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Job DescriptionDescription: Location:75 N Broadway - Tarrytown, New York 10591 Job Summary: Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. As a Lead Teller, you act as a resource in identifying and resolving client servicing issues, serve as the primary troubleshooter for complex problems and client service needs, and enhance client relationships with Key by providing distinctive quality service in branch. Lead Tellers ask questions and listen to clients to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. Lead Tellers help observe and provide coaching to Tellers to enhance the client experience and operational effectiveness and are responsible for day-to-day Teller scheduling, staffing issues, and branch compliance with regulatory, security, and internal audit controls. 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., • Assumes responsibility for the efficient, effective, and accurate performance of teller functions while coaching other tellers to do so as well in an in-person branch setting., • Acts as a resource to identify and resolve more complex client servicing issues., • Listens for clues for financial wellness opportunities during client conversations, and then appropriately transitions the clients to a Banker., • Assists clients in achieving their financial goals and objectives through the use of financial wellness tools., • Attends and participates in in-person morning huddles and end-of-day debriefs., • Follows compliance, audit, and security procedures, balances cash drawer within balancing guidelines., • Manages day-to-day duties for the branch teller line, including scheduling of tellers, observing, and providing coaching to tellers to enhance effectiveness, and overseeing branch operational standards; provides direction and guidance for branch staff on operational/regulatory procedures., • Reviews and maintains knowledge of product guides, fees, and policies to stay current on offerings., • Supports the Branch Manager in onboarding and training new Tellers to the team., • 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 business experience (required) Work Experience: • Minimum of 3 years demonstrated superior client relationship skills (required), • Minimum of 3 years' experience in cash handling (required), • Working knowledge of PC with Windows based applications and calculator (required), • Demonstrated ability to lead, motivate, and foster teamwork (required), • Demonstrated organizational skills while managing multiple tasks (required) Licenses and Certifications: • Notary License (preferred) Skills: • Knowledgeable about the client’s accounts and business with the bank and uses sound judgment with clients and transactions., • Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (e.g., ATM, Online and Telephone Banking)., • Strong work ethic and high level of integrity; ability to exercise sound judgment to make reasonable decisions in the absence of direction., • Excellent time management skills., • Managing the daily activities of the teller line, ensuring efficient and accurate processing of transactions, maintaining compliance with banking regulations, and providing exceptional client service, • Accurately and securely processing of cash transactions, including deposits, withdrawals, and balancing cash drawers at the end of each shift, • Promoting the bank's products and services to clients, identifying sales opportunities, and achieving sales targets., • Helping clients achieve their financial goals through education and the use of financial tools 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 occasionally 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 $18.75 - $25.00 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: 08/07/2026 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 HR_Compliance@keybank.com.

Job Description Invest in your future at BSNB! We are seeking a Relationship Banker to provide excellent service to customers and identify products and solutions to meet their financial needs for BSNB's branches in the Capital District. Join a nationally recognized bank and a capital region Best Place to Work! A DAY IN THE LIFE On a daily basis, the Relationship Banker II will provide service to customers completing deposit and loan transactions, receipt and payment of cash, and other service related functions. You will be responsible for identifying customer needs and offering appropriate product and service solutions. This position may also be required to work at other branch locations. Our branches operate Monday through Saturday; Saturday availability is required. QUALIFICATIONS • Successful candidates will have a minimum of an Associate's Degree, Bachelor's Degree in business or related field preferred;, • Prior experience in a sales and/or service oriented environment and prior cash handling experience required;, • One to three years' experience in a customer-focused setting, banking preferred;, • Strong work ethic and attention to detail, and the ability to multi-task required. OUR INVESTMENT IN YOU BSNB offers a generous compensation and benefits package. This includes medical, dental, vision, company-paid life insurance, voluntary insurances, both a 401(k) plan with a company match and a pension plan, and tuition reimbursement. We invest in you with a generous paid time off package along with 11 paid holidays. We believe providing a work-life balance is key to your success and investing in your professional development is an important aspect in your growth and satisfaction. ABOUT BALLSTON SPA NATIONAL BANK Established in 1838, we are proud to provide community banking to individuals, families, and businesses located in the greater Capital Region. Twenty-one full-service banking offices provide products and services and digital capabilities geared towards meeting the needs of the markets we serve. As a community-minded financial institution, we make giving back and volunteer work a priority. BSNB provides all employees and applicants an equal employment opportunity in the manner required by law in all aspects of employment regardless of race, color, religion, creed, national origin, age, sex, sexual orientation, gender identity or expression, marital status, military status, disability, predisposing genetic characteristics, domestic violence victim status or any other status protected by local, state, or federal law. BSNB is a VEVRAA employer and has a desire for priority referrals of protected veterans. We thank all applicants for their interest and will contact those candidates who are under consideration. Job Posted by ApplicantPro

