- Raymond James Financial, Inc. (NY)
- …finance or related discipline and a minimum of ten (10) years of experience with personal trust accounts in a sales or business development capacity with ... **Essential Duties and Responsibilities** + Manages the sale of personal trust accounts to clients of Raymond...illustrations, seminar outlines and other documentation used in the sales and marketing of trust services. +… more
- Citigroup (New York, NY)
- …Debt, Restructuring, Structured Finance, M&A, Project Finance and Loans. Responsibilities: Senior Sales Director for Agency & Trust Corporate Debt / Specialized ... Finance, Structured Finance and Depositary Receipts markets. The Agency & Trust team, within Issuer Services, delivers specific transaction services in connection… more
- KeyBank (Syracuse, NY)
- …commitment to community REQUIRED QUALIFICATIONS: - Minimum of 5 years of personal trust administration experience or equivalent work experience. - Undergraduate ... 66 South Pearl Street - Albany, New York 12207-1501 Fiduciary Expertise and Trust Administration + Knowledge of and demonstrates capability to meet with clients of… more
- Citigroup (New York, NY)
- …Transaction Management team to execute delivery of service across Agency and Trust transactions. Support Sales in considering new transactions, including ... Product Manager position is available within the Issuer Services - Agency and Trust ("A&T") business located in New York. **Role Overview:** The North America… more
- Canandaigua National Bank & Trust (Syracuse, NY)
- …deliver a solution to a customer situation, a demonstrated ability to achieve personal sales /acquisition goals, and the ability to motivate, coach and mentor ... Community Office Manager Canandaigua National Bank & Trust Location: Syracuse Market What does a Community Office Manager do? The Community Office Manager is… more
- Canandaigua National Bank & Trust (Fairport, NY)
- …to each unique customer situation. The Assistant Manager is asked to achieve personal sales /acquisition goals while also assisting the Community Office Manager ... Community Office Assistant Manager Canandaigua National Bank & Trust Location: Perinton NY What does a Community...working as an active leader within the Community Office sales /service team. This role plays a key role in… more
- Chemung Canal Trust Company (Elmira, NY)
- …third party providers as necessary. + Works with Program Manager in establishing personal growth, sales and revenue objectives, providing input and market ... new sales skills or product knowledge. Utilize wholesalers for education and sales training for personal development or training for bank partners. +… more
- Canandaigua National Bank & Trust (Syracuse, NY)
- …branches within the CNB footprint and will be responsible for achieving quarterly personal sales goals, including acquiring new business and achieving annual net ... Business Banking Officer II Canandaigua National Bank & Trust Location: Syracuse, NY What does a Business...minimum of five (5) years of experience in a sales and service. + Experience in a business banking… more
- Canandaigua National Bank & Trust (Canandaigua, NY)
- Teller Canandaigua National Bank & Trust Location: Canandaigua, NY Main Community Office What does a Teller do at CNB? At CNB, a Teller is so much more than ... competitive banking options will naturally arise. This needs-based approach to our personal service builds long-lasting relationships, ones not measured in years but… more
- Chemung Canal Trust Company (Ithaca, NY)
- …with the intent of enhancing customer retention and uncovering additional sales opportunities. + Confidently uses needs based assessment tools (Client Relationship ... following operations and regulatory requirements; opens all types of business and personal accounts and prepares related documentation; follows up with clients after… more
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