- Citigroup (Uniondale, NY)
- …and communication skills + Ability to work well in a team oriented environment + Bilingual in Spanish or Creole Preferred **Education:** + High School diploma or ... Identify referral opportunities for new products and services based on client's financial goals + Educate clients on digital and self-service opportunities offered… more
- KeyBank (West Haverstraw, NY)
- …to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). ... with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. Strong and effective… more
- Citigroup (Uniondale, NY)
- …Identify referral opportunities for new products and services based on client's financial goals + Educate clients on digital and self-service opportunities offered ... with transparency. **Qualifications:** + Previous relevant experience preferred + Demonstrated sales and customer service experience + Money handling experience +… more
- CAMBA (Brooklyn, NY)
- …in job development or employment services in a social service setting preferred. + Bilingual preferred in Spanish or Creole . + Relevant education and years of ... competent case management, employment, education, vocational training, benefits access, health, financial literacy and English language services, in house and by… more
- Elevance Health (NY)
- …preferred + Bilingual candidates strongly preferred - Spanish, Chinese, Korean, Creole , French, Polish + Sales experience preferred + Prior experience in ... benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few. Elevance Health operates in a… more