- Guardian Life (New York, NY)
- …vision as a signature brand experience that differentiates us in the financial services industry. + Architect a data-based tiered program that rewards long-term ... a product and offer pipeline that extends Guardian's brand promise ( financial tools, well-being benefits, exclusive partner experiences). + Position the membership… more
- Capital Region BOCES (Albany, NY)
- …The work involves responsibility for the independent performance of moderately difficult financial accounts and records. The work may require decision-making as to ... as required. RESPONSIBILITIES: + Reviews a variety of complex financial documents, classifies them and distributes items into a...status without the need to participate in a competitive exam. Civil Service Title: Senior Account Clerk Job Number:… more
- Intuit (New York, NY)
- **Overview** Intuit is a mission-driven, global financial technology platform that helps customers and communities overcome their most important financial ... a business driven, strategic cybersecurity leader that takes pride in protecting financial systems? Would you enjoy protecting the tools small and midmarket… more
- Citigroup (Hewlett, NY)
- …share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. + Anticipate the complex ... financial needs of the client and offer solutions through...expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to segment partners where… more
- Citigroup (New York, NY)
- …incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. + Anticipate the complex ... financial needs of the client and offer solutions through...expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to segment partners where… more
- University of Rochester (Rochester, NY)
- …internal equity considerations._ **Responsibilities:** GENERAL PURPOSE Manages and provides financial account management for all urgent, emergent, and pre-admission ... patients, families, third-party payers, governmental agencies, employers, social work, financial case management, clinical team and contracting. Minimizes any delays… more
- Raymond James Financial, Inc. (New York, NY)
- …Director of Business Intelligence will partner with Raymond James Technology and Financial Crimes Management stakeholders to lead the transformation of the BI ... function within Financial Crimes Analytics (FCA). This is a player-coach role...are a plus but not required. + Amazon Web Service (AWS) certifications are a plus but not required.… more
- NBT Bank (Canastota, NY)
- …role of the Relationship Banking Associate is to deliver high quality customer service and responsiveness to ensure fulfillment and satisfaction of both internal and ... one year experience in related banking positions or equivalent sales/customer service experience Skills and Abilities: + Excellent listening & communication skills… more
- PNC (New York, NY)
- …the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the ... customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's...interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective… more
- SolomonEdwards (Albany, NY)
- …All expenses paid.** **About Us** SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full- service professional services firm offering financial , operational, and ... and collaborative individuals who can help us deliver exceptional client service . For more information, visit **SolomonEdwards** **Position Summary:** We are seeking… more