Register
Recruit Create CV

Banker Jobs in Westchester, New York

Citizens Banker Jobs
By Citizens At , New Rochelle, 10804 $23 - $30 an hour
Provide financial education and services to customers to help them fit banking into their everyday lives
2 years of sales and customer service experience
Strong listening and customer service skills
Demonstrated skills in using digital technology to support the delivery of business goals
2+ years sales experience achieving or exceeding individual goals
1 year cash handling experience preferred
Vp - Investment Banker - Biopharma
By Citi At New York, NY, United States
Experience with large corporate clients, capital markets products, derivatives, credit, cash management, trade, finance and securities products
Experience in the Financial Services industry, specifically within Banking
Degree in Finance or closely related areas of Business Administration
Comprehensive knowledge of the corporate banking business and its related products, pertinent regulations and lending and credit approval processes
Consistently demonstrates clear and concise written and verbal communication skills
Bachelor’s degree/University degree or equivalent experience
Private Banker - Director
By Deutsche Bank At , New York
We offer competitive health and wellness benefits, empowering you to value life in and out of the office
Drive and motivation to meet targets coupled with very good sales and negotiation skills
Expansive knowledge of regional and local financial markets
Retirement Savings Plans, Parental Leave, and other family-friendly programs
On-site cafeteria, health center, and communal meeting areas
Active engagement with the local community through Deutsche Bank’s specialized employee groups
Sales And Service Banker
By Popular Community Bank At , New York, 10011 $26.00 - $29.25 an hour
Perform basic inquiries relative to opening of accounts to ensure customer knowledge of account features
Execute a sales plan by identifying optimal methods for attaining branch targets and sales goals
Support marketing campaigns and product launches, modifying sales techniques and leveraging marketing tools and branch technology to achieve results
Be responsible to act in accordance of all bank policies and regulation to ensure the branch passes assessment and audits
Consistently perform sales and service activities by adhering to Popular’s key values: professionalism, accountability, customer centricity, and security
Promote environment of ongoing customer feedback and continuous improvement
Branch Banker Sr Jobs
By PNC At Clinton, MD, United States
Leads by example in applying product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty.
To learn more about this opportunity, please watch this video.
to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Vp Associate Banker Safe Act
By Citi At New York, NY, United States
Knowledge of investments is required; banking and credit products desirable
Ability to manage relationships both internal and external; Ability to multi-task
Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients.
Client/prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reports
Assist the Banker in deepening the existing client relationship through deep-dive analysis
Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker
Personal Banker Jobs
By Valley Bank At Brooklyn, NY, United States
Report all significant matters, issues and unusual customer activity to Manager maintaining personal knowledge of compliance and regulatory requirements.
Maintains knowledge and compliance with the Bank's Code of Conduct and all policies and procedures.
Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly and professional service.
Assists in community events (i.e., Habitat for Humanity) etc. Participates in and supports CRA initiatives, activities and programs.
Banker I, (Technology Venture Banking)
By Pacific Western Bank At New York, NY, United States
Manage pitch meeting scheduling and follow up (largely sending marketing collateral after meetings) where needed.
Bachelor’s degree or equivalent experience
Accuracy, attention to detail, strong organizational skills
Excellent knowledge of Venture Bank compliance systems
Join all calls with prospect from start to be up to speed on firm and deal.
Coordinate demo with GTM if needed.
Business Banker (Ny- Multiple Locations)
By Valley Bank At New York City Metropolitan Area, United States
Refers lending opportunities, treasury management, insurance, residential mortgage, and deposit relationships to bank partners.
Intermediate PC skills, knowledge of Microsoft Office software, and referral tracking programs, such as Sales Force.
Develops and maintains intimate knowledge of the policies, Bank guidelines for their business line.
Excellent interpersonal skills and written and verbal communication skills.
Ability to work independently, manage multiple projects and meet deadlines.
Responsibilities include but are not limited to:
Investment Banker- M&A
By UBS At , New York, Ny $275,000 a year
Assist in the management of a team and plan overall resource requirements, by recruiting, developing and retaining talented individuals
Bachelor’s degree or equivalent in Economics, Finance or other relevant field
Ideally 6+ years of experience working within Investment banking
Prior experience in the Mergers & Acquisitions Department of a leading global investment bank
bachelor’s degree or equivalent in Economics, Finance or other relevant field
ideally 6+ years of experience working within Investment banking
Investment Banker - Analyst - Associate
By Deutsche Bank At New York, NY, United States
Experience working with senior level management maintaining confidentiality
Relevant Investment Banking experience and robust knowledge of all IB products
A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
Educational resources, matching gift, and volunteer programs
Foster and create an environment where feedback is sought after, offered, and encouraged and communication is open and collaborative
Investment Banker (Analyst – Associate)
By Deutsche Bank At New York, NY, United States
Experience working with senior level management maintaining confidentiality
Relevant Investment Banking experience and robust knowledge of all IB products
A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
Educational resources, matching gift, and volunteer programs
Foster and create an environment where feedback is sought after, offered, and encouraged and communication is open and collaborative
Banker Associate, Esop Advisory Group - Commercial Bank
By JPMorgan Chase Bank, N.A. At , New York, Ny $115,000 - $145,000 a year
Required Qualifications, Capabilities and Skills:
1-3 years corporate or investment banking experience with strong corporate finance/credit background
Ability to identify and assess credit transaction risks and have some knowledge of credit policies and processes
Knowledge of credit underwriting and structuring. Position will regularly collaborate with credit team on analysis, structuring and documentation of credit requests
Excellent problem solving, oral and written communication skills
Preparing financing feasibility and debt capacity presentations for internal review and to provide to clients and prospects, outlining our conclusions.
Senior Banker Jobs
By Nova Capital Global Markets At , New York, 10168, Ny

