- Berkshire Bank (Queensbury, NY)
- Division: Retail Banking Department: Various Branch Network Reports to: Financial Center Manager Status: Non-Exempt Grade: 6 Pay Range: $19.00 - $31.86 Actual ... banking regulations, procedures, reporting, and record- keeping. + Assists Financial Center Manager and/or Assistant Financial Center Manager with the coaching… more
- Bank of America (Staten Island, NY)
- …clients with annual revenues of $100k-$5mm, identifying needs, developing relationships , reviewing investment goals, and preparing investment recommendations that ... Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in… more
- Fannie Mae (New York, NY)
- …experience, ideally 10+ in a leadership capacity * Experience working in the mortgage space or adjacent financial services industry space, ideally at a large, ... of analyzing operational risk data to identify trends or relationships to inform conclusions about the division's risk level...etc. * Proven track record being a successful Relationship Manager ; someone who can foster strong connections to the… more
- First Horizon Bank (New York, NY)
- …Management sales activities, including the development of new Treasury Management relationships , cross sell to existing Treasury Management relationships and ... to 50%** + Work under the direction of the Treasury Management (TM) Sales Manager to achieve market sales objectives for new Treasury Management business. + Attend… more
- SitusAMC (Albany, NY)
- …party inquiries. + Train new team members. + Perform review of mortgage /deed of trust, loan agreement and/or commitment letter to determine servicing requirements. ... flow between Borrower and Lender/Client along with the assigned asset manager , as necessary. + Manage monthly payment process inclusive of invoicing,… more
- Bank of America (Melville, NY)
- …Description:** This job is responsible for acquiring new clients, deepening client relationships , and building upon an internal and external network to achieve ... Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in… more
- Arrow Financial Corporation (Glens Falls, NY)
- …modify accounts to address customer needs and maintain or expand customer relationships . > Research customer questions and direct problem resolution to maintain ... customer relationships . > Solicit new business, cross-sell Company products/services and...appropriate to co-workers and customers. > Act in Branch Manager 's absence as needed. > Able to travel, using… more
- KeyBank (NY)
- …Compliance Management System, assisting the Analytics Director and Quant Analytics Manager with FARB analytics program development, enhancement, and execution. The ... level file review resulting from statistical analysis, partner and establish effective relationships with Line of Business ("LOB"), displaying an ability to explain… more
- Zurich NA (New York, NY)
- …have the flexibility to work on a hybrid basis. You will partner with your manager to set a flexible work schedule that supports you, our customers, and our brokers ... and other business-related needs, as appropriate. + Develop and maintain relationships with distributors (agents & brokers) in support of business retention… more
- KeyBank (NY)
- …Compliance Management System, assisting the Analytics Director and Quant Analytics Manager with FARB analytics program development, enhancement, and execution. The ... level file review resulting from statistical analysis, partner and establish effective relationships with Line of Business ("LOB"), displaying an ability to explain… more