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  • Relationship Banker - Greater Albany Area

    Bank of America 4.7company rating

    Personal banker job in Troy, NY

    Albany, New York;Latham, New York; Troy, New York; Albany, New York; Delmar, New York; Albany, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (************************************************************************************************************ **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. 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.
    $42k-52k yearly est. 6d ago
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  • Private Client Banker - Clifton Park - Clifton Park, NY

    JPMC

    Personal banker job in Clifton Park, NY

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Private Client Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service to a select group of Chase's affluent clients, as well as other branch clients. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Share the value of Chase Private Client with eligible clients. Actively manage assigned clients and their banking relationships through an advice-based approach to recommend the best products and services for their financial needs. Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. Adheres to policies, procedures, and regulatory banking requirements. Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships. 1+ year Branch Banking Banker or equivalent experience in Financial Services sales experience with proven success in acquiring new clients, deepening relationships, and revenue generation. Ability to create memorable experiences for our clients - elevate the client experience. Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. Ability to resolve client issues quickly and effectively with attention to detail - providing consistent client experience. Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. High school degree, GED, or foreign equivalent. The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses though JPMC's licensing program within 180 days of hire, study materials and support provided. Ability to work branch hours including weekends and some evenings. Preferred qualifications, capabilities, and skills College degree or military equivalent. Experience in cultivating relationships with affluent clients. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
    $61k-136k yearly est. Auto-Apply 60d+ ago
  • Main Banker

    Saratoga Harness Racing, Inc.

    Personal banker job in Saratoga Springs, NY

    Do you thrive in a fast-paced & exciting environment? Do you have a passion for bringing joy to others? Do you want to be part of a company that not only cares for and uplifts their team members but also the community around them? Then Saratoga Casino Hotel may be the place for you! We offer highly competitive benefits and wages, opportunities for career growth, all in a fun & unique working environment. About Us: As the premier entertainment destination for the Capital Region, Saratoga Casino Hotel consistently strives to fulfil one promise to all of our guests, “To create special experiences one guest at a time.” If you would like to be part of the amazing team of people it takes to fulfil this special promise, Saratoga Casino Hotel welcomes you to apply! Your Role: Our successful Main Banker promote outstanding relations with all guests and fellow Team Members by providing service in a friendly, swift, and responsible manner. They thrive in a team base environment where everyone consistently uplifts and supports each other through detail oriented work and regularly doing what it takes to ensure all necessary work completed. Keys to Success in this Role: Must be at least 18 years old. Complies with State regulations and Company internal controls. Responsible for accountability of funds including main bank, reserve bank, soft count, change banks, front window and booth inventories, and self-redemption automated kiosks. Responsible for tracking inventory of coin, currency and vouchers. Responsible for all exchanges between main bank and other outlets. Completes necessary paperwork for variances and accountability. Verifies the all revenues from VGM, Racing, Food and Beverage, and Lottery. Maintains self-redemption kiosks. Prepares and verifies daily deposits. Performs all other duties as assigned. Promotes outstanding customer relations. Able to lift and carry 30 lbs. occasionally. Able to stand for up to 6-8 hours. Ability to work flexible schedules due to the needs of the business, including evenings, weekends and holidays. Why Saratoga Casino Hotel? Competitive Medical, Dental, & Vision Insurance Vacation & Sick Time That Promote Work/Life Balance Company Paid Life Insurance 401(k) with 4% Match Free Employee Assistance Program Attendance Bonus Robust Employee Recognition Program $20.00 YMCA Memberships. Local and National Discount Programs Through EAP & Tickets@Work STASH Hotel Partner Program Offering $69 per Night Hotel Across North and South America. Unlimited growth potential Delicious FREE Meals in Our Team Dining Facility
    $61k-135k yearly est. Auto-Apply 60d+ ago
  • Consumer Direct Mortgage Banker