This position is located in Mid-Town Manhattan and only serious candidates will be contacted.

Personal Banker Jobs
By PNC Financial Services Group At , Ontario, 91762, Ca $45,760 - $67,600 a year

Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our ...

Banker Jobs
By Associated Bank At , Whitefish Bay, 53217
In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
High School or equivalent combination of education and experience, Required
Experience comprehensive training to position you for success.
Be empowered to pursue your interests, develop new skills, and make a difference every day.
Open new accounts and uncover cross-selling opportunities that benefit customer financial wellness.
Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
Consumer Banker Ii (Ross)
By First Financial Bank At Cleves, OH, United States
Consumer Banking Certification: Business Management Tool & Resources (FirstForce Training)
WorkLife Banking Certification: Business Management Tool (FirstForce to manage opportunities and relationships)
Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job
Run a Teller drawer as deemed necessary by management
Maintain all operational and risk management standards
4-5 years related experience and/or training; or equivalent combination of education and experience.
Regional Banker/Teller Jobs
By PNC Financial Services Group At , Boynton Beach, 33435

Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our ...

Private Banker Jobs
By South State Bank At , Spartanburg, 29302
Experience: Minimum of 3-5 years consumer or commercial lending experience; Experience should include previous loan structuring and credit analysis responsibilities
Manages and services assigned loan and deposit portfolios. Identifies problems or concerns and notifies manager and credit partner.
This position has supervisory responsibilities.
Properly grades risk of each loan in the assigned portfolio. Adjusts risk grades as circumstances change or new information becomes available.
Resolves client problems and assists with general inquiries. Provides superior service to existing clients.
Accepts other duties as assigned.
Virtual Banker Jobs
By First Bank At , St. Louis
Maintaining knowledge of cyber threats and best practices to minimize risks to the organization.
Midwest employees will work a “hybrid” location schedule (office/remote); CA employees will work a "remote" location schedule.
Minimum of three years experience in banking, customer service or other related area required. Bank teller or new accounts experience preferred
Experience communicating via virtual technology (Skype, Face Time, and Video Conf.)
Managing incoming and outgoing calls, representing the bank in a positive, courteous and professional manner.
Assessing clients’ needs and cross-selling or making sales referrals of bank products and services.
Virtual Banker Jobs
By Renasant Bank At , Tupelo
Meet or exceed established standards of performance for service and sales while providing an exceptional customer experience
Participate in training and other learning opportunities to expand knowledge of company and position
High school diploma or equivalent required, college education preferred
Minimum of 2 years of experience in customer sales and/or service with retail banking experience preferred
Detail-oriented and good organizational skills
Ability to produce individual and team sales and customer experience results
Associate Banker Jobs
By BMO US At , Gridley, 95948
Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
Contributes to meeting branch business results and the customer experience.
Takes the initiative to find creative approaches that make each customer’s experience feel personal.
Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
Contributes to business results and the overall experience delivered in the branch.
Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
Wm Affluent Banker - Yuba City, Ca
By U.S. Bank National Association At , Yuba City, 95991 $87,465 - $113,190 a year
Five or more years of experience in Wealth Management private banking and/or senior level financial services experience
Strong relationship management, sales, and business development skills
Bachelor's degree, or equivalent work experience
Moderate understanding of Wealth products and offerings
Well-developed analytical and problem-solving skills
Effective writing, speaking and presentation skills
Senior Portfolio Banker Jobs
By Northern Trust Corp. At , Los Angeles, 90067 $198,000 - $220,000 a year
Extensive credit and relationship management experience.
Proactively advises and consults with clients as it relates to Goals Driven Wealth Management
Responsible for direct interaction with different committees and/or management
Strong interpersonal and consultative skills.
Substantial Financial analysis and client servicing experience.
May lead functional teams or projects with moderate resource requirements, risk, and/or complexity.
Preferred Banker Jobs
By Citizens At , San Francisco, 94111 $136,000 - $204,000 a year
Acquire knowledge of existing Bank products, specifically on the deposit side, but with a focus on Wealth Management and Loan products.
Strong time management and organizational skills, with the ability to multitask