Job Description For immediate consideration, please connect with me on LinkedIn at https://www.linkedin.com/in/dpotapenko and then email your resume, work authorization status, current location, availability, and compensation expectations directly to denis.potapenko@systemone.com - make sure to include the exact job title and job location in your email message. * Permanent, full-time, direct-hire W2 role with our client: base salary + full benefits + uncapped commission ( including a guaranteed non-recoverable draw for the first 12 months ) + residuals. * This is a field ( outside ) B2B sales / business development role targeting small- and medium-sized businesses ( not enterprise clients ), with short sales cycles that typically yield multiple deals per month. Business Development ( Business Consultant / B2B Sales Representative ) : - Sell Clover, an industry-leading cloud-based point-of-sale (POS) platform used by more than 700,000 merchants and processing over $330 billion in card transactions, to small- and medium-sized businesses (SMBs) in your assigned territory. The platform combines POS hardware and software to handle card, mobile wallet, and contactless payments, alongside business management features such as inventory, reporting, and customer loyalty. • Manage a territory with dozens of branches from multiple established corporate partner banks, building relationships with business bankers to generate referrals and close deals, while self-sourcing new opportunities to supplement the partner banks’ pipelines., • Conduct on-site product demos and presentations at client businesses, showing how the platform can streamline operations and boost revenue, and close sales deals in person., • This is a quota-carrying field sales role focused on driving new business, managing existing relationships, and growing an assigned territory through strong outside sales execution and a self-starter mindset. You'll own the full sales cycle : prospecting, self-sourcing leads, and generating referrals through existing clients and established bank partnerships, and closing deals, with full accountability for territory performance and quota/KPI attainment, including turning around underperforming accounts. Success in this role means building lasting client and partner relationships, identifying challenges early, and consistently delivering proactive solutions that drive growth and retention., • We're looking for someone with proven outside sales experience who hits quota, works provided leads and builds their own pipeline, closes deals, hunts for new business, connects well with people, and owns their results., • Somebody with previous experience as a Business Banker / Commercial Relationship Banker / Commercial Relationship Manager ( SMB clients ) will also be a good fit For immediate consideration, please connect with me on LinkedIn at https://www.linkedin.com/in/dpotapenko and then email your resume, work authorization status, current location, availability, and compensation expectations directly to denis.potapenko@systemone.com - make sure to include the exact job title and job location in your email message. . System One, and its subsidiaries including Joulé, ALTA IT Services, and Mountain Ltd., are leaders in delivering outsourced services and workforce solutions across North America. We help clients get work done more efficiently and economically, without compromising quality. System One not only serves as a valued partner for our clients, but we offer eligible employees health and welfare benefits coverage options including medical, dental, vision, spending accounts, life insurance, voluntary plans, as well as participation in a 401(k) plan. System One is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, age, national origin, disability, family care or medical leave status, genetic information, veteran status, marital status, or any other characteristic protected by applicable federal, state, or local law. #M1 #LI-DP1 Ref: #404-IT Pittsburgh

