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Personal banker job in Rochester, NY
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Personal banker job in Rochester, NY
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Relationship Banking Representative Rotating
Personal banker job in Rochester, NY
Job Description
At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.
Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.
To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.
Responsibilities
A Rotating Relationship Banking Representative will work in various branch offices in a defined geographical area and is responsible to deliver a positive customer experience to current and prospective bank customers. The person in this position will routinely move between the customer service desk and teller area, as needed. A Relationship Banking Representative must be able to adapt well in the workplace to service the varying customer needs while adhering to bank policies and procedures. It requires someone who will maintain the security of customer information, prioritize items of significance, and be a team player.
Routinely provide quality customer service and a positive banking experience by handling financial transactions (i.e., opening of accounts, cashing checks, etc.) with professionalism
Determine customer needs, explain and sell products and services
Actively participate in lobby management, greeting customers and proactively taking ownership of the customer's in-branch experience
Telephone customers to schedule sales appointments and promote products suitable to the customer's needs
Participate in branch prospecting efforts and sales initiatives
Assist customers with requests such as stop payments, wire transfers, balance discrepancies, loan information, etc.
Serve as a liaison between customer and operational areas
Conduct customer transactions with accuracy and prepare daily cash balancing within established guidelines
Ability to understand directions and adhere to established policy and procedures
Able to remain focused and organized to successfully complete responsibilities
Actively participate in branch meetings and training to enhance knowledge and development of skills
Other related duties as assigned or directed
Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures and internal controls, and meet all training requirements in a timely manner
May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels
Qualifications
Education, Training and Skills Requirements:
High School Diploma or GED required
Excellent interpersonal and communication skills
Accurate and proficient math skills
Documentation skills with attention to detail
Clear thinking and ability to remain focused Must be able to consistently demonstrate the Company's core values: Integrity, Humility, Teamwork, and Excellence
Internal product knowledge and teller training (provided after hire)
Experience/Other:
Two (2) years of customer service and/or banking normally required
All applicants must be 18 years of age or older.
Finance Associate
Personal banker job in Rochester, NY
Experience:
2 to 6 years in commercial finance transactions.
Responsibilities:
Represent clients, including borrowers and lenders, in complex middle-market commercial lending transactions, including applicable advice under the Uniform Commercial Code for secured transactions.
Advise on and handle term loans, letters of credit, acquisition financing.
Manage documentation and negotiations for equipment leasing and finance agreements.
Facilitate cross-border transactions involving secured and unsecured credit facilities.
Requirements:
Juris Doctor (J.D.) from an accredited law school.
Proven ability to work collaboratively with other practice areas to provide comprehensive solutions to clients.
Excellent written and verbal communication skills.
Strong academic credentials.
Salary: $124,000 to $158,000
A competitive compensation and comprehensive benefit package, including medical, dental, vision, life, long term disability, flexible spending, 401(k), Paid Time Off, pension plan, and more. At this time, the good faith estimate of the annual salary range for this position, if the successful applicant is based Buffalo, Rochester, or Albany office, is $124,000 to $158,000. Where a successful applicant is slotted within this range will vary based on legitimate criteria, such as experience, portables, and skill level. This range is not applicable to other locations.
Financial Advisor, Financial Services Professional. Both entry level and experienced career opportun
Personal banker job in Rochester, NY
Job Description
Recent demographic, economic, and global trends have created enormous opportunities for Financial Services Representatives.
Financial growth. Personal satisfaction. Opportunity to advance. Control, flexibility and work life blending.
This career can offer many benefits, advantages and rewards that many jobs simply cannot provide.
At MassMutual New York State, we are a team of dedicated, passionate professionals, committed to making a positive difference in the lives of others, while pursuing a profession that will provide financial growth, personal satisfaction, work life blending, a sense of ownership and pride that comes with the opportunity to build a business for yourself, but not by yourself.
As we continue in our successful growth, already an established industry leader, we are looking for:
·
self-motivated, driven and ambitious entrepreneurial individuals who want to seize the opportunity to build a significant, sustainable financial services practice, and
·
be willing to put in the effort, commitment and work ethic to realize their goals
·
while achieving this through a greater good, who genuinely want the ability to bring peace of mind and financial security to others.
Could this be you?
Our local agency offers a unique business model with top leadership combining to have over 175 years of industry experience.
·
Turnkey marketing programs to help you launch and build your business
·
Extensive training and ongoing education through a varied curriculum, to include: 1 on 1 sessions, mentors, joint work, specialist advisors, classroom training, online training with MassMutual University, Hoopis Performance Network and ongoing education opportunities through the American College.
·
Support:
locally
for all areas of your practice, together with the backing and resources of a Fortune 500 company, and third largest broker dealer.
·
Benefits* include: subsidized health insurance, 401k with match, cash balance pension plan, new advisor start up incentive based subsidy, competitive compensation, bonuses, monthly allowances.
·
Access to a wide selection of insurance and investment products, not limited to proprietary products. Additionally, we offer non-MassMutual solutions through Ash Brokerage and Crump platforms.
