Relationship Banker - Southold Financial Center

Detailed Information

LISTED SITE
  • Location: Southold, NY

  • Company: Disability Solutions

to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.

Join us! Job Description: This role 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.

This role also accurately and efficiently processes cash transactions for clients as needed. Relationship bankers have deep conversations with clients to gain in-depth knowledge of their financial and life priorities. A Relationship Banker (responsibilities): --- Executes the bank's risk culture and strives for operational excellence--- Builds relationships with individual clients to meet their financial needs--- Follows established processes and guidelines in daily activities

to do what is right for clients and the bank, adhering to all applicable laws and regulations--- Grows business knowledge and network by partnering with experts in small business, lending and investments--- Manages financial center traffic, appointments and outbound calls effectively--- Drives the client experience--- Manages cash responsibilities You're a person who (required skills): --- 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 your 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. You'll be more prepared if you have (desired skills): --- 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 degree such as business management, business administration, or finance. Skills Used in this Role: --- Customer Service--- Risk Management--- Consumer Products and Solutions--- Overcoming Objections--- Risk Management--- Cash Management--- Demonstrating Technology--- Relationship Management--- Active Listening--- Learning Agility--- Problem Solving--- Critical Thinking--- Multitasking Shift:1st shift (United States of America)Hours Per Week: 40

Banking in Smithtown, NY

POPULAR
Personal Banker I - Teller
1
Personal Banker I - Teller
Smithtown, NY
Dec 25, 2023

our employees! Personal bankers are expected to provide exceptional member experiences with current and prospective Suffolk Credit Union members. Personal Bankers will establish new relationships and enhance existing relationships through acquisition, retention, cross-sell strategies within the retail banking, identify referrals for consumer lending, commercial lending, mortgage lending, wealth management and other lines of business.

Personal Bankers will work collaboratively with cross-functional teams to achieve department and Credit Union goals with a high degree of accuracy and reliability. Responsibilities : Deliver stellar member service levels to all current and prospective members

Exhibit knowledge of all Credit Union products and services and maintain the ability to educate, inform and demonstrate benefits of SCU membership, while identifying and seizing acquisition, retention and cross-sell opportunities Ensure requests, complaints, and/or issues are researched and resolved in a timely manner using the necessary channels and solutions Develop advisory relationships with current and prospective members that allow for deepening of relationships and referral opportunities Consistently process transactions accurately and efficiently, while maintaining member confidentiality Proactively perform member research and outreach for sales and service purposes Responsible for following

up with all current and prospective members to ensure a positive experience Complete new member onboarding activities where applicable Use Credit Union resources and innovative technologies to optimize the member experience Perform all daily Personal Banker responsibilities, including but not limited to opening and closing basic membership accounts, Debit/ATM Card servicing, Wire Transfers, Temporary and Checkbook Orders, , and Account Maintenance, such as name, address, phone number and email changes, adding or removing signers or beneficiaries, and stop payment request, Maintain operator drawers, requests cash and coin as needed, and reconciliation of drawers daily Perform all transactional related responsibilities, including but not limited to receiving cash and checks for deposit, verifying amounts, disbursals of cash and checks, verifying all check endorsements, scanning of checks and bonds, and examining cash carefully to guard against the acceptance of counterfeit cash, checks, and identification Remain current on all Credit Union products, services, policies, and procedures as well as all State and Federal Regulations Assist Contact Center with inbound calls during periods of high volume Provide digital branch support as well as member support regarding online banking service and maintenance.

Responsible for traveling to all branch locations where the business need is required Attends and participates in Call Nights, Credit Union Days, and Community Events Assist Credit Union with Business Development efforts Provide notary services to members Achieves a minimum of " Satisfactory" rating on internal audits and examinations Accomplishes the credit union's mission by completing relevant duties as needed when requested by management or other staff members Essential Qualifications: Qualified candidates will have a High School Diploma or equivalent certification.

One (1) to two (2) years of customer service, preferably in a banking environment or six (6) months of Teller or FSR experience required. Cash handling preferred. Notary license required to be obtained within three (3) months of hire. Exhibits strong interpersonal skills with the ability to be empathetic and build rapport. Ability to express oneself clearly and articulately both orally and in writing. Demonstrated skill in customer service and communication. Ability to exercise tact and responsibility with handling confidential information.

