origin, disability, marital status, veteran status or any other basis protected by federal, state, or local law.
    $20-23 hourly 11d ago
  • Universal Banker

    Red Clover HR 3.7company rating

    Personal Banker Job 26 miles from Greenwich

    Department Branch Employment Type Full Time Location Hasbrouck Heights, NJ Workplace type Onsite Compensation $21.00 - $25.00 / hour Reporting To Assistant or Branch Manager Key Responsibilities Skills, Knowledge and Expertise About Red Clover HR We specialize in delivering innovative solutions and exceptional services to meet the diverse needs of our clients. With a strong commitment to quality and customer satisfaction, we strive to exceed expectations and drive success in every project we undertake.
    $21-25 hourly 60d+ ago
  • Universal Banker II - FLOAT

    Kearny Bank 4.4company rating

    Personal Banker Job 19 miles from Greenwich

    Manages and staffs the Universal Banker I's and performs audit functions. Manages the Teller Line to the expected Sales and Service Standards, providing coaching as needed and tracking of the referral goals. Participates in the branch opening and closing procedures and is responsible for branch operations in the absence of the Retail Relationship Manager and Retail Client Experience Manager. Performs function of the Universal Banker I's on a regular basis, as staffing and client traffic require. Responsible for providing exceptional service to all existing and potential clients. Will manage the full client experience efficiently, identifying sales opportunities, making referrals and handling service transactions. Responsibilities The following reflects management's definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time due to reasonable accommodation or other reasons. * Develop, expand and manage consumer and business account relationships, concentrating efforts in meeting client needs for financial products. * Actively participate in ongoing training and regular sales meetings. Willing to be cross-trained to perform duties necessary to assist clients when management is not present. * Process a variety of routine and complex transactions such as account opening and closing, processing deposits, withdrawals, loan payments and transfers. * Assist with the daily operations of the branch including reporting, audits, ATMs, coin machines and the main cash vault. Prepare cash for shipments and ordering cash/coin for the branch as needed. * Demonstrate knowledge of policies and procedures and the ability to apply this knowledge in real situations. * Identify clients with additional profit potential and develop action plans to expand these relationships. Refer business to all partners. * Support the implementation of the Kearny Bank Client Experience. * Deliver strategic insights to improve the client experience. * Lead, motivate, reward and develop the branch team. * Develop and manage the process to resolve client criticisms and concerns in a courteous, positive and timely manner. * Simplifies and strengthens client experiences and builds client trust by listening to feedback, understanding reasons of dissatisfaction and identifying opportunities to improve. * Coach the sales process and each team member. Hold team accountable for sales objectives * Proficient in delivering and coaching the flawless delivery of our service protocols and the sales process (The Client Experience) to all Team Members, including new employees. * Serves as a role model for branch team, provides guidance on appearance and dress, as needed. * Conduct daily observations of team and provide mentoring and training to improve staff development and overall branch results. * Serve as a liaison between the branch and various departments to ensure full communication and understanding of all company policies and procedures. * Conducts individual coaching sessions with each team member on a quarterly basis with a strong emphasis on achievement of production goals and service standards. * In the performance of respective duties, must maintain knowledge of and ensure compliance with Bank Secrecy Act regulations and all other regulatory, security and bank policies. * Perform other duties as may be assigned. Qualifications * Associate's degree or comparable professional training is required. * Minimum 2 to 4 years Retail Banking experience. * Ability to meet/exceed client experience needs, identify client/project needs. * Knowledge of bank's products, services, sweep accounts, concept & Techniques and cash management services. * Ability to model Relationship Building Techniques and effectively cross-sell. * Ability to resolve client questions and/or complaints. * Ability to manage staff and resolve conflict. * Strong team player. * Ability to foster open communication, deliver presentations, demonstrate listening, speaking and written communication skills. * Ability to answer questions effectively, build client relationships and build internal and external networks. * Ability to act with integrity, demonstrate adaptability, work commitment and maintain a positive performance in all situations. * Working knowledge of Microsoft Excel, Word, Access and Outlook. * Ability to interact effectively and tactfully with all levels of the Bank. * Ability to read, write and speak clearly. * Assist Business Relationship Officers and Loan Officers with business calls to existing and potential clients, as needed. 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. Regular attendance and punctuality are essential functions of every job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is regularly required to sit, use hands and fingers, handle or feel objects, use tools or controls, reach with hands and arms, talk and/or hear. The employee frequently is required to stand and walk. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, peripheral vision, color vision, depth perception, and the ability to adjust focus. SUPERVISORY RESPONSIBILITY Guides work of others who perform essentially the same work. May organize, set priorities, schedule and review work, but has no responsibility to hire, terminate, review performance or make pay decisions
    $28k-33k yearly est. 52d ago
  • Universal Banker

