- US Bank (New York, NY)
- …of relationships. Secondarily, provides customer service , participates in joint sales calls with Relationship Manager (s) and identifies customer needs. ... excel at-all from Day One. **Job Description** The Portfolio Manager partners with assigned Relationship Manager (s) to...may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA,… more
- US Bank (New York, NY)
- …the management of the partners activities, this will include working closely with the sales manager , whose team work on the referrals we generate, the ... relationship and service teams who take care of the downstream customers,...of relevant experience. + Preferred Skills/Experience- Considerable knowledge of sales or relationship management strategies- Effective verbal and written… more
- City National Bank (New York, NY)
- *RELATIONSHIP MANAGER BUSINESS BANKING SR* *New York, NY * WHAT IS THE OPPORTUNITY? Develops and manages relationships with business banking clients in the assigned ... business segment and/or geographic areas. Actively engages in the sales process of the assigned Region to ensure the attainment of Regional and individual goals and… more
- TD Bank (New City, NY)
- …Operational, Customer and Sales objectives. In the absence of any other manager , the Store Supervisor is expected to manage the Store and have the ability ... intake so must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry) + Leads,...the Store Customer base through a variety of proactive sales and service activities utilizing generated leads… more
- NBT Bank (Fairport, NY)
- …one year experience in related banking positions preferred + Previous customer service , sales and consumer lending experience preferred Skills and Abilities: ... required at the discretion of the Branch and Market Manager . + 45% Provides a consultative customer service...ability to discuss credit reports, credit scores, etc. Conducts sales and service calls to existing and… more
- NBT Bank (Albany, NY)
- …thru to loan closing. + 20% Assists Bank CRA Officer, Residential Mortgage Banking Manager , and Sales Manager in the development, implementation, and ... Responsible for developing and executing business plans tailored to meet and exceed sales goals and objectives. Maintains a network of outside referral sources in… more
- TD Bank (Forest Hills, NY)
- …in Customer assessments, proactively identifies Customer solutions and lead-focused outbound sales activities + Evaluates issues, errors and problems based on ... the application intake + Must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry) **Education & Experience:** + HS… more
- TD Bank (Roslyn Heights, NY)
- …customer assessments, proactively identifies Customer solutions and lead-focused outbound sales activities + Independently resolves customer issues, errors and ... intake + Must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry) **Education &...+ 1+ years' experience working with customers and or sales in any capacity or equivalent demonstrated through any… more
- US Bank (New York, NY)
- …financial goals-no matter what they need. From transaction processing to customer service , to driving innovation and launching new products, we're building a range ... step ahead of evolving economic, technological, and customer needs. **As a Product Manager , you will:** + Identify, analyze and interpret business data using various… more
- Tompkins Community Bank (Rochester, NY)
- …be expected to support the efficient and accurate paying and receiving function and sales and service function of the Company branch according to Company ... + May require Nationwide Mortgage Licensing System and Registry ( NMLS ) registration to assist with the consumer and residential...two (2) years' experience in a related role (customer service / sales ); experience within the field of banking… more