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  • Relationship Banker - Syracuse Area

    Bank of America 4.7company rating

    Personal banker job in Liverpool, NY

    Syracuse, New York;Liverpool, New York; Camillus, New York; Fayetteville, New York; Syracuse, New York; Syracuse, New York; Cicero, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Required Qualifications: - Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client - Collaborates effectively to get things done, building and nurturing strong relationships - Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives - Is confident in identifying solutions for new and existing clients based on their needs - Communicates effectively and confidently and is comfortable engaging all clients - Has the ability to learn and adapt to new information and technology platforms - Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) - Applies strong critical thinking and problem-solving skills to meet clients' needs - Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations - Efficiently manages time and capacity - Focuses on results while acting in the best interest of the client - Can be flexible to work weekends and/or extended hours as needed Desired Qualifications: - Experience in financial services and knowledge of financial services industry, products and solutions - One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals - Six months of cash handling experience - Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Skills: - Adaptability - Business Acumen - Customer and Client Focus - Oral Communications - Problem Solving - Account Management - Client Experience Branding - Client Management - Client Solutions Advisory - Relationship Building - Business Development - Pipeline Management - Prospecting - Referral Identification - Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $41k-51k yearly est. 6d ago
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  • Private Client Banker - Seventh North - Liverpool, NY

    JPMC

    Personal banker job in Liverpool, NY

    You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
    $58k-130k yearly est. Auto-Apply 60d+ ago
  • Universal Banker- Yorkville

    Apple Bank 4.8company rating

    Personal banker job in Yorkville, 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 7d ago
  • Universal Banker / Floater

    Seneca Savings Bank N.A

    Personal banker job in Liverpool, NY

    Job Description Who We Are: Seneca Savings is a proud community bank that has been serving the Central New York region for over 95 years. With deep roots in the area, we're committed to exceeding expectations by delivering big bank technology with a personal touch. As a locally focused institution, our mission is to foster growth, empower success, and uplift the communities we serve, guiding our customers, employees, and partners toward achieving their financial dreams. We operate five branch locations in Baldwinsville, Liverpool, North Syracuse, Bridgeport, and Manlius, and take pride in offering a workplace culture grounded in our core values: Driven Towards Success Team Oriented Customer First Positive Attitude These values define who we are and how we work, both with each other and with the communities we proudly serve. Join our innovative team and be part of a company that's committed to delivering exceptional service, enhancing lives, and making a difference every day. Job Summary: This position is the focal point in the branch for sales, service and/or referral opportunities in support of overall branch goals and activity requirements. The position is the key driver of customer flow in the branch to support these activities. The Universal Banker services existing customers and grows their business through identifying sales opportunities with customers. The position assists the Tellers with customer transactions as required. The position must stay current on operational, product, and system changes/enhancements, as well as demonstrate good risk management decisions to assist the branch in managing preventable losses and reduce fraudulent activity. The percentage of time spent in each work area is based on branch size, complexity, and need. Essential Job Duties and Responsibilities: (Additional duties as assigned) The Universal Banker serves as the assigned person (based on branch facility design), as scheduled, to welcome the customer, work with or direct them as appropriate based on their identified needs and encourage utilization of self-service channels. The Universal Banker must be proficient in the New Account opening process, both Personal and Business. Support Bank guidelines for delivering and coaching exceptional customer experience including proactively greeting customers, smiling, using their name, and ending each interaction (whether in person or phone) by saying "Thank you for your business, is there anything else I can do for you today (customer name)?" Maintain a professional manner to build customer confidence and trust. Take ownership of account servicing and error resolution, including resolving routine customer problems and referring more complex issues to supervisor. Follow-up on these issues as required to ensure timely and accurate resolution and convert servicing situations to sales/referral opportunities. The Universal Banker must be attentive to recognize and act on customer needs to build lasting customer relationships. Meet with customers entering the branch to assess and identify customers' immediate and longterm financial needs; present all appropriate options and complete the sale and/or referral of products and services as appropriate. Develop new customer relationships and/or retain and expand existing relationships by proactively identifying customer opportunities utilizing fundamentals of the Bank's sales process to achieve personal sales and/or referral goals. Conduct lead-focused outbound calls and participate in Branch sales promotions as requested by management. Follow consumer guidelines for accuracy and proper new account handling and exception processing. Process a variety of Retail and Commercial transactions, including deposits, withdrawals, loan payments and check cashing in a timely and efficient manner. Verify check endorsements and funds availability and disburse cash to customers in the conduct of transactions and according to policy. Issue receipts to customers for transactions processed to provide a record of activity. Balance daily work and adhere to all procedures. Maintain thorough knowledge of procedures required for ATM (Automated Teller Machine) settlement, foreign currency, night depository, reserve cash and coin maintenance, negotiable control and review, opening and closing procedures, ordering of cash, and preparation of cash for shipment and receipt of cash shipment. Ensure compliance with operational, security and control policies/procedures to support preventing fraud and protecting customer assets. Demonstrate teamwork by proactively assisting other Branch colleagues when needed as well as actively participating and contributing during Branch Team meetings. This position will primarily be staffed in our Liverpool Branch but requires flexibility to be relocated on a day-to-day basis as needed to ensure consistent staffing levels. The Universal Banker must review the following reports on a daily basis: Debit cards ordered. Customer Source Online Banking Enrollment Stop/ Hold Content High Dollar Report CTR addition and review 3-10 log IRS Data Capture Deposit Review Supervisory Responsibilities: None Required Experience and Education: High School diploma or GED Previous banking experience preferred Basic knowledge of computers. Must have pleasant, personable, and professional relationship skills for customer contact. Strong communication skills Professional image Must work well with others as a team player Prior cash handling experience preferred. Prior customer service experience preferred. Must be able to take direction from supervisor Must be able to work rotating schedule to include Saturdays. Must be able to attend after hour meetings as required. Travel between office locations occasionally required. Must be able to adapt to changes in policies and or procedures (sometimes at a rapid pace). Equipment, Machines and Software Used: Basic Equipment and Machinery: Basic personal computer/key boarding skills and perform basic word processing and data entry. Ability to operate a computer, printer, copier, facsimile machine, telephone, credit card machine, calculator, and shredder. Physical and Mental Requirements: While performing the duties of this position, the Universal Banker is regularly required to, stoop, kneel, crouch, reach, sit, stand, walk, push, pull, lift, use fingers, grasp, feel, talk, hear, and perform repetitive motions. The physical requirements of this position call for the ability to exert up to 30 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects. Close mental and visual attention required to perform work dealing primarily with preparing and analyzing data and figures, performing work assignments, using a computer terminal, and/or extensive reading. Environmental Conditions: There is no exposure to adverse environmental conditions. Work is performed in a typical office work environment. Benefits: Paid Time Off Medical, Dental and Vision Insurance Short-Term and Long-Term Disability Insurance Accident Insurance Flexible Spending and Health Savings Accounts Company Paid Life Insurance 401k with Matching (5%) Employee Stock Option Plan Tuition Reimbursement Opportunities For Advancement Employee Discounts The base pay range for this position is $18.00 - $24.00 per hour. Exact offers will be determined based on jobrelated knowledge, skills, and experience.
    $18-24 hourly 5d ago
  • Universal Banker

