- Bank of America (New York, NY)
- …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in ... the next stage of training. Located in a Merrill branch . **We'll help you:** + Get training and one-on-one...experience working in the financial service industry and/or a sales environment where goals were met or exceeded +… more
- Arrow Financial Corporation (Cambridge, NY)
- …and supervisors with functions relative to the daily operation of the Branch . Essential Job Functions > Provide consistent, outstanding customer service by ... to customer needs > Process transactions accurately and efficiently > Support sales efforts of Company; actively participate in Cross-Sell program and make referrals… more
- Arrow Financial Corporation (Granville, NY)
- …and supervisors with functions relative to the daily operation of the Branch . Essential Job Functions > Provide consistent, outstanding customer service by ... to customer needs > Process transactions accurately and efficiently > Support sales efforts of Company; actively participate in Cross-Sell program and make referrals… more
- M&T Bank (Mamaroneck, NY)
- …with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD and Mortgage to deliver advice-based solutions and alternative investment and insurance ... deliver recommendations to ensure these needs are met. Use sales tools and modules to conduct the analysis and...build referral channel and develop strong partnerships with Retail branch , Business Banking and Wealth partners to ensure investment… more
- PNC (New York, NY)
- …development activities with new and existing LMI clients to grow PNC sales , revenue and market share by working closely with nonprofit organizations. Interfaces ... Build strong relationships with branches who service LMI areas and/or families by educating branch managers on their role in assisting PNC in meeting our CRA goals.… more
- Anywhere Real Estate (Buffalo, NY)
- …client specific events and group move presentations. + Participate with local branch office and regional meetings, both in person and virtually. + Responsible ... + Ability to work well in a fast-paced, nuanced, sales environment + Business development and sales ...relocation, and title and settlement businesses, as well as mortgage and title insurance underwriter minority owned joint ventures.… more
- Citizens (New Rochelle, NY)
- …high-net-worth clients into a Book of Business through outbound calling and in- branch or partner introductions. + Grow net deposits, investments, and lending ... with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens. +… more