Ability to work with direct supervision of daily activities. Demonstrates ability to achieve individual goals as well as support the team achieve branch goals. Intermediate mathematical skills required. Knowledge of loan processing procedures Knowledge of credit union loan policies as well the following regulations: Truth in Lending, HMDA, Equal Credit Opportunity Act, Fair Credit Reporting Act, Uniform Commercial Code, HUD, RESPA, Fair Housing Act, Fair Debt Collection Practices Act as well as lending related laws and other NCUA regulations Knowledge of credit union products, services, policies, regulations and procedures Apply today and discover a rewarding career!

We offer competitive salaries, great benefits, and most importantly the opportunity to make a difference. Suffolk Credit Union provides equal employment opportunities to all applicants and prohibits discrimination of any type on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, interaction or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), interactionual orientation, marital status, military service and veteran status, physical or mental disability, genetic information or any other characteristic protected by applicable federal, state or local laws.

Job Posted by Applicant Pro

POPULAR
Personal Banker III - FLOATER
1
Personal Banker III - FLOATER
Smithtown, NY
Dec 25, 2023

value our employees! Personal bankers are expected to provide exceptional member experiences with current and prospective Suffolk Credit Union members. Personal Bankers will establish new relationships and enhance existing relationships through acquisition, retention, cross-sell strategies within the retail banking, identify referrals for consumer lending, commercial lending, mortgage lending, wealth management and other lines of business.

Personal Bankers will work collaboratively with cross-functional teams to achieve department and Credit Union goals with a high degree of accuracy and reliability. This is a " FLOATING" position. Travel is required throughout Suffolk County

within our Branch network. Floating staff must be available flexible days including Saturdays. Responsibilities : Deliver stellar member service levels to all current and prospective members Exhibit knowledge of all Credit Union products and services and maintain the ability to educate, inform and demonstrate benefits of SFCU membership, while identifying and seizing acquisition, retention and cross-sell opportunities Ensure requests, complaints, and/or issues are researched and resolved in a timely manner using the necessary channels and solutions Develop advisory relationships with current and prospective members that allow for deepening of relationships and referral opportunities Consistently

process transactions accurately and efficiently, while maintaining member confidentiality Proactively perform member research and outreach for sales and service purposes Responsible for following up with all current and prospective members to ensure a positive experience Complete new member onboarding activities where applicable Use Credit Union resources and innovative technologies to optimize the member experience Perform all daily Personal Banker responsibilities, including but not limited to opening and closing all consumer, business, specialty titled accounts, such as Trusts, Guardianships, Rep Payees, and Retirement accounts, Debit/ATM Card servicing, Wire Transfers, Temporary and Checkbook Orders, Fraud Claims, and Account Maintenance, such as name, address, phone number and email changes, adding or removing signers or beneficiaries, and stop payment request, Maintain operator drawers, requests cash and coin as needed, and reconciliation of drawers on a daily basis Perform all transactional related responsibilities, including but not limited to receiving cash and checks for deposit, verifying amounts, disbursals of cash and checks, verifying all check endorsements, scanning of checks and bonds, and examining cash carefully to guard against the acceptance of counterfeit cash, checks, and identification Perform all Lending related responsibilities, including but not limited to accepting and processing consumer lending loan applications including Home Equities, gathering all requested loan documentation from the member, loan application maintenance, and loan bookings as well as submit mortgage referrals when identified.

Remain current on all Credit Union products, services, policies, and procedures as well as all State and Federal Regulations Assist Contact Center with inbound calls during period of high volume Maintain all daily vault operations in compliance with Credit Union Policies and Procedures Serve as the liaison to cash vendors and courier services Provide guidance, troubleshooting, mentoring, coaching, and training for all applicable staff outside of authority and knowledge base Performs month and surprise audits as necessary Manages proper document scanning and document retention Complete Deposit Hold Notices and approve check hold releases within approval limits and where applicable Completes and submits all Currency Transaction Reports in compliance with Credit Union policies, procedures and State and Federal Regulations Assist and brief Branch Management on branch production, reporting function for loan pipelines, member activity, member correspondence, and any other information as needed, new membership account reviews, loan application reviews, and HMDA reviews Provide digital branch support as well as member support regarding online banking service and maintenance.

