- Paychex (Brooklyn, NY)
- …us to pursue your passion and unleash your potential. Overview Work with assigned bank partners to earn business referrals and sell Paychex products and services to ... and revenue goals. + Schedules appointments and visits assigned bank branches to secure referrals. + Leverage the Go-to-Market...to build value in the partnership. + Analyzes the customer needs and interests to determine which products are… more
- Berkshire Bank (Queensbury, NY)
- …specific work location. Location: Queensbury, NY - 183 Quaker Rd Purpose/Objective: Identify customer needs to make needs-based sales and build customer loyalty. ... Consistently strives to satisfy customers by providing memorable customer experiences and digital engagement. Supervise all Customer Service Associate (CSA) and… more
- Tompkins Community Bank (Fayetteville, NY)
- Overview Expected to provide direct mortgage loan services to bank customers and potential customers; promote and cross-sell all bank services; respond to ... MortgageBot leads. Responsibilities + Provide direct mortgage loan services to bank customers as illustrated by the following: + Interview customers applying… more
- US Bank (New York, NY)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... to life, and each person is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive… more
- Bank of America (Scarsdale, NY)
- …Scarsdale-Financial-Center\_25035638) **Job Description:** At Bank of America, we are ... we make an impact in the communities we serve. Bank of America is committed to an in-office culture...routinely met or exceeded * Bilingual skills Skills: * Customer Service Management * Performance Management * Coaching *… more
- Bank of America (Brooklyn, NY)
- …(https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Brooklyn/Credit-Solutions-Advisor Crown-Heights\_25021350) **Job Description:** At Bank of America, we are guided ... we make an impact in the communities we serve. Bank of America is committed to an in-office culture...and gather any additional required information. + Has effective customer service skills with ability to manage the full… more
- Bank of America (New York, NY)
- …with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to ... is responsible for leading the overall service delivery model to include the bank 's digital offerings and wealth management banking strategy in the market while… more
- US Bank (New York, NY)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...**ESSENTIAL FUNCTIONS:** 1. Prospect new clients and prepare for customer meetings; meet with prospects and new clients to… more
- Bank of America (Brooklyn, NY)
- …(https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Brooklyn/Community-Lending-Officer Fulton-St\_25019694-1) **Job Description:** At Bank of America, we are guided ... rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for… more
- City National Bank (New York, NY)
- …providing the CNB exemplary level of service, identifying and promoting solutions to customer needs, and maintaining an active calling program. WHAT WILL YOU DO? * ... prospects and customers consistent with the objectives of the bank . * Actively works with customers and develops prospects...of company, industry, business and needs to assist in customer calling efforts. Sets objectives for each relationship in… more