- KeyBank (Albany, NY)
- …and KPB teammates. The ERSM would also be expected to originate and have a proven book of business and COIs in the local market. The ERSM would be expected to ... overall pull through + Lead and support the development, delivery and execution of training/skill building for branch and...network of local real estate COIs and past client book of business (required) **Tactical Skills** + Strong business… more
- Excellus BlueCross BlueShield (Rochester, NY)
- …lines of business for accounts of 100 and fewer full-time equivalents. The typical book of business is comprised of 1,000-1,500 accounts and brokers. This includes a ... and competitive activities keeping them advised of significant developments in their book of business. * Coordinates the preparation of new or revised benefit… more
- KeyBank (Mahopac, NY)
- …Functions** + Partner with a Private Client Advisor in the coordination and delivery of all aspects of investment product delivery within assigned Branch(es) ... for Mass Affluent clients, including client management, service delivery , and other resources to maximize needs-based sales production....by assisting the Private Client Advisor by working the book of business, lead lists, and closing on referrals… more
- KeyBank (Pearl River, NY)
- …on planning, will partner with a Private Client Advisor in the coordination and delivery of all aspects of investment product delivery within assigned Branch(s) ... for the Mass Affluent clients including client management, service delivery and other resources in order to maximize needs-...by assisting the Private Client Advisor by working the book of business, lead lists, and closing on referrals… more
- KeyBank (Brewster, NY)
- …sales production and referral goals to the Bank (closed and accepted) by working book of business, lead lists, and closing on received referrals. + Develop a ... client base. + Coordinate all aspects of investment product delivery within assigned Branch(es), including the in person coaching...communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop,… more
- KeyBank (Cheektowaga, NY)
- …sales production and referral goals to the Bank (closed and accepted) by working book of business, lead lists, and closing on received referrals. + Develop a ... client base. + Coordinate all aspects of investment product delivery within assigned Branch(s), including the coaching and mentoring...communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop,… more
- Broadridge Financial Solutions (Edgewood, NY)
- …ID/access badge issues, physical security of the site, and the historical log book + Responding to, evaluating, and resolving any event alarms received at the ... security issues or incidents + Knowledge of filing and phone courtesy is required + Ability to use personal...Broadridge has redesigned all development programs for 100% virtual delivery . Our associates have access to 8,500+ online courses… more
- TD Bank (New York, NY)
- …supporting the completion of risk assessments, managing inventories in the established Book of Record, and providing training / subject matter expertise support to ... + Conducts internal and external research projects; supports the development/ delivery of presentations/communications to management or broader audience + Conducts… more
- City of New York (New York, NY)
- …fight to serve the people of the greatest city in the world, ensuring delivery of efficient and effective services, working to make New York City's economy stronger, ... office supplies. - Prepare written and verbal responses to phone and mail inquiries. - Oversee expenditure of petty...mileage report for Payroll. - Take meeting notes. - Book travel accommodations, including flights and hotels, and submit… more
- Broadridge Financial Solutions (New York, NY)
- …solutions focused on Financial Advisors who are seeking to grow and monitoring their book of business within their firms. This is a remote role where you will ... pipeline management + Generate and qualify new leads through phone , email and social media + Devise and implement...Broadridge has redesigned all development programs for 100% virtual delivery . Our associates have access to 8,500+ online courses… more