    The Federal Savings Bank

    Personal banker job in Clifton Park, NY

    Full-time Description The Federal Savings Bank is looking to expand our Consumer Direct team in Saratoga, NY. We seek experienced, high-energy, detail-oriented call center/consumer direct mortgage bankers to work bank-provided leads within our 50-state platform. Remote mortgage bankers also welcome! We deliver a high volume of hot, in-bound leads that convert at a very high percentage. Our Mortgage Bankers have access to a wide scope of loan programs and competitive rates while catering to a large customer base of veteran homeowners, those seeking government refinancing assistance, and first-time home buyers. Are you ready to help more borrowers and prospect less? If you answered “Yes”, please contact us today! For more information please contact: SARAH HELTON, VP of Business Development Phone: ************ Email: ********************************* What We Offer: Federal Charter, Mortgage Bankers can originate in all 50 states without the hassle of state licensing Custom marketing options, robust marketing support program(s), mobile app, and marketing CRM, gives Mortgage Bankers the edge they need to compete and win! Experienced and highly trained operations staff for Processing, Underwriting, Closing and more (ALL 100% IN HOUSE). On-site operations support available in most loan production offices. Quick turn times - Our goal is to get your loans closed in 30 days or less Loan products for every scenario: FHA, VA, Conventional, USDA, Jumbo, 203k & Renovation, Portfolio, ITIN, Condos/Co-ops, Construction, HECM's, Multi-Family, Commercial, Personal Loans and more! Strong Secondary Department with over 50 investor relationships and direct seller to Fannie Mae, Freddie Mac, and Ginnie Mae Secure environment for Bankers working in an office or remotely Coaching programs led by Sales Division Leaders offered to Managers & LOs ready to grow their business and/or teams. Unique culture where originators are encouraged to build their own brand within The Federal Savings Bank platform Weekly National Sales Meetings to share Bank and industry news Employee Benefits: Comprehensive Health, Dental, and Vision insurance plans available; includes company paid life insurance Competitive Flex Spending Accounts (FSAs) Employee Assistance programs (EAPs) for financial planning, emotional support, legal guidance, and work-life solutions Robust 401k matching Employee appreciation events Employee recognition on a national scale A true team culture working towards one common goal; helping homebuyers finance their dream homes! Requirements Minimum of 1 year of mortgage lending experience in a call center/consumer direct environment Active NMLS # Ability to manage time effectively due to the high volume of in-bound leads the banker will be expected to work Must be self-motivated, results-oriented, and experienced in taking a disciplined approach to working leads Strong interpersonal communication skills, ability to effectively interact with individuals within all departments of the bank Thorough knowledge of current loan originating guidelines/procedures Favorable credit and background check Bachelor's degree preferred VA and FHA lending experience strongly preferred Veterans are strongly encouraged to apply We are seeking experienced Mortgage Professionals with a minimum of 1 year of experience and actively working in the mortgage banking industry. Only qualified candidates will be considered. The Federal Savings Bank is an equal opportunity employer . All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status. Salary Description Commission
    $23k-89k yearly est. Easy Apply 60d+ ago
  • Financial Services Representative State Farm Agent Team Member

    Amy Aldrich-State Farm Agent

    Personal banker job in Schenectady, NY

    Job DescriptionBenefits: 401(k) Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development Position Overview Do you have aspirations to run your own business? If so, you may want to consider working in the office of Amy Aldrich - State Farm Agent. As a member of our agency team, you have an opportunity to experience first-hand what it takes to be a State Farm Agent. You will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. This position will allow you to experience working in an agent's office and to explore the opportunity to become a State Farm agent yourself. Responsibilities Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Requirements Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred Successful track record of meeting sales goals/quotas preferred Interest in marketing products and services based on customer needs Excellent interpersonal skills Excellent communication skills - written, verbal and listening Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams People-oriented Self-motivated Ability to work in a team environment Ability to assess customer needs and conduct effective interviews If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
    $44k-81k yearly est. 20d ago
  • Business Banker

    Capital Bank 4.5company rating

    Personal banker job in Albany, NY

    Responsible for the development, implementation, and coordination of the company's business development strategy in cooperation with applicable company business units in specific geographic markets. Works with management in establishing personal, growth, sales, and profit objectives. Provides input to these objectives and to the manner in which performance will be measured and controlled. Solicits new business from existing and prospective business clients; make business development calls and maintains ongoing business relationships with existing clients for cross-selling opportunities. Identifies new business opportunities and implements sales; Assists in developing new commercial and municipal products and services, as applicable; Actively calls on prospective and present clients to develop new business, resolve problems, etc; Makes group sales calls where these types of calls will improve the opportunity for new business development; Conducts presentations to employee groups; Makes presentations of business services/products to various individuals or groups; cross-sell business services/products; arrange meetings with other company personnel as appropriate. Manages the implementation of successful sales processes for new products and services, as applicable. Coordinates and increases sales of applicable products across all affected company units. Utilizes strong business acumen, judgment and maturity to differentiate strategic vs. non-strategic opportunities and makes recommendations accordingly. Functions as a resource for all personnel by developing a communication network that fosters teamwork among all areas of the company to enhance the overall success of the position. Conforms to General Performance Expectations as identified for all employees. Provides high level technical assistance and product support to Business clients. Responds to, strategizes and completes, in a timely manner, support requests submitted by bank employees and external clients. Complete proposals for complex requests for services. Protects the privacy of internal confidential information and ensures all procedures are being followed to safeguard any client non-public information. Conforms to General Performance Expectations as identified for all employees. Qualifications/Requirements BA or BS degree in accounting, finance, business administration or related field of study preferred Thorough knowledge of the features and benefits of all products and services Minimum of five years in a related position required Proficient interpersonal, communication skills and sales skills Proficient reading, writing, grammar and math skills required Management skills commensurate with establishing, leading and sustaining an effective sales and marketing effort Demonstrated proficiency in Microsoft Word, Excel and PowerPoint, computer software and operating systems Ability to travel; Valid Driver's License required Salary Range $74,900 to $113,420 Annually Compensation offers are based on a wide range of factors including relevant skills, training, experience, education and, where applicable, licenses or certifications obtained. Market and organizational factors are also considered. Along with a competitive compensation program please visit the benefits section of our Careers page to view available benefits. Chemung Canal Trust Company/Capital Bank/Canal Bank fosters a diverse and inclusive culture where employees are able to succeed to their full potential. EEO/AA Including Veterans and Disabled.
    $74.9k-113.4k yearly Auto-Apply 58d ago
  • MAIN BANKER