    Canandaigua National Bank & Trust Co 4.4company rating

    Personal banker job in Syracuse, NY

    Universal Banker Canandaigua National Bank What does a UB I do at Canandaigua National Bank? The Universal Banker I is primarily responsible for the Teller function within the assigned Community Office location. In addition to these duties, the Universal Banker I will also perform some platform duties on a rotational and as needed basis. The Universal Banker I will attend and complete the Platform I training class in order to provide our clients with a consultative sales process that is based on customer needs. What competencies are needed to be successful in this role? Notary certification or willingness to obtain as requested. Ability to build relationships, communicate with co-workers and customers verbally and in writing. Sales Skills and a thorough knowledge of the features and benefits of all bank products and services. Knowledge of bank operating policies and procedures. Proficiency with a PC and associated programs (such as Microsoft Office). What does a successful first year in this position look like? Able to perform all the responsibilities of a Teller. Assists customers with inquiries or service problems. Build relationships with customers to solicit new business from new and existing customers. Maintain ongoing business relationships, while maintaining a thorough knowledge of the features and benefits of the bank's products and services Follow all operating procedures in the branch. I.E. opening/closing, vault cash, securing negotiable documents, order currency and coin, etc. Locations: Downtown Syracuse Liverpool DeWitt Cicero What makes working at Canandaigua National Bank different? Our Core Values guide how we serve, lead, and grow alongside our community. By working wholeheartedly , feeling empowered, acting with courage, being authentic, and serving with a noble spirit, WE CAN fortify healthy lives by doing what's right for our customers and the community. Our culture nurtures passionate employees and offers great rewards including: Medical, dental, vision, FSA, HSA options for both part-time and full-time employees. Medical coverage is also offered for domestic partners. Paid holidays, vacation, and sick time. Retirement benefits that include a 401(k), Profit Sharing, and Employee Stock Ownership Plan (ESOP). Training & development opportunities. Tuition assistance. Community focused volunteer opportunities. Award winning wellness program that promotes a solid work/life balance. Banking perks and discount programs. Our goal is to ensure that our bank, employees, and our community thrive and grow, now and for the next 135 years. We're in it for the long haul. What truly sets us apart from other financial institutions is the quality and commitment of our employees. We've assembled a diverse team of people who share a primary focus: to provide exceptional service for our customers. As an organization, we are committed to hiring, training, developing, promoting, and celebrating employees from historically disadvantaged groups. At Canandaigua National Bank, we welcome the unique contributions that you can bring in terms of ethnicity, race, sex, gender identity and expression, nation of origin, age, languages spoken, veteran's status, religion, disability, sexual orientation, education, and culture. Canandaigua National Bank remains an independent community bank. If you want to be a part of something special, join us today!Compensation range- $19-$20/hr.The actual salary offered within the range is dependent on a variety of factors including, but not limited to, relevant experience, qualifications, skills, level offered, and performance expectations. Canandaigua National Corporation and its subsidiaries encourage diversity in the workplace; we are an Equal Opportunity Employer. Minority/Female/Sexual Orientation/Gender Identity/Disability/Veteran.
    $19-20 hourly Auto-Apply 8d ago
  • Universal Banker