    Alma Bank 3.8company rating

    Personal Banker Job 19 miles from Greenwich

    Alma Bank, headquartered in Long Island City, New York and having 13 branches located throughout Queens, NYC, New Jersey, Long Island, Brooklyn and the Bronx, brings personal service back to personal banking. We have genuine banking professionals ready to serve our customers, and offer a full range of products and services. Alma delivers a private banking style experience to our business banking customers. Come join our winning team! Alma Bank is currently looking to hire an experienced Universal Banker to work out of its Tenafly, NJ Branch. SUMMARY Perform a variety of duties to provide existing and potential customer with efficient and accurate services. Opens accounts, explains and processes investments and other financial services, and corrects records by performing the following duties. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned: · Interviews customers to obtain information and explain available financial services such as savings and checking accounts, Individual Retirement Account, Certificates of Deposit, savings bonds, and securities. · Types account information obtained from customer on record card or form, and enters into computer. · Assist customers with questions and investigates and corrects errors, following customer and establishment records. · Present funds received from customer to Teller for deposit, and obtain receipts for customer. · Obtain records from fraud reporting agency. · Contact customers regarding overdraft items and other transactions as necessary. · Develop & maintain communication in a cooperative & professional manner with all levels of staff, members and outside contacts. · Handle all phases of teller operations, including collections, savings, demand deposits and loan payments. · Receives checks and cash for deposit, verifies amount, and examines checks for endorsements. · Cashes checks and pays out money after verification of signatures and customer balances. · Enters customers' transactions into computer to record transactions, and issues computer generated receipts. · Orders daily supply of cash, and counts incoming cash. · Balances currency, coin, and checks in cash drawer at end of shift. · Removes deposits from, and counts and balances cash in, automated teller machines and night depository. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. EDUCATION and/or EXPERIENCE: Associate's degree or equivalent from two-year College or technical school; or six months to one year related experience and/or training. Benefits: Salary commensurate with experience. Alma Bank employees work in an open and collaborative environment. Alma Bank Offers its eligible employees a generous matching 401(k), excellent healthcare coverage (medical/dental/vision), short and long term disability, life insurance and long term care options. Alma Bank is an Equal Opportunity Employer that welcomes and encourages all applicants to apply regardless of age, race, sex, religion, color, national origin, disability, veteran status, sexual orientation, gender identity and/or expression, marital or parental status, ancestry, citizenship status, pregnancy or other reason protected by law. No Agencies Please
    $30k-37k yearly est. 25d ago
  • Universal Banker

