- TD Bank (Middle Village, NY)
- …TD Wealth client relationships; manages all aspects of the client's relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed ... within your portfolio and network to refer business to Retail and Small Business/Commercial Partners + Executes in thorough...attained + Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures + Responsible… more
- Pioneer Bank (Albany, NY)
- …systems experience. + Knowledge of industry best practices with regards to operations preferred . Expertise with bank operational standards, NYS Banking Law and ... & Payment Systems Officer LOCATION: Headquarters REPORTS TO: Vice President - Bank Operations CLASSIFICATION: Full Time, Exempt PAY GRADE: EX 60 ($67,500 -… more
- Canandaigua National Bank & Trust (Pittsford, NY)
- …skills + A thorough knowledge of the features and benefits of all bank commercial and retail products and services. + Technical knowledge sufficient ... Business Banking Portfolio Manager & Underwriter I Canandaigua National Bank Location: Pittsford, NY (Basin Park) What does a Business Banking Portfolio Manager &… more
- City National Bank (New York, NY)
- …trends, and market dynamics to deliver strategic guidance to clients. * Lead retail syndications for large credit relationships in conjunction with the Bank 's ... existing or prospective clients to discuss and promote all Bank products and services in order to establish a...Manager experience required. * Sports finance and advisory knowledge preferred * Acquire all necessary licenses to perform the… more
- Berkshire Bank (Rome, NY)
- Division: Retail Banking Department: Various Branch Network Reports to: Financial Center Manager Status: Non-Exempt Grade: 4 Salary Range: $17.00 - $26.55 Actual ... to bankers. Recommend opportunities with our digital suite to help customers bank more conveniently. Performs a wide variety of customer service operations and… more
- Trustco Bank (Albany, NY)
- …the following. Other duties may be assigned by the supervisor and/or Trustco Bank 's Board of Directors. + Executes purchases and sales to raise capital, invest ... Including the examination of earning reports for all stocks on the Bank 's recommended list and perform research for relevant information pertaining to those… more
- Trustco Bank (Schenectady, NY)
- …completes customer transactions. Responsible for following and adhering to all bank operational and security policies and procedures including compliance and privacy ... include the following. Other duties may be assigned by supervisor and/or Trustco Bank 's Board of Directors. + Assists customers with all cash and non-cash related… more
- M&T Bank (Buffalo, NY)
- …experience through digital engagement, lobby management, transactional processing and retail servicing interactions. Processes a variety of financial transactions in ... immediate need. Accurately balance and process customer transactions efficiently following Bank Policy. Take ownership of escalated account services issues until… more
- TD Bank (New York, NY)
- …role. **Job Description:** **Position:** Director & Counsel, US Tax Planning, TD Bank , New York **Specific business/product groups:** TD Bank Group **Reports ... tax advice to partners in both the Wholesale and Retail business segments, including in areas such as section...and GMSLAs + Advising on entity optimization and structuring Preferred Qualifications: + Juris Doctorate + 5+ years of… more
- Trustco Bank (Elmsford, NY)
- …completes customer transactions. Responsible for following and adhering to all bank operational and security policies and procedures including compliance and privacy ... cash and endorsements and issue receipts. + Cashes checks. + Cross-sells the Bank 's products and services. + Process credit card payments. + Issues money orders… more