• Financial Solutions Advisor - Oyster Bay Financial…

    Bank of America (Oyster Bay, NY)
    …achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, ... goals and needs + Triages client requests and makes referrals to appropriate internal service providers based on client...partners based on knowledge of client needs and potential product services recommended **Schedule** : * Monday - Fridays… more
    Bank of America (10/22/25)
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  • Financial Solutions Advisor - Westchester / Bronx…

    Bank of America (Bronx, NY)
    …achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, ... with client financial goals and needs * Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset… more
    Bank of America (10/09/25)
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  • Financial Partner/Universal Associate - Heritage…

    Heritage Financial Credit Union (Wappingers Falls, NY)
    …business products, including Online Banking, Remote Deposit Capture, Merchant Services, and ACH Manager + Assist the Branch Manager and Assistant Branch ... personal growth by utilizing available tools and resources + Submit thorough referrals to the Commercial Loan Department + Understand the documentation required for… more
    Heritage Financial Credit Union (10/31/25)
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  • Nissan Sales Consultant - Automotive

    Hoselton (East Rochester, NY)
    …industry trends, competitor offerings, and market dynamics. Provide feedback to management regarding customer preferences, pricing strategies, and product ... generate leads through various channels such as cold calling, networking, and referrals . Meet and exceed sales targets by converting leads into sales opportunities.… more
    Hoselton (09/26/25)
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  • SB Specialist II (US)

    TD Bank (New York, NY)
    …them as necessary to deepen relationship, manage customer service issues, and identify product needs + Actively generates sales and referrals to all business ... of them joining the bank. This role assigns Customer to the proper TD Relationship Manager (RMLM, SB Specialist, Store Manager ) based on the results of the… more
    TD Bank (10/16/25)
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  • Credit Solutions Advisor - Lexington Avenue…

    Bank of America (New York, NY)
    …with the client's unique priorities + Presents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting ... and online messaging + Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs +… more
    Bank of America (10/02/25)
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  • Retail Banker II Float Queens- Preferred Bilingual…

    TD Bank (Little Neck, NY)
    …and business banking + Requires a broad knowledge and understanding of the full product suite, services and processes of business area, and could be characterized by ... moderate complexity/risk + Makes product recommendations based on Customer needs and **highlights ...money, and exceed their needs + Utilizes Customer Relationship Management tools to proactively play a key role in… more
    TD Bank (11/01/25)
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  • Advanced Practitioner Clinical Director WOC-Mount…

    Mount Sinai Health System (Brooklyn, NY)
    …for diagnosis and treatment of common problems related to the treatment, management and rehabilitation of patients with ostomies, wounds and/or continence problems ... resources to enhance the quality of patient care, personnel and resource management , and in collaboration with senior nursing leadership, the annual goals,… more
    Mount Sinai Health System (10/19/25)
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  • Retail Banker I (Bilingual Spanish Preferred)…

    TD Bank (Westbury, NY)
    …Customer experience + Requires a broad knowledge and understanding of the full product suite, services and processes of business area, and could be characterized by ... + Establishes and nurtures Customer relationships by consistently displaying product knowledge, actively listening to Customer needs while engaging in… more
    TD Bank (11/01/25)
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  • Account Officer II

    City National Bank (New York, NY)
    …clients. Participates in client call program either independently or with Relationship Manager . Prepares call reports for management . * Provides assistance and ... is positioned to proactively execute on the concepts developed by the Relationship Manager with minimal supervision. Is also instrumental as a liaison with other… more
    City National Bank (11/02/25)
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