Responsible for traveling to all branch locations where the business need is required Attends and participates in Call Nights, Credit Union Days, and Community Events Assist Credit Union with Business Development efforts Provide Notary services to members Achieves a minimum of " Satisfactory" rating on internal audits and examinations Required to meet and/or exceed monthly loan goals ethically and in compliance with Credit Union Policies and Procedures, as well as State and Federal Regulations Accomplishes the credit union's mission by completing relevant duties as needed when requested by management or other staff members.

Essential Qualifications: Qualified candidates will have a high diploma or equivalency certification. At a minimum, 3 years of customer service experience, preferably in a banking environment.

Cash handling preferred, supervisory experience required. Exhibits strong interpersonal skills with the ability to be empathetic and build rapport. Ability to express oneself clearly and articulately both orally and in writing. Demonstrated skill in customer service and communication. Ability to exercise tact and responsibility with handling confidential information. Ability to work with direct supervision of daily activities. Demonstrates ability to achieve individual goals as well as support the team achieve branch goals. Intermediate mathematical skills required. Knowledge of loan processing procedures Knowledge of credit union loan policies as well the following regulations: Truth in Lending, HMDA, Equal Credit Opportunity Act, Fair Credit Reporting Act, Uniform Commercial Code, HUD, RESPA, Fair Housing Act, Fair Debt Collection Practices Act as well as lending related laws and other NCUA regulations Knowledge of credit union products, services, policies, regulations and procedures Apply today and discover a rewarding career!

We offer competitive salaries, great benefits, and most importantly the opportunity to make a difference. Suffolk Credit Union provides equal employment opportunities to all applicants and prohibits discrimination of any type on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, interaction or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), interactionual orientation, marital status, military service and veteran status, physical or mental disability, genetic information or any other characteristic protected by applicable federal, state or local laws.

Job Posted by Applicant Pro

POPULAR
Personal Banker II
1
Personal Banker II
Smithtown, NY
Dec 26, 2023

employees! Personal bankers are expected to provide exceptional member experiences with current and prospective Suffolk Credit Union Credit Union members. Personal Bankers will establish new relationships and enhance existing relationships through acquisition, retention, cross-sell strategies within the retail banking, identify referrals for consumer lending, commercial lending, mortgage lending, wealth management and other lines of business.

Personal Bankers will work collaboratively with cross-functional teams to achieve department and Credit Union goals with a high degree of accuracy and reliability. Responsibilities: Deliver stellar member service levels to all current and prospective

members Exhibit knowledge of all Credit Union products and services and maintain the ability to educate, inform and demonstrate benefits of SCU membership, while identifying and seizing acquisition, retention and cross-sell opportunities Ensure requests, complaints, and/or issues are researched and resolved in a timely manner using the necessary channels all while delivering meaningful solutions Develop advisory relationships with current and prospective members that allow for deepening of relationships and referral opportunities Consistently process all transactions accurately and efficiently, while maintaining member confidentiality Proactively perform member research and outreach for sales

and service purposes Responsible for following up with all current and prospective members to ensure a positive experience Complete new member onboarding activities where applicable Use Credit Union resources and innovative technologies to optimize the member experience Perform all daily Personal Banker responsibilities, including but not limited to opening and closing all consumer, , specialty titled accounts, such as Guardianships, Rep Payees, and Retirement accounts, Debit/ATM Card servicing, Wire Transfers, Temporary and Checkbook Orders, Fraud Claims, and Account Maintenance, such as name, address, phone number and email changes, adding or removing signers or beneficiaries, and stop payment request, Maintain operator drawers, requests cash and coin as needed, and reconciliation of drawers on a daily basis Perform all transactional related responsibilities, including but not limited to receiving cash and checks for deposit, verifying amounts, disbursals of cash and checks, verifying all check endorsements, scanning of checks and bonds, and examining cash carefully to guard against the acceptance of counterfeit cash, checks, and identification Perform all Lending related responsibilities, including but not limited to accepting and processing consumer lending loan applications including Home Equities, gathering all requested loan documentation from the member, loan application maintenance, and loan bookings as well as submit mortgage referrals when identified.

