- BMO Financial Group (New York, NY)
- …monitoring). + Identifies cross-selling opportunities to increase client penetration for banking , investments and deposits. + Prepares new business proposals or ... client needs and ensures timely and accurate completion of transaction processing . + Provides after sales support and handles exceptions tactfully, accurately… more
- SMBC (New York, NY)
- …history, SMBC Group offers a diverse range of financial services, including banking , leasing, securities, credit cards, and consumer finance. The Group has more ... SMBC Group, which is one of the three largest banking groups in Japan. SMFG's shares trade on the...submissions and document requests to advance transactions throughout lease/loan processing cycle. + Follow up with Regional Sales Managers… more
- SMBC (White Plains, NY)
- …history, SMBC Group offers a diverse range of financial services, including banking , leasing, securities, credit cards, and consumer finance. The Group has more ... (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG's shares trade on the Tokyo, Nagoya, and New York (NYSE:… more
- City National Bank (New York, NY)
- …first mortgage and concurrent second loan products to existing and potential banking diverse segment clients. Community Loan Officer duties include outside sales ... * Act as liaison between Bank and customer during processing and underwriting, as procedures dictate, to ensure timely...* Promote the Bank's CRA efforts, fair and responsible banking goals, and the underserved communities *WHAT'S IN IT… more
- KeyBank (Amherst, NY)
- …client support functions through telephone or written requests, the timely processing of commercial monetary transactions, and scheduled and non-scheduled loan ... the Lead Specialist is primarily focused on execution of basic to moderate processing work following defined procedures with some expansion to complex issues based… more
- Woodforest National Bank (Olean, NY)
- …will prepare you for advancement opportunities and a robust career in banking at Woodforest. Key responsibilities include: * Achieving individual sales by ... and recommending bank products and services beneficial to customers. * Processing transactions, opening accounts, and performing account maintenance. * Handling… more
- Berkshire Bank (Rome, NY)
- Division: Retail Banking Department: Various Branch Network Reports to: Branch Manager Status: Non-Exempt Grade: 4 Salary Range: $17.00 - $26.55 Actual compensation ... outbound calling campaigns + Transaction Duties 50% + Identify opportunities when processing transactions to meet clients needs and refer opportunities to bankers +… more
- TD Bank (New York, NY)
- …data / reporting analysts or specialists. + Lead and execute data/business processing /reporting using various internal data sources to support the understanding of ... experience and build capabilities to shape the future of banking . Whether you've got years of banking experience or are just starting your career in financial… more
- Ballston Spa National Bank (Ballston Spa, NY)
- …operational duties such as assisting with account transactions, security trade processing and reconciliations, and financial data gathering. You will have the ... FOR THE WEALTH MANAGEMENT SUPPORT SPECIALIST + Two years' experience in banking , legal services support, wealth management, or brokerage industry preferred; +… more
- Ballston Spa National Bank (Wilton, NY)
- Wilton, NY, USA | RETAIL BANKING | Hourly | 24.00-31.50 per hour Base salary plus incentive plan based on goal achievement | Full Time | Comprehensive benefits ... needs are met. This role requires accurate and efficient processing of basic to complex financial service transactions with...Established in 1838, we are proud to provide community banking to individuals, families, and businesses located in the… more