Keep up-to-date with new Bank product offerings and services.
One to two years of experience in a professional financial services role
Excellent verbal and written communication skills
Provide ongoing exceptional client service on the phone and occasionally in person.
Regional Banker/Teller Jobs
By PNC Financial Services Group At , Dayton, 45404

Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our ...

Private Banker Svp Jobs
By Associated Bank At , Clayton, Mo
In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
Retirement savings including both 401(k) and Pension plans.
Paid time off to volunteer in your community.
Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
Competitive salaries with professional development and advancement opportunities.
Business Banker Ii Jobs
By North Dakota Bank of North Dakota At , Fargo, Nd $7,344 - $11,016 a month
Recommend approval or denial of loan requests to senior management on those requests in excess of business banker's individual lending authority.
This position requires fielding calls from financial institutions on major service issues and collect annual information from borrowers.
Increase BND's visibility in both the banking community and the agricultural community.
Attend various banking and ag related meetings to communicate BND's services and role in the state's development.
Loan requests are within the program guidelines and overall mission of the bank.
Loans are structured and maintained to provide profitability and minimize risk to the bank.
Junior Banker Jobs
By BBVA At , , De
1-2 years of experience in a comparable position with an international financial institution.
Experience in the use of Office applications (Word, Excel and Powerpoint)
Advanced knowledge of Bloomberg / Reuters and Dealogic.
Academic background and Technical Knowledge:
University or similar title: Bachelor at minimum, Master (or equivalent) preferred.
English and Spanish - fluent (ideally)
Commercial Private Banker Jobs
By Popular Community Bank At , San Juan, Pr
Provide a monthly report or as requested to management about each referral case's status.
Manage client financial needs with a focus on developing a strong relationship between the client and the Bank.
Develops and maintains knowledge of financial industry, economy, market conditions, rates, vendors, and competition.
Actively involved in maintaining a positive sales environment through education of the Bank’s commercial credit products with the Private Bankers.
Provide the necessary assistance and training to Private Bankers regarding the commercial credit documents requirements.
Participate in the different Region’s meetings with Branch managers and Relationship Officers.
(Onsite) Retail Banker Jobs
By PenFed Credit Union At , Ponce, 00731, Pr
Strong organizational skills including the ability to manage multiple responsibilities and prioritize.
Associate Degree in a related field such as business management, business administration, or finance
Experience in financial services and knowledge of financial services industry, products and solutions.
Demonstrate initiative and a commitment to continuous learning, and the ability to adapt to changing demands and requirements.
Remain knowledgeable of the competitive landscape within the financial services industry.
Provide assistance performing cash transactions when necessary to meet member needs and deliver best in class member experience.
Virtual Banker Jobs
By Renasant Bank At , Tupelo, Ms
Meet or exceed established standards of performance for service and sales while providing an exceptional customer experience
Participate in training and other learning opportunities to expand knowledge of company and position
High school diploma or equivalent required, college education preferred
Minimum of 2 years of experience in customer sales and/or service with retail banking experience preferred
Detail-oriented and good organizational skills
Ability to produce individual and team sales and customer experience results
Virtual Banker Jobs
By Renasant Bank At Lawrenceville, GA, United States
Meet or exceed established standards of performance for service and sales while providing an exceptional customer experience
Participate in training and other learning opportunities to expand knowledge of company and position
High school diploma or equivalent required, college education preferred
Minimum of 2 years of experience in customer sales and/or service with retail banking experience preferred
Detail-oriented and good organizational skills
Ability to produce individual and team sales and customer experience results
Investment Banker Jobs
By Dine Inc. At United States
Collaborate with senior management to develop and execute financial strategies and initiatives aligned with our business goals.
Bachelor's degree in Finance, Economics, or a related field. MBA or advanced degree preferred.
Proven experience as an Investment Banker or similar role, preferably within the technology sector.
Excellent financial modeling, valuation, and analytical skills.
Exceptional communication and presentation skills, with the ability to convey complex financial concepts to diverse audiences.
Professional certifications such as CFA or Series 7 are a plus.

