Top 19 Relationship banker Jobs in Florida, Ny

Licensed Private Client Banker
KeyBank National Association —Warwick, NY
- $25.00 - $38.46 an hour
- 8 hour shift
- Word processing
- No high school diploma
- Mid-level
Citizens Banker
Citizens Financial Group —Newburgh, NY
- $25.00 - $31.25 an hour
- Weekends as needed
- Background check
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
11d
Part Time (30 Hours) Associate Banker, New Windsor Branch, New Windsor, NY
JPMorganChase —New Windsor, NY
- $22.50 - $27.60 an hour
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
4d
Senior Relationship Banker
M&T Bank —Monsey, NY
- $27.59 - $45.98 an hour
- Full-time
- Bilingual
- Computer literacy
- Research
Relationship Banker
Valley National Bank —Ramsey, NJ
- $20.53 - $34.23 an hour
- Computer literacy
- Mid-level
- Office
Quick Apply
2d
Banking Center Relationship Banker 2
Webster Bank —New City, NY
- $23.17 - $26.00 an hour
- Extended hours
- Bachelor of Science
- Mid-level
- Office
Senior Branch Manager
M&T Bank —Monroe, NY
- $82,100 - $136,900 a year
- Full-time
- Spanish
- Research
- Office
3d
Universal Banker- New City
Apple Bank for Savings —New City, NY
- $21.98 - $32.97 an hour
- Extended hours
- Hybrid work
- Microsoft Excel
- Writing skills
- Mid-level
Universal Banker
Affinity Federal Credit Union —Bardonia, NY
- $57,000 - $60,000 a year
- Online Application
- Mid-level
- Office
- 3 years
- Profit sharing
- Wellness program
Quick Apply
Part Time Universal Banker (28 hrs/week)
M&T Bank —Port Jervis, NY
- $20.55 - $34.25 an hour
- Part-time
- Bilingual
- Computer literacy
- Office
5d
Retail Banker
PenFed Credit Union —West Point, NY
- $21 - $23 an hour
- Extended hours
- Spanish
- Office
- Finance
- Paid parental leave
- Disability insurance
4d
Bilingual Senior Relationship Banker (English and Spanish)
M&T Bank —Chestnut Ridge, NY
- $27.59 - $45.98 an hour
- Full-time
- Computer literacy
- Writing skills
- Research
Personal Banker
PNC Financial Services Group —Mahwah, NJ
- $49,500 - $82,500 a year
- Full-time
- Office
- 3 years
- No degree
- Wellness program
- Health savings account
Bilingual Universal Banker (English & Spanish)
M&T Bank —Peekskill, NY
- $22.79 - $37.99 an hour
- Full-time
- Computer literacy
- Writing skills
- Office
Part Time Bilingual Market Banker (Float) 25 hrs/ wk (English and Spanish)
M&T Bank —Monsey, NY
- $22.79 - $37.99 an hour
- Part-time
- Computer literacy
- Writing skills
- Office
Bilingual Market Banker - Float (English and Spanish)
M&T Bank —Monsey, NY
- $22.79 - $37.99 an hour
- Full-time
- Computer literacy
- Writing skills
- Office
Universal Banker I - Part Time, West Milford, NJ
Columbia Bank —West Milford, NJ
- $22.00 - $28.12 an hour
- Part-time
- Spanish
- Office
- Finance
- 401(k)
- Paid time off
Quick Apply
2d

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Universal Banker, Floater
Cross County Savings Bank —Queens, NY
Accompany the Branch Manager on outside business calls as well as attending community events to help increase brand awareness for the bank.
$18 - $23 an hour
Quick Apply
11d
Part Time (30 Hours) Associate Banker, New Windsor Branch, New Windsor, NY
JPMorganChase —New Windsor, NY
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for,…
$22.50 - $27.60 an hour
4d

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Client Relationship Consultant 3 (Banker) - Canal Winchester Meijer
U.S. Bank National Association —Canal Winchester, OH
Provides a consistent optimal client experience, including greeting clients and processing basic transactions. High school diploma or equivalent.
$20.00 - $29.03 an hour
3d
Relationship Banker
Telhio Credit Union —Gahanna, OH
Cross-sell credit union products by answering inquiries; informing members of new services and products promotions; ascertaining customer needs; directing…
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Licensed Private Client Banker