Your Responsibilities Will Include:
·
building a client base, executing marketing strategies
·
conducting financial reviews and assessments, designing and implementing financial plans
·
collaborating with your fellow advisors and support team
·
learning industry fundamentals and moving into advanced markets and financial concepts
·
serving clients with care, compassion, and integrity
Preferred Skills And Experience
People from all walks have life and all ages have become successful financial advisors. So, we are always interested in talking with the individual who can share in our vision and our passion.
However, some skills/experience that could prove beneficial for this career:
·
Bachelor's degree or equivalent work experience
·
Life and Health Insurance license and/or Series 7 & 66. We will sponsor and subsidize licensing costs
·
A demonstrated track record of success and a commitment to self-improvement
·
A sense of accountability, results driven and revenue focused
·
3 years plus experience as a full-time sales person preferred but not required
·
Desire for performance based compensation essential.
·
Outgoing personality with the ability to develop relationships and strong communication skills
·
Self-disciplined with ability to work autonomously but still be a team player
·
A strong network and active in the community
·
Customer service mentality with a strong code of personal ethics
·
Stable financial background
Competitive compensation with full benefits and new advisor incentive based subsidies, plus bonuses. Additionally, you have the ability to earn recognition trips to great locations around the country and world!
**FORTUNE and FORTUNE 500 are registered trademarks of Time Inc. and are used under license. FORTUNE and Time, Inc. are not affiliated with, and do not endorse products or services of MassMutual.
Financial Services Representative - State Farm Agent Team Member
Personal banker job in Rochester, NY
Job DescriptionBenefits:
Bonus based on performance
Competitive salary
Dental insurance
Health insurance
Paid time off
Training & development
Vision insurance
ABOUT OUR AGENCY:
At our agency, work-life balance is a top priority. As a family man myself, I understand how important it is to have time with loved ones, which is why we often take additional Fridays off in the summer to spend more time with our families.
Were also dedicated to giving back to the community. Each quarter, our team enjoys office outings that are often tied to volunteer opportunities like food drives or supporting local schools. Other times, its simply about having fun togetherwhether thats catching a movie, going to a baseball game, or enjoying time outside the office.
One of the unique perks of working here is our Lets Make A Deal promotion around sales achievements. Team members can earn personalized rewards such as car detailing, weekend getaways, and moremaking success both motivating and rewarding.
We are consistently ranked among the top three insurance agencies in Rochester, and were committed to fostering a culture of growth, professionalism, and winning together as a team.
ROLE DESCRIPTION:
As a Financial Service Representative with the Dominic Agostini Agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
1+ years of experience in financial services.
Analytical and communication skills.
Life, Accident and Health licensed - NY
Universal Banker - Flex Team
Personal banker job in Rochester, NY
Hours:
40 hours
Schedule:
Monday - Friday to follow branch hours of Monday & Thursday 9:00 a.m. - 5:00 p.m., Tuesday & Wednesday 9:00 a.m. - 4:00 p.m., and Friday 9:00 a.m. - 6:00 p.m. Must be flexible to meet current and future business needs.
Pay and Incentive Pay:
$22.02 per hour
In addition to competitive pay and benefits, we offer an annual performance-based incentive that rewards eligible employees for their contributions to our success. Join us to be part of a team that values you and invests in your growth!
Something wonderful happens when you love what you do. So consider a career at ESL. Since 2010, ESL has been consistently ranked one of the Best Workplaces in America by Great Place to Work . Great Place to Work and Fortune magazine have recently places ESL on these prominent national lists as well:
Best Workplaces for Millennials
Best Workplaces for Women
Best Workplaces in Financial Services and Insurance
Best Workplaces in New York State
Additionally, for more than a decade, ESL has been a “Rochester's Choice” award winner and a “Training Top 125” recipient!
ESL is currently seeking Universal Bankers to provide excellent customer service through identifying member needs and completing transactions, while building relationships, achieving sales goals and creating a positive experience. In this position you will learn a variety of banking functions by conducting both Teller and Relationship Banker responsibilities while having exposure to all 25 ESL branches.
As a Universal Banker at ESL you will:
Create a positive face to face member experience
Build long lasting relationships with members
Work in both a Teller or Relationship Banker position depending on branch needs
Travel to all 25 ESL branches in the Rochester region depending on staffing needs
Assist members with processing financial transactions including payments, deposits and withdrawals in a timely manner
Help members recognize and obtain the most appropriate solutions for their financial needs by asking needs defining questions
Educate and Refer a variety of products and services to members
Assist members with accounts, loans, fraud and maintenance
Learn about the banking and finance industry
Gain exposure to career opportunities at ESL
ESL has 25 branch locations throughout the Rochester region. The candidate interested in this opportunity will work a 40-hour schedule as part of the Flex staff supporting all 25 branch locations. You will be eligible to receive a $100.00 car allowance at the conclusion of the month.