    Saratoga Casino Hotel 3.6company rating

    Personal banker job in Saratoga Springs, NY

    Job Description Do you thrive in a fast-paced & exciting environment? Do you have a passion for bringing joy to others? Do you want to be part of a company that not only cares for and uplifts their team members but also the community around them? Then Saratoga Casino Hotel may be the place for you! We offer highly competitive benefits and wages, opportunities for career growth, all in a fun & unique working environment. About Us: As the premier entertainment destination for the Capital Region, Saratoga Casino Hotel consistently strives to fulfil one promise to all of our guests, “To create special experiences one guest at a time.” If you would like to be part of the amazing team of people it takes to fulfil this special promise, Saratoga Casino Hotel welcomes you to apply! Your Role: Our successful Main Banker promote outstanding relations with all guests and fellow Team Members by providing service in a friendly, swift, and responsible manner. They thrive in a team base environment where everyone consistently uplifts and supports each other through detail oriented work and regularly doing what it takes to ensure all necessary work completed. Keys to Success in this Role: Must be at least 18 years old. Complies with State regulations and Company internal controls. Responsible for accountability of funds including main bank, reserve bank, soft count, change banks, front window and booth inventories, and self-redemption automated kiosks. Responsible for tracking inventory of coin, currency and vouchers. Responsible for all exchanges between main bank and other outlets. Completes necessary paperwork for variances and accountability. Verifies the all revenues from VGM, Racing, Food and Beverage, and Lottery. Maintains self-redemption kiosks. Prepares and verifies daily deposits. Performs all other duties as assigned. Promotes outstanding customer relations. Able to lift and carry 30 lbs. occasionally. Able to stand for up to 6-8 hours. Ability to work flexible schedules due to the needs of the business, including evenings, weekends and holidays. Why Saratoga Casino Hotel? Competitive Medical, Dental, & Vision Insurance Vacation & Sick Time That Promote Work/Life Balance Company Paid Life Insurance 401(k) with 4% Match Free Employee Assistance Program Attendance Bonus Robust Employee Recognition Program $20.00 YMCA Memberships. Local and National Discount Programs Through EAP & Tickets@Work STASH Hotel Partner Program Offering $69 per Night Hotel Across North and South America. Unlimited growth potential Delicious FREE Meals in Our Team Dining Facility
    $40k-58k yearly est. 28d ago
  • New/Developing US Equity Trader NYC

    Kershner Trading Group

    Personal banker job in Day, NY

    Kershner Trading and SMB Capital are excited to offer a new and unique opportunity for new and developing traders to be a part of our Proprietary Trader Training Program. We are offering a comprehensive training program for new intraday equities traders and a clear career path. We have created an extended training program to create a clear career path for new traders from entry level trader to Senior Multi-product Trader. New traders will train with dedicated teachers and experienced intraday traders recognized throughout our industry. What is your career path? New traders will spend two years training and trading,developing essential trading skills and building a trading playbook that makes the most sense to them. Then the best traders after two years will have the opportunity to further their training and trade a bigger book. During this next career phase, traders will trade with more size and further develop their technical analysis and risk management skills. The best traders from here will be offered the chance to work with our systems training coach, Rick Martin, and build trading models to supplement their trading. The best from this group will be offered other products to trade, such as Options and FX. This is a unique opportunity for those with a passion for trading to receive training from and then trade with experienced pro traders. This training program was developed by Mike Bellafiore, author of the "trading classic" One Good Trade . SMB has been recognized for its outstanding training, and has been invited to train proprietary traders at other desks throughout the world. The partners in this world-class training program are widely sought out by financial and news media outlets for their expertise. Participating partners and senior traders have appeared on CNBC, CNNMoney, and StockTwitsTV, and have been cited in TheStreet.com, SFO Magazine, Financial Times and several other publications. We are looking for individuals with the following characteristics: -Passion for the Markets -Demonstrable History of Success -Entrepreneurial -Focused -Emotionally Disciplined -Great Teammate -Coachable
    $103k-176k yearly est. 60d+ ago
  • Universal Banker, Wilton Square