    Apple 4.8company rating

    Personal Banker Job 19 miles from Greenwich

    Plainview, NY Salary Range: $21.98/hr - $32.97/hr The Universal Banker (UB) acts as a full service, single point of contact for Apple Bank clientele by providing prompt, courteous, and efficient service to new and existing customers through the processing of monetary and account related transactions. The UB position is a hybrid role that requires the incumbent to operate in the dual capacity of Customer Service Representative and Teller, providing branch leadership with the ability to deliver quality customer service at an enhanced level. The Universal Banker also provides sales and service support to the branch by acquiring new clients, offering suitable Bank products/services (that add value to the customer), performing branch/platform related functions and processing account maintenance transactions. The successful candidate will open new accounts, resolve issues, and educate our customers on Bank products/services and may refer them to a licensed representative of ABS Associates of NY, Inc. when appropriate. The UB seeks to build mutually beneficial and long-term relationships based on trust and the offering of suitable solutions that meet the client's needs, exceeding expectations. ESSENTIAL DUTIES & RESPONSIBILITIES Provide exceptional customer service by engaging clients in a friendly and professional manner and also resolving service-related issues timely and efficiently. Conduct business ethically, thoroughly communicating to current and prospective clients the facts/features of the various products, accounts, and services that Apple Bank has to offer. Recognize opportunities to acquire new or additional banking relationships by engaging in discussions with both customers, as well as prospects, to understand their needs and offer suitable products and services that add value; make appropriate referrals to licensed representatives of ABS Associates of NY, Inc. Establish, retain, and deepen relationships with existing and potential customers to achieve team sales and referral goals while providing quality customer service. Handle all aspects of Teller operations by processing transactions in accordance with established policies and procedures; prove daily transactions within a reasonable timeframe and safeguard assigned cash and negotiable instruments. Assist in the opening and closing of vault, safe, and ATM machine and ensure the customer area is kept orderly and properly supplied (deposit and withdrawal tickets, ATM envelopes, changing the rate boards, dates on writing desks, etc.). Communicate all disclosures, rules, and regulations covering transactions, as well as FDIC protection to customers upon the opening of new accounts. Ensure accurate new account record keeping practices and perform timely follow-up as needed. Adhere to regulatory, compliance, security, and audit policies/procedures, as well as our code of conduct and operational controls to ensure the safety and security of the client, as well as Bank assets. Protect Bank against loss by ensuring that all new account procedures including CIP and BSA requirements are adhered to. Assist in training and mentoring of newly hired Tellers, Customer Service Representatives, and Universal Bankers. Build and maintain technical and professional knowledge by attending educational workshops. Perform additional duties as requested. SKILLS, EDUCATION, & EXPERIENCE High School Diploma or GED required. Must have at least 1-2 years retail banking experience in the combined experience of Teller/ Customer Service Representative. General understanding of banking operations (Risk, Compliance, Fraud, Loss, etc.) preferred. Prior experience in fostering and developing strong customer relationships. Ability to develop, as well as maintain a detailed level of knowledge of banking products and services. Display willingness to be cross trained in other branch functions. Excellent problem-solving skills with the ability to provide solutions to customer issues. Must present a confident, professional, and positive demeanor to customers. Excellent interpersonal and communication (verbal + written) skills; must have excellent phone skills. Strong organizational skills and detailed oriented. Basic knowledge of Microsoft Office suite of products (Word, Excel, & PowerPoint). Display sound judgment and discretion when utilizing confidential information. Weekend work and extended hours or filling in at neighboring branch locations may be required. Visa sponsorship not available. We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.
    $22-33 hourly 1d ago
  • Private Client Banker - Westport Main St - Westport, CT

    Jpmorganchase 4.8company rating

    Personal Banker Job 16 miles from Greenwich

    You have a passion 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 Compliance with Dodd Frank/Truth in Lending Act* 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: **************************************************************************
    $57k-136k yearly est. 60d ago
  • Universal Banker