    Pathfinder Bank 3.6company rating

    Personal banker job in Syracuse, NY

    Full-time Description Join a team that values your expertise and your community: At Pathfinder Bank, you're not just an employee, you're a valued part of a team that takes pride in helping local businesses and communities grow. When you join us, you're joining a people-first culture built on respect, development, and service. We offer: Competitive compensation and benefits, including health coverage, 401(k) with company match, and generous paid time off A commitment to career growth and internal mobility Community-focused culture with paid volunteer opportunities A supportive team that truly values your contributions Summary/Objectives This position is the focal point in the branch for sales, service and/or referral opportunities in support of overall branch goals and activity requirements. The position is a key driver of customer flow in the branch to support these activities. The position services existing customers and grows the business through identifying opportunities with customers. The position assists the CSR and CSS team with customer transactions as required. The position must stay current on operational, product, and system changes/enhancements, as well as demonstrate good risk management decisions to assist the branch in managing preventable losses and reduce fraudulent activity. Able to process a loan application from application to closing including home equity products while adhering to the consumer loan policy. Their percentage of time spent in each work are is based on branch size, complexity, and need. Essential Functions Provide and maintain excellent customer service to all bank customers. When needed, will be required to process a variety of retail and commercial transactions, including deposits, withdrawals, loan payments, and check cashing, in an accurate and efficient manner. Assist with support work on the day-to-day operations. Promotes the Bank's products and services and refers customers to the appropriate sales personnel. Answers customers' routine banking questions; refers complex inquiries to management. Processes daily transactions including deposits, withdrawals, check cashing and payments accurately, and balances work to teller system with minimal assistance. Receives, pays out monies, balance cash drawer with minimal assistance, and maintains an acceptable difference record. Update customer contact information on an ongoing basis to be sure we have the most accurate data in the event the bank would need to contact them. Assists with support work including, but not limited to, night drop, ATM balancing, safe deposit box, and debit card set up, Branch capture, and preparing courier bags for transit. Performs various clerical duties including answering phone, typing, filing and preparing check orders. Ensures compliance/adherence to all policies, procedures and federal regulations in order to attain a satisfactory or better branch audit. Maintains confidentiality of all customer records and documents. Should manage 75-100 clients & prospective needs. Requirements 2-5 years' experience at Pathfinder Bank or equivalent experience at another similar institution Must attain an NMLS number Meets all criteria of Customer Service Specialist Universal Banker Certification completed and any internal Pathfinder training with regard to specific procedures, etc. Proven ability to transition services to sales consistently Effective or higher rating on annual reviews Ability to take ownership of errors and solve them promptly Notary public Proven ability to open and close branch according to procedure Qualify for some lending authority Salary Description $18.00-$22.00 Hourly
    $18-22 hourly 56d ago
  • Universal Banker (Multi-site) - Auburn & Union Springs Branches

    ESL All Companies 4.5company rating

    Personal banker job in Auburn, NY

    Hours: 40 Schedule: Monday - Saturday with a day off during the week for working Saturday. Branch hours are Monday, Thursday & Friday 9:00 a.m. - 5:00 p.m., Tuesday & Wednesday 9:00 a.m. - 4:00 p.m. and Saturday 9:00 a.m. - 1:00 p.m. Must be flexible to meet current and future business needs. Location: Candidate for this role must be willing to travel between both the Auburn and Union Springs branches. Comprehensive Benefits: 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. Pay and Incentive Plan: $22.02 per hour In addition to competitive pay and benefits, we offer an annual performance-based incentive that rewards eligible employees for their contributions to our success. Join us to be part of a team that values you and invests in your growth! Purpose of Position: This position is responsible to effectively and efficiently process customer transactions in a branch environment, and provide appropriate recommendations to customers who may need guidance in identifying the right financial solutions for their financial needs in order to build long-term mutually beneficial relationships, achievement of business objectives, and increased awareness of ESL's self-service and digital service offerings. Accountabilities: ESL is currently seeking a Universal Banker to work in both our Auburn and Union Springs offices to provide excellent customer service through identifying member needs and completing transactions, while building relationships, achieving sales goals and creating a positive experience. In this position you will learn a variety of banking functions by conducting both Teller and Relationship Banker responsibilities. As a Universal Banker at ESL you will: Create a positive face to face member experience Build long lasting relationships with members Work in either a Teller or Relationship Banker position depending on the branch needs Assist members with processing financial transactions including payments, deposits and withdrawals in a timely manner Help members recognize and obtain the most appropriate solutions for their financial needs Educate and Refer a variety of products and services to members Assist members with accounts, loans and maintenance Learn about the banking and finance industry Gain exposure to career opportunities at ESL Qualifications: One year in sales/service in the financial services or comparable industry required High School diploma or High School equivalency diploma required Strong, communication, problem solving and decision making abilities Prior Sales Experience preferred A high degree of flexibility to support branch needs Proficient in building customer and peer relationships Proficient in PC applications Understanding of banking products and services preferred Notary preferred; if not obtain within 12 months of filling role 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. 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
    $22 hourly 11d ago
  • Relationship Banker - Cicero and Syracuse, NY

    Jpmorgan Chase & Co 4.8company rating

    Personal banker job in Syracuse, NY

    JobID: 210702096 JobSchedule: Full time JobShift: Day Base Pay/Salary: Syracuse,NY $20.00-$27.88; Cicero,NY $20.00-$27.88 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: ****************************************************************
    $42k-62k yearly est. Auto-Apply 12d ago
  • Relationship Banker

