- TD Bank (New York, NY)
- …scientific and clinical due diligence; and interacting with Cowen's institutional sales force, traders, investment bankers, and investor clients. **Note from Cowen ... of the business, related tools, and techniques + Participates in personal performance management and development activities, including cross training within own… more
- UMB Bank (Albany, NY)
- …**Payments Product** group manages and delivers payments products for the Bank 's clients, including consumers, small businesses, corporate and institutional. As the ... responsible for prioritizing and managing the delivery of the Bank 's payment solutions. **This role is hybrid (Mon through...the Payments space. + Partner with product marketing and sales enablement to ensure market success for product launches… more
- UMB Bank (Cutchogue, NY)
- …needs. As the Business Banking Relationship Officer, you will be selling bank products and services to companies with revenues between $1mm-$20mm. These products ... contact for all financial services to individual Business Banking clients with the bank to ensure retention of business. **We're excited to talk with you if:**… more
- UMB Bank (Albany, NY)
- …+ Provides interdisciplinary expertise to clients when needed while partnering with bank leadership and other departments. + Completes annual E-Learning Plan and ... Bank Secrecy Act (BSA) training as assigned and keeps...a minimum of 3 years of experience in a sales role required + Commercial Banking and Retirement Plan… more
- Pioneer Bank (Albany, NY)
- …types of deposit services and seeks to convert service discussions to sales opportunities. + Delivers personalized investment solutions to help clients work toward ... investment options and insurance products to meet and/or exceed personal and branch team goals. + Takes a lead...purpose of developing referrals. + Maintains current knowledge of Bank products and services. + Attends appropriate training and… more
- UMB Bank (Albany, NY)
- …which includes direct contact with customers either through participation in joint sales calls with loan officers or direct correspondence with clients and perform ... expert level of understanding of credit underwriting Demonstrates strong knowledge of bank products, services, and bank operations Demonstrates ability to… more
- UMB Bank (Albany, NY)
- …which includes direct contact with customers either through participation in joint sales calls with loan officers or direct correspondence with clients and perform ... strong level of understanding of credit underwriting + Demonstrates strong knowledge of bank products, services, and bank operations + Demonstrates ability to… more
- UMB Bank (Albany, NY)
- …which includes direct contact with customers either through participation in joint sales calls with relationship managers or direct correspondence with clients and ... underwriting of all major investment CRE property types Demonstrates strong knowledge of bank products, services, and bank operations + Ability to interpret… more
- Citigroup (New York, NY)
- …the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. + Assist the Banker in deepening the existing client ... relationship through deep-dive analysis + Assist the Banker in the creation of sales and...regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing… more
- UMB Bank (Albany, NY)
- …associates who have been in the mortgage field for 10 or more years. The mortgage sales team, in which the Mortgage Loan Originator is a part of, is vital in ... attracting new clients to the bank - they do this by building relationships with internal...equivalent + Have a verifiable high volume of mortgage sales experience + NMLS Registration **Compensation Range:** $20,600.00 -… more