Eastside District
Central District
Westside District
Brighton Henrietta
Chili
Batavia
Canandaigua
Cobblestone Court (Victor)
Brockport
Culver Ridge
Geneseo
Chestnut Street (Rochester)
Fairport
Goodman
Lake Ave
Penfield
Hudson
Long Pond
Pittsford
Irondequoit
Merchants Walk (Rochester)
Twelve Corners
Newark
Mt Read
Webster
Victor (Village)
Ridgeway
Bull's Head (Rochester)
Qualifications:
One year in sales/service in the financial services, retail, professional services worker industries
High School diploma or High School equivalency diploma required
Strong communication, problem solving and decision making abilities
Prior Sales Experience preferred
A high degree of flexibility to support branch needs
Proficient in building customer and peer relationships
Proficient in PC applications
Understanding of banking products and services preferred
Notary preferred; if not obtain within 12 months of filling role
Must complete submission of application to the NMLS within the first week of employment and subsequently be successfully registered as a Mortgage Loan Originator through ESL
Demonstrates alignment with ESL's Core Values, mission, vision, and Purpose to help our community thrive and prosper
Why work at ESL?
ESL is one of the largest and most successful federal credit unions in the country. We are locally owned and known for valuing people and sharing our success with our employees. We are proud to hire great people with a variety of perspectives and cultural backgrounds who represent the Rochester area.
ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others.
We're committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010.
#LI-KZ1
Relationship Banker - Rochester, NY
Personal banker job in Rochester, NY
You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
Delivers an exceptional customer experience by acting with a customer-first attitude
Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
Influences, educates, and connects customers to technology
Possesses initiative and knowledge to provide financial options for customers using a consultative approach
Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
High school degree, GED, or foreign equivalent
Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire
Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
College degree or military equivalent
Professional, thorough, and organized with strong follow-up skills
Exude confidence with clients when sharing product knowledge and solutions
Experience adhering to policies, procedures, and regulatory banking requirements
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Auto-ApplyRelationship Banker - Rochester, NY
Personal banker job in Rochester, NY
You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
Delivers an exceptional customer experience by acting with a customer-first attitude
Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
Influences, educates, and connects customers to technology
Possesses initiative and knowledge to provide financial options for customers using a consultative approach
Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
High school degree, GED, or foreign equivalent
Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire
Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
College degree or military equivalent
Professional, thorough, and organized with strong follow-up skills
Exude confidence with clients when sharing product knowledge and solutions
Experience adhering to policies, procedures, and regulatory banking requirements
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Auto-ApplyTeller Retail Banker II
Personal banker job in Rochester, NY
Take the next step toward your new career today! Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation.Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder.We focus on building relationships and discovering opportunities to better serve our communities and understand the financial needs of every customer we serve. At Woodforest we care and prove it by volunteering with local charities and foodbanks to give back to the communities we serve. By joining Woodforest you will become a part ofone of the largest employee-owned banks in the country!
Our Retail Bankers are the face of our organization and are critical in caring for our customers each day. As a Retail Banker you will receive training that will allow you to successfully engage and enhance the customer's experience by offering products and services that best meet their needs. The well-rounded knowledge base that you develop will prepare you for advancement opportunities and a robust career in banking at Woodforest. Key responsibilities include:
* Achieving individual sales by proactively identifying, marketing, and recommending bank products and services beneficial to customers.
* Processing transactions, opening accounts, and performing account maintenance.
* Handling branch servicing duties such as vault balancing, cash ordering, and maintenance of automated teller machines.
* Employing problem solving skills to address customer inquiries and/or concerns in a manner consistent with the Woodforest Experience training.
Minimum Qualifications/Experience:
· 3 years of relevant and transferrable sales and/or customer service experience;
OR an Associate's degree and 1 year of relevant and transferrable sales and/or customer service experience;
OR a Bachelor's degree.
· Previous instore banking experience is preferred, but not required.
· Must be positive and engaging.
Formal Education & Certification:
· High School Diploma or equivalent required.
Work Status:
· Full-time.
Supervisory Responsibility:
· No.
Travel:
· Little to no overnight travel expected. Based on the occasional business need, you may be expected to cover nearby branch locations up to 45 miles from your assigned branch location.
Working Conditions:
· Conditions include standing most of the time, may involve walking, moving, bending, stooping or sitting for brief periods, and occasionally lifting and carrying items up to 30 lbs.
Disclaimer:
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Nothing herein restricts management's right to assign or reassign duties and responsibilities to this job at any time.
Woodforest is an Equal Opportunity Employer, Including Disability and Veteran
**Job:** **Branch Banking*
**Organization:** **New York*
**Title:** *Teller Retail Banker II*
**Location:** *New York-Rochester*
**Requisition ID:** *070359*
**Salary Range:** *$16.48 to $19.81 per hour*
Private Client Banker - Penfield
Personal banker job in Penfield, NY
Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.
Responsibilities
Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
Listen for clues for financial wellness opportunities during client conversations and provide effective and customized financial wellness recommendations to clients; Delivers on client solutions through referring of investment and insurance products
Consistently attains individual activity, behavior, and outcome expectations.
Builds a client referral pipeline via identification and development of internal and external centers of influence; Employs a disciplined approach to prospecting; documents calling efforts.
Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products and services to ensure meaningful in-depth financial wellness conversations with clients
Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.).
Developing strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.
Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions.
Support of branch operations including assisting with client transactions on the Teller line as needed.
