- Berkshire Bank (Albany, NY)
- …Planner and Salesforce. + Works with clients to refer partnership solutions such as Wealth , Insurance, Cash Management and Mortgage. + Is proficient in the ... Division: Retail Banking Department: Various Branch Network Reports to: Financial...Central Ave Purpose/Objective: Identify customer needs to make needs-based sales and build customer loyalty. Consistently strives to satisfy… more
- JPMorgan Chase (New York, NY)
- …relationship experience, bringing clients the breadth of JPMorganChase's expertise and extensive banking , lending, and wealth management capabilities through ... center of excellence which includes talent acquisition strategy, client advisory and sales training, and new RM onboarding. In addition, you will support training… more
- Arrow Financial Corporation (Troy, NY)
- … and insurance services across northeastern New York, including online and mobile banking , wealth management , money market and deposit accounts, and ... > Excellent Customer Service and Communication Skills > Relationship Building and Sales > Excels in a detail-oriented, regulatory environment > Account Management… more
- Scotiabank (New York, NY)
- …through a broad range of advice, products and services, including personal and commercial banking , wealth management and private banking , corporate and ... accordance with Scotiabank's values, its Code of Conduct, and the Global Sales Principles, while ensuring the adequacy, adherence to, and effectiveness of day-to-day… more
- JPMorgan Chase (New York, NY)
- …investment banking , consumer and small business banking , commercial banking , financial transaction processing and asset management . We offer a ... base, including asset managers, insurance accounts, pension funds, banks, sovereign wealth funds, corporations, and hedge funds. You will collaborate closely with… more
- Arrow Financial Corporation (Granville, NY)
- … and insurance services across northeastern New York, including online and mobile banking , wealth management , money market and deposit accounts, and ... to customer needs > Process transactions accurately and efficiently > Support sales efforts of Company; actively participate in Cross-Sell program and make referrals… more
- Arrow Financial Corporation (Chestertown, NY)
- … and insurance services across northeastern New York, including online and mobile banking , wealth management , money market and deposit accounts, and ... to customer needs > Process transactions accurately and efficiently > Support sales efforts of Company; actively participate in Cross-Sell program and make referrals… more
- JPMorgan Chase (Brooklyn, NY)
- JP Morgan Asset & Wealth Management 's Portfolio Analysis Group (PAG) is responsible for performance measurement and portfolio analytics for external clients and ... for internal clients including portfolio managers, front office advisors, sales & marketing and senior management . As..., consumer and small business banking , commercial banking , financial transaction processing and asset management .… more
- Citigroup (New York, NY)
- …teams to source opportunities, prepare client pitches, and deliver Citi's full suite of banking and wealth management solutions to our clients + Provide ... **Responsibilities:** + Partner with Banker in the creation of sales and marketing strategies designed to generate revenue growth...5+ years of relevant experience + Prior experience in wealth management or other financial services roles… more
- Scotiabank (New York, NY)
- …through a broad range of advice, products and services, including personal and commercial banking , wealth management and private banking , corporate and ... matters related to equity market volatility when requested by Sales . Manage all Greeks derived from the Region's index,...and improve the Equity Derivatives model suite and risk management capabilities, as well as helping reduce model risk… more