- Pioneer Bank (Clifton Park, NY)
- …branch management direction on an as-needed basis, may perform platform duties such as account opening, account maintenance , service inquiries, etc. + Assist ... branch management and the Client Service Supervisor in various operational activities on an as-needed basis. Education & Experience: + High School graduate (or GED) required, or current high school student anticipating graduation. + Strong mathematical skills… more
- Colliers Engineering & Design (Rochester, NY)
- …partners, account leads, and senior personnel on project execution and account maintenance . + Develop and expand client accounts via high-quality, dependable ... project delivery. + Participate in the continued growth and development of the consulting practice. + Working in various terrains and environments throughout the year. Qualifications + Bachelor's degree in Ecology, Botany, Biology, Zoology, Environmental… more
- Bank of America (Flushing, NY)
- …laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance , and Digital Assisted Shopping * Manages client ... * Customer and Client Focus * Oral Communications * Problem Solving * Account Management * Client Experience Branding * Client Management * Client Solutions Advisory… more
- City National Bank (New York, NY)
- …Fully functional in delivering all components related to new accounts, including account maintenance , service requests, and risk management. Responsible for ... appropriately profiling clients during the new account process and actively identifies cross sell opportunities of CNB products and services. WHAT DO YOU NEED TO… more
- Fiserv (New York, NY)
- …referral program Support Account Management & Operations Help with basic account maintenance tasks (eg, DDA changes, entitlement additions) Submit and follow ... up on FDIS support tickets (eg, refunds, call tags) Track and follow up on Clover Capital offers What you will need to have: High School Diploma or GED Strong organizational and communication skills Experience in a customer-facing or support role Comfort with… more
- Reliant Community Credit Union (Sodus, NY)
- …you will: + Serves as the primary point of contact for client inquiries, account maintenance , and service-related issues. + Processes and follow up on client ... requests, including account transfers, withdrawals, and updates. + Schedules and confirms client meetings, prepare necessary documentation, and ensure prompt… more
- Citigroup (New York, NY)
- …opening and modification, documentation approval, wire transfers, journals, stock transfers, account maintenance , capital call notices, fixed income maturities, ... settled free cash, reorganization notices, performance reporting, Executive Financial Services requests + Build and maintain relationships with client base, be familiar with target clients for various investment products and offerings + Manage high call… more
- City National Bank (New York, NY)
- …Fully functional in delivering all components related to new accounts, including account maintenance , service requests, and risk management. Responsible for ... appropriately profiling clients during the new account process and actively identifies cross sell opportunities of CNB products and services. * Calls on and… more
- S&P Global (NY)
- …**Responsibilities:** + General support of the Platforms + New user onboarding, account maintenance , resolution of client issues or questions, and provide ... walk throughs on how to operate within the platform. + Creation and maintenance of entity identifiers + Analysis of client administrative details and tax forms +… more
- Woodforest National Bank (Hamburg, NY)
- …services beneficial to customers. * Processing transactions, opening accounts, and performing account maintenance . * Handling branch servicing duties such as ... vault balancing, cash ordering, and maintenance of automated teller machines. * Employing problem solving skills to address customer inquiries and/or concerns in a… more