Remain current on all Credit Union products, services, policies, and procedures as well as all State and Federal Regulations Assist Contact Center with inbound calls during period of high volume Provide digital branch support as well as member support regarding online banking service and maintenance. Responsible for traveling to all branch locations where the business need is required Attends and participates in Call Nights, Credit Union Days, and Community Events Assist Credit Union with Business Development efforts Provide Notary services to members Achieves a minimum of " Satisfactory" rating on internal audits and examinations Required to meet and/or exceed monthly loan goals ethically and in compliance with Credit Union Policies and Procedures, as well as State and Federal Regulations Accomplishes the credit union's mission by completing relevant duties as needed when requested by management or other staff members Essential Qualifications: Qualified candidates will have a high diploma or equivalency certification.

Two (2) years of customer service, preferably in a banking environment. Supervisory experience and cash handling preferred. Notary license required to be obtained within three (3) months of hire. NMLS-ID (Mortgage Loan Originator) required and will be provided at time of hire if not already acquired. Essential Qualifications: Exhibits strong interpersonal skills with the ability to be empathetic and build rapport. Ability to express oneself clearly and articulately both orally and in writing. Demonstrated skill in customer service and communication.

Ability to exercise tact and responsibility with handling confidential information. Ability to work with direct supervision of daily activities. Demonstrates ability to achieve individual goals as well as support the team achieve branch goals. Intermediate mathematical skills required. Knowledge of loan processing procedures Knowledge of credit union loan policies as well the following regulations: Truth in Lending, HMDA, Equal Credit Opportunity Act, Fair Credit Reporting Act, Uniform Commercial Code, HUD, RESPA, Fair Housing Act, Fair Debt Collection Practices Act as well as lending related laws and other NCUA regulations Knowledge of credit union products, services, policies, regulations, and procedures Apply today and discover a rewarding career!

We offer competitive salaries, great benefits, and most importantly the opportunity to make a difference. Suffolk Credit Union is an Equal Opportunity Employer. All applicants will be considered for employment without attention to race, color, religion, interaction, interactionual orientation, gender identity, national origin, veteran or disability status. Job Posted by Applicant Pro

POPULAR
Digital Banker III - Digital Channel
1
Digital Banker III - Digital Channel
Smithtown, NY
Dec 26, 2023

members by identifying additional opportunities for members within retail banking, consumer lending, mortgage lending, and wealth management. The Digital Banker III will deliver stellar member experience and become a member advocate in a professional, courteous, and helpful manner while working to protect and help grow the Credit Union.

Responsibilities: Deliver a stellar member experience to all current and prospective members that engage with the Credit Union through the digital channel Exhibit knowledge of all Credit Union products and services and maintain the ability to educate, inform and demonstrate benefits of SCU membership, while identifying and seizing acquisition, retention,

and cross-sell opportunities Ensure requests, complaints, and/or issues are researched and resolved in a timely manner using the necessary channels and solutions.

Develop advisory relationships with current and prospective members that allow for deepening of relationships and referral opportunities Provide support to our members via digital channels such as online account opening, online banking services and maintenance Perform all daily Personal Banker responsibilities, including but not limited to opening of consumer, Debit Card servicing, Temporary and Checkbook Orders, Fraud Claims, and Account Maintenance, such as name, address, phone number and email changes, and stop payment requests.

Consistently process transactions accurately and efficiently, while maintaining member confidentiality Proactively perform member research and outreach for sales and service purposes Responsible for following up with all current and prospective members to ensure a positive experiences Complete new member onboarding activities where applicable Use Credit Union resources and innovative technologies to elevate member experiences Assist and brief leadership on member activity, member correspondence, and any other information as needed.

Perform lending related responsibilities, including but not limited to accepting and processing consumer lending loan applications including Home Equities, gathering all requested loan documentation from the member, loan application maintenance, and loan bookings as well as submit mortgage referrals when identified.