    BBCN Bank

    Personal Banker Job 19 miles from Greenwich

    * Rotates and splits time between the teller line and platform to control the flow of traffic during peak times depending on where help is most needed. * Multitasks among multifaceted job roles to address all service or transaction needs, including cash transactions and opening basic accounts. * Cultivates a robust customer-focused bank culture with a commitment to create a value-added positive customer experience that leads to increased satisfaction and sales. * Develops and maintains account relationships with a high level of professionalism that meets and exceeds customer expectations by efficiently handling opening and closing of accounts, servicing accounts, and contacting clients regularly. * Identifies sales, cross-selling, and referral opportunities by conducting an accurate, thorough customer assessment that determines financial expectations, needs, and goals. * Uses a demonstrated commitment to operational integrity, policies, procedures, and banking regulations to ensure that compliance and training requirements are met, to maintain ethical behavior, and to gain credibility with staff and customers. * Utilizes a strong understanding of financial services and sales as well as critical thinking and problem solving skills to offer creative solutions, viable financial alternatives, and tailored product and service recommendations, based on the customers' current and future needs. * Additional responsibilities as assigned by supervisors may include: * Night & Mail Depository * ATM balancing * Safe Deposit Box * Filing signature cards and documents * May help with a variety of audits and verifications * Input fund holds and stop payment request to core system * Address changes, CD renewals, etc. * Branch back counter capture * Miscellaneous tasks and duties associated with the operations of a retail banking branch * Comply with the Bank's security program, including but not limited to: * Review and comply with the End-User Computing Agreement * Acquire good knowledge on functions and usage of computer systems as related to the assigned job functions. * Be current and knowledgeable in industry's trend in safeguarding the Bank against confidential data leak, identity theft, fraudulent activities, and computer security threats. * Reports suspicious activities to manager, Chief Risk Officer or Information Security Officer. BSA, CRA, Fair Lending and other Compliance Responsibilities: * Comply with BSA, CRA, fair lending, and other compliance issues as required by policies and procedures. * Input customer information to EZ teller for various transactions. * Report suspicious activity to Service Manager/ BSA officers. * Verification of customer name and payee/beneficiary name to OFAC, NCCT for out-bound wire transfers and monetary instrument purchase, and new account. * Report matches with NCCT and OFAC to operations officer or manager for further instructions. KNOWLEDGE, SKILLS, ABILITIES REQUIRED: * Minimum Education Level: High School Diploma Communication skills: * Excellent communication and listening skills, in person and over the phone, to acquire new clients, retain existing relationships, establish trust, optimize sales opportunities, and deepen relationships. * Cooperative ability to interact professionally and tactfully with unsatisfied customers and resolve conflicts promptly while promoting an affirmative customer experience. Reasoning Skills: * Excellent analytical skills including the ability to define problems, collect data, establish facts, and draw conclusions. * Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. Professional Skills: * Ability to demonstrate a high level of ethical behavior and follow the Code of Conduct. * Ability to remain flexible in order to adapt to changes in the work environment. * Ability to study and apply new information. * Ability to take initiative and prioritize tasks; good time-management, problem prevention, and problem-solving skills. * Ability to work accurately with close attention to detail. * Ability to maintain confidentiality of sensitive information. * Ability to work with co-workers, customers, and outside agencies professionally and tactfully. * Possess a work ethic that includes neatness, punctuality, and accuracy. * Exhibit a professional, businesslike appearance and demeanor. The salary range for this full-time position is $20.00 Hourly - $23.00 Hourly + bonus + benefits Salary ranges are determined based on qualifications, level, and location. Exact compensation may vary based on your skills and experience. Bank of Hope is an equal employment opportunity employer and does not discriminate on the basis of race, color, gender, religion, age, sexual orientation, genetic information, national or ethnic origin, disability, marital status, veteran status or any other basis protected by federal, state, or local law.
    $20-23 hourly 60d+ ago
  • Universal Banker II - FLOAT

