- BMO Financial Group (New York, NY)
- …to clients around the world. #bmocapitalmarkets Provides a markets-based suite of sales and trading solutions to Institutional, Corporate, and Retail clients. Offers ... and products to client needs. + Works closely with sales , trading and research teams to provide seamless client...from clients, regulatory agencies, or members of the business community in a professional manner and determine acceptable solutions.… more
- TD Bank (Middle Village, NY)
- …service model/experience for TD Wealth clients + Meets quarterly and annual sales goals + Deepens wallet share by anticipating client needs and suggesting ... in a professional manner + Is involved in the community and support TDBG charity and community ...+ 2+ years of providing advice, planning and investment sales + SIE, Series 7, Series 63 required +… more
- Rocket Software (Albany, NY)
- …highly technical presentations and training on products. + Work with Rocket partner community to provide appropriate pre and post sales training to ensure ... ECM) product expert and trusted advisor providing primarily post sales technical expertise to our customers. In this role,...role, you will also work closely with Rocket's partner community to build their knowledge and independence around pre… more
- NBT Bank (Hobart, NY)
- …experience in related banking positions preferred + Previous customer service, sales and consumer lending experience preferred Skills and Abilities: + Proficient ... ability to discuss credit reports, credit scores, etc. Conducts sales and service calls to existing and potential customers...need in a timely manner. + 5% Participates in community events that support efforts with the Community… more
- NBT Bank (Williamsville, NY)
- …+ Minimum 5 years' experience in Private Banking. + 2 years of sales experience. + Business development and outside business sales experience required. ... Tasks Performed: + 40% - Responsible for meeting or exceeding assigned individual sales goals which can include expanding existing client business, referrals and new… more
- BlackRock (New York, NY)
- …the unique needs of our clients including relationship management, marketing, sales , client service, and product development and management. Professionals within AIB ... + Lead support staff on assigned accounts to service clients and implement sales strategy. + Mentor junior team members and contribute to the staff's overall… more
- Bank of America (Staten Island, NY)
- …in the world specializing in goals-based wealth management, including planning for retirement , education, legacy, and other life goals through investment advice and ... their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. **Job… more
- Medtronic (Albany, NY)
- …Monitoring and Respiratory Interventions works together with the global healthcare community to solve clinically meaningful problems, with technologies and solutions ... have an exciting opportunity for an Account Executive to join our Acute Care and Monitoring sales team. In this role, you will be driving sales growth and market… more
- Citizens (Albany, NY)
- …Officers are encouraged to participate in business related development opportunities, community efforts to promote home ownership and professional organizations. You ... applications, ensuring appropriate procedures and policies are followed, while meeting sales goals and objectives. Primary responsibilities include + Go above and… more
- TD Bank (New York, NY)
- …and escalates key issues arising from Global Markets trading, sales and origination business activities; and executes delegated supervision accountabilities ... (review) procedures. The candidate will collaborate closely with Business Supervisors, trading, sales and origination teams, as well as Second Line of Defense and… more