• Mortgage Sales Assistant

    Citigroup (New York, NY)
    …role is to assist in providing a full range of support services to sales people and client segments. **Responsibilities:** + Answer, route, or handle inbound ... The Sales Support Representative SAFE Act is an entry...sale leads efficiently and with a high level of client satisfaction + Evaluate and select appropriate solution to… more
    Citigroup (05/29/25)
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  • Assistant Financial Center Manager

    Berkshire Bank (New Lebanon, NY)
    …to refer partnership solutions such as Wealth, Insurance, Cash Management and Mortgage . Lead through lobby management, ensure prompt welcomes of assistance to ... clients, and genuinely thank clients for their business. Resolves routine and complex client issues or problems. Is proficient in the digital banking space and can… more
    Berkshire Bank (07/02/25)
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  • Residential Financing & Securitization Group - AVP

    Citigroup (New York, NY)
    …services to large institutional clients, including the GSEs. The group works closely with mortgage trading & sales , legal, the investment bank and external deal ... Citigroup's Residential Financing & Securitization group currently employs 15 mortgage finance professionals and is seeking to add an Assistant Vice President to… more
    Citigroup (07/08/25)
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  • Universal Banker

    Berkshire Bank (Latham, NY)
    …628 New Loudon Rd Purpose/Objective: Identify customer needs to make needs-based sales and build customer loyalty. Consistently strives to satisfy customers by ... Key Accountabilities: + Customer Service 50% + Creates an exceptional client experience by demonstrating Berkshire Banks BeFIRST values displaying energy and… more
    Berkshire Bank (07/30/25)
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  • VP, Branch Manager -Nassau Central Area

    Citigroup (Garden City Park, NY)
    …responsible for providing full leadership and direction to a team of employees, grow sales and client base in coordination with the consumer sales ... of this role is to lead a team grow sales , build customer loyalty and recommend the development of...growth by identifying opportunities to deepen relationships and increase client acquisition and ensure clients receive optimal service and… more
    Citigroup (07/31/25)
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  • Financial Center Supervisor

    Berkshire Bank (Queensbury, NY)
    …using relationship building tools. + Participate in outbound calling to identify sales and service opportunities. + Handles complex client issues while ... - 183 Quaker Rd Purpose/Objective: Identify customer needs to make needs-based sales and build customer loyalty. Consistently strives to satisfy customers by… more
    Berkshire Bank (07/03/25)
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