- NBT Bank (Poughkeepsie, NY)
- …and services as appropriate. + 10% Obtain and analyze pertinent financial and credit data . Ensure the preparation and processing of forms and legal documents ... and executing business plans tailored to meet and exceed sales goals and objectives. Maintains a network of outside...all parties involved in the transaction. Refers other NBT Bank products and services as appropriate. Education and Experience:… more
- NBT Bank (Norwich, NY)
- …$17.50 - $21.53 Responsible for a variety of tasks within the Information Processing area. Operations functions include but not limited to answering internal and ... verification, reconciling the payment of monies to outside agencies, processing complex transactions, ensuring compliance with regulations, resolving exception… more
- M&T Bank (Ballston Lake, NY)
- …all loan programs as needed. + Take loan applications as necessary and input loan data into processing system via laptop. + Assist Loan Officer in providing ... providing follow-up and resolution to questions and concerns. Provide general sales , marketing and operational support for assigned mortgage originator. Adhere to… more
- M&T Bank (Highland, NY)
- …branch customer experience through digital engagement, lobby management, transactional processing and retail servicing interactions. Processes a variety of financial ... immediate need. Accurately balance and process customer transactions efficiently following Bank Policy. Take ownership of escalated account services issues until… more
- M&T Bank (Rochester, NY)
- …branch customer experience through digital engagement, lobby management, transactional processing and retail servicing interactions. Processes a variety of financial ... immediate need. Accurately balance and process customer transactions efficiently following Bank Policy. Take ownership of escalated account services issues until… more
- TD Bank (New York, NY)
- …businesses, functions and topics, including operations, finance, regulatory reporting, and sales and trading, and prepare business personnel for meetings with ... Position will support the Chief Compliance Officer (CCO) in ensuring the Bank 's compliance with all applicable Federal consumer protection laws and regulations.… more
- City National Bank (New York, NY)
- …engagement with financial advisors and clients. Partners with City National Rochdale sales and marketing team in the development and execution of marketing ... strategic marketing projects end-to-end, working cross-functionally with strategy, marketing, sales , portfolio managers, and external advisors to share concepts,… more
- M&T Bank (Getzville, NY)
- …to keep borrowers in their homes or manage property dissolution through Short Sales or Deeds-in-Lieu of foreclosure. They will be responsible to monitor portfolios ... manner. Negotiate effectively on customer calls. + Compile month-end data for distribution to and decision-making by management. +...and relevant work experience in a call center or bank operations, inclusive of 2 years' supervisory experience. +… more
- Berkshire Bank (Albany, NY)
- …a variety of residential mortgage loans. Interview applicants, collect financial data and documents, and make recommendations regarding the loan products that ... of their loan request. + Provide all follow-up documentation as requested by underwriting/ processing within a timely manner. + Follow up on all conditions to ensure… more
- City National Bank (New York, NY)
- …Management: * Update and maintain Salesforce campaigns, ensuring accurate status updates and data integrity. * Collaborate with the sales and marketing teams to ... ensure alignment of campaign goals and execution. * Reporting and Analysis: * Provide regular updates and reports on the status of marketing collateral and Salesforce campaigns. * Assist in analyzing campaign performance metrics and suggest improvements for… more
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