Participate in and occasionally facilitate morning huddles and end of day debriefs
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education Qualifications
High School Diploma , GED, or equivalent experience (required) or
Bachelor's Degree (preferred)
Experience Qualifications
Experience in developing current and new customer relationships, achieving sales goals and building referral sources in insurance and investment products. (required)
Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting and networking. (required)
Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred)
Interpersonal interaction skills and an ability to build rapport in matter of minutes is vital. (required)
Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required)
Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required)
Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required)
Licenses and Certifications
FINRA License S6 Upon Hire (required)
FINRA License S63 Upon Hire (required)
FINRA Security Industry Essentials (SIE) Upon Hire (required)
Life and Health Insurance Licenses Upon Hire (required)
Tactical Skills
Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with customers and transactions
Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients' financial wellness goals, leveraging system generated lead lists, walk ins, and professional contacts
Strong work ethic and high level of integrity
Excellent Time management skills
Personal Skills
Adaptability: Demonstrates a willingness to listen to other opinions and adjusts to new or changing assignments, processes, and people while avoiding snap reactions
Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals
Critical Thinking: The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process
Decision Making: The ability to select the right activities to work on from a range of competing priorities and stands by decisions in the face of conflict or unexpected outcomes
Emotional Intelligence: Identifies relevant EI components, practices, benefits, and development venues and discusses issues and considerations needed to advance one's own EI maturity
Practical Skills
Business Acumen: Participates in business tasks to get things done in own business unit and communicates key considerations for business decision-making processes
Oral & Written Communication: Possesses the ability to adapt listening and facilitation style to others' communication styles and uses various approaches appropriately and effectively
Risk Management: Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures
Storytelling: Demonstrates basic storytelling principles to create compelling stories that will positively influence clients and potential clients
Change Navigation: Articulates the rationale for, and positive and negative consequences of change so as to help others adapt; encourages exploration of non-traditional ideas by team members leveraging the concept of continuous improvement
Core Competencies
All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.
Physical Demands
Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs.
Driving Requirements
Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $24.52 - $37.50 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation subject to individual and company performance.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 01/23/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
Auto-ApplyRelationship Banker - Rochester, NY
Personal banker job in Rochester, NY
You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
Delivers an exceptional customer experience by acting with a customer-first attitude
Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
Influences, educates, and connects customers to technology
Possesses initiative and knowledge to provide financial options for customers using a consultative approach
Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
High school degree, GED, or foreign equivalent
Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire
Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
College degree or military equivalent
Professional, thorough, and organized with strong follow-up skills
Exude confidence with clients when sharing product knowledge and solutions
Experience adhering to policies, procedures, and regulatory banking requirements
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Auto-ApplySenior Relationship Banker
Personal banker job in Greece, NY
Identifies customers' needs through the bank's retail sales process to provide proactive sales solutions through customer outreach for basic and complex customer needs. Specializes in our branch customer experience through all retail and business sales interactions.
**Primary Responsibilities:**
+ Develop new customer relationships and expand and retain existing relationships by proactively identifying opportunities leveraging the portfolio management process and utilizing the fundamentals of the Bank's sales process to achieve personal sales and/or referral goals.
+ Play key role in Relationship Management (customer assessments, profiling for sales opportunities, account opening and lead-focused outbound calling), Sales Process (profile/pre-call planning, outreach, appointment preparation, interaction/appointment, follow-up) and Risk Management (audit requirements, fraud prevention, Know Your Customer (KYC) and customer information profile (CIP)).
+ Reach out to clients to follow up from previous interactions based on need identified during an appointment/interaction to progress development plan.
+ Develop understanding and knowledge of products and services offered by Business Banking.
+ Evaluate financing requests, recommend loan structure, and submit complete loan application packages.
+ Research and provide industry knowledge (e.g. vertical IQ).
+ Fluently explain processes, services, and products (e.g. interest expense, amortization schedules, how to optimize/educate all types of consumer debt scenarios, Mortgage/HELOC, Business Banking products, TM and Merchant Services products)
+ Attend community networking events.
+ Develop relationships with Centers of Influence for referral opportunities
+ Act as liaison with business partners for retail product solutions (i.e. cross-selling retail products to business owners). Build relationships with non-branch business partners (e.g. business bankers, mortgage loan originators).
+ Perform basic sales duties.
+ May be required to solicit new business banking relationships through outbound prospecting calling activities and develop new banking relationships through a consultative sales approach in some branches.
+ Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.
+ Promote an environment that supports belonging and reflects the M&T Bank brand.
+ Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
+ Complete other related duties as assigned.
+ Responsible for meeting and maintaining registration requirements under the Federal SAFE Act
**Scope of Responsibilities:**
The focus of this position is to serve as key driver in growing the business through proactive identification of sales opportunities and portfolio management with customers to support achievement of annual branch sales goals. The position interacts with appropriate areas of the bank to ensure customer needs and service issues are resolved timely, accurately and completely.
The position must stay current on operational, product, and system changes/enhancements, as well as demonstrate good risk management decisions to assist the branch in managing preventable losses and reduce fraudulent activity. Must have sophisticated understanding of each 4 types of need, transactional, savings, retirement and protection (why, why and how). Works with more complex business customers.
**Education and Experience Required:**
High school diploma or equivalent (GED) and a minimum of 3 years proven retail sales, call center, customer service and/or telesales experience
OR
A high school diploma or equivalent (GED) and minimum of 2 years proven proactive sales experience.
