- Bank of America (Rochester, NY)
- Relationship Banker - West Ridge Road Financial Center Rochester, New York **Job Description:** At Bank of America, we are guided by a common purpose to help ... offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and… more
- M&T Bank (Rochester, NY)
- **Overview** **:** Identifies customers' needs through the bank 's retail sales process to provide proactive sales solutions through customer outreach for basic and ... leveraging the portfolio management process and utilizing the fundamentals of the Bank 's sales process to achieve personal sales and/or referral goals. + Play… more
- JPMorgan Chase (Pittsford, NY)
- …ownership of your career development through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking, you will take a lead role in ... Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them… more
- JPMorgan Chase (Rochester, NY)
- …products to cash management, private banking, and payment processing. As a Senior Banker in Chase Auto/Dealer Commercial Services (DCS) , you will be managing an ... and performance of assigned portfolio. + Partner effectively with Merchant Services, Investment Bank , Credit Card, Private Bank and Consumer Bank to… more
- Citizens (Rochester, NY)
- …to effectively ask questions and identify needs to improve the customer relationship + Proven success with building relationships, and recommending and referring ... laws. Equal Employment and Opportunity Employer Citizens is a brand name of Citizens Bank , NA and each of its respective affiliates. Why Work for Us At Citizens,… more
- Bank of America (Rochester, NY)
- Private Bank - Trust Senior Associate Buffalo, New York;Rochester, New York; Albany, New York **Job Description:** At Bank of America, we are guided by a common ... offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and… more
- M&T Bank (Rochester, NY)
- …+ Services customers seeking loan and/or deposit relationships with the Bank , interviews applicants to develop information concerning their businesses and ... requirements, evaluates credit information and makes relationship recommendations. + Maximizes the Department's profitability through the maintenance of a high… more
- M&T Bank (Rochester, NY)
- …position has extensive contact with customers, extending credit and providing Bank services. Communication with attorneys to coordinate closing, service existing ... Ability to interact with all levels of personnel. Credit analysis skills. M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The… more
- M&T Bank (Rochester, NY)
- …manner in order to contribute to customer retention and expansion of customer relationship . Communication with other departments within the Bank as well as ... be done in a manner that adheres to the Bank 's internal operations, credit and pricing policies, ensuring that...The position is responsible for owning/participating in a customer relationship while providing a positive customer experience and a… more
- Bank of America (Pittsford, NY)
- …Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust ... insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to...prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite… more
- Bank of America (Pittsford, NY)
- …Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust ... insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to...the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams… more
- Bank of America (Pittsford, NY)
- …Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust ... with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to… more
- M&T Bank (Rochester, NY)
- …both credit policy and loan agreements. This position interacts with Commercial Banking Relationship Managers throughout the bank 's footprint, as well as other ... information and related materials and complete ongoing credit monitoring for the Bank 's commercial transactions. Risk assessment of customers is on an ongoing basis… more
- Canandaigua National Bank & Trust (Pittsford, NY)
- Executive Vice President and Chief Information Technology Officer Canandaigua National Bank & Trust Location: Pittsford, NY What does the EVP, Chief Information ... Vice President and Chief Information Technology Officer at Canandaigua National Bank & Trust is responsible for leading the technological vision, strategies… more
- M&T Bank (Rochester, NY)
- …Know Your Customer (KYC) policies. Assist the KYC Officer and Relationship Manager with the BSA/AML/KYC process, adhering to procedures, regulatory requirements, ... when applicable within established timeframes. + Ability to utilize bank systems effectively to process and track transactions accurately....Communicate and partner effectively with other departments in the Bank and work as a team player to create… more
- Canandaigua National Bank & Trust (Pittsford, NY)
- Senior Credit Analyst Canandaigua National Bank & Trust Location: Pittsford, NY (Hybrid position) What does a Credit Analyst do? A Credit Analyst is responsible for ... + Assess the strengths and weaknesses of the credit relationship . + Research potential borrower's company and industry either...discount programs. Our goal is to ensure that our bank , employees, and our community thrive and grow, now… more
- Tompkins Community Bank (Batavia, NY)
- …statement analysis. + Research debt and deposit relationships from all internal bank systems. + Spread financials to generate common sized reports, financial ratios ... + Prepare a Profitability Model based on proposed banking relationship . + Prepare and present an accurate summary analysis,...Review credit memos to track and monitor exceptions to bank policy manual. + Assist the residential mortgage area… more
- Tompkins Community Bank (Pittsford, NY)
- …referrals. + Evaluate the effectiveness of financial planning software, manage the relationship with the vendor, ensure software is kept updated and manage the ... Off + 11 Holidays + Tuition Reimbursement + Free Parking throughout Tompkins Community Bank + Employee Referrals EEO Statement Tompkins is committed to a policy of… more
- Wells Fargo (Pittsford, NY)
- **About this role:** Wells Fargo is seeking a Middle Market Relationship Manager to cover businesses from 25MM to 500MM in annual gross sales. The candidate will ... grow complex to highly complex client relationships through the art of relationship management, by understanding the needs and priorities of clients and financial… more
- Anywhere Real Estate (Rochester, NY)
- …Control:** + Measure performance levels from vendor onboarding throughout the relationship . + Assess vendor performance against key performance indicators (KPIs). + ... **Problem-Solving Skills** : 13. Effective issue resolution and vendor relationship optimization. 14. Passionate about customer service and operational excellence.… more