    Seneca Savings

    Personal banker job in Bridgeport, NY

    Full-time Description Who We Are: Seneca Savings is a proud community bank that has been serving the Central New York region for over 95 years. With deep roots in the area, we're committed to exceeding expectations by delivering big bank technology with a personal touch. As a locally focused institution, our mission is to foster growth, empower success, and uplift the communities we serve, guiding our customers, employees, and partners toward achieving their financial dreams. We operate five branch locations in Baldwinsville, Liverpool, North Syracuse, Bridgeport, and Manlius, and take pride in offering a workplace culture grounded in our core values: Driven Towards Success Team Oriented Customer First Positive Attitude These values define who we are and how we work, both with each other and with the communities we proudly serve. Join our innovative team and be part of a company that's committed to delivering exceptional service, enhancing lives, and making a difference every day. Job Summary: The Relationship Banker is responsible for engaging customers to identify financial needs, recommending appropriate products and services, and supporting account openings, lending solutions, and sales initiatives. This role also includes processing transactions, maintaining compliance with bank policies, and contributing to branch operations and team collaboration. Essential Job Duties and Responsibilities: (Additional duties as assigned) Welcome and engage customers as they enter the branch, identifying both immediate and long-term financial needs. Provide tailored solutions to customers by recommending and completing the sale or referral of appropriate products and services. Conduct outbound calls focused on lead generation and participate in branch sales promotions as directed by management. Assist customers with opening personal and business accounts. The Relationship Banker must be proficient in offering and discussing a variety of consumer lending products, including Home Equity Lines of Credit, auto and recreational vehicle loans, personal loans, and credit cards. Follow up with all new account customers to ensure customer success and customer retention. Maintain through knowledge of Bank policies and procedures. Take ownership of account servicing and error resolution, resolving routine issues and escalating complex matters to a supervisor. Convert service interactions into sales or referral opportunities when appropriate. Assist in reviewing branch reports including Debit Card orders, Customer Source, Online Banking Enrollment, Stop/Hold Content, High Dollar Report, 3-10 Log, Large Currency Reports, and IRS Data Capture. Follow consumer guidelines for accurate new account handling and exception processing. Process a variety of retail and commercial transactions including deposits, withdrawals, loan payments, and check cashing. Verify endorsements and funds availability, issue receipts, and balance daily work in accordance with procedures. Maintain knowledge of procedures related to ATM settlement, foreign currency, night depository, reserve cash and coin maintenance, negotiable control, opening/closing procedures, cash ordering, and shipment handling. Ensure compliance with operational, security, and control policies to prevent fraud and protect customer assets. Demonstrate teamwork by assisting branch colleagues as needed and actively participating in branch team meetings. Supervisory Responsibilities: The Relationship Banker does not have direct reports but may assist in supervising staff during the absence of the Branch Manager. Required Experience and Education: High school diploma or GED required. Previous banking experience in a sales-oriented role is strongly preferred. Friendly, approachable, and professional demeanor with excellent relationship-building skills. Strong verbal and written communication abilities. Ability to work collaboratively and contribute as a team player. Flexible availability to work a rotating schedule, including Saturdays. Willingness to attend occasional after-hours meetings as needed. Ability to travel between branch locations when required. Comfortable adapting to changes in policies and procedures, sometimes on short notice. Must be a Notary Public or able to obtain Notary status within six months of hire. Equipment, Machines and Software Used: Basic Equipment and Machinery: Basic personal computer / keyboarding skills and perform basic word processing and data entry. Computer Software: Ability to utilize Windows Operating system, Microsoft Office Suite (Word, Excel, Outlook, PowerPoint), Adobe Acrobat, and banking systems with the willingness to learn new software, as necessary. Physical and Mental Requirements: While performing the duties of this position, the Relationship Banker is regularly required to, stoop, kneel, crouch, reach, sit, stand, walk, push, pull, lift, use fingers, grasp, feel, talk, hear, and perform repetitive motions. The physical requirements of this position call for the ability to exert up to 30 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects. Close mental and visual attention required to perform work dealing primarily with preparing and analyzing data and figures, performing work assignments, using a computer terminal, and/or extensive reading. Environmental Conditions: There is no exposure to adverse environmental conditions. Work is performed in a typical office work environment. Benefits: Paid Time Off Medical, Dental and Vision Insurance Short-Term and Long-Term Disability Insurance Accident Insurance Flexible Spending Accounts Company Paid Life Insurance 401k with Matching (5%) Employee Stock Option Plan Tuition Reimbursement Opportunities For Advancement Employee Discounts The base pay range for this position is $23.00 - $26.00 per hour. Exact offers will be determined based on job-related knowledge, skills, and experience. Salary Description $23.00 - $26.00
    $23-26 hourly 24d ago
  • Part Time Relationship Banker I

