- NBT Bank (Williamsville, NY)
- …equivalent education and experience + Minimum 3 years investment and insurance sales experience required Skills and Abilities: + Thorough knowledge of investment and ... client segmentation + Demonstrated team player and high quality service provider + Advanced knowledge of all broker dealer...20% Develops and executes individual business plan to meet sales goals and maintain minimum assigned levels of production… more
- Tompkins Community Bank (Brewster, NY)
- …communicate with appropriate management and staff personnel; perform customer service duties and provide periodic reports. Responsibilities Direct and provide ... departments. + Assist the Branch Manager in creating a sales focus in the branch through contests, promotions, recognition...thorough knowledge of the features and benefits of all bank products and services in order to ascertain customer… more
- M&T Bank (Getzville, NY)
- …and processing needed. + Understand difference between the claim types: Short Sales , Foreclosure Claims, Third Party Claims, Charge Off, Security Claims, Loss ... Process/file claims according to investor/insurer/statutory & regulatory guidelines within assigned service level agreements. + Review and ensure all invoices are… more
- M&T Bank (Rochester, NY)
- …and/or work experience, with a minimum of 2 years' Commercial Banking and Customer Service experience. \#LI-LA1 M&T Bank is committed to fair, competitive, and ... Equipment Finance origination request, customer services, reporting, post-closing to sales representative across the footprint and its internal partners **Primary… more
- M&T Bank (Getzville, NY)
- …and/or work experience including a minimum of 1 year experience in customer service , customer-facing, collections, call center or sales . Experience with word ... business partners and vendors to ensure services provided are meeting predetermined service level agreements. + Participate in loss prevention by employing advanced… more
- Citigroup (New York, NY)
- …team on a daily basis to review all client escalations in Onboarding, Service and Product Management that are responsible for resolving the issues and providing ... + Assigned to CCB Platinum clients & New to Bank Clients + Monthly Business Review and Client Sentiment...activities using the reporting tools GCAD, CSIP, KYC and Service Level Agreements (SLAs) to ensure they are being… more
- TD Bank (New York, NY)
- …provide you more specific details for this role. **Line of Business:** Sales & Customer Distribution Support **Job Description:** The Project Manager provides ... + Proven record of providing excellent internal and external Customer service **Physical Requirements:** Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous:… more
- City National Bank (New York, NY)
- …the governing document to interpret terms, responsibilities and duties of the Bank . Receive guidance in understanding provisions of the documents and strategies ... * For Trusts where CNB is trustee, reviews and revises paperwork from sales team (eg, agreements, fee schedules, transfer proxies, receipt of assets, ensure accurate… more
- City National Bank (New York, NY)
- …collaterals and research material to support the marketing strategies and sales promotion objectives of City National Rochdale. Partners with Rochdale management, ... sales , and research teams, and collaborates with marketing team...and trends * Conduct analysis on competitor offerings and service models. * Work with compliance team (and legal,… more
- TD Bank (New York, NY)
- …for product-related inquiries. + Liaises with partners (ie Marketing, Commercial Bank Channel, Retail) to understand industry and customer trends; analyses ... stronger plans for growth. + Builds and maintains effective relationships with sales distribution, key internal stakeholders and/or external partners to ensure that… more