Job DescriptionLocation:17 South Broadway - Nyack, New York 10960 Job Summary: Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. 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 in-person and over the phone client conversations and provide effective and customized financial wellness recommendations to clients., • Consistently attains individual activity, behavior, and outcome goals and expectations., • 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 – 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 business experience (required) or., • Bachelor's Degree (preferred). Work Experience: • Minimum of 1 year experience in developing current and new customer relationships, achieving sales goals, and building referral sources. Experience with sales is more important than financial services experience. KeyBank provides the tools and training, but we need relationship builders with a curious nature who are great at sparking conversations. (required), • Understanding of consumer credit - including loan to value, debt to income and credit reports. (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), • 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: • Notary License (preferred). 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., • Building and nurturing relationships with clients including identifying potential clients, engaging with them to understand their needs, and developing strategies to convert them into long-term clients. It also includes deepening relationships with existing clients by offering additional products and services that meet their evolving needs., • Being attentive to client needs, resolving issues promptly, and ensuring a positive banking experience. Excellent client service helps build trust and encourages clients to continue banking with KeyBank., • Ability to evaluate financial information to understand clients' financial health, identify investment opportunities, and recommend strategies., • Understanding and managing risks associated with banking operations and client transactions., • Strong verbal and non-verbal communication skills to understand clients' needs and recommend appropriate banking products and services., • Accurate and efficient handling of cash transactions. 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 $20.67 - $31.25 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: 08/14/2026 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 HR_Compliance@keybank.com.

Builds relationships with clients to meet financial needs. Collaborates effectively to get things done, building and nurturing strong relationships.

Are you talented, motivated, and ready to take on more than just a job? At Rhinebeck Bank, we don't just offer careerswe provide opportunities for growth! We're seeking a Universal Banker to become an integral part of our team, with excellent benefits, and a supportive environment to welcome you abo

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 mindset and are looking to constantly challenge yourself, J.You will be working alongside a team of tal

Universal Banker position will be responsible to perform the job responsibilities of both a Senior Teller and a Personal Banking Representative.

Work Location: Rye Brook, New York, United States of America.TD is committed to providing fair and equitable compensation opportunities to all colleagues.Growth opportunities and skill development are defining features of the colleague experience at TD.Our compensation policies and practices have be

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 Universal Banker also provides sales and ser

Part Time Universal Banker (20 Hours) White Plains. Refer opportunities to segment partners where appropriate. Support sales/service activities within the branch by participating in seminars, micromarketing events, promotional campaigns, product initiatives, etc.

Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key an

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.As a Relationship Banker in a Chase

The Business Banker is responsible for performing intermediate duties and support related to branch operational activities and financial services; handles all teller transactional activity, processes all new account transactions; assisting customers in their selection of various accounts and financi

The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team.

As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.

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. Conduct business ethically, thoroughly communica

Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment rega

Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. We build lasting relationships by doing the right thing, exceedin

Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service reso

Assist and stay current with the Consumer and Business Banking AML (Anti-Money Laundering), BSA (Bank Secrecy Act) and KYC (Know Your Customer) processes and related activities. Complete servicing-related responsibilities specific to Consumer and Business Banking customer relationships and lead with

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.

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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.As an Associate Banker within Chase

KeyBank - - Responsibilities: Lead teller scheduling and coaching of tellers; Resolve complex client service issues and escalate to banker; Coach tellers to enhance client experience and operational effectiveness; Promote bank products and services to clients; Ensure branch compliance with regulato

As a member of a leading financial institution, this role provides a strong foundation for long-term career growth and mobility, supported by Wells Fargo's training and coaching. SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date.

As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.

