- TD Bank (New York, NY)
- …Prepares client presentations based upon the above + Assists with client negotiations and documentation + Researches and analyzes clients' financial ... to the policies and guidelines of the Bank + Maintains confidentiality of client information + Keeps fully informed on market data, economic information and key… more
- KeyBank (New City, NY)
- …with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions. + Support of branch operations ... needs and provide guidance and solutions to assist in client 's financial wellness both in person and through proactive...relationships based on their unique financial goals, leading to client confidence in their finances. The Personal Banker is… more
- BMO Financial Group (New York, NY)
- …+ Partners with deal team and product specialists for accurate, detailed client information. + Prepares credit documentation (ie including applications, ... part of a larger coverage team that maintains strong client relationships. Includes providing lending expertise for a variety...and participate in their presentation to clients. + Monitors client , client industry and regulatory agencies for… more
- RiseBoro Homecare Inc. (Brooklyn, NY)
- …agency regarding changes in client status. . Process client deferrals/rejections, authorization documentation , start/end dates, re-admission dates, and ... engage with the community to generate new referrals, helping expand RiseBoro's client base. This role requires a strong understanding of homecare regulations related… more
- KeyBank (Chatham, NY)
- …with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions. + Support of branch operations ... needs and provide guidance and solutions to assist in client 's financial wellness both in person and through proactive...relationships based on their unique financial goals, leading to client confidence in their finances. The Personal Banker is… more
- SitusAMC (Albany, NY)
- …requirements and deadlines + Create, participate, and provide feedback in prospective client meetings and internal documentation + Manage the day-to-day ... SitusAMC is where the best and most passionate people come to transform our client 's businesses and their own careers. Whether you're a real estate veteran, a… more
- Datavant (New York, NY)
- …accurate monthly/quarterly/annual forecasting and sales activity reports. + Manage CRM documentation , update client profiles, and track prospective client ... interactions. + Manage CRM documentation , update client profiles, and track prospective client interactions daily. + Create presentations that concisely and… more
- Project Renewal, Inc. (New York, NY)
- …standards of service quality + Train new Case Managers on the composition of a client chart + Manage the documentation of critical incidents and keep a log ... but are not limited to the following activities: + Completed and reviews client intake forms regularly for accuracy and complete additional paperwork needed for the… more
- New York State Civil Service (Staten Island, NY)
- …(bedding, bath, etc.)* Conducts routine rounds and documents observations.* Completes required client and facility documentation both electronic and paper as ... to facilitate smooth transition.* May complete insurance calls and documentation regarding coordination of care with financial/insurance entities.* Provides… more
- New York State Civil Service (Utica, NY)
- …for aftercare. * Searches patient belongings upon admission. * Completes required client and facility documentation both electronic and paper as appropriate. ... transportation, room searches, and urine toxicology collection. * Prepares room and client supplies for new admissions (bedding, bath, etc.)* Conducts routine rounds… more