- Citizens (Albany, NY)
- …deliver comprehensive solutions in areas such as credit, liquidity, interest rate management , treasury solutions, and Wealth Management . Primary ... business opportunities. + Operate within a fast paced, demanding sales culture with measured routines and goals aimed at...written and oral communication skills + Strong knowledge of sales force and various lending applications + Strong sense… more
- HUB International (New York, NY)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 20,000 employees in 750 ... + Prepare analytics and reporting of clients for client management team on a regular basis. + Assist in...FRP responses as directed and in conjunction with the sales team. + Review contract benefits and rates. +… more
- Berkshire Bank (New Lebanon, NY)
- …Builder and Salesforce. Works with clients to refer partnership solutions such as Wealth , Insurance, Cash Management and Mortgage. Lead through lobby ... and account maintenance. 35% + Assists Financial Center Manager in building/managing sales culture to achieve branch goals and Bank-wide initiatives. Bring out the… more
- Citigroup (New York, NY)
- …credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . Our core activities are safeguarding assets, lending ... to all. The Business Unit Manager is a senior management -level position in the Enterprise Data Office (EDO) Business...capabilities are aligned to business strategy + Support the Sales heads managing the headcount and hiring processes +… more
- Bank of America (New York, NY)
- …Significant knowledge of banking and credit: general understanding of investments, trust and wealth transfer + Solutions oriented; sales and financial aptitude a ... of Influence to identify prospects. Job expectations include executing the Client Management Process and partnering across the enterprise to provide a Branded Client… more
- Arrow Financial Corporation (Fort Edward, NY)
- …insurance services across northeastern New York, including online and mobile banking, wealth management , money market and deposit accounts, and mortgage, ... grow into full-time roles, which can lead to branch management . As a Temporary Teller in our Central Region,...needs ✔️ Process transactions accurately and efficiently ✔️ Support sales efforts of Company; actively participate in Cross-Sell program… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of… more
- City National Bank (New York, NY)
- …improve it through technology enablement * Demonstrate a strong understanding of the wealth management space, the financial advisory market, and CNB's strategy ... THE OPPORTUNITY? This position is a key leader in transforming our Sales and Client Management functions in Private Banking using Salesforce as an enabler. This… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of… more
Recent Jobs
-
Associate Dean, Undergraduate Education (CSU Only)
- San Jose State University (San Jose, CA)