KeyBank National Association -
Warwick, NY

Apply Now

Job Details

Full-time
$25.00 - $38.46 an hour

Qualifications

Life Insurance License
Computer operation
Financial sales
Series 6
Customer relationship building
Referral-based lead generation
Passenger vehicle
Word processing
Sales referrals
Networking through cold outreach
Windows
Life insurance knowledge
Driver's License
Securities Industry Essentials
Customer relationship management
New customer acquisition
Desktop applications
Initial Contact (sales skills)
Prospecting
Business development within finance
Activity sales targets
Assisting with digital banking services
Life insurance sales
Productivity software
Client referrals
Insurance sales
Experience practicing in the securities industry
Customer interaction during outreach
Series 63
Client interaction via phone calls

Full Job Description

Location:

5 Maple Avenue - Warwick, New York 10990

Job Summary
Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, 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.

Essential Functions

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.
Listen for clues for financial wellness opportunities during client conversations and provide effective and customized financial wellness recommendations to clients; Delivers on client solutions through referring of investment and insurance products.
Consistently attains individual activity, behavior, and outcome goals and expectations.
Builds a client referral pipeline via identification and development of internal and external centers of influence; Employs a disciplined approach to prospecting; documents calling efforts.
Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products and services to ensure meaningful in-depth financial wellness conversations with clients.
Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.).
Developing strong partnerships with branch teammates and line of business partners through in-person meetings– focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.
Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions.
Support of branch operations including assisting with client transactions on the Teller line as needed.
Participate in and occasionally facilitate in-person morning huddles and end of day debriefs.
Work on Saturdays as directed by management.
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 KeyBank 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

High School Diploma , GED, or equivalent experience (required) or
Bachelor's Degree (preferred)

Work Experience

Experience in developing current and new customer relationships, achieving sales goals and building referral sources in insurance and investment products. (required)
Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting and networking. (required)
Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred)
Interpersonal interaction skills and an ability to build rapport in matter of minutes is vital. (required)
Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required)
Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required)
Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required)

Licenses and Certifications

FINRA License S6 Upon Hire (required)
FINRA License S63 Upon Hire (required)
FINRA Security Industry Essentials (SIE) Upon Hire (required)
Life and Health Insurance Licenses Upon Hire (required)

Skills

Is knowledgeable about the client’s accounts and business with the bank and uses sound judgment with clients and transactions.
Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients’ financial wellness goals, leveraging system generated lead lists, walk-ins, and professional contacts.
Strong work ethic and high level of integrity.
Excellent time management skills.
Providing clients with expert advice on managing their finances, including investment strategies, retirement planning, and tax optimization. This role requires assessing clients' financial situations and offering tailored advice to help them achieve their financial goals.
Building and nurturing relationships with clients to understand their needs and provide solutions that enhance their financial well-being. This involves identifying potential clients, developing trust, and maintaining long-term relationships.
Evaluating the overall health of a client's financial situation, including their ability to manage day-to-day finances, save for the future, and protect against financial risks. As a Private Client Banker, you will help clients achieve financial wellness through effective financial planning and advice.
Actively identifying and developing new client relationships through prospecting and networking.
Developing and maintaining strong relationships with high-net-worth clients, providing personalized service to meet their financial needs.
Staying updated with market trends and analyzing market conditions to provide informed financial advice.

Core Competencies

All KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct.

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 routinely and frequently operate a motor vehicle with a valid driver's license.

Work Location Category

Branch

COMPENSATION AND BENEFITS

This position is eligible to earn a base hourly rate in the range of $25.00 - $38.46 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.

Please click here for a list of benefits for which this position is eligible.

Job Posting Expiration Date: 07/31/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.

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 [email protected].

Apply Now

Refine Your Search

relationship banker jobs in florida, ny

Licensed Private Client Banker

Citizens Banker

Part Time (30 Hours) Associate Banker, New Windsor Branch, New Windsor, NY

Senior Relationship Banker

Relationship Banker

Banking Center Relationship Banker 2

Senior Branch Manager

Universal Banker- New City

Universal Banker

Part Time Universal Banker (28 hrs/week)

Retail Banker

Bilingual Senior Relationship Banker (English and Spanish)

Personal Banker

Bilingual Universal Banker (English & Spanish)

Part Time Bilingual Market Banker (Float) 25 hrs/ wk (English and Spanish)

Bilingual Market Banker - Float (English and Spanish)

Universal Banker I - Part Time, West Milford, NJ

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