- M&T Bank (Ossining, NY)
- …proactive identification of sales opportunities and portfolio management with customers to support achievement of annual branch sales goals. The position ... our branch customer experience through all retail and business sales interactions. **Primary Responsibilities:** + Develop new customer relationships and expand… more
- City National Bank (New York, NY)
- …of bank services to existing and potential clients in order to meet established branch sales and referral goals. Works with business partners to deliver ... and participates in the operations, client service, and internal sales activities of the branch . * Monitors...new colleagues and providing development training for the internal sales /service team.* This person will support internal… more
- Pioneer Bank (Albany, NY)
- …and ongoing service and assessment. Provides support to the retail branch network in commercial relationship management, sales , service, and correspondence. ... and where appropriate involves them in assisting with closing sales . Educates retail branch staff on Pioneer's...to five years of related experience in commercial banking, sales support , and/or bank operations. + Existing… more
- KeyBank (Mahopac, NY)
- …to new and existing clients. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong working relationships ... and delivery of all aspects of investment product delivery within assigned Branch (es) for Mass Affluent clients, including client management, service delivery, and… more
- Guardian Life (Albany, NY)
- …Avenue Securities, and Park Avenue Investment Advisory, you will conduct branch office inspections using risk-based testing methodologies to ensure compliance with ... Lead Compliance Analyst is responsible for developing a risk-based plan for the branch office inspection, executing the plan, and delivering the results verbally and… more
- M&T Bank (Ithaca, NY)
- **Overview:** As a Float Teller, you will specialize in our branch customer experience through digital engagement, lobby management, transactional processing and ... frequently travel to different branches within a designated area to assist branch staff as needed. **Primary Responsibilities:** Adhere to the established customer… more
- KeyBank (Albany, NY)
- …identifying full relationship opportunities. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong working ... $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets… more
- BrightView (Oceanside, NY)
- …satisfaction and retention, grows the portfolio the right way through ancillary sales and price increases, and ensures quality service. You'd be responsible for: ... the book of business and overall growth for the branch . + Develop accurate estimates and takeoffs for both...and to ensure that client expectations are met + Support the efforts for hiring, training and coaching the… more
- M&T Bank (Highland, NY)
- Overview: As a Float Teller, you will specialize in our branch customer experience through digital engagement, lobby management, transactional processing and retail ... frequently travel to different branches within a designated area to assist branch staff as needed. Primary Responsibilities: Adhere to the established customer… more
- BrightView (Hawthorne, NY)
- …demands. 10. Collaboration and Communication + Serve as a bridge between various branch departments (Office Admin, Operations, Sales , Acct Mgmt. etc.) to ensure ... Manager is responsible for overseeing the day-to-day operations of the branch , ensuring that everything runs smoothly and efficiently. You'd be responsible… more
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