    Kearny Bank 4.4company rating

    Personal Banker Job 24 miles from Greenwich

    Manages and staffs the Universal Banker I's and performs audit functions. Manages the Teller Line to the expected Sales and Service Standards, providing coaching as needed and tracking of the referral goals. Participates in the branch opening and closing procedures and is responsible for branch operations in the absence of the Retail Relationship Manager and Retail Client Experience Manager. Performs function of the Universal Banker I's on a regular basis, as staffing and client traffic require. Responsible for providing exceptional service to all existing and potential clients. Will manage the full client experience efficiently, identifying sales opportunities, making referrals and handling service transactions. Responsibilities The following reflects management's definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time due to reasonable accommodation or other reasons. * Develop, expand and manage consumer and business account relationships, concentrating efforts in meeting client needs for financial products. * Actively participate in ongoing training and regular sales meetings. Willing to be cross-trained to perform duties necessary to assist clients when management is not present. * Process a variety of routine and complex transactions such as account opening and closing, processing deposits, withdrawals, loan payments and transfers. * Assist with the daily operations of the branch including reporting, audits, ATMs, coin machines and the main cash vault. Prepare cash for shipments and ordering cash/coin for the branch as needed. * Demonstrate knowledge of policies and procedures and the ability to apply this knowledge in real situations. * Identify clients with additional profit potential and develop action plans to expand these relationships. Refer business to all partners. * Support the implementation of the Kearny Bank Client Experience. * Deliver strategic insights to improve the client experience. * Lead, motivate, reward and develop the branch team. * Develop and manage the process to resolve client criticisms and concerns in a courteous, positive and timely manner. * Simplifies and strengthens client experiences and builds client trust by listening to feedback, understanding reasons of dissatisfaction and identifying opportunities to improve. * Coach the sales process and each team member. Hold team accountable for sales objectives * Proficient in delivering and coaching the flawless delivery of our service protocols and the sales process (The Client Experience) to all Team Members, including new employees. * Serves as a role model for branch team, provides guidance on appearance and dress, as needed. * Conduct daily observations of team and provide mentoring and training to improve staff development and overall branch results. * Serve as a liaison between the branch and various departments to ensure full communication and understanding of all company policies and procedures. * Conducts individual coaching sessions with each team member on a quarterly basis with a strong emphasis on achievement of production goals and service standards. * In the performance of respective duties, must maintain knowledge of and ensure compliance with Bank Secrecy Act regulations and all other regulatory, security and bank policies. * Perform other duties as may be assigned. Qualifications * Associate's degree or comparable professional training is required. * Minimum 2 to 4 years Retail Banking experience. * Ability to meet/exceed client experience needs, identify client/project needs. * Knowledge of bank's products, services, sweep accounts, concept & Techniques and cash management services. * Ability to model Relationship Building Techniques and effectively cross-sell. * Ability to resolve client questions and/or complaints. * Ability to manage staff and resolve conflict. * Strong team player. * Ability to foster open communication, deliver presentations, demonstrate listening, speaking and written communication skills. * Ability to answer questions effectively, build client relationships and build internal and external networks. * Ability to act with integrity, demonstrate adaptability, work commitment and maintain a positive performance in all situations. * Working knowledge of Microsoft Excel, Word, Access and Outlook. * Ability to interact effectively and tactfully with all levels of the Bank. * Ability to read, write and speak clearly. * Assist Business Relationship Officers and Loan Officers with business calls to existing and potential clients, as needed. 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. Regular attendance and punctuality are essential functions of every job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is regularly required to sit, use hands and fingers, handle or feel objects, use tools or controls, reach with hands and arms, talk and/or hear. The employee frequently is required to stand and walk. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, peripheral vision, color vision, depth perception, and the ability to adjust focus. SUPERVISORY RESPONSIBILITY Guides work of others who perform essentially the same work. May organize, set priorities, schedule and review work, but has no responsibility to hire, terminate, review performance or make pay decisions
    $28k-33k yearly est. 52d ago
  • Universal Banker

