- Citizens (Rochester, NY)
- …and the Bank + Complete Business Banking University and Drive Sales training in your initial four-week orientation and a commercial credit training program ... routines and goals aimed at new loan and deposit generation, cross sales , customer service and satisfaction + Proficiency with portfolio/account management… more
- Banco Popular Puerto Rico (Bronx, NY)
- …by bringing the full suite of products to the client + Execute/promote a sales and service culture with a sharp focus on providing Popular's clients ... Branch Manager by overseeing the day-to-day administrative, operational, and sales functions of the retail branch. In this position,...was founded over a century ago. From a small bank it has developed into a large corporation that… more
- NBT Bank (Fairport, NY)
- …makes appropriate recommendations. Meets regularly with assigned branches to discuss sales ideas, referral opportunities, sales efforts, current investment ... equivalent education and experience + Minimum 2-3 years investment and insurance sales experience required Skills and Abilities: + Thorough knowledge of investment… more
- City National Bank (New York, NY)
- …Introduce these professional advisors to the CNR Private Investment Counseling Service including the CNR portfolio analysis and proposal process (Galaxy Software). ... a network of potential prospects, maintain referral sources, learn sales techniques and provide full support to close and...at articulating the specific benefits that CNR's portfolio management service provides to the clients of the CPA and… more
- KeyBank (Tarrytown, NY)
- …660 White Plains Road - Tarrytown, New York 10591 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice ... with internal and external partners to acquire new and deepen existing Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by… more
- Trustco Bank (Saratoga Springs, NY)
- …**Supervisory Responsibility:** No **SUMMARY:** Provides above standard customer service . Accurately and efficiently completes customer transactions. Responsible for ... following and adhering to all bank operational and security policies and procedures including compliance...+ Continues to building proficiency of banking principles and sales techniques by attending internal training, external training, and… more
- Trustco Bank (Peekskill, NY)
- …**Supervisory Responsibility:** Yes **SUMMARY:** Provides above standard customer service . Accurately and efficiently completes customer transactions. Responsible ... for following and adhering to all bank operational and security policies and procedures including compliance...+ Continues to build proficiency of banking principles and sales techniques by attending internal training, external training, and… more
- Mizuho Corporate Bank (New York, NY)
- …Administration Section; ensures accurate and timely administration / servicing of the Bank 's agented loan portfolio; ensures daily activity comply with state and ... federal laws, regulations and Bank lending policies and procedures; ensures department activities run...and provides a high level of customer relations and service . The Loan Administration Unit (Agency/Bilateral Loan Administration) AVP… more
- M&T Bank (Getzville, NY)
- …+ Prepare bidding instructions according to investor guidelines and ensure proper bidding for sales where M&T's lien is not in first position. + Review VA appraiser ... or proceed with foreclosure taking action within the required service level agreement. + Complete daily Sale Result QC...Management (CAM) pertaining to residential property in which the bank has an interest, to avoid risk of loss… more
- Trustco Bank (Schenectady, NY)
- …No **SUMMARY:** The Treasury Services Assistant Manager will support the sales , implementation, onboarding, and ongoing servicing requests related to the services ... used by the bank 's business clients including deposit accounts, and cash management...duties may be assigned by the supervisor. + Support sales efforts by assuming responsibility for training and administrative… more