- Raymond James Financial, Inc. (New York, 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
- KeyBank (Albany, 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
- 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 ... agency accounts in accordance with terms specified in the trust instrument. Under general guidance from the trust...where CNB is trustee, reviews and revises paperwork from sales team (eg, agreements, fee schedules, transfer proxies, receipt… more
- CVS Health (New York, NY)
- …* 1+ years of retail media network experience * 1+ year of Beauty and Personal Care category media sales experience * Experience in client sales ... every day. **Position Summary** As a Partner Manager (Media Sales ) within our CVS Media Exchange (CMX) business, you'll...in the US. You'll be responsible to deliver against personal and CMX revenue growth targets across a portfolio… more
- Chemung Canal Trust Company (Corning, NY)
- …with the intent of enhancing customer retention and uncovering additional sales opportunities. + Confidently uses needs based assessment tools (Client Relationship ... applications following operations and regulatory requirements; opens all types of personal accounts and prepares related documentation; follows up with clients after… more
- Chemung Canal Trust Company (Elmira, NY)
- …+ Opens deposit accounts through online channels, opens all types of personal accounts and prepares related documentation; follows up with clients after new ... levels of management and Board members + Proficient communication, interpersonal and sales + Demonstrated proficiency in Microsoft Word, Excel and PowerPoint Salary… more
- Canandaigua National Bank & Trust (Rochester, NY)
- …competitive banking options will naturally arise. This needs-based approach to our personal service builds long-lasting relationships, ones not measured in years but ... associated programs (such as Microsoft Office) + Strong customer service/ sales experience. + Cash handling skills. What does a...institution in the Rochester area, Canandaigua National Bank & Trust is investing in you, because what truly sets… more
- Canandaigua National Bank & Trust (Brighton, NY)
- …competitive banking options will naturally arise. This needs-based approach to our personal service builds long-lasting relationships, ones not measured in years but ... a PC and associated programs (such as Microsoft Office) + Strong customer service/ sales experience. + Cash handling skills. Hours: When joining you will be scheduled… more
- Trustmark (Albany, NY)
- …from our caring culture. It is a culture we can only realize by building trust . Trust established by ensuring associates feel respected, valued and heard. At ... in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark,… more
- Trustmark (Albany, NY)
- …from our caring culture. It is a culture we can only realize by building trust . Trust established by ensuring associates feel respected, valued and heard. At ... in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark,… more
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