    Glens Falls National Bank and Trust Company 3.6company rating

    Personal banker job in Wilton, NY

    The Arrow Financial Corporation Family of Companies is seeking dynamic, authentic individuals to join our amazing team! Currently, we are looking for an experienced professional to join our Wilton Square team as: Universal Banker, Wilton Square This opportunity may be perfect for you if you have experience in: > Excellent Customer Service and Communication Skills > Relationship Building and Sales > Excels in a detail-oriented, regulatory environment > Account Management About this position: Responsible for performing a complete range of services for customers including: processing customer transactions, opening/closing accounts, responding to inquiries, and assisting staff/supervisors with functions relative to the daily operation of the Branch. Frequently transitions between working as a Teller and helping customers on the Platform. Works with customers to identify needs and explain products/services with the goal of converting service opportunities into sales events. Essential Job Functions: > Provide consistent, outstanding customer service by anticipating and reacting to customer needs. > Process transactions accurately and efficiently; balance cash drawer and adhere to established cash limits, cash handling and check cashing policies. > Meet with customers to discuss personal and/or business financial needs; open or modify accounts to address customer needs and maintain or expand customer relationships. > Research customer questions and direct problem resolution to maintain customer relationships. > Solicit new business, cross-sell Company products/services and support sales goals; actively participate in referral program by making referrals as appropriate. > Comply with all Federal, State, and local consumer protection laws governing loan origination including the SAFE Act and SAFE Act registration and renewal rules as applicable. > Adhere to requirements pertaining to branch security, fraud prevention and Bank Secrecy Act; identify counterfeit currency and monetary instruments; adhere to Company policies and procedures. > Provide training, support and guidance as appropriate to co-workers and customers. > Act in Branch Manager's absence as needed. > Able to travel, using reliable transportation, to various branches to meet operational needs > Ability to work rotating Saturday schedule What you will need to thrive in this role: In addition to your work and life experiences, as well as your passion and excitement for the profession, you would benefit from having Education/Certifications/Experience: > Associates Degree or equivalent experience required > 4-6 years of customer service experience required; experience in a financial institution preferred > Ability to achieve NMLS certification and Signature Guarantee certification Skills/Knowledge: > Strong communications skills, both written and verbal; comfortable communicating with customers, co-workers, and management > Quality customer service skills; friendliness, a helpful attitude, patience, and professionalism > Quality problem solving skills; ability to work independently and as part of a cooperative work team > Proficient in Microsoft Office Suite: Word, Excel, and Outlook; ability to work with other programs and bank-related software a plus > Solid sales and referral experience; knowledge of bank and insurance products/services > Skilled in Microsoft Office Suite (Word, Excel and Outlook); ability to learn banking-related software Physical Demands: > Must be able to sit for prolonged periods of time and walk/stand for brief periods of time. > Must be able to repetitively use a telephone and computer mouse and keyboard. > Ability to lift/move up to 15 lbs. What we will bring to the table: We believe in investing in our employees and helping them grow their career with us. We offer a pleasant, inclusive work environment, career development opportunities, and competitive compensation. Through our total rewards program, we offer a comprehensive benefits package featuring: > Competitive compensation including potential bonus and incentives as well as paid vacation, sick time, and holidays > Medical, Dental, and Vision Insurance and Flexible Spending Plan > Multiple retirement plans including: 401(k), Pension, and Employee Stock Ownership > Education and Tuition Reimbursement > Employee Assistance Program for our employees and their immediate family members We are an Equal Opportunity Employer. Our philosophy and practice are to provide equal opportunity to all employees and applicants for employment without regard to race (including traits historically associated with race), color, religion, creed, gender, sex, pregnancy (including childbirth and related conditions), sexual orientation, gender identity or expression, status of being transgender, national origin, age, disability, genetic information, predisposing genetic characteristics or carrier status, marital status, familial status, amnesty, status as a victim of domestic violence, reproductive health decision making, citizenship or immigration status, prior convictions or arrests, military status, status as a protected veteran, known relationship or association with any member of a protected class, or any other federal, state, or local legally protected classes. As a multi-bank holding company, Arrow Financial Corporation has over $4 billion in assets. We provide a broad range of banking and insurance services across northeastern New York, including online and mobile banking, wealth management, money market and deposit accounts, and mortgage, consumer and commercial loans. We are committed to delivering value for our shareholders, our customers, and our communities. Our conservative business model and strategy of steady growth have resulted in many recognitions from the nation's leading publications and bank-rating firms. The salary range for this position is $19.00 - $24.00 per hour commensurate with experience and education. Additional compensation may be earned through the Company's incentive programs, subject to individual and company performance. L1-st1
    $19-24 hourly Auto-Apply 60d+ ago
  • Universal Banker

    HAB Bank 4.2company rating

    Personal banker job in Jackson, NY

    Provide excellent service to customers, both internal and external. Handle deposits, withdrawals, payments, address changes, etc. Provide financial counseling and guidance to customers. Open and manage new accounts, process loan applications, promote CD rates to existing / new clients. Assist customers with online banking, debit cards, and other online services. Review, prepare mail, order supplies, and maintain conference room schedules. Speak clearly and persuasively, listen actively, and write clearly and concisely. Work well with others, give and receive feedback, and contribute to a positive team environment. Prioritize multiple tasks and pay close attention to details. Salary range= $25 - $28 per hour (depending on experience)
    $25-28 hourly 60d+ ago
  • Universal Banker, Wilton Square

