- M&T Bank (Syracuse, NY)
- …securities transactions directly from clients. + Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with ... meetings. Coordinate and arrange meetings and appointments to maintain business calendars of events for the sales force in...home office. + Enter trades accepted by the Financial Advisor on the appropriate system. + Maintain regular sales… more
- Zurich NA (St. Louis, MO)
- …**Job Accountabilities** + Provide specialized training and coaching to customers and Business Unit personnel on specialized products and services. + Produce and ... analyze reports related to Business Unit's and customers' book of business ...and customers on a monthly basis. + Serve as advisor to the sales force, customers and potential customers… more