- Bank of America (New York, NY)
- …Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe ... insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office...of the client situation. + Effective use of consultative sales and presentation skills for client development as needed.… more
- Bank of America (Buffalo, NY)
- …Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe ... with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to… more
- TD Bank (New York, NY)
- …provide you more specific details for this role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Sr. Commercial Loan Officer combines ... an external sales role focusing on growing a Commercial portfolio through...and executing debt capital strategies including corporate credit facilities, bank term loans, commercial mortgages, capital call facilities and… more
- NBT Bank (Vestal, NY)
- Meet established sales goals to increase agency revenue through organic growth of personaland property & casualty insurance within assigned region. Perform ... equivalent work experience + Minimum Five (5) years of sales experience preferred or equivalent education and experience +...experience + Two (2) years of experience in the Personal Lines and Small Commercial Property & Casualty Insurance… more
- Solvay Bank (Syracuse, NY)
- …by the Customer Relations Department. + Responds to customer inquiries regarding bank products and services, Personal Online Banking, Business Online Banking, ... At Solvay Bank , our formula for success combines the traditions...or more years of banking experience in a customer service/ sales role. + Demonstrated success in problem resolution and… more
- M&T Bank (Medford, NY)
- …manage risk and credit decisions, and service existing clients through the bank 's relationship management program. Work with branch partners to effectively sell to ... the business customer and cross sell other bank products. **Primary Responsibilities:** + Develop new banking relationships...by manager. + Work with branch partners to maximize sales efforts to business customers and cross sell other… more
- JPMorgan Chase (New York, NY)
- …an advisor to clients on personal planning matters + Identify opportunities for the Bank to serve in a current or future fiduciary capacity + Serve as a resource ... first-class experience to clients within JP Morgan's US Private Bank . If you have an entrepreneurial mindset and are...publications, and other media + Support the coordination of sales efforts among Bankers, Investors, Capital Advisors and Trust… more
- KeyBank (Albany, NY)
- **Location:** 66 South Pearl Street, Albany New York **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert ... of the client's needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the Customer Relationship… more
- Trustco Bank (Nyack, NY)
- …: Regular Full-Time **Salary Range:** $64,350- $80,000 Elevate Your Career with Trustco Bank ! **Company Overview:** Join a dynamic team at Trustco Bank , where ... motivated Commercial Loans Manager who possesses a passion for sales and a commitment to exceptional customer service. If...part of a team. **Why Join Us?** At Trustco Bank , we recognize that our employees are our greatest… more
- City National Bank (New York, NY)
- …ADMINISTRATION OFFICER II* WHAT IS THE OPPORTUNITY? This is an entry level Personal Trust Officer position, responsible for administering personal trust accounts ... the governing document to interpret terms, responsibilities and duties of the Bank . Receive guidance in understanding provisions of the documents and strategies… more