- City National Bank (New York, NY)
- *RELATIONSHIP BANKER* WHAT IS THE OPPORTUNITY? Responsible for contributing to overall branch sales efforts, maintaining best in class service levels for their ... branch , and assisting with the operational integrity of the branch . Provides expertise in all aspects of providing exemplary client service. Successfully… more
- Citizens (Albany, NY)
- …and/or Other Professional Credentials + BA/BS degree or equivalent experience in residential mortgage sales preferred . + Three plus years of retail residential ... an established and successful financial services company with a branch presence in 12 states and the ability to...is honored to be a top Lender in the Mortgage sector and is focused on growing our market… more
- Heritage Financial Credit Union (Middletown, NY)
- …the refinement of service excellence across all member contact channels including, In- Branch , Digital, Dealer, Commercial and Mortgage Services. The development ... Paid Time to Volunteer Requirements QUALIFICATIONS Education/Certification:4-year college degree preferred . Required Knowledge: + Knowledge of Branch Operations,… more
- Citigroup (Smithtown, NY)
- …matter expert across a broad sales Area of assigned branches, which comprise of branch stakeholders and other Area partners (eg Wealth Management, Mortgage ) + ... with cross retail segment Area peers spanning Wealth Management, Consumer and Mortgage and initiate collaboration to optimize relationships to execute sales plan +… more
- TD Bank (New York, NY)
- …intake so must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry) + Leads, develops and coaches the team ... **Education & Experience:** + HS Diploma or GED required; undergraduate degree preferred + 2+ years related experience working with customers and or sales… more
- Berkshire Bank (Delmar, NY)
- Division: Retail Banking Department: Various Branch Network Reports to: Financial Center Manager Status: Non-Exempt Grade: 5 Pay Range: $18.00 - $29.50 Actual ... partnership solutions such as Wealth, Insurance, Cash Management and Mortgage . + Is proficient in the digital banking space...in daily office work to ensure proper balancing of branch and timely delivery of work to appropriate departments.… more
- Citigroup (New York, NY)
- The Wealth Relationship Mgmt. ( Branch ) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc. +...strictly adhered to + Partner with all roles on branch team to ensure all clients have a positive… more
- M&T Bank (Commack, NY)
- …(ie cross-selling retail products to business owners). Build relationships with non- branch business partners (eg business bankers, mortgage loan originators). ... customer outreach for basic and complex customer needs. Specializes in our branch customer experience through all retail and business sales interactions. **Primary… more
- City National Bank (New York, NY)
- *RELATIONSHIP MANAGER SENIOR* *Long Island Branch or 400 Park Avenue Branch * WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal ... good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must...in a highly proficient, polished manner fitting expectations of Preferred clients such as corporate executives. WHAT DO YOU… more
- Citigroup (New York, NY)
- …delivery to our internal and external customers in coordination with the Branch team. The overall objective is to effectively execute all service transactions ... + Act as a subject matter expert for the branch and remain flexible in position based on ...partners as necessary (eg leverage video conference for FA, mortgage specialist, etc.) + Take full ownership of clients'… more