    Capital Bank 4.5company rating

    Personal banker job in Seneca Falls, NY

    Build your future with us. At the heart of our success is a team of passionate, skilled, and dedicated individuals. We're on the lookout for people who thrive on delivering exceptional customer service and building lasting client relationships. Our culture is built to attract top talent, celebrate performance, and fuel professional growth. As a proud community bank, we believe in giving back to the neighborhoods we serve. Supporting local events and organizations across our 14-county footprint isn't just something we do, it's who we are. It's our way of saying thank you to the people who make this region an incredible place to live, work, and grow. Interested in making a difference while building a rewarding career? We invite you to review the job description below and apply today. We look forward to learning more about you. Together, we build something amazing-and we support you with benefits such as: Profit Sharing/401K Plan Health, Dental & Vision Insurance Tuition Reimbursement Paid time off Employee Assistance Program …and more! Job Title : Relationship Banker I Here's how you'll make an impact Provides exceptional customer service to new and established financial institution clients, including cross-selling of products and services and cash receipt and payment services. Accurately processes routine and complex transactions for branch customers, including deposits, withdrawals, and loan payment processing while balancing a cash drawer and safeguarding against fraud. Assists with the maintenance and servicing of bank equipment such as ATMs, and Night Drops. Researches customer inquiries, orders checks/debit cards, returns phone calls, and other customer originated service needs with the intent of enhancing customer retention and uncovering additional sales opportunities. Confidently uses needs based assessment tools (Client Relationship Worksheet) in a conversational manner to analyze and uncover customer needs. Recommends and sells appropriate solutions both in person and over the phone. Opens deposit accounts, inputs and follows through with loan applications following operations and regulatory requirements; opens all types of personal accounts and prepares related documentation; follows up with clients after new accounts are opened to deepen the relationship. Demonstrates a high level of courtesy and efficiency with customers, continuously exceeding expectations with servicing skills; maintains a strong understanding of industry trends and how they impact the customer. Proactively seeks ways to expand customer relationships in order to achieve individual and branch goals; maintains a working knowledge of the banks products and services. Actively participates in branch huddles, meetings, and one on one coaching sessions. Adheres to operational controls including but not limited to legal, corporate and regulatory procedures to ensure the safety and security of client bank assets. Assists with new staff member training and coaching; Performs on the job training and may serve as a backup trainer as needed. May direct work flow by assigning ancillary duties on the Teller line as needed. Maintains knowledge of all relevant rules and regulations. Conforms to General Performance Expectations as identified for all employees. Qualifications/Requirements One year experience in a banking or customer service position preferred High School Diploma or equivalent with an emphasis in a business curriculum Demonstrated experience in banking and/or customer service Proficient analytical and mathematic skills, along with reading and writing skills Proficient communication, interpersonal and sales skills A comprehensive knowledge of operating policies and procedures which impact consumer services; A thorough knowledge of the features and benefits of company consumer products and services Basic computer skills, including Microsoft Outlook, Word and Excel Ability to lift up to 50 lbs. of coin Must be able to support multiple branch locations as needed Salary Range $17 to $26.50 Hourly 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.
    $17-26.5 hourly Auto-Apply 42d ago
  • Relationship Banking Representative

    Community Financial System, Inc. 4.3company rating

    Personal banker job in Newark, NY

    Job Description At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities A Relationship Banking Representative is responsible to deliver a positive customer experience to current and prospective bank customers. The person in this position will routinely move between the customer service desk and teller area, as needed. A Relationship Banking Representative must be able to adapt well in the workplace to service the varying customer needs while adhering to bank policies and procedures. It requires someone who will maintain the security of customer information, prioritize items of significance, and be a team player. Routinely provide quality customer service and a positive banking experience by handling financial transactions (i.e., opening of accounts, cashing checks, etc.) with professionalism Determine customer needs, explain and sell products and services Actively participate in lobby management, greeting customers and proactively taking ownership of the customer's in-branch experience Telephone customers to schedule sales appointments and promote products suitable to the customer's needs Participate in branch prospecting efforts and sales initiatives Assist customers with requests such as stop payments, wire transfers, balance discrepancies, loan information, etc. Serve as a liaison between customer and operational areas Conduct customer transactions with accuracy and prepare daily cash balancing within established guidelines Ability to understand directions and adhere to established policy and procedures Able to remain focused and organized to successfully complete responsibilities Actively participate in branch meetings and training to enhance knowledge and development of skills Other related duties as assigned or directed Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner. May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels Qualifications Education, Training and Skills Requirements: High School Diploma or GED required Excellent interpersonal and communication skills Accurate and proficient math skills Documentation skills with attention to detail Clear thinking and ability to remain focused Must be able to consistently demonstrate the Company's core values: Integrity, Humility, Teamwork, and Excellence Internal product knowledge and teller training (provided after hire) Experience/Other: Two (2) years of customer service and/or banking normally required All applicants must be 18 years of age or older.
    $45k-53k yearly est. 1d ago
  • STUDENT FINANCIAL SERVICES SPECIALIST

