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Investment banker Jobs in Rochester, NY

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Investment banker • rochester ny

Last updated: 1 hour ago
  • Promoted
Relationship Banker

Relationship Banker

NBT BankFairport, NY, US
Full-time +1
The role of the Relationship Banker is to deliver high quality customer service and responsiveness while providing quality, consultative customer service to ensure both internal and external custom...Show moreLast updated: 23 days ago
  • New!
U.S. Private Bank - Private Banker - Vice President

U.S. Private Bank - Private Banker - Vice President

JPMorgan Chase Bank, N.A.Rochester, NY, US
Full-time
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J. If you have an entrepreneurial ...Show moreLast updated: 1 hour ago
Supervisor, Video Investment

Supervisor, Video Investment

DigitasNew York, US
Full-time
Right now, we’re looking for a stellar Media Supervisor who’ll lead the team in bringing that transformation to life through cross-platform video and local channels – with a focus on the ever-evolv...Show moreLast updated: 30+ days ago
  • Promoted
U.S. PRIVATE BANK - PRIVATE BANKER - VICE PRESIDENT

U.S. PRIVATE BANK - PRIVATE BANKER - VICE PRESIDENT

JPMorgan ChaseCity of Rochester, NY, United States
Full-time
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J. If you have an entrepreneurial ...Show moreLast updated: 24 days ago
Sales Executive - Insurance Investment Accounting Solutions

Sales Executive - Insurance Investment Accounting Solutions

SS&C TechnologiesNY, US
Full-time
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries.Some 20,000 financia...Show moreLast updated: 30+ days ago
  • Promoted
Investment Accountant

Investment Accountant

VirtualVocationsRochester, New York, United States
Full-time
A company is looking for an Investment Accountant.Key Responsibilities : Manage accounting processes for monthly and quarterly close, focusing on real estate funds and property financials Prepare...Show moreLast updated: 3 days ago
CDO Analyst

CDO Analyst

Fortress Investment GroupNew York, US
Permanent
Fortress Investment Group LLC is a leading, highly diversified global investment manager with approximately $48 billion of assets under management as of December 31, 2023.Founded in 1998, Fortress ...Show moreLast updated: 30+ days ago
Citizens Banker

Citizens Banker

CitizensRochester, NY, United States
Full-time
Starting Salary : $20 / hour and up.Citizens Bankers are the face of the branch.They devote their time getting to know their customers and building lasting relationships by providing trusted advice....Show moreLast updated: 30+ days ago
  • Promoted
Bilingual Teller Retail Banker II

Bilingual Teller Retail Banker II

Woodforest National BankRochester, NY, US
Full-time
Take the next step toward your new career today!.Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation.Woodf...Show moreLast updated: 17 days ago
  • Promoted
Universal Banker - Branch

Universal Banker - Branch

ELSRochester, NY, US
Full-time
Monday - Saturday with a day off during the week.Branch hours are Monday & Thursday 9 : 00 a.Must be flexible to meet current and future business needs. Something wonderful happens when you love what ...Show moreLast updated: 23 days ago
Personal Banker

Personal Banker

KeyBankRochester, NY
Full-time
South Winton Rd - Rochester, New York 14623.Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. Personal Bankers engage clients in deeper conv...Show moreLast updated: 30+ days ago
Relationship Banker

Relationship Banker

ESL Federal Credit UnionRochester, NY , US
Full-time
Monday – Saturday with a day off during the week.Branch hours are Monday & Thursday 9 : 00 – 5 : 00 , Tuesday & Wednesday 9 : 00 – 4 : 00 , Friday 9 : 00 – 6 : 00 , and Saturday 9 : 00 – 1 : 30 Must be flexib...Show moreLast updated: 30+ days ago
PERSONAL BANKER

PERSONAL BANKER

Valley BankNY, US
Full-time
Responsibilities include, but are not limited to : .Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly and ...Show moreLast updated: 30+ days ago
Investment Leader Private Real Estate Partnership Investments

Investment Leader Private Real Estate Partnership Investments

Partners GroupNew York, US
Full-time
To lead the regional NAM team within the Real Estate Partnerships business unit, including secondaries, co-investments and primaries. The successful candidate will be responsible for a) mentoring th...Show moreLast updated: 30+ days ago
  • Promoted
INVESTMENT CONSULTANT - ROCHESTER, NY

INVESTMENT CONSULTANT - ROCHESTER, NY

Fidelity InvestmentsRochester, NY, United States
Full-time
You joined the financial services industry to make a difference in the lives of your clients.At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry l...Show moreLast updated: 2 days ago
Investment Professional, Associate

Investment Professional, Associate

JPMorgan Chase & Co.Rochester, NY, United States
Full-time
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within. If you have an entrepreneurial mi...Show moreLast updated: 24 days ago
Quantitative Research Analyst – Equities – Investment Management – New York

Quantitative Research Analyst – Equities – Investment Management – New York

Octavius FinanceNew York, US
Permanent
An esteemed investment management firm is seeking a talented Quantitative Research Analyst with strong development skills to join their Equity team. This role offers a unique opportunity to work clo...Show moreLast updated: 30+ days ago
Tax Senior, Investment Management - Private Wealth (Central Region Office Locations)

