28 Results for

Banking Jobs in Holbrook, NY

Jobs

Melville, NY30+ days ago

$80,000–$130,000 Per Year
Full-time

Becoming a New York Life Financial Services Professional is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. Headquartered in New York City, New York Life's family of companies offers life insurance, retirement income products, and long term care insurance.

Oceanside, NY30+ days ago

Full-time

Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals.

Massapequa, NY30+ days ago

Full-time

Hicksville, NY30+ days ago

Full-time

As relevant for the supported line of business, well versed in legal documentation (e.g., Credit Agreements) and positioned to both develop more junior associates on the topic, interact with internal and external legal counsel, and negotiate directly with clients. Additionally, this role serves as a mentor and thought leader, developing junior credit professionals and shaping best practices in underwriting and risk management.

North Babylon, NY30+ days ago

Full-time

Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers . Branch Banking Client Consultant I-Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services.

Farmingdale, NY30+ days ago

Full-time

Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. Client Experience: Provide positive client experience by assisting with account questions, problems and/or complaints and through research and communication resolve in a timely and effective manner.

Merrick, NY30+ days ago

Full-time

Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals.

Syosset, NY30+ days ago

Full-time

Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals.

Huntington Station, NY30+ days ago

Full-time

Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers. Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals.

Melville, NY30+ days ago

Full-time

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.P. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

Massapequa, NY30+ days ago

Full-time

In addition, this role has a large focus on coaching to sales, revenue growth, and operational integrity with a focus on successful sales and client experience behaviors while delivering high level of client service. Branch Banking Leader coaches a high-performing branch team to meet and exceed performance targets by teaching, training, and modeling sales behaviors while ensuring operational excellence.

Milford, CT30+ days ago

The Core Banking Systems Administrator is responsible for the administration, stability, and ongoing optimization of the organization's core banking platform, with an initial focus on the Jack Henry Symitar system. As a premier national provider of technology talent and solutions, our expertise spans across project services, contract-to-hire, direct placement, and managed services, both onshore and nearshore.

Hicksville, NY30+ days ago

We are seeking a highly motivated Real Estate Settlement/Banking Paralegal to join our team. Previous experience as a Real Estate Paralegal or similar role is preferred.

Islandia, NY30+ days ago

Additionally, the Head Teller will assist in establishing new customer accounts and maintaining strong relationships with existing customers by identifying and cultivating referral opportunities across Retail Banking, Consumer Lending, Commercial Lending, Mortgage Lending, and other service channels. Supervise and guide staff, ensuring the accurate completion of Personal Banker tasks, including account opening/closing, debit card servicing, wire transfers, fraud claims, and account maintenance.

Melville, New York22 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

Riverside, CT30+ days ago

Full-time

Provides investment support across a diverse suite of products and applications including, but not limited to; Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Hauppauge, NY22 days ago

$50,000–$100,000

In this role, you will support clients in making informed financial decisions and developing long-term wealth management strategies. Key responsibilities include understanding client needs, providing tailored financial advice, and maintaining strong client relationships.

Melville, NY28 days ago

$80,000–$150,000

The Guardian FR contract includes a draw starting at $24,000; inexperienced FRs in their first four years earn $90K to $100K per year on average, including first year and renewal commissions; renewal commissions begin in year two. You will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future.

Garden City, NY30+ days ago

$30,000–$60,000 Per Year

Financial Advisor Trainee Responsibilities: As a Morgan Wilshire team member, you will work with top-tier professionals spearheading innovation and growth at a top Broker-Dealer. Through our training program, hands on experience, mentoring and development opportunities, you will rapidly become fluent in real-world investing for a broad range of clients.

Jericho, NY16 days ago

$55,000–$65,000 Per Year

With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. This salary range is specific to the State of New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs.

Pound Ridge, New York30+ days ago

$20.67–$31.25

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. 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.

Stamford, CT29 days ago

The Starr Region at Modern Woodmen of America is seeking driven professionals who want to build a career as holistic financial planners, individuals passionate about helping others achieve both financial protection and financial growth. Jon Starr is a Regional Director with Modern Woodmen of America, where he focuses on helping members and advisors create meaningful impact through personalized financial guidance and community involvement.