    Ithaca College 3.6company rating

    Personal banker job in Ithaca, NY

    Serve as the initial contact for the Student Financial Services Office providing professional and positive customer service assisting current and prospective students and families with the financial aid process. Develop and maintain a strong working knowledge of federal, state, and College student aid regulations, policies, and procedures and provide a variety of information regarding various financial aid programs, procedures and eligibility requirements. Perform operational activities to include data entry, updating and maintaining student account information, receive and process forms and payments, and post transactions. Prepare reports, letters and other correspondence, and respond to questions regarding student financial services programs. * Participate in efforts to attain the Office of Student Financial Services goal to provide outstanding service to students, parents, the campus community and other constituents; convey information related to student financial services clearly and and concisely to groups or individuals verbally and in writing; arrange and/or schedule appointments with appropriate staff within Student Financial Services. * Greet and guide both prospective and current students and families through the financial aid process. Assess the student's individual need, explain aid programs, application procedures and eligibility criteria, and provide appropriate forms. Handle and respond to complex, sensitive, or emotional financial and customer situations. Respond to questions and identify and resolve processing and communication issues regarding billing, financial aid, payment deadlines, tuition rates, loans, forms, and related information; refer unusual concerns to appropriate staff within Student Financial Services. * Develop and demonstrate a multicultural awareness and contribute to cultivating an inclusive, diverse and respectful College community. Demonstrate civil and inclusive behavior when interacting with staff, faculty, students and visitors to the College. Promote a flexible, collaborative and inclusive work and living environment and engage in educational opportunities to increase awareness and understanding of diversity and inclusion. * Receive and review application and supporting documentation in accordance with established guidelines to ensure complete financial aid documentation in preparation for verification and packaging. Research and resolve issues such as missing paperwork. Enter application information into database, scan documents, and setup and maintain files for financial aid application paperwork and student financial aid awards. * Answer multi-line phone and provide a high level of service; receive and respond to e-mail corresponce; utilize the on-line student information system to review information and assist students and/or family members with inquiries providing thoughtful, complete responses. Document all inquiries and responses within the student information system. * Open and sort mail; process payments and forms received and distribute all other mail to appropriate staff member for action. Research and assign returned mail to student assistants for proper follow-up. * Participate in maintaining an accurate and consistent processing schedule in a high volume environment. Receive and process cash, checks, other currency, wire transfers, and credit card payments to student accounts for payment of advance deposits, tuition and fees, ID Express, payment plans and other accounts receivable; prepare deposit receipts and post to appropriate account; maintain adequate supply of change for daily business transactions; balance cash drawers and reconcile daily transactions. * Assist with the collections process and participate in processing student transactions, posting of payments and disbursements, billing and other operational activities during high volume cycles and as assigned. * Develop and maintain knowledge of various financial aid program eligibility standards, billing and collection rules and regulations, state and federal regulations, and financial aid services and programs offered through private, state, and federal agencies. * Develop and maintain knowledge and ability to navigate through and utilize various systems and computer applications. * Develop and maintain knowledge of the services provided by the Offices of Admission, Extended Studies/International Programs, Registrar, Residential Life, Student Employment and other campus offices and direct customers to appropriate campus offices. * Meet with employees and graduate students regarding the payroll deduction option for paying student account balance; assist in determining the amount to be deducted and completing the required payroll forms. Using the online student information system, credit the full amount of the deduction to the student account and monitor deduction reconciliations from Payroll to ensure full deductions are paid. * Use reporting tools to write reports as necessary; collaborate with the Associate Director for Student Financial Services Information Systems as needed. Qualifications: High school diploma or equivalent and a minimum of two years relevant experience; or the equivalent combination of education and experience. Relevant work experience such as work in a student service area of a college or university, such as a financial aid or bursar office, other student service area where there was significant interaction with students and families, including positions held as a work study student or student employee. Customer Service position with a financial focus, such a bank teller, loan processor, bank/credit unio call center rep, accounting or bookkeeping assistant, debt collection specialist. Strong interpersonal and communication skills and the ability to effectively work and interact respectfully within a diverse and inclusive environment; proficiency in various word processing, spreadsheet and database software applications and ability to learn new systems and applications; strong organizational skills and attention to detail; ability to maintain and monitor various accounts, prioritize projects, handle multiple tasks and meet deadlines are required. Previous experience working with an on-line student information system in a college or university is preferred. Application Instructions: Interested applicants must apply online and attach a resume, cover letter, and list of three professional references. Questions about online applications should be directed to the Office of Human Resources at ************** or *************************. Ithaca College is committed to building a diverse academic community and encourages members of underrepresented groups to apply. Experience that contributes to the diversity of the college is appreciated. Visa sponsorship is not provided for this position. Hiring Rate: $20 per hour. We pride ourselves on providing our benefit-eligible employees with comprehensive benefits, including: * Healthcare including vision and dental * Generous Paid Time Off Policies * 403B Retirement Savings Plan with Matching Employer Contribution * EAP * Flexible Work Plans * Educational Benefits * Career-Enhancing Trainings * For an overview of our benefit offerings, please visit ***************************************************************** In an effort to promote campus safety and the security of College resources, Ithaca College will, consistent with the requirements of the law and prudent practices, conduct criminal background investigations per College policy. This position is subject to a criminal background check. All offers of employment are contingent upon review of the criminal background check.
    $20 hourly Auto-Apply 1d ago
  • STUDENT FINANCIAL SERVICES SPECIALIST