    Arrow Bank Na

    Personal banker job in Wilton, NY

    Job Description The Arrow Financial Corporation Family of Companies is seeking dynamic, authentic individuals to join our amazing team! Currently, we are looking for an experienced professional to join our Wilton Square team as: Universal Banker, Wilton Square This opportunity may be perfect for you if you have experience in: > Excellent Customer Service and Communication Skills > Relationship Building and Sales > Excels in a detail-oriented, regulatory environment > Account Management About this position: Responsible for performing a complete range of services for customers including: processing customer transactions, opening/closing accounts, responding to inquiries, and assisting staff/supervisors with functions relative to the daily operation of the Branch. Frequently transitions between working as a Teller and helping customers on the Platform. Works with customers to identify needs and explain products/services with the goal of converting service opportunities into sales events. Essential Job Functions: > Provide consistent, outstanding customer service by anticipating and reacting to customer needs. > Process transactions accurately and efficiently; balance cash drawer and adhere to established cash limits, cash handling and check cashing policies. > Meet with customers to discuss personal and/or business financial needs; open or modify accounts to address customer needs and maintain or expand customer relationships. > Research customer questions and direct problem resolution to maintain customer relationships. > Solicit new business, cross-sell Company products/services and support sales goals; actively participate in referral program by making referrals as appropriate. > Comply with all Federal, State, and local consumer protection laws governing loan origination including the SAFE Act and SAFE Act registration and renewal rules as applicable. > Adhere to requirements pertaining to branch security, fraud prevention and Bank Secrecy Act; identify counterfeit currency and monetary instruments; adhere to Company policies and procedures. > Provide training, support and guidance as appropriate to co-workers and customers. > Act in Branch Manager's absence as needed. > Able to travel, using reliable transportation, to various branches to meet operational needs > Ability to work rotating Saturday schedule What you will need to thrive in this role: In addition to your work and life experiences, as well as your passion and excitement for the profession, you would benefit from having Education/Certifications/Experience: > Associates Degree or equivalent experience required > 4-6 years of customer service experience required; experience in a financial institution preferred > Ability to achieve NMLS certification and Signature Guarantee certification Skills/Knowledge: > Strong communications skills, both written and verbal; comfortable communicating with customers, co-workers, and management > Quality customer service skills; friendliness, a helpful attitude, patience, and professionalism > Quality problem solving skills; ability to work independently and as part of a cooperative work team > Proficient in Microsoft Office Suite: Word, Excel, and Outlook; ability to work with other programs and bank-related software a plus > Solid sales and referral experience; knowledge of bank and insurance products/services > Skilled in Microsoft Office Suite (Word, Excel and Outlook); ability to learn banking-related software Physical Demands: > Must be able to sit for prolonged periods of time and walk/stand for brief periods of time. > Must be able to repetitively use a telephone and computer mouse and keyboard. > Ability to lift/move up to 15 lbs. What we will bring to the table: We believe in investing in our employees and helping them grow their career with us. We offer a pleasant, inclusive work environment, career development opportunities, and competitive compensation. Through our total rewards program, we offer a comprehensive benefits package featuring: > Competitive compensation including potential bonus and incentives as well as paid vacation, sick time, and holidays > Medical, Dental, and Vision Insurance and Flexible Spending Plan > Multiple retirement plans including: 401(k), Pension, and Employee Stock Ownership > Education and Tuition Reimbursement > Employee Assistance Program for our employees and their immediate family members We are an Equal Opportunity Employer. Our philosophy and practice are to provide equal opportunity to all employees and applicants for employment without regard to race (including traits historically associated with race), color, religion, creed, gender, sex, pregnancy (including childbirth and related conditions), sexual orientation, gender identity or expression, status of being transgender, national origin, age, disability, genetic information, predisposing genetic characteristics or carrier status, marital status, familial status, amnesty, status as a victim of domestic violence, reproductive health decision making, citizenship or immigration status, prior convictions or arrests, military status, status as a protected veteran, known relationship or association with any member of a protected class, or any other federal, state, or local legally protected classes. As a multi-bank holding company, Arrow Financial Corporation has over $4 billion in assets. We provide a broad range of banking and insurance services across northeastern New York, including online and mobile banking, wealth management, money market and deposit accounts, and mortgage, consumer and commercial loans. We are committed to delivering value for our shareholders, our customers, and our communities. Our conservative business model and strategy of steady growth have resulted in many recognitions from the nation's leading publications and bank-rating firms. The salary range for this position is $19.00 - $24.00 per hour commensurate with experience and education. Additional compensation may be earned through the Company's incentive programs, subject to individual and company performance. L1-st1
    $19-24 hourly 7d ago
  • Production Trader

    Tower Research Capital 4.9company rating

    Personal banker job in Day, NY

    Tower Research Capital is a leading quantitative trading firm founded in 1998. Tower has built its business on a high-performance platform and independent trading teams. We have a 25+ year track record of innovation and a reputation for discovering unique market opportunities. Tower is home to some of the world's best systematic trading and engineering talent. We empower portfolio managers to build their teams and strategies independently while providing the economies of scale that come from a large, global organization. Engineers thrive at Tower while developing electronic trading infrastructure at a world class level. Our engineers solve challenging problems in the realms of low-latency programming, FPGA technology, hardware acceleration and machine learning. Our ongoing investment in top engineering talent and technology ensures our platform remains unmatched in terms of functionality, scalability and performance. At Tower, every employee plays a role in our success. Our Business Support teams are essential to building and maintaining the platform that powers everything we do - combining market access, data, compute, and research infrastructure with risk management, compliance, and a full suite of business services. Our Business Support teams enable our trading and engineering teams to perform at their best. At Tower, employees will find a stimulating, results-oriented environment where highly intelligent and motivated colleagues inspire each other to reach their greatest potential. We are seeking a talented and experienced Production Trader to join a Market Making team focusing on futures, ETFs and stocks in a fully automatised, low latency environment. Responsibilities Ensuring the systems operate smoothly: run and monitor the trading systems Managing book sizes and various risks In charge of pricing of ETFs, EFPs, BTICs Proposing enhancements to the strategies/systems: working in conjunction with IT and Quants. Qualifications Masters or PhD degree in Mathematics, Statistics, Computer Science or equivalent STEM degree 3-7 years experience in the financial industry (experience in quantitative trading is preferred but not a requirement) A strong background in STEM Proficiency in back-testing, simulation, and statistical techniques (auto-regression, auto-correlation and Principal Component Analysis) Solid data-mining and analysis skills, including experience dealing with a large amount of data/tick data Familiarity with signal generation and statistical models Strong programming skills in Python Working knowledge of Linux and familiarity with SQL Strong communication and collaboration skills, with the ability to work effectively as part of a team The ability to manage multiple tasks in a fast-paced environment Anticipated New York annual base salary range $120,000-200,000, plus eligible for discretionary bonus Benefits Tower's headquarters are in the historic Equitable Building, right in the heart of NYC's Financial District and our impact is global, with over a dozen offices around the world. At Tower, we believe work should be both challenging and enjoyable. That is why we foster a culture where smart, driven people thrive - without the egos. Our open concept workplace, casual dress code, and well-stocked kitchens reflect the value we place on a friendly, collaborative environment where everyone is respected, and great ideas win. Our benefits include: Generous paid time off policies Savings plans and other financial wellness tools available in each region Hybrid working opportunities Free breakfast, lunch, and snacks daily In-office wellness experiences and reimbursement for select wellness expenses (e.g., gym, personal training and more) Company-sponsored sports teams and fitness events (JPM Corporate Challenge, Cycle for Survival, Wall Street Rides FAR and more) Volunteer opportunities and charitable giving Social events, happy hours, treats, and celebrations throughout the year Workshops and continuous learning opportunities At Tower, you'll find a collaborative and welcoming culture, a diverse team and a workplace that values both performance and enjoyment. No unnecessary hierarchy. No ego. Just great people doing great work - together. Tower Research Capital is an equal opportunity employer.
    $120k-200k yearly Auto-Apply 22d ago
  • Relationship Banker - Eliot Ave - Middle Village, NY

