Personal Banking Rep Albany, NY

Berkshire Bank • Albany, NY • 8h ago

5h Personal Banking Rep #1665 Albany, New York, United States Job Description Division: Retail BankingDepartment: Various - Branch NetworkReports to: Branch ManagerStatus: Non-ExemptGrade: 6Pay Range: $20.00 - $28.90 Salary range updated 2/26/2026. Actual compensation within the pay range will be determined based on factors including, but not limited to, skills, prior relevant experience, and specific work location. Location: Albany, NY - 30 South Pearl StPurpose/Objective:Provides exceptional experiences while educating clients on a wide variety of products and services. Lead builder of client relationships in the financial center and performs outreach to clients, prospects, and the community. Ensures proper documentation and compliance for all new accounts, loan requests, and account maintenance.Key Accountabilities: Advises clients on product selection, capitalizes on relationship building opportunities, and establishes new accounts. Originates/closes consumer loans and second mortgage products, ensures proper documentation for all account maintenance, and handles safe deposit rentals and access where applicable. Has a working knowledge of Small Business and can accept applications as needed. Is adept at asking clients questions related to their finances and managing relationships with such tools as the Relationship Builder and Salesforce. Works with clients to refer partnership solutions such as Wealth, Insurance, Cash Management and Mortgage. Resolves routine and complex client issues or problems. Lead through lobby management, ensure prompt welcomes of assistance to clients, and genuinely thank clients for their business. Is proficient in the digital banking space and can assist clients with adoption. Stays abreast of all banking regulations and internal policies/procedures regarding products/services. 60% May perform routine client service line duties as redeems and exchanges savings bonds, check encashment, deposit and payment processing, processes check orders and loan documents, prepares client correspondence, and may open and process incoming mail. Provides backup to Financial Center Manager, Assistant Banking Center Manager, or client service line as needed and facilitates and participates in branch team meetings. 20% Participates in all internal sales/referral programs in order to achieve branch goals and support all bank-wide initiatives. Perform outreach to clients for such initiatives as the banks CAREs program and other community relations opportunities. 20% Ensures compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one's duties.Must be eligible to be registered in the Nationwide Mortgage Licensing System & Registry for purposes of SAFE Act. Available to work Saturday hours and travel to nearby offices as required.Education: High school diploma or equivalentExperience: Proven experience in a goal-oriented sales or customer service environment Cash handling experience preferred Sales experience preferredSkills & Knowledge: Strong verbal/written communication skills including telephone interactions Proficient computer skills Strong interpersonal skills Problem solving skills Excellent customer service skills Cash Handling Strong verbal/written communication skills including telephone interactions Proficient computer skills Strong interpersonal skills Problem solving skills Excellent customer service skills Cash HandlingBeacon Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. If you would like to contact us regarding the accessibility of our website

Go to Apply

Client Service Banker - Glenmont

Pioneer Bank • Glenmont, NY • 2d ago

Finance, Accounting & Banking

Salary Range: $17.00 To $25.89 Hourly POSITION: Client Service Banker LOCATION: Glenmont REPORTS TO: Branch Manager CLASSIFICATION: Full Time, Non Exempt PAY GRADE: NE 20 ($17.00 - $25.89 per hour) AVAILABILITY: Monday-W...

2d ago

Go to Apply

Accounting Clerk

The Addictions Care Center of Albany • East Greenbush, NY • 2d ago

Finance, Accounting & Banking

Job Summary: The Accounting Clerk is responsible for supporting the activities of the Fiscal Office and staff with accounts payable, managing deposits, recording transactions in Excel and QuickBooks. Responsibilities: As...

2d ago

Go to Apply

Assistant Director Financial Administration 3 - Deputy Director of Management and Budget/MNBF - Budgeting

New York State Civil Service • Latham, NY • 3d ago

Finance, Accounting & Banking

NY HELP No Agency Military and Naval Affairs, Division of Title Assistant Director Financial Administration 3 - Deputy Director of Management and Budget/MNBF - Budgeting Occupational Category Financial, Accounting, Audit...

3d ago

Go to Apply