    Staff and Faculty

    Personal banker job in Ithaca, NY

    Serve as the initial contact for the Student Financial Services Office providing professional and positive customer service assisting current and prospective students and families with the financial aid process. Develop and maintain a strong working knowledge of federal, state, and College student aid regulations, policies, and procedures and provide a variety of information regarding various financial aid programs, procedures and eligibility requirements. Perform operational activities to include data entry, updating and maintaining student account information, receive and process forms and payments, and post transactions. Prepare reports, letters and other correspondence, and respond to questions regarding student financial services programs. Participate in efforts to attain the Office of Student Financial Services goal to provide outstanding service to students, parents, the campus community and other constituents; convey information related to student financial services clearly and and concisely to groups or individuals verbally and in writing; arrange and/or schedule appointments with appropriate staff within Student Financial Services. Greet and guide both prospective and current students and families through the financial aid process. Assess the student's individual need, explain aid programs, application procedures and eligibility criteria, and provide appropriate forms. Handle and respond to complex, sensitive, or emotional financial and customer situations. Respond to questions and identify and resolve processing and communication issues regarding billing, financial aid, payment deadlines, tuition rates, loans, forms, and related information; refer unusual concerns to appropriate staff within Student Financial Services. Develop and demonstrate a multicultural awareness and contribute to cultivating an inclusive, diverse and respectful College community. Demonstrate civil and inclusive behavior when interacting with staff, faculty, students and visitors to the College. Promote a flexible, collaborative and inclusive work and living environment and engage in educational opportunities to increase awareness and understanding of diversity and inclusion. Receive and review application and supporting documentation in accordance with established guidelines to ensure complete financial aid documentation in preparation for verification and packaging. Research and resolve issues such as missing paperwork. Enter application information into database, scan documents, and setup and maintain files for financial aid application paperwork and student financial aid awards. Answer multi-line phone and provide a high level of service; receive and respond to e-mail corresponce; utilize the on-line student information system to review information and assist students and/or family members with inquiries providing thoughtful, complete responses. Document all inquiries and responses within the student information system. Open and sort mail; process payments and forms received and distribute all other mail to appropriate staff member for action. Research and assign returned mail to student assistants for proper follow-up. Participate in maintaining an accurate and consistent processing schedule in a high volume environment. Receive and process cash, checks, other currency, wire transfers, and credit card payments to student accounts for payment of advance deposits, tuition and fees, ID Express, payment plans and other accounts receivable; prepare deposit receipts and post to appropriate account; maintain adequate supply of change for daily business transactions; balance cash drawers and reconcile daily transactions. Assist with the collections process and participate in processing student transactions, posting of payments and disbursements, billing and other operational activities during high volume cycles and as assigned. Develop and maintain knowledge of various financial aid program eligibility standards, billing and collection rules and regulations, state and federal regulations, and financial aid services and programs offered through private, state, and federal agencies. Develop and maintain knowledge and ability to navigate through and utilize various systems and computer applications. Develop and maintain knowledge of the services provided by the Offices of Admission, Extended Studies/International Programs, Registrar, Residential Life, Student Employment and other campus offices and direct customers to appropriate campus offices. Meet with employees and graduate students regarding the payroll deduction option for paying student account balance; assist in determining the amount to be deducted and completing the required payroll forms. Using the online student information system, credit the full amount of the deduction to the student account and monitor deduction reconciliations from Payroll to ensure full deductions are paid. Use reporting tools to write reports as necessary; collaborate with the Associate Director for Student Financial Services Information Systems as needed. Qualifications: High school diploma or equivalent and a minimum of two years relevant experience; or the equivalent combination of education and experience. Relevant work experience such as work in a student service area of a college or university, such as a financial aid or bursar office, other student service area where there was significant interaction with students and families, including positions held as a work study student or student employee. Customer Service position with a financial focus, such a bank teller, loan processor, bank/credit unio call center rep, accounting or bookkeeping assistant, debt collection specialist. Strong interpersonal and communication skills and the ability to effectively work and interact respectfully within a diverse and inclusive environment; proficiency in various word processing, spreadsheet and database software applications and ability to learn new systems and applications; strong organizational skills and attention to detail; ability to maintain and monitor various accounts, prioritize projects, handle multiple tasks and meet deadlines are required. Previous experience working with an on-line student information system in a college or university is preferred. Application Instructions: Interested applicants must apply online and attach a resume, cover letter, and list of three professional references. Questions about online applications should be directed to the Office of Human Resources at (607) 274-8000 or humanresources@ithaca.edu. Ithaca College is committed to building a diverse academic community and encourages members of underrepresented groups to apply. Experience that contributes to the diversity of the college is appreciated. Visa sponsorship is not provided for this position. Hiring Rate: $20 per hour. We pride ourselves on providing our benefit-eligible employees with comprehensive benefits, including: • Healthcare including vision and dental • Generous Paid Time Off Policies • 403B Retirement Savings Plan with Matching Employer Contribution • EAP • Flexible Work Plans • Educational Benefits • Career-Enhancing Trainings • For an overview of our benefit offerings, please visit https://www.ithaca.edu/human-resources/employee-benefits-wellness In an effort to promote campus safety and the security of College resources, Ithaca College will, consistent with the requirements of the law and prudent practices, conduct criminal background investigations per College policy. This position is subject to a criminal background check. All offers of employment are contingent upon review of the criminal background check.
    $20 hourly Auto-Apply 1d ago
  • Relationship Banker - Syracuse Area

    Bank of America Corporation 4.7company rating

    Personal banker job in Cicero, 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. 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
    $41k-51k yearly est. 6d ago
  • Private Client Banker - Dewitt - Syracuse, NY

    JPMC

    Personal banker job in Syracuse, NY

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $58k-130k yearly est. Auto-Apply 60d+ ago
  • Universal Banker (Multi-site) - Auburn & Union Springs Branches

    ESL Federal Credit Union 4.5company rating

    Personal banker job in Auburn, NY

    Hours: 40 Schedule: Monday - Saturday with a day off during the week for working Saturday. Branch hours are Monday, Thursday & Friday 9:00 a.m. - 5:00 p.m., Tuesday & Wednesday 9:00 a.m. - 4:00 p.m. and Saturday 9:00 a.m. - 1:00 p.m. Must be flexible to meet current and future business needs. Location: Candidate for this role must be willing to travel between both the Auburn and Union Springs branches. Comprehensive Benefits: 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. Pay and Incentive Plan: $22.02 per hour In addition to competitive pay and benefits, we offer an annual performance-based incentive that rewards eligible employees for their contributions to our success. Join us to be part of a team that values you and invests in your growth! Purpose of Position: This position is responsible to effectively and efficiently process customer transactions in a branch environment, and provide appropriate recommendations to customers who may need guidance in identifying the right financial solutions for their financial needs in order to build long-term mutually beneficial relationships, achievement of business objectives, and increased awareness of ESL's self-service and digital service offerings. Accountabilities: ESL is currently seeking a Universal Banker to work in both our Auburn and Union Springs offices to provide excellent customer service through identifying member needs and completing transactions, while building relationships, achieving sales goals and creating a positive experience. In this position you will learn a variety of banking functions by conducting both Teller and Relationship Banker responsibilities. As a Universal Banker at ESL you will: * Create a positive face to face member experience * Build long lasting relationships with members * Work in either a Teller or Relationship Banker position depending on the branch needs * Assist members with processing financial transactions including payments, deposits and withdrawals in a timely manner * Help members recognize and obtain the most appropriate solutions for their financial needs * Educate and Refer a variety of products and services to members * Assist members with accounts, loans and maintenance * Learn about the banking and finance industry * Gain exposure to career opportunities at ESL Qualifications: * One year in sales/service in the financial services or comparable industry required * High School diploma or High School equivalency diploma required * Strong, communication, problem solving and decision making abilities * Prior Sales Experience preferred * A high degree of flexibility to support branch needs * Proficient in building customer and peer relationships * Proficient in PC applications * Understanding of banking products and services preferred * Notary preferred; if not obtain within 12 months of filling role * * 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. 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
    $22 hourly 10d ago
  • Universal Banker