    Apple 4.8company rating

    Personal Banker Job 18 miles from Greenwich

    Greenlawn, New York Salary Range: $21.98/hr - $32.97/hr Hiring immediately. $2,000 new hire sign -on bonus! Wouldn't it be great to build your career at a bank that's known for putting the best interests of their customers first? That's exactly who we are, come grow with us at Apple Bank! What we offer: • $2,000 sign-on bonus payable after completing 6 months of employment • Excellent starting salary plus incentives • Comprehensive employee benefits package, including medical, dental, vision, pre-tax transit, health and life and disability insurance • Paid vacation time, sick time and 11 company paid holidays • 401k (with up to 4% match) • Up to $5,250 tuition reimbursement The Universal Banker (UB) acts as a full service, single point of contact for Apple Bank clientele by providing prompt, courteous, and efficient service to new and existing customers through the processing of monetary and account related transactions. The UB position is a hybrid role that requires the incumbent to operate in the dual capacity of Customer Service Representative and Teller, providing branch leadership with the ability to deliver quality customer service at an enhanced level. The Universal Banker also provides sales and service support to the branch by acquiring new clients, offering suitable Bank products/services (that add value to the customer), performing branch/platform related functions and processing account maintenance transactions. The successful candidate will open new accounts, resolve issues, and educate our customers on Bank products/services and may refer them to a licensed representative of ABS Associates of NY, Inc. when appropriate. The UB seeks to build mutually beneficial and long-term relationships based on trust and the offering of suitable solutions that meet the client's needs, exceeding expectations. ESSENTIAL DUTIES & RESPONSIBILITIES Provide exceptional customer service by engaging clients in a friendly and professional manner and also resolving service-related issues timely and efficientlyR Conduct business ethically, thoroughly communicating to current and prospective clients the facts/features of the various products, accounts, and services that Apple Bank has to offer. Recognize opportunities to acquire new or additional banking relationships by engaging in discussions with both customers, as well as prospects, to understand their needs and offer suitable products and services that add value; make appropriate referrals to licensed representatives of ABS Associates of NY, Inc. Establish, retain, and deepen relationships with existing and potential customers to achieve team sales and referral goals while providing quality customer service. Handle all aspects of Teller operations by processing transactions in accordance with established policies and procedures; prove daily transactions within a reasonable timeframe and safeguard assigned cash and negotiable instruments. Assist in the opening and closing of vault, safe, and ATM machine and ensure the customer area is kept orderly and properly supplied (deposit and withdrawal tickets, ATM envelopes, changing the rate boards, dates on writing desks, etc.). Communicate all disclosures, rules, and regulations covering transactions, as well as FDIC protection to customers upon the opening of new accounts. Ensure accurate new account record keeping practices and perform timely follow-up as needed. Adhere to regulatory, compliance, security, and audit policies/procedures, as well as our code of conduct and operational controls to ensure the safety and security of the client, as well as Bank assets. Protect Bank against loss by ensuring that all new account procedures including CIP and BSA requirements are adhered to. Assist in training and mentoring of newly hired Tellers, Customer Service Representatives, and Universal Bankers. Build and maintain technical and professional knowledge by attending educational workshops. Perform additional duties as requested. SKILLS, EDUCATION, & EXPERIENCE High School Diploma or GED required. Must have at least 1-2 years retail banking experience in the combined experience of Teller/ Customer Service Representative. General understanding of banking operations (Risk, Compliance, Fraud, Loss, etc.) preferred. Prior experience in fostering and developing strong customer relationships. Ability to develop, as well as maintain a detailed level of knowledge of banking products and services. Display willingness to be cross trained in other branch functions. Excellent problem-solving skills with the ability to provide solutions to customer issues. Must present a confident, professional, and positive demeanor to customers. Excellent interpersonal and communication (verbal + written) skills; must have excellent phone skills. Strong organizational skills and detailed oriented. Basic knowledge of Microsoft Office suite of products (Word, Excel, & PowerPoint). Display sound judgment and discretion when utilizing confidential information. Weekend work and extended hours or filling in at neighboring branch locations may be required. Visa sponsorship not available. We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.
    $22-33 hourly 1d ago
  • Private Client Banker - Westport Main St - Westport, CT

    Jpmorgan Chase 4.8company rating

    Personal Banker Job 16 miles from Greenwich

    You have a passion 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 + Compliance with Dodd Frank/Truth in Lending Act* + 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: ************************************************************************** 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** Westport,CT $25.00 - $30.29 / hour
    $25-30.3 hourly 59d ago

Learn More About Personal Banker Jobs

How much does a Personal Banker earn in Greenwich, CT?

The average personal banker in Greenwich, CT earns between $25,000 and $56,000 annually. This compares to the national average personal banker range of $29,000 to $48,000.

Average Personal Banker Salary In Greenwich, CT

$38,000

What are the biggest employers of Personal Bankers in Greenwich, CT?

The biggest employers of Personal Bankers in Greenwich, CT are:
  1. Wells Fargo
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