Strong verbal communication and interpersonal skills
Proven ability to demonstrate exceptional customer service
Well organized individual with time management and prioritization skills
Demonstrated financial services product knowledge
Ability to communicate with tact and diplomacy with internal and external customers
Proficient with internet user-level technology
**Education and Experience Preferred:**
Associates degree
Notary public license
Minimum of 3 years financial services sales experience
Bi-lingual based on branch needs
**Physical Requirements:**
Ability to stand for long periods of time
Prolonged use of hands and fingers
Ability to lift light to heavy objects weighing 5lbs to 30lbs
Ability to read fine print
Ability to interact with customers in an open face-to-face work environment
Ability to use fax, telephone system, copier and other communication tools
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $22.61 - $37.67 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
**Location**
Greece, New York, United States of America
M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
Citizens Banker
Personal banker job in Rochester, NY
Starting Salary: $24.50 / hour and up
Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice.
What you'll do
Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you're a “people person” who enjoys building positive relationships with customers, then this is the job for you!
Using your strong communication and problem-solving skills - along with your broad range of financial knowledge - you'll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs.
You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them - like planning for the future, buying a home or opening a new credit card. You'll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You'll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations.
What you'll get
Meaningful work & relationships
- You'll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback.
Commitment to community
- Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually
Career opportunities, reward, and upskilling
- See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you.
Exceptional benefits
- Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more.
Required Qualifications
High School degree or GED required
2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals
Ability to effectively ask questions and identify needs to improve the customer relationship
Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions
Demonstrated skills in using digital technology to support the delivery of business goals
Aptitude to problem solve and provide solutions to customer issues
Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration
Self-motivated, confident and ability to multitask effectively
Ability to work branch hours, which can include weekends and evenings
Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS.
Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Find a quiet place to record and be camera-ready. You'll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast.
Preferred skills/experience
1 year cash handling experience
Hours and Work Schedule
Hours per Week: 40
Work Schedule: Varies with branch needs and may include weekends and evenings
Pay Transparency
The salary range for this position is $24.50- $26.47 per hour. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
Auto-ApplyRelationship Banker - Rochester, NY area
Personal banker job in Rochester, NY
Rochester, New York;Rochester, New York; Rochester, New York; Rochester, New York; Rochester, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.**
Acknowledge (**************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
- Executes the bank's risk culture and strives for operational excellence
- Builds relationships with clients to meet financial needs
- Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
- Grows business knowledge and network by partnering with experts in small business, lending, and investments
- Manages financial center traffic, appointments, and outbound calls effectively
- Drives the client experience
- Manages cash responsibilities
Required Qualifications:
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
- Collaborates effectively to get things done, building and nurturing strong relationships.
- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
- Is confident in identifying solutions for new and existing clients based on their needs.
- Communicates effectively and confidently, and is comfortable engaging all clients.
- Has the ability to learn and adapt to new information and technology platforms.
- Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
- Applies strong critical thinking and problem-solving skills to meet clients' needs.
- Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
- Efficiently manages time and capacity.
- Focuses on results, while acting in the best interest of the client.
- Can be flexible to work weekends and/or extended hours as needed.
Desired Qualifications:
- Experience in financial services and knowledge of financial services industry, products and solutions.
- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
- Six months of cash handling experience.
- Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
Skills:
- Adaptability
- Business Acumen
- Customer and Client Focus
- Oral Communications
- Problem Solving
- Account Management
- Client Experience Branding
- Client Management
- Client Solutions Advisory
- Relationship Building
- Business Development
- Pipeline Management
- Prospecting
- Referral Identification
- Referral Management
Minimum Education Requirement:
- High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Universal Banker
Personal banker job in Waterloo, NY
Beginnings Credit Union (Beginnings) is seeking a talented and professional individual to fill the position of Universal Banker. This individual will support Beginnings's member experience team by consistently providing members, potential members, and co-workers with exceptional service in person, over the phone, and through email. Successful candidates will thrive in a branch setting, as a business partner offering innovative technology solutions while empowering members to utilize the technology to meet their financial needs. The ideal candidate will have consumer loan sales experience preferred with products including, but not limited to credit cards, personal loans, lines of credit, and home equity products.
Requirements
Responsible for member satisfaction by addressing all financial needs of a member related to products, services, technologies, transactions, and education.
Utilizes sales techniques to onboard potential members, determine member financial needs and recommending appropriate products and services including without limitation deposit accounts, loans, credit cards, and delivery channels to meet those needs.
Encourages members to use self-service solutions to enhance their service experience.
Provides friendly, accurate completion of all member requests including account openings, servicing requests, and transactions.
Ability to learn Beginnings products and services to create cross selling opportunities for members' relating to business lending, consumer lending and wealth management.
Adheres to all policies, procedures, and trainings that Beginnings develops and maintains in order to meet all regulatory, operational and security requirements.
Technical ability to service members' requests through multiple types of devices including traditional computers and smartphones or tablets; perform servicing through multiple media such as email, instant messaging, and video conferencing; and perform transactions utilizing teller cash recyclers or other member assisted branch cash machines similar to ATMs.
To actively participate in the Sales Incentive Program, contributing to team and organization sales goals.
To consistently meet or exceed individual and branch assigned goals.
Supportive of all marketing programs and initiatives which may include hosting branch events and educational marketing programs.
