- Berkshire Bank (Amsterdam, NY)
- …and Salesforce. + Works with clients to refer partnership solutions such as Wealth , Insurance, Cash Management and Mortgage. + Is proficient in the digital ... Bank through face to-face communication and telephone etiquette. Lead through lobby management , ensure prompt welcomes of assistance to clients, and genuinely thank… more
- City National Bank (New York, NY)
- …offered. WHAT WILL YOU DO? * Services the mortgage needs of Private Banking, Wealth Management and Personal and Business Banking clients whose lending needs can ... * May coordinate the cross-selling of other product and/or services (ie, cash management , foreign exchange, investment and trust , etc.). May interface with other… 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 earn and maintain our clients' and the public's trust by constantly adhering to the highest ethical standards...to engineering standards and strive for best in class solutions **Job Opportunities:** * Work on high profile algo… more
- Coinbase (Albany, NY)
- …leadership team and cross functional teams supporting CaaS - product, account management , solutions architecture, legal, specialty sales * Advocating for ... success, while leveraging Coinbase's CaaS capabilities. The role will require trust building with executive level partners at the largest financial institutions… more
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