Tax Senior, Investment Management - Private Wealth (Central Region Office Locations)

DeloitteRochester, New York, US
Full-time
Are you a leader and strategic thinker with extensive first-hand knowledge across multiple areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and...Show moreLast updated: 30+ days ago
People also ask
Relationship Banker

Relationship Banker

NBT BankFairport, NY, US
23 days ago
Job type
  • Full-time
  • Part-time
Job description

Pay Range : $17.50 - $22.43

The role of the Relationship Banker is to deliver high quality customer service and responsiveness while providing quality, consultative customer service to ensure both internal and external customer's needs are met. This individual will be responsible for the efficient and timely processing of moderate to complex transactions and other services accurately in accordance with policy and procedures. They will also be responsible for the accurate and efficient opening and processing of all new deposit account types and consumer lending transactions. The Relationship Banker will educate customers and refer & cross-sell the appropriate products and services that meet the customer's needs. This interaction may be in person or over the telephone.

Education and Experience :

  • High School Diploma or Equivalent
  • Minimum one year experience in related banking positions preferred
  • Previous customer service, sales and consumer lending experience preferred

Skills and Abilities :

  • Proficient reading, writing, communication and mathematical skills
  • Basic knowledge of Decision Pro, Loan-to-Value and Debt-to-Income calculations, and reading credit reports
  • Ability to identify and analyze situations and / or information using certain criteria and being able to resolve issues and problems
  • Ability to approach, identify, and have in-depth conversations with customers and identify needs and opportunities
  • Organizational, interpersonal and customer relations skills which also includes problem solving and decision making skills
  • Ability to function in a fast paced, ever-changing environment Ability to work well with people as a team
  • Proficient computer skills
  • Unique Job Characteristics and Requirements :

    Gain a full knowledge of consumer lending in preparation for NMLS Certification under the terms of the S. A. F. E. Act of 2008 and become familiar with requirements for approval. (Ability to obtain NMLS Certification is preferred but not required)

    Tasks Performed :

  • 45% Processes daily transactions and associated general customer and account servicing duties with a high level of accuracy and efficiency including but not limited to routine and non-routine teller transactions in accordance with policy and procedures. Performs various administrative duties as assigned including maintaining records, preparing a variety of forms, reports, daily vault balancing and completion of the branch audit. Will adhere to security measures and controls to minimize any potential losses to the company. This individual may have the authority to provide any necessary system overrides as required at the discretion of the Branch and Market Manager.
  • 45% Provides a consultative customer service approach to ensure a clear understanding of the customer needs versus wants to be able to deliver viable solutions for the customer. Engages in referral and relationship management in accordance with established objectives and goals. Provides services to customers, including but not limited to all types of deposit account opening, consumer lending transactions and referring customers to the appropriate business partners when necessary. Has a working knowledge of lending, including the ability to discuss credit reports, credit scores, etc. Conducts sales and service calls to existing and potential customers to ensure existing customer needs are met and to prospect new sales leads. Take ownership to resolve customer issues and complaints while delivering a high level of responsiveness. Ensure fulfillment and customer satisfaction through direct personal action and enlist additional support to handle the customer's need in a timely manner.
  • 5% Participates in community events that support efforts with the Community Reinvestment Act CRA.
  • 5% Performs other duties as assigned which may include providing guidance and conducting training for other employees.
  • Physical Requirements :

  • Communicate effectively with internal and / or external customers
  • Stationary 50% of time
  • Move about within or between locations
  • Bend, Twist, Crouch, Squat
  • Move Objects to Maximum 20 lbs
  • Benefits for Full-Time Employees :

  • Generous Paid Time Off : At least 22 days annually, prorated in the year of hire.
  • Parental Leave : Six weeks of paid leave at 100% of your salary.
  • Comprehensive Medical Coverage : Includes employer contributions to HSA for High Deductible Health Plan participants.
  • Dental and Vision Coverage : Ensuring your overall health and well-being.
  • Flexible Spending Accounts : For healthcare and dependent care expenses.
  • Employer-Paid Disability Coverage : Both short-term and long-term, with an option to purchase additional long-term coverage.
  • Life Insurance : Employer-paid basic life insurance, with an option to purchase supplemental coverage.
  • Voluntary Benefits : Including hospital, accident, and critical illness coverage.
  • Retirement Plans : Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
  • Adoption Assistance : Supporting your growing family.
  • Tuition Reimbursement : Invest in your education and career growth.
  • Employee Assistance Program (EAP) : Access to support and resources.
  • Financial and Banking Services : Various benefits and financial planning assistance.
  • Benefits for Part-Time Employees Working 20+ Hours / Week :

  • Medical Coverage : Includes employer contributions to HSA for High Deductible Health Plan participants.
  • Generous Parental Leave : Six weeks of paid leave at 100% of your salary.
  • Benefits for All Part-Time Employees :

  • Retirement Plans : Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future
  • Paid Sick and Safe Leave : For your health and safety.
  • Employee Assistance Program (EAP) : Access to support and resources.
  • Financial and Banking Services : Various benefits and financial planning assistance.
  • Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.