- TD Bank (Brooklyn, NY)
- …and educational support on services, products, and tools to help Customers achieve their financial goals. **Depth & Scope:** + Performs a wide range of tasks across ... guidance to ultimately attract, and retain the customer + Understands customer financial needs to identify opportunities to promote and educate on products,… more
- TD Bank (New York, NY)
- …and fundings. The PCS I will be expected to participate in basic financial planning discussions and client relationship reviews. This role will support other team ... Investment Advisors) and provide consistent and accurate administrative, analytical, and service support. **Depth and Scope:** + Demonstrates a commitment to being… more
- Albany Medical Center (Albany, NY)
- …to the service being rendered, with ability to have a financial discussion with patient regarding payment responsibility. Must be comfortable in the collection ... appropriate health insurance information as it pertains to the service being rendered. The position requires ability to understand...of financial responsibility from the patient based on eligibility response… more
- Research Foundation CUNY (New York, NY)
- …Title: Student Success Coach PVN ID: JJ-2502-006702 Category: Instruction and Social Service Location: JOHN JAY COLLEGE OF CRIMINAL JUSTICE Job Description General ... to college enrollment, understanding the intricate details of completing a financial aid application and/or loan rehabilitation, particularly as a formerly… more
- KeyBank (Hudson, NY)
- …and businesses in our KeyBank communities. As a Teller, you provide excellent client service in-person by welcoming both new and existing clients to the Bank and ... resolving client servicing issues. Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper… more
- TD Bank (New York, NY)
- …business, customizing a broad range of products and services to meet the financial needs of TD's customers. The job acquires, develops and manages commercial banking ... and in the future with a focus on growing the portfolio by providing financial solutions and developing new business from both existing and new customers. The role… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …+ Collects fundamental research on related companies as requested by Financial Advisors. + Uses analytical tools, software and methodologies to research ... and company specific reports + Assists in development of financial models for revenue and income forecasts. + Assists...and in writing. + Provide a high level of service . + Establish and maintain effective working relationships at… more
- Hamilton-Fulton-Montgomery BOCES (Johnstown, NY)
- …responsibility of assisting the Treasurer, BOCES with the management of various financial functions in accordance with established policies and procedures, with the ... primary focus being budget development, analysis and processing of financial transactions. The work is performed under the general...and attention to detail; Initiative; This is a Civil Service position with the title of Deputy Treasurer that… more
- New York State Civil Service (New York, NY)
- NY HELP No Agency Financial Services, Department of Title Public Safety Investigator, NS Occupational Category Other Professional Careers Salary Grade NS Bargaining ... State NY Zip Code 10004 Duties Description The New York State Department of Financial Services seeks to build an equitable, transparent, and resilient financial … more
- New York State Civil Service (New York, NY)
- NY HELP No Agency Financial Services, Department of Title Deputy Director of Public Safety, NS Occupational Category Other Professional Careers Salary Grade NS ... State NY Zip Code 10004 Duties Description The New York State Department of Financial Services seeks to build an equitable, transparent, and resilient financial … more