    Jpmorgan Chase 4.8company rating

    Personal banker job in Middleburgh, NY

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. **Job responsibilities** + Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. + Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. + Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. + Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. + Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. + Adhere to policies, procedures, and regulatory banking requirements. **Required qualifications, capabilities, and skills** + 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. + Ability to create memorable experiences for our clients - elevate the client experience. + Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. + Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience. + Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. + High school degree, GED, or foreign equivalent. + The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided. + Ability to work branch hours including weekends and some evenings. **Preferred qualifications, capabilities, and skills** + College degree or military equivalent. + Experience adhering to banking policies, procedures, and regulatory 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 JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************** Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Middle Village,NY $25.00 - $32.69 / hour
    $25-32.7 hourly 10d ago
  • Tellers to Personal Bankers - 2 locations

    Adams Community Bank 3.3company rating

    Personal banker job in Cheshire, MA

    Looking for a stimulating new job that will challenge and fulfill you? Look no further, you found us! We are an employee and customer focused savings bank and are experiencing an exciting growth period. We are looking for energetic full time Community Bankers to help us support our growth. We have several levels in our Community Banker program. Entry level that requires NO experience up to an Assistant Branch Manager. If you are hired for one of our openings, your level of Community Banker will be based upon your experience. Our open full time Community Banker position(s) are in the following branch(es): *** Cheshire and Lanesboro *** Responsibilities include processing customer transactions, such as deposits and withdrawals, in a friendly, courteous and professional manner. We offer an environment of excellence where teamwork and accountability are a must! If you are a quick learner and have exceptional follow-through skills you will be happy here. If this description describes you, we know that you will be surrounded by people who are passionate about what they do, committed to excellence, and know how to have fun doing their work. Please apply below by attaching your resume and cover letter. If you feel you are the person we are looking for, tell us about all your past successes. Job Requirements: You will be required to have strong customer service, communication and computer skills along with cash handling experience. You must have the ability to work in any of Adams Community Banks branches. A high school diploma or the equivalent is a must and also the ability to operate an on-line teller system. Prior cash handling and or banking experience is highly preferred, but feel free to list your history of successes. You must be able to pass a background and credit check. Adams Community Bank offers a competitive salary, people who are passionate about what they do, committed to excellence, and know how to have fun doing their work. Thank you for applying!
    $22k-26k yearly est. 60d+ ago
  • Universal Banker- Yorkville

    Apple 4.8company rating

    Personal banker job in Day, NY

    New York, NY (East 81st Street) 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. Mandatory training may require occasional travel. 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 Auto-Apply 8d ago
  • Investment & Corporate Banking - Corporate Credit Structuring - Securitization Credit Structuring Associate

