- M&T Bank (Rochester, NY)
- …They must have a thorough knowledge of computer systems, leasing products, workflow management software and the Microsoft Office Suite of products. **Education ... variety of commercial equipment lease/loan products. They assist the sales staff and other internal customers in finding ways...also identify these risk-related issues and escalate them to management when necessary. + They must have the ability… more
- US Bank (New York, NY)
- …in the technology required of the product Basic Qualifications -Product Management experience (full stack) Preferred Skills/Experience + Working knowledge of digital ... content creation + Experience devising & operationalizing processes in partnership with Sales & support groups (eg training, call center and others) -Expertise on… more
- Broadview FCU (Albany, NY)
- …in daily loan application review; loan approvals/ denials utilizing multiple software platforms while multi-tasking b etween projects assigned. Directly responsi b ... of Dealer Channel Auto Account efforts in terms of sales channels, loan approvals, opportunities for growth and complete,...oth individually and department -wide and reports them to management + Maintain the completion of accurate paperwork and… more
- Kestra Financial (Wappingers Falls, NY)
- …the Lead Advisor and serves as the primary contact for customer relationship management and account servicing. This position requires a strong understanding of the ... products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor. Essential Duties...reviews + Manage data and plans in financial planning software + Learn the technical aspects of the advisor… more
- SHI (Albany, NY)
- …Subject Matter Expert on Data Protection which includes Data Governance, Classification, Management , and Protection. This includes the ability to build a Data ... partner teams to create synergistic service solutions. * Engage with SHI sales teams, including front-line sellers and customer success managers, to ensure a… more
- City National Bank (New York, NY)
- …to monitor the stability of the relationship. WHAT WILL YOU DO? * Independent management of the client relationship after the sale to support client success within ... ledger chart of accounts * Consultation on data migration from other accounting software or legacy systems to our products. * If using our legacy-to-AgilLink… more
- Andromeda Advantage Inc (Astoria, NY)
- …Take Off (OST) software for accuracy and seamless transition to Project Management Team. + Obtain all necessary material quotes and or sub-contractor quotes to ... drawings & specifications. + Conduct field visits or attend walk through with the sales rep of records approval. At walk through take photos and notes of what… more
- Weco Manufacturing (Rochester, NY)
- …enrollment option Position Summary The Project Manager position will be responsible for management of high profile and complex projects from start to finish. This ... manufacturing processes. Duties and Responsibilities . Responsible for driving total project management solutions from quote through to shipment . Plans and designs… more
- Deloitte (New York, NY)
- …capabilities to build, deploy, and operate integrated/verticalized sector solutions in software , data, AI, network, and hybrid cloud infrastructure. These solutions ... Additionally, Specialist Masters are expected to mentor/coach staff, contribute to sales activities, and develop eminence through writing papers and/or presenting at… more
- MongoDB (New York, NY)
- …innovators to create, transform, and disrupt industries by unleashing the power of software and data. We enable organizations of all sizes to easily build, scale, ... retention, and expansion. You'll partner with engineering, design, marketing, data science, and sales to build and optimize the growth engine for a ~$2B+ public… more
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