Actively participates in community activities that may generate new member leads.
Contributes to a positive team environment by being responsive, respectful, and supportive of fellow employees.
Other duties as assigned.
Must be able to work flexible schedule Monday through Friday.
Desired Skills:
• High school education or equivalence.
• 1- 2 years of experience working at a financial institution preferred.
• Notary License
• Prior customer service experience position considered.
• Proven technology abilities working with smartphones, tablets, and innovative teller machines.
• Skilled in engaging members/ prospects in a sales conversation.
• Excellent verbal and written skills.
Equal Employment Opportunity:
Equal employment opportunity has been and will continue to be a basic principle at the Credit Union. Beginnings provides equal employment opportunities, without discrimination because of race, color, religion, creed, sex, sexual orientation, gender identity or expression, pregnancy, marital status, age, national origin, citizenship, handicap or disability, veteran or military status, political beliefs, victim of domestic violence status, familial status, or predisposing genetic characteristics or status, or any other status protected by federal, state, local or other law. This policy includes, but is not limited to recruitment, hiring, compensation, training, and apprenticeship, promotion, upgrading, demotion, downgrading, transfer, lay-off and termination, and all other terms and conditions of employment.
Note: There are 2 progression levels to a Universal Banker position. If a candidate possesses other skills than what's listed above, they will be considered for a higher level and the new pay ranges will be disclosed.
#Beginnings1
Salary Description $21.66 - $24.00 / Hour
Main Banker, Cage
Personal banker job in Waterloo, NY
JOIN OUR TEAM With gaming, hotel, retail and restaurant positions, you can always find what you're looking for at del Lago. Previous casino-industry experience is not required, but a friendly, positive attitude is. We'll provide all the training you'll need to succeed in your job and grow in your career. Whether it's the fun of the slots or the excitement you only find at the best gaming tables, del Lago will bring the action you're looking for. Our luxurious 205 room hotel with beds more comfy than home, services that make everyone feel like a high roller and spa treatments to soothe and rejuvenate. Wherever you're coming from, however long you plan to stay, there's only one destination in the Finger Lakes region that gives you everything you expect, and then some. Join a winning team today at del Lago Resort & Casino
JOB SUMMARY
The Main Banker is responsible for providing a level of internal guest service which is gracious, kind, and warm that creates an exciting environment and World Class Service by delivering Old-World Hospitality and Charm with fellow Team Members. Comply and follow with strict adherence to Internal Control Policies and Procedures, state regulations, Bank Securities Act, Title 31 Rules and Regulations, and the company's Responsible Gaming Plan.
ESSENTIAL DUTIES AND RESPONSIBILITIES
The following statements are intended as general illustrations of the work in this class and are not all inclusive.
* Safeguards company assets and adhere to all cage policies and procedures
* Maintains and is held accountable for all funds entrusted to them on an assigned shift
* Creates teamwork by helping co-workers with essential function
* Balances all money transactions and paperwork
* Meets all attendance guidelines of the job and adheres to regulatory, departmental and company policies
* Adhere to all company policies and procedures to include strict adherence to attendance and appearance guidelines as well as confidentially
* Handles Team Member and guest financial transactions
* Required to be alert for fraud, forged/counterfeit currency and/or vouchers
* Balances all funds under his/her responsibility and prepare reconciliation reports accordingly
* Ensures, at all times, the cash inventory is well secured
* Required to fill in as Cage Cashier as assigned
* Conducts themselves in a gracious, kind, and warm manner that creates a sense of fondness, as well as professional, courteous, and responsive manner, which reflects positively on the company and its core values
* Other duties as assigned
REQUIRED SKILLS AND ABILITIES
In addition to the other duties described herein, every Team Member has the following responsibilities related to compliance with laws and regulations:
* Attend required training sessions offered by the casino
* Obtain required license(s)
* Perform the duties described in compliance with local laws and regulations
* Responsible for taking the necessary steps to ensure minors are not allowed to gamble or loiter in gambling areas, drink alcoholic beverages, or purchase tobacco
* Knowledge of the ordinances, regulations, laws, policies, and procedures relating to the Team Member's department
* Knowledge of the property's programs to address problem gambling
* Consult with the appropriate individuals and maintain an effective system of written policies, procedures, and internal controls to ensure compliance with gaming regulations and Internal Controls
* Responsible for taking the appropriate steps to investigate exceptions, fraud, and potential violations and report such instances to the appropriate levels of management
* Reports any acts of wrongdoing on behalf of any Team Member that they have knowledge of
EDUCATION AND EXPERIENCE
The Main Banker is required to have a high school diploma or GED. Banking and guest service experience preferred. Must have a friendly demeanor and be able to communicate well with the public. Must be able to work in an intense and fast paced environment where a high degree of concentration is necessary to perform required job duties. Must demonstrate positive/enthusiastic approach to all assignments. Attendance and punctuality are an essential function of the position. Must be clean, well-groomed, and have a professional appearance. Must have an optimistic outlook, proven track record of leading, inspiring success in service excellence, attention to quality details, great communication skills and know how to deliver excitement.
