- 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
- Ankura (New York, NY)
- …& Compliance Business Group - one of six practices focused on client delivery services across the Firm. Role Overview: Ankura's Forensics practice provides clients ... Kickback Matters . + Forensic Accounting and Reconstruction of Books and Records . + Purchase Price Disputes ....and procedures underlying all analytical tasks . + Ensuring delivery of high-quality work product and deliverables within established… 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
- Erie 2-Chautauqua-Cattaraugus BOCES (Dunkirk, NY)
- …year with families. * Communicate with families on a regular basis through communication books , phone contact, face to face with emphasis on school readiness. * ... * Promotes agency and service area missions. * Incorporate integrated service delivery model while promoting self-sufficiency. * Participate in the larger team of… 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