Garden City, New York30+ days ago

What You'll Be Doing: Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.

Melville, NY7 days ago

$55,000–$130,000 Per Year

We deliver a distinctive experience that blends growth opportunity with deep support—helping advisors build meaningful businesses while making a lasting impact on the clients and communities they serve. Whether your next step is expansion, succession planning, or deeper specialization, you’ll gain access to the infrastructure, strategic guidance, and collaborative environment needed to scale with intention.

Smithtown, NY30+ days ago

Remote

We work directly with founders and financial professionals entering the capital markets industry and provide comprehensive regulatory and principal outsourcing solutions. You will work directly with qualified prospects in a consultative sales environment involving executive-level financial conversations and multi-touch deal cycles.

Westport, CT21 days ago

Full-time

Our client, a private equity CEO based in Fairfield County, CT, is seeking a highly capable and financially minded Managing Director to oversee and optimize his personal financial ecosystem. This individual will operate as a trusted right hand, managing liquidity, financial infrastructure, household financial operations, and day-to-day financial administration with a focus on clarity, efficiency, and execution.

Stamford, CT14 days ago

$60,000–$100,000 Per Year

With a national footprint, Lenox is continually looking for ambitious, experienced Financial Advisors, who will be responsible for developing new client opportunities across the wealth management spectrum including insurance, asset management, risk management, estate planning, retirement planning, children’s college education, etc. For our advisors, that means keeping our clients at the center of everything we do while also maintaining a collegial and collaborative environment in which everyone can contribute, develop relationships, and further build their business.

New!

Woodbury, NY2 days ago

$80,000–$250,000 Per Year

CWP delivers white-glove client service through a boutique model built for advisors who want authority, flexibility, and real support. If you want authority without micromanagement, problems worth solving, and a fast-moving environment where results matter more than process—this is where you belong.

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Banking Jobs in Holbrook, NY

Financial Advisor (sales) **Licensing and Training Provided** New York Life

Branch Banking Client Consultant II - Oceanside NY Flagstar Bank, N.A.

Branch Banking Client Consultant II Flagstar Bank, N.A.

Sr. Credit Products Specialist - Private Banking Flagstar Bank, N.A.

Branch Banking Client Consultant I - North Babylon NY (Float) Flagstar Bank, N.A.

Branch Banking - Client Consultant I (Part-Time) Flagstar Bank, N.A.

Branch Banking Client Consultant I-PT Flagstar Bank, N.A.

Branch Banking Client Consultant I -PT Flagstar Bank, N.A.

Branch Banking Client Consultant I - Huntington Station NY Flagstar Bank, N.A.

Commercial Banker - Emerging Middle Market Commercial Banking -Vice President JPMorgan Chase Bank, N.A.

Branch Banking Leader Flagstar Bank, N.A.

Systems Administrator - Core Banking ConsultNet

Real Estate Settlement/Banking Paralegal Law Offices Of Daniel Rabanipour Pc

Branch Operations Specialist III - Head Teller Suffolk Credit Union

Financial Advisor Northwestern Mutual

J.P. Morgan Advisors - Investment Associate - Riverside, CT JPMorgan Chase Bank, N.A.

Financial Advisor- Entry Level Denis Development

Financial Advisor Forest Hills Financial Group

Financial Advisor/Stockbroker Trainee MORGAN WILSHIRE SECURITIES INC

Senior Branch Operations Specialist (Jericho, NY) Oppenheimer & Co. Inc.

Personal Banker - R-37579 KeyBank

Financial Representative - Entry Level Starr Region - Modern Woodmen of America

Registered Client Service Associate Stifel

Financial Advisor Charter Oak Financial

Former Financial Advisor Broker Business Development Role CXG Holdings Inc

Managing Director- Westport, CT The Calendar Group

Financial Advisor - Stamford, Connecticut Lenox Advisors

Financial Advisor Center for Wealth Preservation

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