- JPMorgan Chase (Old Field, NY)
- …1+ year Branch Banking Banker or equivalent experience in Financial Services sales experience with proven success in acquiring new clients, deepening relationships, ... is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on… more
- JPMorgan Chase (New York, NY)
- …the financial needs of affluent clients. Additionally, you'll need expertise in Sales and Practice Management to ensure dynamic and consistent performance at both ... is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on… more
- Broadview FCU (Albany, NY)
- …every time, every day, while creating an environment where the service and sales relationship is at the forefront of every interaction. This role involves managing ... data to inform decisions and drive continuous improvement. + Utilize call monitoring, loan quality reviews, and reporting tools to analyze trends, identify areas for… more
- PNC (New York, NY)
- …client relationships. Provides superior client experience. + Works closely with sales team, relationship managers, traders and other internal service partners to ... execution of key comprehensive capital markets strategies to maximize sales and new business activity. + Maintains current knowledge...79 and 63 within 180 days of employment. DCM ( Loan Syndications & Equipment Finance) - SIE, Series 79,… more
- Arrow Financial Corporation (Wilton, NY)
- …> Excellent Customer Service and Communication Skills > Relationship Building and Sales > Excels in a detail-oriented, regulatory environment > Account Management ... explain products/services with the goal of converting service opportunities into sales events. Essential Job Functions: > Provide consistent, outstanding customer… more
- Bank of America (Katonah, NY)
- …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system ... experience working in the financial service industry and/or a sales environment where goals were met or exceeded. *...experience working in the financial service industry and/or a sales environment where goals were met or exceeded. *… more
- 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 ... experience working in the financial service industry and/or a sales environment where goals were met or exceeded. +...experience working in the financial service industry and/or a sales environment where goals were met or exceeded. +… more
- Bank of America (West Islip, NY)
- …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system ... degree and/or a minimum of one year of financial services industry or sales experience **Skills** **:** + Client Experience Branding + Client Solutions Advisory +… more
- Citizens (Forest Hills, NY)
- …app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. ... match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more. Required Qualifications + High School degree or GED… more
- 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 ... degree and/or a minimum of one year of financial services industry or sales experience **Skills:** * Advisory * Account Management * Client Experience Branding *… more