- KeyBank (Albany, NY)
- …skills. + Digitize client files and verify client email information. + Manage Salesforce book and assist in planning client events. + Engage in Key Corp Enterprise ... sitting, ability to communicate face to face in-person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of… more
- M&T Bank (Buffalo, NY)
- …loan proceeds to internal and external accounts. **Primary Responsibilities:** + Book Home Equity Lines of Credit, Direct Installment Loans, Business Access ... to account opening paperwork. + Support internal customers through email and phone communication for simple to moderately complex issues related to assigned… more
- Kestra Financial (Wappingers Falls, NY)
- …relationships and establish credibility and rapport both in person and via phone /video meetings + Clearly articulate complex concepts to clients + Proactively ... sales efforts on behalf of the firm; not required to build own book of business + Commitment to culture requires a demonstration of professionalism, accountability,… more
- Actalent (Poughkeepsie, NY)
- For immediate consideration, please book now! https://talentassistant.actalentservices.com/assistant/bookings/BfUTMTxl Job Title: Medical Assistant Job Description ... or authorized person. + Collect patient data in person and by phone , documenting patient concerns and care provided. + Accurately document medical information… more
- TIAA (New York, NY)
- …+ 5+ years in a role with personal accountability and managing a book of business or equivalent experience; Required + 5+ years building long-lasting relationships ... use one of the below options to contact our accessibility support team: Phone : ### Email: ###@tiaa.org **Drug and Smoking Policy** TIAA maintains a drug-free and… more
- Project Renewal, Inc. (Bronx, NY)
- …+ Assist with administrative duties and day-to-day activities such as answering phone calls, documenting incidents, and documenting log book entries. + ... Assist with facility house runs, ensuring building is secure + Communicate effectively with staff and participate in team meetings + Responsible for providing front desk coverage and updating weekly front desk schedules + Ability to work nights, weekends, and… more
- Abilities First Inc (Poughkeepsie, NY)
- …completed and verify all required documentation is present in each individual's main-file book . + Review Therap Care weekly to ensure the completion of daily ... crisis management as necessary by providing 24-hour on-call oversight via agency cell- phone to ensure program support, confirm proper procedures are followed in… more
- TIAA (New York, NY)
- …their financial goals. This includes managing the responsibilities for a book of assigned clients, supporting the implementation of financial plan recommendations ... use one of the below options to contact our accessibility support team: Phone : ### Email: ###@tiaa.org **Drug and Smoking Policy** TIAA maintains a drug-free and… more
- RiseBoro Homecare Inc. (Brooklyn, NY)
- …visitors and notify appropriate staff of visitors as needed * Answer incoming phone calls and direct calls to appropriate personnel * Responsible for scanning client ... and or activities as needed * Lead low-level participatory classes as needed, ie Book Club, Short Story, Alert, and Alive, etc. * Receive and sort packages and… more
- Guthrie (Corning, NY)
- …complete discretion when discussing patient matters. + Maintains reservation book for scheduled surgeries/admissions/outpatients in a neat and orderly manner. ... such as printing, viewing, faxing, filing, scanning, copying, and answering/directing phone calls. Maintains work area in orderly manner to maximize efficient… more