- Wells Fargo (New York, NY)
- …high quality jumbo loans which are compliant and provide excellent customer service + Build relationships focused on affluent borrowers with realtors, builders, ... financial professionals, bank stores, past customers, and other non-traditional sources +...developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures, compliance requirements, and generating… more
- TD Bank (New York, NY)
- …+ Acquires and deepens the Store Customer base through a variety of proactive sales and service activities utilizing generated leads specific to (Small Business, ... policies and procedures to mitigate risk and protect the Bank and Customers. This role will drive, reinforce, and...responsibility for over the counter transactions and more complex sales and service questions and requests +… more
- Berkshire Bank (Queensbury, NY)
- …by providing memorable customer experiences and digital engagement. Supervise all Customer Service Associate (CSA) and Universal Banker positions to ensure the ... using relationship building tools. + Participate in outbound calling to identify sales and service opportunities. + Handles complex client issues while… more
- City National Bank (New York, NY)
- …defined business development plan that is consistently applied and incorporates a disciplined sales and service practice. They will focus on acquisition of new ... and professional manner with all levels of Bank personnel, corporate and bank clients demonstrating commitment to quality client service . * Maximize client… more
- Woodforest National Bank (Rochester, NY)
- …products, services, policies, procedures, regulatory guidelines, as well as engaging in as sales and service process. * Ability to maintain the highest level ... diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the...Minimum Qualifications/Experience: . 3 years of relevant and transferrable sales and/or customer service experience: OR an… more
- City National Bank (New York, NY)
- …Financial Advisors (FA) will work in tandem with an assigned SFA to provide sales and client and colleague service support coverage. The SFA maintains overall ... team's "book of business", with the FA focused on sales , client service responsibilities, and teaming with...point of contact for Personal & Business Banking (PBB) Bank * Responsible for revenue production goals related to… more
- Canandaigua National Bank & Trust (Syracuse, NY)
- …or related field required. + A minimum of five (5) years of experience in a sales and service . + Experience in a business banking or commercial lending required. ... Business Banking Officer II Canandaigua National Bank & Trust Location: Syracuse, NY What does...footprint and will be responsible for achieving quarterly personal sales goals, including acquiring new business and achieving annual… more
- M&T Bank (Rochester, NY)
- …customer relationships in the M&T branch system through modeling and coaching the Bank 's sales process. Plays key role in Relationship Management (customer ... portfolio management process and utilizing the fundamentals of the Bank 's sales process to achieve personal ...position builds productive partnerships with appropriate areas of the Bank to ensure customer needs, service issues… more
- Bank of America (New York, NY)
- …The Product Manager will partner closely with Legal, Compliance, Operations, Technology, Risk, and Sales teams to ensure the bank maintains a robust and scalable ... and Audit, to ensure accounts meet legal, regulatory, and operational requirements. - Sales & Service Enablement: Create product documentation, sales … more
- TD Bank (Hollis, NY)
- …The Assistant Store Manager is an experienced leader who manages the day-to-day service , sales , and operational objectives in a Store location. The role ... Customer's needs to help turn their goals into reality + Understands and supports the Bank 's Customer Service Strategy + Considers the impact of decisions on the… more