- M&T Bank (New York, NY)
- …understanding of credit underwriting and investments Exposure to and knowledge of the Bank 's retail and commercial banking systems Knowledge of Private Banking ... including regulations, which may affect the client and the Bank . + Assist in daily client and portfolio management...net worth (net worth greater than $5 mm, excluding personal residence, and liquidity typically greater than $3 mm).… more
- Tompkins Community Bank (Fayetteville, NY)
- …permitted by law. + Coordinate sales and product training activities with assigned retail bank branches, visiting the branches, participating in joint sales ... Overview Expected to provide direct mortgage loan services to bank customers and potential customers; promote and cross-sell all bank services; respond to… 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
- TD Bank (New York, NY)
- …staff understands and adheres to the appropriate operating policies, procedures, controls, Bank & industry service standards, codes of conduct and maintain high ... and develops the entire Market team to achieve business results and professional/ personal development objectives + Leads and coaches colleagues dedicated to the… more
- Trustco Bank (Albany, NY)
- …must have a familiarity with residential mortgages, IRA services and personal banking products and services. **ESSENTIAL DUTIES AND RESPONSIBILITIES** include the ... and branch success. + Provides quality customer service through personal contact with customers and prospects in adherence with...issues in person or over the phone with their bank product or service by assisting in researching and… more
- Trustco Bank (Nyack, NY)
- …Assistant Branch Manager must have a familiarity with IRA services and personal banking products and services. **ESSENTIAL DUTIES AND RESPONSIBILITIES** include the ... Other duties may be assigned by supervisor and/or Trustco Bank 's Board of Directors. + Responsible for all in...branch success. + Provides above standard customer service through personal contact with customers and prospects in adherence with… 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 ... + Providing US federal tax advice to partners in both the Wholesale and Retail business segments, including in areas such as section 265, section 871(m), tax… more
- Trustco Bank (Albany, NY)
- …the following. Other duties may be assigned by the supervisor and/or Trustco Bank 's Board of Directors. + Thoroughly reviews files, draws up closing documents and ... Ensures mortgage files comply with all federal and state regulations and the Bank 's policies and procedures. + Verifies title status for residential properties. +… more
- Trustco Bank (Schenectady, NY)
- …and ongoing servicing requests related to the services used by the bank 's business clients including deposit accounts, and cash management products. **ESSENTIAL ... related questions/issues for all commercial businesses that are using the bank 's treasury management services. + Manages and communicates system upgrades,… more
- M&T Bank (Southampton, NY)
- …manage risk and credit decisions, and service existing clients through the bank 's relationship management program. Work with branch partners to effectively sell to ... the business customer and cross sell other bank products. **Primary Responsibilities:** + Develop new banking relationships...clients. + Actively participate in all business banking and retail sales sprints. + Achieve call targets and other… more