    Mizuho 2.9company rating

    Personal banker job in Day, NY

    Securitization Credit Structuring works with our origination team, across various asset classes for existing and prospective clients. The Associate will be expected to manage and monitor a sizeable portfolio, providing strategic direction in framing client opportunities to drive our client business forward. Will work closely with the origination team and other product and risk management partners, utilizing one's expertise to ensure the continued success of our product offerings. Additionally, the Associate will be expected to support our Sponsor team by creating various credit applications utilizing commitment letters, fee letters, and credit agreements, within given deadlines. PRINCIPAL DUTIES AND RESPONSIBILITIES: Work closely with origination team and review program documents, deal structure, and complete credit applications. Respond to various customer requests, explain deal mechanics to our back office, and assist our risk and credit teams as questions arise. Prepare credit applications on new transactions and renewals, outlining rationale, structure, terms and conditions, and returns, as well as other requested or required forms or information needed As part of credit application process, prepare as needed/required: - Front Sheets, Collateral and Guarantee Registrations, etc. - Coordinate/manage compliance requirements (Conflict of Interest, External Legal Waivers, KYC, etc.). - Ensure all related internal policies and procedures are followed, including sector/industry risk limits. - Work seamlessly with Credit Risk, Covenant Compliance, Portfolio Management, and other areas. Engage with the Customer, Agent Bank, Bank Participants, and Operations to ensure seamless deal execution for the Client. As part of first line of defense, act as a credit steward monitoring client performance trends/market movements in coordination with the Credit Risk department, and action as needed. Act as the Agent on various securitization deals; set up wires, review co-lender invoices, disseminate servicer reports and other reporting to our co-lenders, and respond to lender and client questions. Produce monthly income and usage reports which are shared with our reporting team (COO). Create various monthly and quarterly reports (ex: Deferred Purchase Price, SPE Checklist, Risk Weight Modification, CRI, etc.). Assist with regulatory related requests/meetings/presentations, as needed. Assist with audit related requests/meetings/presentations, as needed. The expected base salary ranges from $87K - $125k. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. #LI-Onsite Greenhill & Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC.
    $87k-125k yearly Auto-Apply 15d ago
  • Relationship Banker - Schenectady / Clifton Park Areas

    Bank of America 4.7company rating

    Personal banker job in Schenectady, NY

    Schenectady, New York;Clifton Park, New York; Saratoga Springs, New York; Schenectady, New York; Scotia, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (****************************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. 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.
    $42k-52k yearly est. 6d ago
  • Universal Banker, Wilton Square

    Glens Falls National Bank and Trust Co 3.6company rating

    Personal banker job in Wilton, NY

    The Arrow Financial Corporation Family of Companies is seeking dynamic, authentic individuals to join our amazing team! Currently, we are looking for an experienced professional to join our Wilton Square team as: Universal Banker, Wilton Square This opportunity may be perfect for you if you have experience in: > Excellent Customer Service and Communication Skills > Relationship Building and Sales > Excels in a detail-oriented, regulatory environment > Account Management About this position: Responsible for performing a complete range of services for customers including: processing customer transactions, opening/closing accounts, responding to inquiries, and assisting staff/supervisors with functions relative to the daily operation of the Branch. Frequently transitions between working as a Teller and helping customers on the Platform. Works with customers to identify needs and explain products/services with the goal of converting service opportunities into sales events. Essential Job Functions: > Provide consistent, outstanding customer service by anticipating and reacting to customer needs. > Process transactions accurately and efficiently; balance cash drawer and adhere to established cash limits, cash handling and check cashing policies. > Meet with customers to discuss personal and/or business financial needs; open or modify accounts to address customer needs and maintain or expand customer relationships. > Research customer questions and direct problem resolution to maintain customer relationships. > Solicit new business, cross-sell Company products/services and support sales goals; actively participate in referral program by making referrals as appropriate. > Comply with all Federal, State, and local consumer protection laws governing loan origination including the SAFE Act and SAFE Act registration and renewal rules as applicable. > Adhere to requirements pertaining to branch security, fraud prevention and Bank Secrecy Act; identify counterfeit currency and monetary instruments; adhere to Company policies and procedures. > Provide training, support and guidance as appropriate to co-workers and customers. > Act in Branch Manager's absence as needed. > Able to travel, using reliable transportation, to various branches to meet operational needs > Ability to work rotating Saturday schedule What you will need to thrive in this role: In addition to your work and life experiences, as well as your passion and excitement for the profession, you would benefit from having Education/Certifications/Experience: > Associates Degree or equivalent experience required > 4-6 years of customer service experience required; experience in a financial institution preferred > Ability to achieve NMLS certification and Signature Guarantee certification Skills/Knowledge: > Strong communications skills, both written and verbal; comfortable communicating with customers, co-workers, and management > Quality customer service skills; friendliness, a helpful attitude, patience, and professionalism > Quality problem solving skills; ability to work independently and as part of a cooperative work team > Proficient in Microsoft Office Suite: Word, Excel, and Outlook; ability to work with other programs and bank-related software a plus > Solid sales and referral experience; knowledge of bank and insurance products/services > Skilled in Microsoft Office Suite (Word, Excel and Outlook); ability to learn banking-related software Physical Demands: > Must be able to sit for prolonged periods of time and walk/stand for brief periods of time. > Must be able to repetitively use a telephone and computer mouse and keyboard. > Ability to lift/move up to 15 lbs. What we will bring to the table: We believe in investing in our employees and helping them grow their career with us. We offer a pleasant, inclusive work environment, career development opportunities, and competitive compensation. Through our total rewards program, we offer a comprehensive benefits package featuring: > Competitive compensation including potential bonus and incentives as well as paid vacation, sick time, and holidays > Medical, Dental, and Vision Insurance and Flexible Spending Plan > Multiple retirement plans including: 401(k), Pension, and Employee Stock Ownership > Education and Tuition Reimbursement > Employee Assistance Program for our employees and their immediate family members We are an Equal Opportunity Employer. Our philosophy and practice are to provide equal opportunity to all employees and applicants for employment without regard to race (including traits historically associated with race), color, religion, creed, gender, sex, pregnancy (including childbirth and related conditions), sexual orientation, gender identity or expression, status of being transgender, national origin, age, disability, genetic information, predisposing genetic characteristics or carrier status, marital status, familial status, amnesty, status as a victim of domestic violence, reproductive health decision making, citizenship or immigration status, prior convictions or arrests, military status, status as a protected veteran, known relationship or association with any member of a protected class, or any other federal, state, or local legally protected classes. As a multi-bank holding company, Arrow Financial Corporation has over $4 billion in assets. We provide a broad range of banking and insurance services across northeastern New York, including online and mobile banking, wealth management, money market and deposit accounts, and mortgage, consumer and commercial loans. We are committed to delivering value for our shareholders, our customers, and our communities. Our conservative business model and strategy of steady growth have resulted in many recognitions from the nation's leading publications and bank-rating firms. The salary range for this position is $19.00 - $24.00 per hour commensurate with experience and education. Additional compensation may be earned through the Company's incentive programs, subject to individual and company performance. L1-st1
    $19-24 hourly Auto-Apply 60d+ ago
  • Electronic Banking Specialist - Glens Falls or Latham