Why Wells Fargo: Are you looking for more? Find it here.At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed.We believe that a meaningful career is much more than just a jo

Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact. The Banker SAFE Act is an internally and externally recognized subject matter expert that influences the way things are done, not only internally, but beyond the business itself. Requires a broad and comprehensive understanding of the field. Is a true thought leader who develops new techniques, methodologies and approaches in own field to directly impact the work of others and the results of the organization. Recognized as a resource for innovation or groundbreaking developments. Excellent communication skills required in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the business and are likely to involve external parties such as clients, government bodies or other organizations. A sizeable impact on a major function and/or the business through making decisions that determine technical approaches and strategies for the area. Responsible for setting the technical direction of technical areas that are key to the business. Decisions made at this level will determine technical developments and the general technical strategy of the whole technical area. Responsibilities: • Actively identify prospects and establish contact with them/convert prospects into clients., • Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation., • Anticipate events in a client's life and business which have significant financial implications., • Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters., • Build relationships with client families that cross generations to establish long-term connections to the Citi Private Bank., • Effectively manage client expectations regarding what can and cannot be executed on their behalf., • Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate., • Uncover needs that are not articulated or clearly expressed by the client., • Bring together the product experts to develop long-term solutions to strengthen relationships with the firm., • Help clients achieve broad financial/investment goals related to the creation and management of wealth., • Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs., • Set challenging goals, regularly monitoring progress and making adjustments to achieve objectives., • Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction., • Establish a referral network and gain introductions to potential clients which generate new sales., • Close the deal, making concessions that are appropriate and in line with the fundamental interests of the Citi Private Bank., • Help team members acquire the experience necessary to establish credibility with clients and intermediaries., • Demonstrate strong commitment to team success and place team goals above personal achievement., • Encourage team members to work together to deepen client relationships and exceed sales goals., • Align complementary experiences and skill sets of team members to maximize client effectiveness., • Build relationships/partner with support groups in Citi Private Bank to maintain control, find solutions and resolve issues., • Follow standard procedures and advocate appropriate exceptions to standard practices when the bigger picture needs to be considered, and seeks or grants approvals as appropriate., • Ensure compliance on regulatory requirements and minimizes any potential liability for Citi., • Ensure strong controls and effective operational and administrative services., • Set an example of behaviour to all staff., • Partner with colleagues across the Citi network to leverage capabilities and share expertise., • Advocate for the client, negotiating on their behalf with members of the Private Bank and Citi., • Ensure clients are presented with seamless execution of internal processes and Citigroup services., • Prioritize issues that need to be escalated, getting the appropriate people involved to expedite resolution., • Understand and communicate the risk involved with various investment strategies., • Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal and professional integrity., • Persevere in delivering what is promised, even when obstacles arise., • Flag and report illegal or improper transactions, complying with all regulatory policies and control procedures regarding client acceptability., • Understand the broad array of products and services under the Citi umbrella., • Apply an in-depth level of knowledge in key investment and financing products., • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards. Qualifications: • 15+ years of experience, • Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling, • Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. Education: • Bachelor's/University degree, Master's degree preferred

Private Wealth Management (PWM) Private Banking is responsible for developing, managing, and retaining full service relationships with high income/high net worth private banking clients. Provides advice, counsel, and high level customer service to meet the financial needs of clients. Supports standards for managing net portfolio in a manner that ensures compliance with banking regulations, policies and procedures, credit quality and credit policy requirements. Shared responsibility for soliciting, developing, managing, and retaining client relationships for Private Wealth Management. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment. Basic Qualifications - Bachelor's degree, or equivalent work experience - Ten or more years of private wealth management experience in the financial services industry Preferred Skills/Experience - Strong relationship management and lending skills - Strong sales and new business development skills - Advanced knowledge of Private Wealth Management products and services - Expert knowledge of private banking products and services, including credit processes - Strong networking and business development skills - Ability to partner with clients to identify and service unique customer needs - Well-developed analytical and problem-solving skills - Ability to make critical decisions independently - Excellent presentation, verbal and written communication skills Location The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following: • Healthcare (medical, dental, vision), • Basic term and optional term life insurance, • Short-term and long-term disability, • Pregnancy disability and parental leave, • 401(k) and employer-funded retirement plan, • Paid vacation (from two to five weeks depending on salary grade and tenure), • Up to 11 paid holiday opportunities, • Adoption assistance, • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $148,495.00 - $174,700.00

Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact. The Banker SAFE Act is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert within one area. Strong commercial awareness is a necessity. Is an acknowledged authority both within and outside area of expertise. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated areas. Significant impact on a function and/or the business through making decisions that determine technical approaches and strategies for the area. Responsibilities: • Actively identify prospects and establish contact with them/convert prospects into clients., • Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation., • Anticipate events in a client's life and business which have significant financial implications., • Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters., • Build relationships with client families that cross generations to establish long-term connections to the Citi Private Bank., • Effectively manage client expectations regarding what can and cannot be executed on their behalf., • Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate., • Uncover needs that are not articulated or clearly expressed by the client., • Bring together the product experts to develop long-term solutions to strengthen relationships with the firm., • Help clients achieve broad financial/investment goals related to the creation and management of wealth., • Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs., • Set challenging goals, regularly monitoring progress and making adjustments to achieve objectives., • Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction., • Establish a referral network and gain introductions to potential clients which generate new sales., • Close the deal, making concessions that are appropriate and in line with the fundamental interests of the Citi Private Bank., • Help team members acquire the experience necessary to establish credibility with clients and intermediaries., • Demonstrate strong commitment to team success and place team goals above personal achievement., • Encourage team members to work together to deepen client relationships and exceed sales goals., • Align complementary experiences and skill sets of team members to maximize client effectiveness., • Build relationships/partner with support groups in Citi Private Bank to maintain control, find solutions and resolve issues., • Follow standard procedures and advocate appropriate exceptions to standard practices when the bigger picture needs to be considered, and seeks or grants approvals as appropriate., • Ensure compliance on regulatory requirements and minimizes any potential liability for Citi., • Ensure strong controls and effective operational and administrative services., • Set an example of behaviour to all staff., • Partner with colleagues across the Citi network to leverage capabilities and share expertise., • Advocate for the client, negotiating on their behalf with members of the Private Bank and Citi., • Ensure clients are presented with seamless execution of internal processes and Citigroup services., • Prioritize issues that need to be escalated, getting the appropriate people involved to expedite resolution., • Understand and communicate the risk involved with various investment strategies., • Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest standards of personal and professional integrity., • Persevere in delivering what is promised, even when obstacles arise., • Flag and report illegal or improper transactions, complying with all regulatory policies and control procedures regarding client acceptability., • Understand the broad array of products and services under the Citi umbrella., • Apply an in-depth level of knowledge in key investment and financing products., • Develop expertise to identify business opportunities and address the unique needs of specific client segments., • Keep abreast of financial industry developments and current global market conditions., • Present and communicate complex financial concepts and investment strategies with the highest degree of professionalism., • Seek continuous improvement, admit mistakes and adapt behaviour, based on feedback from clients and colleagues, • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: • 15+ years of experience, • Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling, • Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. Education: • Bachelor's/University degree, Master's degree preferred Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

Location: 75 N Broadway - Tarrytown, New York 10591 Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. 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 in-person and over the phone client conversations and provide effective and customized financial wellness recommendations to clients., • Consistently attains individual activity, behavior, and outcome goals and expectations., • 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 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 business experience (required) or, • Bachelor's Degree (preferred) Work Experience • Minimum of 1 year experience in developing current and new customer relationships, achieving sales goals, and building referral sources. Experience with sales is more important than financial services experience. KeyBank provides the tools and training, but we need relationship builders with a curious nature who are great at sparking conversations. (required), • Understanding of consumer credit - including loan to value, debt to income and credit reports. (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), • 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 • Notary License (preferred) 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., • Building and nurturing relationships with clients including identifying potential clients, engaging with them to understand their needs, and developing strategies to convert them into long-term clients. It also includes deepening relationships with existing clients by offering additional products and services that meet their evolving needs., • Being attentive to client needs, resolving issues promptly, and ensuring a positive banking experience. Excellent client service helps build trust and encourages clients to continue banking with KeyBank., • Ability to evaluate financial information to understand clients' financial health, identify investment opportunities, and recommend strategies., • Understanding and managing risks associated with banking operations and client transactions., • Strong verbal and non-verbal communication skills to understand clients' needs and recommend appropriate banking products and services., • Accurate and efficient handling of cash transactions. 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 $20.67 - $31.25 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. 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 HR_Compliance@keybank.com.