Remain current on all Credit Union products, services, policies, and procedures as well as all State and Federal Regulations Assist Contact Center with inbound calls during period of high volume Maintain all daily vault operations in compliance with Credit Union Policies and Procedures Complete ATM processing transactions and ATM/ITM check review Responsible for traveling to all branch locations where the business need is required Attends and participates in Call Nights, Credit Union Days, and Community Events Assist Credit Union with Business Development efforts Achieves a minimum of " Satisfactory" rating on internal audits and examinations Completes and submits all Currency Transaction Reports in compliance with Credit Union policies, procedures and State and Federal Regulations Required to meet and/or exceed monthly loan goals ethically and in compliance with Credit Union Policies and Procedures, as well as State and Federal Regulations Accomplishes the credit union's mission by completing relevant duties as needed when requested by management or other staff members Performs month and surprise audits as necessary Manages proper document scanning and document retention Complete Deposit Hold Notices and approve check hold releases within approval limits and where applicable Assist and brief Branch Management on branch production, reporting function for loan pipelines, member activity, member correspondence, and any other information as needed, new membership account reviews, loan application reviews, and HMDA reviews Completes and submits all Currency Transaction Reports in compliance with Credit Union policies, procedures and State and Federal Regulations Provide guidance, troubleshooting, mentoring, coaching, and training for all applicable staff outside of authority and knowledge base Essential Qualifications: Qualified candidates will have a High School Diploma or equivalency certification.

At a minimum, three (3) years of customer service experience, preferably in a banking environment. Cash handling preferred, supervisory experience required. Exhibits strong interpersonal skills with the ability to be empathetic and build rapport. Ability to express oneself clearly and articulately both orally and in writing.

Demonstrated skill in customer service and communication. Broad understanding of advancing technologies. Ability to exercise tact and responsibility with handling confidential information. Ability to work with direct supervision of daily activities. Demonstrates ability to achieve individual goals as well as support the team achieve branch goals. Intermediate mathematical skills required. Knowledge of credit union loan policies as well the following regulations: Truth in Lending, HMDA, Equal Credit Opportunity Act, Fair Credit Reporting Act, Uniform Commercial Code, HUD, RESPA, Fair Housing Act, Fair Debt Collection Practices Act as well as lending related laws and other NCUA regulations Knowledge of credit union products, services, policies, regulations, and procedures Apply today and discover a rewarding career!

We offer competitive salaries, great benefits, and most importantly the opportunity to make a difference. Suffolk Credit Union provides equal employment opportunities to all applicants and prohibits discrimination of any type on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, interaction or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), interactionual orientation, marital status, military service and veteran status, physical or mental disability, genetic information or any other characteristic protected by applicable federal, state or local laws.

Job Posted by Applicant Pro

Banking In New York

1
Teller
Albany
Jan 06, 2024

welcoming both new and existing clients to the Bank and assisting them with their account transactions and servicing needs, including identifying and resolving client servicing issues. Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation.

At Key Bank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. Responsibilities Embodies a strong client experience culture, being present with every client and teammate and realizing

the impact we can have on their day, personally, professionally, and financially. Assumes responsibility for the efficient, effective, and accurate performance of teller functions.

Proactively work to identify and resolve client servicing issues, escalating as needed Listen for clues for financial wellness opportunities during client conversations, and then appropriately transition the client(s) to a Banker Assist clients in achieving their financial goals and objectives through the use of financial wellness tools Participate in morning huddles and end of day debriefs Follows compliance, audit and security procedures, balances cash drawer within balancing guidelines. Review and maintain

knowledge of product guides, fees, and policies to stay current on offerings Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all Key Bank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.

Education Qualifications High School Diploma , GED, or equivalent business experience (required) Experience Qualifications Experience in a client service role (required) Experienced in cash handling (required) General understanding of PC with Windows based applications and calculator (required) Tactical Skills Is knowledgeable about the client’s accounts and business with the bank and uses sound judgment with customers and transactions Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online and Telephone Banking) Strong work ethic and high level of integrity Excellent Time management skills Personal Skills Adaptability: Understands that change is inevitable and seeks value in new ways of doing things while coping with day-to-day frustrations, adversities and uncertainties related to change Collaboration: Demonstrates a basic understanding of collaborative processes and provides examples of how collaboration has or can help the organizational reach its goals Critical Thinking: The ability to identify issues, communicate them, and explain the characteristics and steps in effective decision-making Decision Making: The ability to follow directions while identifying a defensible course of action among alternatives Emotional Intelligence: Describes the concepts and underlying tenets of emotional intelligence (EI) as a skill and cites examples as to the impact of EI on business results Practical Skills Business Acumen: Works to understand the business priorities of internal and external clients and can describe relevant profitability drivers and considerations Oral & Written Communication: Demonstrates the ability to speak, write, and present in a way that effectively conveys the intended message to an audience Risk Management: Describes key issues and benefits of risk management practices and makes use of organizational resources for risk avoidance and management Storytelling: Describes storytelling techniques, concepts, and potential benefits Change Navigation: Demonstrates the ability to modify work as directed and applies the concept of continuous improvement to develop new skills during change initiatives Core Competencies All Key Bank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.

