Branch Banking Client Consultant I.A Branch Banking Client Consultant I provides customers with high quality, prompt, and professional financial services.
Responsible for interacting with clients an...Show moreLast updated: 30+ days ago
Promoted
Operations Manager - Mortgage Banking Operations
Wealthy RecruitingGreat Neck, NY, US
$150,000.00 yearly
Full-time
Powerhouse Solutions, a trusted leader in mortgage banking, is seeking a dedicated and experienced Operations Manager to lead and enhance the efficiency of our loan operations team.In this critical...Show moreLast updated: 6 days ago
Promoted
Banking and Payments Relationship Data Analyst
TransUnionWhite Plains, NY, US
$72,300.00–$105,000.00 yearly
Full-time
TransUnion's Job Applicant Privacy Notice.Personal Information We Collect.At TransUnion, we strive to build an environment where our associates are in the driver's seat of their professional develo...Show moreLast updated: 5 days ago
Promoted
BANKING RELATIONSHIP SPECIALIST - FLOATING - BERGEN COUNTY
ConnectOne BankEnglewood Cliffs, NJ, United States
Full-time
ConnectOne Bank proves that putting people first is a better way to do business.At ConnectOne, we're builders - of businesses, communities, and equity.
Most importantly, we're building opportunities...Show moreLast updated: 4 days ago
Business Banking Relationship Manager
KeyBank660 White Plains Rd, Tarrytown, NY
$114,000.00–$125,000.00 yearly
Full-time
Serves as the Relationship Manager and Financial Advisor to clients, introducing a full range of core banking products, differentiated capabilities and comprehensive solutions to meet client needs ...Show moreLast updated: 30+ days ago
Project Manager - Corporate Banking Systems
SMBC GroupWhite Plains, NY, US
$142,000.00–$196,000.00 yearly
Full-time
The anticipated salary range for this role is between $142,000.The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the curr...Show moreLast updated: 30+ days ago
Promoted
Client Banking Specialist
VirtualVocationsBronx, New York, United States
Full-time
A company is looking for a Client Banking Specialist (Processing).Key ResponsibilitiesProduce and distribute check run reports to clients daily and manage client funding requestsEnsure timely and a...Show moreLast updated: 8 days ago
Associate, Banking
Morgan StanleyNew York, US
$225,000.00 yearly
Americas-United States of America-New York-New YorkEmployment Type : Full TimeJob Level : Associate.LLC seeks an Associate, Banking in New York, New York .
Advise power, utility and renewable energy cli...Show moreLast updated: 30+ days ago
Promoted
Mortgage Consultant
Prosperity Home Mortgage, LLCNew Rochelle, NY, US
$16.00 hourly
Full-time
As a vital member of the Prosperity Home Mortgage team, the Mortgage Consultant operates under the guidance of the Area Sales Leader, providing expert advice on residential mortgage programs to bot...Show moreLast updated: 25 days ago
Promoted
Sales Consultant
Quality Chevrolet GMCEnglewood, NJ, US
Full-time
About Us : We are a growing dealership located in Englewood we are looking for additional Sales Representatives to meet the demands of our customers.
We are looking to reach a new level in sales volu...Show moreLast updated: 24 days ago
Promoted
BANKING CALL CENTER 3 : 00PM-11 : 30PM SHIFT
Classic WestchesterWhite Plains, NY, United States
Full-time
We are seeking a Customer Service Representative to join our team! You will be responsible for helping customers by providing product and service information and resolving technical issues.Handle c...Show moreLast updated: 4 days ago
Promoted
Mortgage Consultant
Prosperity Home MortgageNew Rochelle, NY, United States
$16.00 hourly
Full-time
As a vital member of the Prosperity Home Mortgage team, the Mortgage Consultant operates under the guidance of the Area Sales Leader, providing expert advice on residential mortgage programs to bot...Show moreLast updated: 1 day ago
Promoted
Workday Consultant
Geopaq LogicRidgefield Park, New Jersey, USA
Contract Period : 3 / 1 / 2025 2 / 28 / 2026.Work Location : Ridgefield Park NJ.The successful candidate will identify and recommend configurations changes that maintain system integrity and maximize functi...Show moreLast updated: 19 days ago
Banking Associate - Union (30 Hour)
TD Bank, N.A.2265 Morris Avenue
Part-time
The Banking Associate is a professional in banking, plays a key role in delivering TD’s Brand promise at a store location.
This role is accountable for accurately completing everyday banking transac...Show moreLast updated: 30+ days ago
Consultant - Banking and Payments
CAPCONew York, US
As a Consultant on the Banking and Payments team, you will work in a fast-paced team setting, alongside industry experts, to craft optimal strategies used to solve complex client problems.Your insi...Show moreLast updated: 30+ days ago
Promoted
Client Partner (Global Account)-Banking & FS
Cognizant North AmericaTeaneck, NJ, United States
Full-time
Client Partner(Global Account)- Banking & Financial Services Overview Client Partners plays a key role in our growth and are tasked with rapid business expansion within their assigned accounts, res...Show moreLast updated: 4 days ago
Investment Banking - Mid Cap Investment Banking - Associate
JPMorgan Chase Bank, N.A.New York, US
$175,000.00–$225,000.00 yearly
Full-time
We are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Mid Cap Investment Banking team, offering an exceptional opportunity to contribute to high-profile t...Show moreLast updated: 2 days ago
Promoted
Client Partner (Global Account)-Banking & FS
Cognizant Technology SolutionsTeaneck, NJ, United States
Full-time
Client Partner(Global Account)- Banking & Financial Services.Client Partners plays a key role in our growth and are tasked with rapid business expansion within their assigned accounts, responsible ...Show moreLast updated: 30+ days ago
Promoted
HR Consultant
Creative Financial StaffingGreenburgh, NY, US
Full-time
CFS has partnered with a governmental agency seeking a.Westchester County and New York State Civil Service Law provisions.
This role involves working closely with Department Heads, providing adminis...Show moreLast updated: 1 day ago
A Branch Banking Client Consultant I provides customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.
Pay Range : $17.00 - $21.25 - $25.50Pay Range : Local Minimum Wage - $0.00 - $0.00
Job Responsibilities :
Sales Performance : Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative
C lient Experience : Provide positive client experience by assisting with account questions, problems and / or complaints and through research and communication resolve in a timely and effective manner. Delivers client engagement and Education. Meet behavioral activity goals as defined by Retail Leadership including, but not limited to referrals.
Management : Deliver timely and accurate daily financial transactions; striving for no controllable preventable losses. Understand and adhere to all applicable bank policies and regulations.
Performs special projects, and additional duties and responsibilities as required.
Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.
Job Requirements :
High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent, required
0 – 3 years of customer service and sales experience, required
Experience in financial services industry, preferred