    Arrow Bank Na

    Personal banker job in Glens Falls, NY

    Job Description The Arrow Financial Corporation is seeking dynamic, authentic individuals to join our amazing team! Currently, we are looking for an experienced professional to join our Electronic Banking team as: Electronic Banking Specialist- Glens Falls or Latham This opportunity may be perfect for you if you have experience in: > Working Collaboratively in a Call Center Environment > Problem Solving and Excellent Customer Service Skills > Task Prioritization and Attention to Detail About this Position: In this position with our Electronic Banking department, you would be responsible for reviewing, researching and resolving discrepancies in customer data. Additional responsibilities include dealing directly with outside companies/agencies/financial institutions and ensuring that laws, regulations and policies are adhered to. Provide service to customers, operational support to the branches and assist the Senior Specialist with coordinating work tasks. This position can be located at our headquarters in Glens Falls or our regional office in Latham, NY. Essential Job Functions: > Research, report and provide resolution to exceptions in a timely manner according to department policies and procedures. > Respond to all VISA disputes meeting department guidelines. > Review data for proper authorizations and compliance and take action as appropriate. > Update, modify and correct data meeting the department's goals and objectives while following policies and procedures. > Provide consistent and outstanding customer service by anticipating and reacting to internal and external customer needs. What you will need to thrive in this role: In addition to your work and life experiences, as well as your passion and excitement for the profession, you would benefit from having: Education/Certifications: > Associate degree or equivalent experience required. > 2 years prior banking experience with expanded knowledge of banking regulations preferred. Skills/Knowledge Requirements: > Excellent communication skills, both written and verbal, (Spanish and English bilingual a plus); comfortable speaking with customers, co-workers, and management > Proficient in Microsoft Office Suite: Word, Excel, and Outlook. > Strong problem solving skills, ability to analyze and solve problems independently. > Ability to prioritize multiple tasks/projects to meet deadlines. Physical Requirements > Must be able to sit for prolonged periods of time and walk/stand for brief periods of time. > Must be able to repetitively use a telephone and computer mouse and keyboard. > Ability to lift/move up to 15 lbs. What we will bring to the table: We believe in investing in our employees and helping them grow their career with us. We offer a pleasant, inclusive work environment, career development opportunities, and competitive compensation. Through our total rewards program, we offer a comprehensive benefits package featuring: > Competitive compensation including potential bonus and incentives as well as paid vacation, sick time, and holidays > Medical, Dental, and Vision Insurance and Flexible Spending Plan > Multiple retirement plans including: 401(k), Pension, and Employee Stock Ownership > Education and Tuition Reimbursement > Employee Assistance Program for our employees and their immediate family members We are an Equal Opportunity Employer. Our philosophy and practice are to provide equal opportunity to all employees and applicants for employment without regard to race (including traits historically associated with race), color, religion, creed, gender, sex, pregnancy (including childbirth and related conditions), sexual orientation, gender identity or expression, status of being transgender, national origin, age, disability, genetic information, predisposing genetic characteristics or carrier status, marital status, familial status, amnesty, status as a victim of domestic violence, reproductive health decision making, citizenship or immigration status, prior convictions or arrests, military status, status as a protected veteran, known relationship or association with any member of a protected class, or any other federal, state, or local legally protected classes. Arrow Financial Corporation has over $4 billion in assets. We provide a broad range of banking and insurance services across northeastern New York, including online and mobile banking, wealth management, money market and deposit accounts, and mortgage, consumer and commercial loans. We are committed to delivering value for our shareholders, our customers, and our communities. Our conservative business model and strategy of steady growth have resulted in many recognitions from the nation's leading publications and bank-rating firms. The salary range for this position is $19.00 - $23.00 per hour commensurate with experience and education. Additional compensation may be earned through the Company's incentive programs, subject to individual and company performance. L1-st1
    $19-23 hourly 16d ago
  • Relationship Banker - Greater Albany Area

    Bank of America Corporation 4.7company rating

    Personal banker job in Albany, NY

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. 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
    $42k-52k yearly est. 7d ago

Learn more about personal banker jobs

How much does a personal banker earn in Schenectady, NY?

The average personal banker in Schenectady, NY earns between $35,000 and $75,000 annually. This compares to the national average personal banker range of $29,000 to $48,000.

Average personal banker salary in Schenectady, NY

$51,000

What are the biggest employers of Personal Bankers in Schenectady, NY?

The biggest employers of Personal Bankers in Schenectady, NY are:
  1. KeyBank
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