Physical Demands Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 – 10 lbs.

occasional lifting of up to 30 lbs. Driving Requirements Ability to occasionally operate a motor vehicle with a valid driver's license. COMPENSATION AND BENEFITS This position is eligible to earn a base hourly rate in the range of $18 to $22.12 per hour depending on location and job-related factors such as level of experience. Compensation for this role also includes short-term incentive compensation subject to individual and company performance. Please click here for a list of benefits for which this position is eligible.

Job Posting Expiration Date: 04/02/2024 Key Corp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, interactionual orientation, gender identity, national origin, disability, veteran status or other protected category. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing xyz X@.

1
Relationship Banker - Park South Branch
Albany
Jan 05, 2024

member service experience by engaging in conversation with members, reviewing their full financial profile, and recommending appropriate solutions to meet their financial needs. To serve as a subject matter expert for our members, creating outstanding member experience by resolving member service needs, and delivering expertise in financial services that benefit every member, every time, every day.

WHAT YOU’LL DO Advocate for members, seeking ways to enhance members’ experience, providing solutions that help them achieve their financial goals Attract new retail and business members, while fostering deeper relationships with existing members utilizing The Member Advantage approach Prioritize

the delivery of exceptional member service with accuracy and operational excellence including problem/complaint resolution Support the branch in growing a profitable book of business to achieve individual and team goals, in support of overall corporate goals Build new relationships through Community/Foundation involvement and existing member referrals Create greater awareness of all service channels members can utilize through promotion, education, and direct demonstrations to members Participate in ongoing coaching, job shadowing, mentoring, and training to develop and enhance performance Demonstrate vigilance in detecting and reporting fraud or irregular activities Ensure compliance with all

applicable policies, procedures, and regulatory guidelines Achievement of goals and objectives provided by management LET’S TALK IF YOU Have an Associate degree preferred, or combination of equivalent education and experience Have passed and Maintain Notary Public License (within 6 months of completion of Relationship Banker Training) and Signature Guarantee permissions Are Proficient in Microsoft Word and Excel Have the ability to multi-task to meet or exceed minimum performance standards Have effective verbal, written and listening communication skills Have strong interpersonal skills Have the flexibility to work out of any location at any time, as business needs dictate Have the ability to lift at least 10 pounds and stand for long periods of time TO THRIVE AT BROADVIEW YOU NEED Proficiency in Microsoft Office Suite, including Word, Excel, Power Point, and Share Point.

To be able to operate in a rapidly changing dynamic environment. Excellent oral, written, and auditory communication skills, as well as interpersonal interaction skills. Starting Compensation: $20.68 - $24.82/hr. plus a competitive benefits package Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply. We are an equal opportunity employer.

We do not discriminate on the basis of race, creed, color, national origin, religion, interaction, age, veteran status, disability, genetic information, gender identity, or any other protected class. Broadview FCU is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our Website or need assistance completing the application process, please contact us at m.

1
Cash Management Services Teller
Albany
Jan 01, 2024

procedures. Separate currency, coin, and/or check deposits received from bank, ATM, and/or commercial customers providing accurate count by denomination. Prepare currency and/or coin change orders by denomination for each customer assigned. Qualifications: Ability to read, count, add, subtract, write and record numbers.