PHYSICAL REQUIREMENTS & WORKING CONDITIONS
Must have ability to:
* Communicate effectively with all levels of Team Members, guests, and outside contacts
* Required to work effectively in a fast-paced environment
* Required to move around all work areas effectively and efficiently
* Required to work long hours, including nights, weekends, and holidays
* Required to work for extended time seated as well as on your feet
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or disability.
Work With Us
Churchill Downs Incorporated is an inclusive and fun place to work. We celebrate unique approaches and points of view. We believe diversity is a mindset that drives excellence. We're always learning, evolving and growing. We innovate through mutual respect of ideas and collaboration. This allows us to build a common language that inspires our team members and propels us toward the achievement of our vision.
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Relationship Banker
Personal banker job in Penn Yan, NY
Purpose :
At Five Star Bank, our people are our greatest competitive advantage. As a Relationship Banker, you will use your expert knowledge of financial products and services and an advice-led approach to deliver personalized financial solutions and build lasting relationships. As a Relationship Banker, you will drive productive sales and service activities, develop new business by educating existing and potential clients and exemplify Five Star Bank's HEART values.
Essential Functions :
Demonstrated knowledge of all bank products and services and ability to accurately process deposits and lending applications and account opening transactions.
Achieves individual and team goals.
Engages consumer and small business customers through proactive advice-led consultation.
Ability to present a confident and professional demeanor to establish trust and gain knowledge from the customer.
Identifies financial needs and recommends personalized solutions of products and services.
Proactively engages prospective consumer and small business customers within the market.
Collaborate with business partners and refer opportunities to mortgage, wealth, insurance and commercial banking.
Assists in community events and actively participates in and supports FSB sponsored community initiatives, activities and programs.
Maintains knowledge and compliance with the Bank's Code of Conduct and all policies and procedures.
Maintains knowledge of regulatory compliance and completes assigned compliance training.
Introduces customers to alternative banking solutions including mobile banking, digital banking, and ATMs/ITMs
Applies knowledge of bank policies and procedures to resolve customer account issues appropriately and efficiently.
Supports daily operations as required.
Assist occasionally with transactional service transactions.
Responsible for accurately processing transactions for customers (e.g. deposits, loan payments, cashing checks, redeeming bonds) in a courteous and professional manner.
Participates in cash and negotiable instrument control measures including cash management, shipping and cash ordering, vault currency, vault balancing, and vault related controls as assigned.
Performs operational duties as required including fill change and/or currency orders, issue cashier's checks and money orders, process night deposit bags and ATM deposits, balances ATM and resolves ATM discrepancies, settle and balance cash advance machine.
Maintains responsibility for a cash drawer and follows proper balancing procedures.
Demonstrate the standards and principles of the Five Star Bank experience in every interaction with internal and external customers, associates, and stakeholders. Incorporate the high-performance behaviors of teamwork, leading by example, and service in every facet of work.
Qualifications :
High School Diploma, GED or equivalent experience
Minimum 1 year (preferably in financial services) of sales and customer service experience. Managing new and existing customer relationships, achieving revenue goals through advice-based customer consulting, and building referral sources.
Competencies :
Excellent communication skills - in person and over the phone - with proven ability to personalize features and benefits of products/services to customers with varying needs.
Demonstrated knowledge of bank products and services
Strong advice-led consultative approach to engaging customers
Demonstrated ability to prospect and network to acquire new customers.
Experience fostering and developing strong customer relationships.
Experience with banking systems and platforms
Strong desire to improve the financial well-being of customers by providing education and advice.
Excellent interpersonal and communication skills
A self-starter and strong organizational skills with the ability to multitask and prioritize.
Ability to thrive in a team environment.
Ability to learn and utilize new technology effectively and efficiently.
Physical Requirements :
Able to regularly stand for prolonged periods of time.
Able to regularly lift 1-10 lbs., occasionally lifting to 30 lbs.
Able to travel between office locations.
Extensive computer usage is required.
Moderate to extensive phone usage is required.
Ability to perform repetitive motions.
Other:
Work schedule: Varies with office needs and may include evenings and weekends.
Licenses or Accreditation : Registration with Nationwide Mortgage Licensing System Registry (NMLS) is required in accordance with SAFE Act requirements.
Benefits:
Medical, Dental, and Vision Insurance
Health Savings Account
Flexible Spending Account(s)
Company Paid Life Insurance, Long-Term Disability, and Short-Term Disability
Voluntary Offerings: Life, Critical Illness/Specified Disease, Accident, Hospital Indemnity & Personal Accident
Tuition Reimbursement
Employee Referral Program
Wellness Reimbursement Program
Star Volunteer Program
Employee Banking and Financial Perks
Paid Time Off (PTO)
Company Paid Holidays
This job description is not exhaustive. The Relationship Banker may be required to perform other duties as assigned.
The expected rate of pay for this position is shown above. 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. In addition to your base rate of pay and a competitive benefits package, successful candidates may be eligible to receive cash or equity-based incentives based on the role and performance.
Auto-ApplyTeller Retail Banker II
Personal banker job in Rochester, NY
Take the next step toward your new career today! Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation. Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder. We focus on building relationships and discovering opportunities to better serve our communities and understand the financial needs of every customer we serve. At Woodforest we care and prove it by volunteering with local charities and foodbanks to give back to the communities we serve. By joining Woodforest you will become a part of one of the largest employee-owned banks in the country!
