- SMBC (New York, NY)
- …by conducting a thorough review of credit approval and conditions, pricing, sales request submissions, customer legal organization structure and legal validity of ... personal and corporate guaranty, security interest, sales tax and vendor/dealer invoices and quotes. This individual is knowledgeable in the area of leasing and… more
- KeyBank (Syracuse, NY)
- …The RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and ... and proactive, regular contact. + Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing… more
- Kestra Financial (Wappingers Falls, NY)
- …advisor position and prepare to service clients independ + Identify sales and asset retention opportunities; including viable alternatives when traditional solutions ... establish credibility and rapport both in person and via phone /video meetings + Clearly articulate complex concepts to clients...of business objectives + Active engagement in marketing and sales efforts on behalf of the firm; not required… more
- Anywhere Real Estate (New York, NY)
- …agents daily. + Respond promptly and efficiently to agents and office staff via phone and email regarding the Listing Concierge program. + Act as the liaison between ... to foster a Culture of Awesomeness, including such activities as a book club, volunteer projects, and virtual social activities. **Qualifications:** To perform this… more
- KeyBank (Tarrytown, NY)
- …The RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and ... and proactive, regular contact. + Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing… more
- Tiffany & Co. (New York, NY)
- … phone messages. -Proactively manage and maintain individual calendars. - Book , prepare, and expense travel arrangements, including flights, hotels, and ... of retail projects focused on client loyalty, customer acquisition, and sales performance. -Coordinate and facilitate "test and learn" initiatives. -Partner with… more
- Lincoln Financial (Albany, NY)
- …proficiency of Lincoln's pricing and reporting tools. + Managing an assigned inforce book of business by handling change requests and renewals. + Developing and ... business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. **About The Company** Lincoln… more
- Wright Beverage Distributing Corp. (Rochester, NY)
- …Revenue & Market Analysis 1. Maintain and analyze the company's Price Book and Price Guides.2. Administer and track supplier rebates and billbacks, including ... Complete monthly reconciliations and general ledger schedules.10. File monthly sales tax, beer tax, and TMT returns.11. Process GL...reams of paper. WORK ENVIRONMENT CONDITIONSBusy office setting with phone and PC contact for long periods of time… more