    Pathfinder Bank 3.6company rating

    Personal banker job in Syracuse, NY

    Join a team that values your expertise and your community: At Pathfinder Bank, you're not just an employee, you're a valued part of a team that takes pride in helping local businesses and communities grow. When you join us, you're joining a people-first culture built on respect, development, and service. We offer: * Competitive compensation and benefits, including health coverage, 401(k) with company match, and generous paid time off * A commitment to career growth and internal mobility * Community-focused culture with paid volunteer opportunities * A supportive team that truly values your contributions Summary/Objectives This position is the focal point in the branch for sales, service and/or referral opportunities in support of overall branch goals and activity requirements. The position is a key driver of customer flow in the branch to support these activities. The position services existing customers and grows the business through identifying opportunities with customers. The position assists the CSR and CSS team with customer transactions as required. The position must stay current on operational, product, and system changes/enhancements, as well as demonstrate good risk management decisions to assist the branch in managing preventable losses and reduce fraudulent activity. Able to process a loan application from application to closing including home equity products while adhering to the consumer loan policy. Their percentage of time spent in each work are is based on branch size, complexity, and need. Essential Functions * Provide and maintain excellent customer service to all bank customers. * When needed, will be required to process a variety of retail and commercial transactions, including deposits, withdrawals, loan payments, and check cashing, in an accurate and efficient manner. Assist with support work on the day-to-day operations. * Promotes the Bank's products and services and refers customers to the appropriate sales personnel. Answers customers' routine banking questions; refers complex inquiries to management. * Processes daily transactions including deposits, withdrawals, check cashing and payments accurately, and balances work to teller system with minimal assistance. * Receives, pays out monies, balance cash drawer with minimal assistance, and maintains an acceptable difference record. * Update customer contact information on an ongoing basis to be sure we have the most accurate data in the event the bank would need to contact them. * Assists with support work including, but not limited to, night drop, ATM balancing, safe deposit box, and debit card set up, Branch capture, and preparing courier bags for transit. * Performs various clerical duties including answering phone, typing, filing and preparing check orders. * Ensures compliance/adherence to all policies, procedures and federal regulations in order to attain a satisfactory or better branch audit. Maintains confidentiality of all customer records and documents. * Should manage 75-100 clients & prospective needs. Requirements * 2-5 years' experience at Pathfinder Bank or equivalent experience at another similar institution * Must attain an NMLS number * Meets all criteria of Customer Service Specialist * Universal Banker Certification completed and any internal Pathfinder training with regard to specific procedures, etc. * Proven ability to transition services to sales consistently * Effective or higher rating on annual reviews * Ability to take ownership of errors and solve them promptly * Notary public * Proven ability to open and close branch according to procedure * Qualify for some lending authority
    $30k-35k yearly est. 56d ago
  • Relationship Banker - Cicero and Syracuse, NY

    Jpmorgan Chase 4.8company rating

    Personal banker job in Syracuse, 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** Syracuse,NY $20.00 - $27.88 / hour; Cicero,NY $20.00 - $27.88 / hour
    $20-27.9 hourly 11d ago
  • Relationship Banker - Syracuse Area

    Bank of America 4.7company rating

    Personal banker job in Camillus, NY

    Syracuse, New York;Liverpool, New York; Camillus, New York; Fayetteville, New York; Syracuse, New York; Syracuse, New York; Cicero, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Required Qualifications: - Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client - Collaborates effectively to get things done, building and nurturing strong relationships - Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives - Is confident in identifying solutions for new and existing clients based on their needs - Communicates effectively and confidently and is comfortable engaging all clients - Has the ability to learn and adapt to new information and technology platforms - Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) - Applies strong critical thinking and problem-solving skills to meet clients' needs - Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations - Efficiently manages time and capacity - Focuses on results while acting in the best interest of the client - Can be flexible to work weekends and/or extended hours as needed Desired Qualifications: - Experience in financial services and knowledge of financial services industry, products and solutions - One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals - Six months of cash handling experience - Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Skills: - Adaptability - Business Acumen - Customer and Client Focus - Oral Communications - Problem Solving - Account Management - Client Experience Branding - Client Management - Client Solutions Advisory - Relationship Building - Business Development - Pipeline Management - Prospecting - Referral Identification - Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $41k-51k yearly est. 6d ago
  • Relationship Banker - Cicero and Syracuse, NY

    Jpmorgan Chase & Co 4.8company rating

    Personal banker job in Cicero, NY

    JobID: 210702096 JobSchedule: Full time JobShift: Day Base Pay/Salary: Syracuse,NY $20.00-$27.88; Cicero,NY $20.00-$27.88 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: ****************************************************************
    $42k-62k yearly est. Auto-Apply 12d ago

Learn more about personal banker jobs

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

The average personal banker in Syracuse, NY earns between $35,000 and $73,000 annually. This compares to the national average personal banker range of $29,000 to $48,000.

Average personal banker salary in Syracuse, NY

$50,000

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

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