- M&T Bank (Medford, NY)
- …30 to 65 relationship managed clients. + Actively participate in all business banking and retail sales sprints. + Achieve call targets and other ... new banking relationships with business prospects. + Service existing business banking client base. + Achieve established goals as outlined by manager.… more
- M&T Bank (Commack, NY)
- …plan. + Develop understanding and knowledge of products and services offered by Business Banking . + Evaluate financing requests, recommend loan structure, and ... schedules, how to optimize/educate all types of consumer debt scenarios, Mortgage/HELOC, Business Banking products, TM and Merchant Services products) + Attend… more
- Citigroup (Smithtown, NY)
- …territory + Adhere to sales management routines, sales practices and protocols for Business Banking to ensure compliance with all policies and procedures. + ... Proactively manage portfolio of assigned high value clients. Expand business banking customer relationships by identifying needs and maximizing opportunities… more
- Citigroup (Huntington, NY)
- The Wealth Relationship Mgmt. (Branch) Sr . Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.) + Organize client events to… more
- JPMorgan Chase (Westhampton Beach, NY)
- …have a unique opportunity to grow your career while making a significant impact on our business . As a Senior Home Lending Advisor in Chase Home Lending, you will ... **Job Profile:** Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and...of mortgage lending and proven sales experience in retail banking + Knowledge of real estate market in local… more