Top 125 Relationship banker Jobs in Westchester County Ny

Universal Banker- Thornwood
Apple Bank for Savings —Thornwood, NY
- $21.98 - $32.97 an hour
- Extended hours
- Hybrid work
- Microsoft Excel
- Writing skills
- Mid-level
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
Relationship Banker - Westchester East - White Plains, NY
JPMorganChase —White Plains, NY
- $25.00 - $32.69 an hour
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Relationship Banker
Valley National Bank —Ossining, NY
- $20.53 - $34.23 an hour
- Computer literacy
- Mid-level
- Office
Quick Apply
Citizens Banker
Citizens Financial Group —White Plains, NY
- $25.00 - $35.38 an hour
- Weekends as needed
- Background check
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
5d
Relationship Banker - Harrison Metro - Harrison, NY
JPMorganChase —Harrison, NY
- $25.00 - $32.69 an hour
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Banking Center Relationship Banker 2
Webster Bank —New City, NY
- $23.17 - $26.00 an hour
- Extended hours
- Bachelor of Science
- Mid-level
- Office
Universal Banker
M&T Bank —White Plains, NY
- $22.79 - $37.99 an hour
- Full-time
- Bilingual
- Computer literacy
- Office
Assistant Branch Manager-Bilingual Chinese Preferred
East West Bank —Flushing, NY
- $70,000 - $80,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Opportunities for advancement
Quick Apply
Universal Banker
Rhinebeck Bank —Rye Brook, NY
- $20.19 - $27.00 an hour
- Full-time
- In-person
- 1 year
- Entry level
- Paid time off
- 401(k) matching
Quick Apply
Financial Wellness Associate - Bilingual Spanish Preferred
KeyBank National Association —Port Chester, NY
- $19.23 - $28.37 an hour
- 8 hour shift
- Spanish
- Computer literacy
- Mid-level
5d
Personal Banker - Bilingual Spanish Preferred - R-37931
KeyBank —Baldwin Place, NY
- $20.67 - $31.25 an hour
- 8 hour shift
- Spanish
- Word processing
- Mid-level
Quick Apply
Wealth Management Trainee (NJ)
Bankers Life —Rochelle Park, NJ
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Wealth Management Trainee (CT)
Bankers Life —Danbury, CT
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Private Client Banker - Throggs Neck - Bronx, NY
JPMorganChase —Bronx, NY
- $25.00 - $32.69 an hour
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Banking Center Relationship Banker 2
Webster Financial Corporation —New City, NY
- $23.17 - $26.00 an hour
- Extended hours
- Management
- Bachelor of Science
- Mid-level
Associate Relationship Banker - CT South - Greenwich, CT
JPMorganChase —Greenwich, CT
- $25.00 - $32.69 an hour
- Weekends as needed
- Office
- High school diploma or GED
- Experience equivalent to degree accepted
- Health insurance
- Tuition reimbursement
PW Client Associate
Citizens Financial Group —Tarrytown, NY
- $37.50 - $47.59 an hour
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
4d
Business Relationship Mgr I
JPMorganChase —Yorktown Heights, NY
- $71,250 - $110,000 a year
- Full-time
- Microsoft Outlook
- Word processing
- Mid-level
- Health insurance
- Tuition reimbursement
Associate Relationship Banker - Stamford Newfield - Stamford, CT
JPMorganChase —Stamford, CT
- $25.00 - $32.69 an hour
- Weekends as needed
- Military
- Office
- High school diploma or GED
- Health insurance
- Tuition reimbursement

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Universal Banker- Thornwood

Apple Bank for Savings -
Thornwood, NY

Apply Now

Job Details

Full-time
$21.98 - $32.97 an hour

Qualifications

Phone communication
High school diploma or GED
Client interaction via phone calls

Full Job Description

Thornwood, NY
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.

Apply Now

Refine Your Search

relationship banker jobs in westchester county ny

Universal Banker- Thornwood

Universal Banker- New City

Relationship Banker - Westchester East - White Plains, NY

Relationship Banker

Citizens Banker

Relationship Banker - Harrison Metro - Harrison, NY

Banking Center Relationship Banker 2

Universal Banker

Assistant Branch Manager-Bilingual Chinese Preferred

Universal Banker

Financial Wellness Associate - Bilingual Spanish Preferred

Personal Banker - Bilingual Spanish Preferred - R-37931

Wealth Management Trainee (NJ)

Wealth Management Trainee (CT)

Private Client Banker - Throggs Neck - Bronx, NY

Banking Center Relationship Banker 2

Associate Relationship Banker - CT South - Greenwich, CT

PW Client Associate

Business Relationship Mgr I

Associate Relationship Banker - Stamford Newfield - Stamford, CT

I want to receive the latest job alert for relationship banker in westchester county ny

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