Are you looking for a job that offers a competitive salary, great benefits, and the opportunity to make a real difference in people's lives? Then a career in banking may be the perfect fit for you! With a career in banking, you'll have the chance to work with a variety of customers, learn about the financial markets, and help people achieve their financial goals. Plus, you'll get to work with a team of dedicated professionals who are passionate about helping others. So, if you're ready to take the next step in your career, consider a job in banking today!

Overview A Banker is a financial professional who works in a bank or other financial institution. They are responsible for providing financial services to customers, such as taking deposits, processing loan applications, and providing advice on investments and other financial matters. Bankers must have a strong understanding of banking regulations and financial products, as well as excellent customer service skills. Detailed Job Description Bankers are responsible for providing a range of financial services to customers. This includes taking deposits, processing loan applications, and providing advice on investments and other financial matters. Bankers must have a strong understanding of banking regulations and financial products, as well as excellent customer service skills. They must also be able to identify and assess customer needs and provide appropriate solutions. Bankers must be able to work independently and as part of a team. Job Skills Required
• Knowledge of banking regulations and financial products
• Excellent customer service skills
• Ability to identify and assess customer needs
• Ability to provide appropriate solutions
• Ability to work independently and as part of a team
• Strong communication and interpersonal skills
• Analytical and problem-solving skills
• Attention to detail
Job Qualifications
• Bachelor’s degree in finance, accounting, or a related field
• Relevant experience in banking or financial services
• Professional certification, such as a Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA)
Job Knowledge
• Knowledge of banking regulations and financial products
• Knowledge of customer service principles and practices
• Knowledge of financial markets and investments
• Knowledge of banking software and systems
Job Experience
• Previous experience in banking or financial services
• Previous experience providing customer service
• Previous experience in sales or marketing
Job Responsibilities
• Provide financial services to customers, such as taking deposits, processing loan applications, and providing advice on investments and other financial matters
• Identify and assess customer needs and provide appropriate solutions
• Maintain customer records and ensure accuracy of information
• Monitor customer accounts and transactions
• Ensure compliance with banking regulations and policies
• Provide customer service and resolve customer inquiries and complaints
• Develop and maintain relationships with customers