• Senior Account & Relationship Executive

    Wolters Kluwer (Albany, NY)
    …**What We Offer: ** The Account & Relationship Manager role offers growth potential opportunities, professional development, an ... only with supporting/upselling existing clients but also a strong background of outbound prospecting for new logo customers. The most successful candidates will have… more
    Wolters Kluwer (07/15/25)
    - Related Jobs
  • Financial Partner/Universal Associate - Central…

    Heritage Financial Credit Union (Central Valley, NY)
    …business products, including Online Banking, Remote Deposit Capture, Merchant Services, and ACH Manager + Assist the Branch Manager and Assistant Branch ... discussions with business members while opening accounts. + Participate in outbound activities such as community events, volunteering, call campaigns, and business… more
    Heritage Financial Credit Union (08/08/25)
    - Related Jobs
  • Retail Banker I - Newburgh/Broadway

    TD Bank (Newburgh, NY)
    …role in customer assessments, proactively identifies Customer solutions and lead-focused outbound sales activities + Independently resolves customer issues, ... + 1+ years' experience working with customers and or sales in any capacity or equivalent demonstrated through any...have regular career, development, and performance conversations with your manager , as well as access to an online learning… more
    TD Bank (08/09/25)
    - Related Jobs
  • Relationship Banker - Buffalo Area

    Bank of America (Buffalo, NY)
    …business, lending, and investments * Manages financial center traffic, appointments, and outbound calls effectively * Drives the client experience * Manages cash ... products and solutions. * One year of demonstrated successful sales experience in a salary plus incentive environment with...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
    Bank of America (08/08/25)
    - Related Jobs
  • Program Engagement Representative - Remote

    Sharecare (Albany, NY)
    …CST. **Job Summary:** Under the general supervision of a Customer Service Manager , the Program Engagement Representative has the primary responsibility of making ... outbound calls and receiving inbound calls to enroll and...required. The position requires excellent communication, customer service, and sales skills, as well as the ability to build… more
    Sharecare (07/16/25)
    - Related Jobs
  • Citizens Banker

    Citizens (New York, NY)
    …Banking to help customers with more complex financial needs. You'll make outbound calls to acquire new customers and schedule financial checkup appointments, as ... Required Qualifications + High School degree or GED required + 2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals +… more
    Citizens (08/09/25)
    - Related Jobs
  • Collections Specialist - AVP

    SMBC (New York, NY)
    …Collection Specialist works closely with Asset Management, Credit, Accounting and Sales teams on deliquent customers that are seeking assistance via restructuring ... + Reviewing open accounts for collection efforts. + Making outbound collection calls in a professional manner while keeping...resolve the issue. + Work closely with the Asset Manager on those accounts that are trending towards repossession.… more
    SMBC (07/24/25)
    - Related Jobs
  • EIS Case Reviewer

    City of New York (New York, NY)
    …bank teller duties, housing office teller duties, purchasing agent, assistant store manager , sales representative responsible for accounts, or customer service ... as EIS Case Reviewers who will: - Respond to inbound and outbound telephone calls received from clients and/or authorized representatives with inquiries related… more
    City of New York (05/14/25)
    - Related Jobs