Our Retail Bankers are the face of our organization and are critical in caring for our customers each day. As a Retail Banker you will receive training that will allow you to successfully engage and enhance the customer's experience by offering products and services that best meet their needs. The well-rounded knowledge base that you develop will prepare you for advancement opportunities and a robust career in banking at Woodforest. Key responsibilities include:
* Achieving individual sales by proactively identifying, marketing, and recommending bank products and services beneficial to customers.
* Processing transactions, opening accounts, and performing account maintenance.
* Handling branch servicing duties such as vault balancing, cash ordering, and maintenance of automated teller machines.
* Employing problem solving skills to address customer inquiries and/or concerns in a manner consistent with the Woodforest Experience training.
Minimum Qualifications/Experience:
* 3 years of relevant and transferrable sales and/or customer service experience;
OR an Associate's degree and 1 year of relevant and transferrable sales and/or customer service experience;
OR a Bachelor's degree.
* Previous instore banking experience is preferred, but not required.
* Must be positive and engaging.
Formal Education & Certification:
* High School Diploma or equivalent required.
Work Status:
* Full-time.
Supervisory Responsibility:
* No.
Travel:
* Little to no overnight travel expected. Based on the occasional business need, you may be expected to cover nearby branch locations up to 45 miles from your assigned branch location.
Working Conditions:
* Conditions include standing most of the time, may involve walking, moving, bending, stooping or sitting for brief periods, and occasionally lifting and carrying items up to 30 lbs.
Disclaimer:
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Nothing herein restricts management's right to assign or reassign duties and responsibilities to this job at any time.
Woodforest is an Equal Opportunity Employer, Including Disability and Veteran
Senior Relationship Banker
Personal banker job in Greece, NY
Identifies customers' needs through the bank's retail sales process to provide proactive sales solutions through customer outreach for basic and complex customer needs. Specializes in our branch customer experience through all retail and business sales interactions.
Primary Responsibilities:
* Develop new customer relationships and expand and retain existing relationships by proactively identifying opportunities leveraging the portfolio management process and utilizing the fundamentals of the Bank's sales process to achieve personal sales and/or referral goals.
* Play key role in Relationship Management (customer assessments, profiling for sales opportunities, account opening and lead-focused outbound calling), Sales Process (profile/pre-call planning, outreach, appointment preparation, interaction/appointment, follow-up) and Risk Management (audit requirements, fraud prevention, Know Your Customer (KYC) and customer information profile (CIP)).
* Reach out to clients to follow up from previous interactions based on need identified during an appointment/interaction to progress development plan.
* Develop understanding and knowledge of products and services offered by Business Banking.
* Evaluate financing requests, recommend loan structure, and submit complete loan application packages.
* Research and provide industry knowledge (e.g. vertical IQ).
* Fluently explain processes, services, and products (e.g. interest expense, amortization schedules, how to optimize/educate all types of consumer debt scenarios, Mortgage/HELOC, Business Banking products, TM and Merchant Services products)
* Attend community networking events.
* Develop relationships with Centers of Influence for referral opportunities
* Act as liaison with business partners for retail product solutions (i.e. cross-selling retail products to business owners). Build relationships with non-branch business partners (e.g. business bankers, mortgage loan originators).
* Perform basic sales duties.
* May be required to solicit new business banking relationships through outbound prospecting calling activities and develop new banking relationships through a consultative sales approach in some branches.
* Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.
* Promote an environment that supports belonging and reflects the M&T Bank brand.
* Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
* Complete other related duties as assigned.
* Responsible for meeting and maintaining registration requirements under the Federal SAFE Act
Scope of Responsibilities:
The focus of this position is to serve as key driver in growing the business through proactive identification of sales opportunities and portfolio management with customers to support achievement of annual branch sales goals. The position interacts with appropriate areas of the bank to ensure customer needs and service issues are resolved timely, accurately and completely.
The position must stay current on operational, product, and system changes/enhancements, as well as demonstrate good risk management decisions to assist the branch in managing preventable losses and reduce fraudulent activity. Must have sophisticated understanding of each 4 types of need, transactional, savings, retirement and protection (why, why and how). Works with more complex business customers.
Education and Experience Required:
High school diploma or equivalent (GED) and a minimum of 3 years proven retail sales, call center, customer service and/or telesales experience
OR
A high school diploma or equivalent (GED) and minimum of 2 years proven proactive sales experience.
Strong verbal communication and interpersonal skills
Proven ability to demonstrate exceptional customer service
Well organized individual with time management and prioritization skills
Demonstrated financial services product knowledge
Ability to communicate with tact and diplomacy with internal and external customers
Proficient with internet user-level technology
Education and Experience Preferred:
Associates degree
Notary public license
Minimum of 3 years financial services sales experience
Bi-lingual based on branch needs
Physical Requirements:
Ability to stand for long periods of time
Prolonged use of hands and fingers
Ability to lift light to heavy objects weighing 5lbs to 30lbs
Ability to read fine print
Ability to interact with customers in an open face-to-face work environment
Ability to use fax, telephone system, copier and other communication tools
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $22.61 - $37.67 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
Location
Greece, New York, United States of America
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