Ability to perform simple computer data entry. Ability to use calculator by touch. Working Conditions Full-time schedule consists of 40 hours per week performed in 8 hour or split shifts Work is performed in a room or work area within a vault with little or no exposure to outside light Work is performed from a sitting position (on a stool with back support) or standing

position (in front of a 3.5 --- 4 foot high counter) Benefits: Loomis offers one of the most comprehensive employees benefit packages in the industry, which includes: Vacation and Sick Time (PTO) as well as Paid Holidays Health & Dental Insurance Vision Insurance 401(k) Plan Basic Life Insurance Plan Voluntary Life Insurance Plan Flexible Spending and Health Savings Account Dependent Care Account Industry leading Training and Development With a network of nearly 200 branches, Loomis armored transportation, cash management centers, and cash inventory vaults keep cash flowing throughout financial institutions and retail businesses across the US.

Loomis prides itself on providing employees

with opportunities for career advancement and job satisfaction. In fact, many of our company---s managers, vice presidents, and corporate executives started out in the branches as driver/guards and tellers.

Our work can be challenging, but the thousands who have stayed with our company for decades will tell you that if you have the desire to learn and the drive to succeed, Loomis is the place to be. Come join our team Loomis is an equal opportunity employer. EEO AA M/F/Vet/Disability. Drug Free Workplace. Qualified applicants will receive consideration for employment without regard to their race, color, religion, national origin, interaction, protected veteran status or disability.

1
Relationship Banker - Albany, NY area
Albany
Jan 03, 2024

to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.

Join us! Job Description: This role 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.

This role also accurately and efficiently processes cash transactions for clients as needed. Relationship bankers have deep conversations with clients to gain in-depth knowledge of their financial and life priorities. A Relationship Banker (responsibilities): --- Executes the bank's risk culture and strives for operational excellence--- Builds relationships with individual clients to meet their financial needs--- Follows established processes and guidelines in daily activities

to do what is right for clients and the bank, adhering to all applicable laws and regulations--- Grows business knowledge and network by partnering with experts in small business, lending and investments--- Manages financial center traffic, appointments and outbound calls effectively--- Drives the client experience--- Manages cash responsibilities You're a person who (required skills): --- 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 your 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. You'll be more prepared if you have (desired skills): --- 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 degree such as business management, business administration, or finance. Skills Used in this Role: --- Customer Service--- Risk Management--- Consumer Products and Solutions--- Overcoming Objections--- Risk Management--- Cash Management--- Demonstrating Technology--- Relationship Management--- Active Listening--- Learning Agility--- Problem Solving--- Critical Thinking--- Multitasking Shift:1st shift (United States of America)Hours Per Week: 40

1
Part Time (30 Hour) Associate Banker, Albany State St. Albany, NY
Albany
Jan 04, 2024

most welcoming and friendly service, you will be front and center representing our brand and culture. 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 an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter

the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, , and ATMs to complete their banking needs whenever, wherever, and however they want Assists clients and the branch team by helping

with new account openings when needed Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures Required qualifications, capabilities, and skills 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We 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, interactionual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be 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. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans Base Pay/Salary Albany, NY $22.50 - $26.11 / hour

1
Relationship Banker - New Scotland Avenue Financial Center
Albany
Jan 04, 2024

to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.

Join us! Job Description: This role 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.

This role also accurately and efficiently processes cash transactions for clients as needed. Relationship bankers have deep conversations with clients to gain in-depth knowledge of their financial and life priorities. A Relationship Banker (responsibilities): --- Executes the bank's risk culture and strives for operational excellence--- Builds relationships with individual clients to meet their financial needs--- Follows established processes and guidelines in daily activities

to do what is right for clients and the bank, adhering to all applicable laws and regulations--- Grows business knowledge and network by partnering with experts in small business, lending and investments--- Manages financial center traffic, appointments and outbound calls effectively--- Drives the client experience--- Manages cash responsibilities You're a person who (required skills): --- 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 your 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. You'll be more prepared if you have (desired skills): --- 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 degree such as business management, business administration, or finance. Skills Used in this Role: --- Customer Service--- Risk Management--- Consumer Products and Solutions--- Overcoming Objections--- Risk Management--- Cash Management--- Demonstrating Technology--- Relationship Management--- Active Listening--- Learning Agility--- Problem Solving--- Critical Thinking--- Multitasking Shift:1st shift (United States of America)Hours Per Week: 40