Responsibilities include but are not limited to: • Accountable for leading and managing all aspects of branch performance, including sales growth, profitability, customer experience, operational integrity, and team coaching and development., • Ensures exceptional service delivery to all clients within a commercial-oriented branch location., • Partners closely with Business Banker in branch to grow existing Business Banking client relationships and prospect new ones as opportunities arise., • Works closely with Middle office to successfully fulfill needs of Business Banking and Middle Market clientele., • Coach and develop branch team members to achieve sales targets, meet service goals, and strengthen individual capabilities., • Observe sales engagements to ensure high quality customer consultations and effective lead management through Salesforce., • Manage all staffing functions, including recruiting, interviewing, selecting, onboarding, performance evaluations, coaching, and addressing performance or conduct issues in accordance with company policy., • Leads and encourages identification, escalation, and resolution of potential risks., • Foster a positive and high-performing branch environment that promotes Valley's culture and drives strong associate engagement., • Develop and leverage market intelligence, communicating strategic direction and product focus while building individualized sales strategies to increase market share and deepen customer relationships. Required Skills: • Ability to prioritize, organize, delegate, and execute., • Must have excellent verbal, written and interpersonal communication skills., • Strong understanding of commercial banking in order to grow and serve relationships., • Deep knowledge of account offerings, treasury services, online banking, lending and other commercial related products., • Ability to present a confident and professional demeanor to establish trust and convey knowledge to the customer and resolve complex customer issues., • An enthusiastic individual who can listen to customer concerns and offer unique and innovative solutions, weighing customer satisfaction with Bank exposure to loss or fraud., • Proficient computer skills., • Must be self-driven with a positive outlook and can demonstrate confidence, tact, patience, and diplomacy while dealing with customers. Required Experience: • High School diploma or GED equivalent and minimum of 3 years related managerial experience with knowledge of branch operations and demonstrated sales - customer service skills.

Private Wealth Management (PWM) Private Banking is responsible for developing, managing, and retaining full service relationships with high income/high net worth private banking clients. Provides advice, counsel, and high level customer service to meet the financial needs of clients. Supports standards for managing net portfolio in a manner that ensures compliance with banking regulations, policies and procedures, credit quality and credit policy requirements. Shared responsibility for soliciting, developing, managing, and retaining client relationships for Private Wealth Management. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment. Basic Qualifications: Bachelor's degree, or equivalent work experience. Ten or more years of private wealth management experience in the financial services industry. Preferred Skills/Experience: Strong relationship management and lending skills. Strong sales and new business development skills. Advanced knowledge of Private Wealth Management products and services. Expert knowledge of private banking products and services, including credit processes. Strong networking and business development skills. Ability to partner with clients to identify and service unique customer needs. Well-developed analytical and problem-solving skills. Ability to make critical decisions independently. Excellent presentation, verbal and written communication skills. Location The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: • Healthcare (medical, dental, vision), • Basic term and optional term life insurance, • Short-term and long-term disability, • Pregnancy disability and parental leave, • 401(k) and employer-funded retirement plan, • Paid vacation (from two to five weeks depending on salary grade and tenure), • Up to 11 paid holiday opportunities, • Adoption assistance, • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

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