- TD Bank (Granville, NY)
- …customer relationships, putting the customer first and referring them to the right Specialist to ensure we are meeting their needs and providing the best advice ... a team of service and advice colleagues on services, product and sales informational conversations and/or advice-giving service strategies and tactics to improve the… more
- Deloitte (New York, NY)
- …projects in a fast-paced, team environment + Lead and assist Customer and Sales Operations pursuits and practice development initiatives + Promote and participate in ... Certified Architect (Open CA) + Open Group Certified IT Specialist (Open CITS) + IASA's Certified IT Architect (CITA)...Ability to work with ambiguity + Ability to manage client and cross functional team expectations + Ability to… more
- BMO Financial Group (New York, NY)
- …as well as opportunities for cross-selling and/or alternative solutions to meet client 's needs. + Keeps abreast of economic and market developments within the ... procedures. + Provides credit risk coaching and advice to sales & service employees to increase awareness of risk,...Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. + Applies… more
- JPMorgan Chase (New York, NY)
- …short- and long-term goal of our clients. As a Vice President Multi-Asset Specialist within JP Morgan Wealth Management's Investments & Advice team, you will work ... based on needs shared by advisor and their clients. Assist advisors with client proposals. + Present on national and regional call series, manage communication with… more