Banking consultant jobs in Commack, New York (NY) State

Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. A Branch Banking-Client Consultant II- Float travels between assigned branches in order...

Branch Banking Client Consultant I. A Branch Banking Client Consultant I provides customers with high quality, prompt, and professional financial services. ...

A Branch Banking Client Consultant I provides customers with high quality, prompt, and professional financial services. ...

Branch Banking Client Consultant II. The Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to...

As a Consultant on the Banking and Payments team, you will work in a fast-paced team setting, alongside industry experts, to craft optimal strategies used to solve complex client problems. Example of projects you can have a major role on are: market entry strategy for retail banking, growth strat...

Branch Banking Client Consultant II-Licensed. The Branch Banking Client Consultant II-Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, an...

The Branch Banking Client Consultant II-Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage...

Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest ie) and primary client acquisition.Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful s...

A Branch Banking-Client Consultant I - Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services. ...

As a Senior Consultant on the Banking and Payments team, you will work in a fast-paced team setting, alongside industry experts, to craft optimal strategies used to solve complex client problems. Broad financial services knowledge including, but not limited to: consumer banking, business banking,...

A Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. ...

If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. We fully support you with an open architecture product platform and top resources in the f...

If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. We fully support you with an open architecture product platform and top resources in the f...

If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. We fully support you with an open architecture product platform and top resources in the f...

Overview: Responsible for an assigned portfolio of loan and deposit relationships with small business clients. Solicit new business, manage risk and credit decisions, and service existing clients through the bank’s relationship management program. Primary Responsibilities: Develop new banking rel...

In this capacity, the Senior Business Banking Relationship Manager will be expected to develop and execute a formalized sales plan focusing on target markets, revenue size, referral sources and centers of influence while managing and executing on their individual pipeline. Development and acquisi...

Plans and facilitates project meetings to align the project team to methods and goals and to track project tasks. Mentor junior project managers and junior members of the project team. Is accountable for each stage of the project life cycle and final outcomes of the project, inspecting and evalua...

This pivotal role serves as a cornerstone in supporting the Fleet department at our Hauppauge, NY location, providing indispensable administrative assistance. Minimum of 2 years’ experience in administrative support and a fast paced environment. ...

We are seeking an Administrative Assistant to work closely with the executive staff as an immediate support provider for managing various projects and as an extra set of ears and eyes around our organization. ...

Create, maintain, and update financial databases and spreadsheets, and generate various financial reports as required. Participate in team efforts to improve functioning of the department and provide guidance to less-experienced Financial Analysts. Responsible for various complex financial functi...

Large Private Company seeking a Senior Financial Analyst to join their growing team on Long Island with Hybrid work schedule. Develop monthly forecasts of current year financial results. Develop and administer timely use-oriented financial analyses. Liaison with the NACO Business Analysts and Cor...

Roles range from Assistant Project Manager / APM, Project Manager, through Senior Project Manager. Robert Half is presently representing several Project Management opportunities with leading LI construction companies. Mentoring environments await motivated project professionals who are eager to l...

A genuine passion for delivering exceptional sales results by exceeding sales targets. Your dynamic personality will forge powerful connections with our customers, while exceeding sales targets, and delivering an unparalleled partner and customer experience. Our culture of excellence provides a p...

Junior Underwriting Support Analyst. The AmTrust International Insurance Division (AIID) Business Analyst performs analysis, reporting, data modeling, cleaning and validating of data for the division with the purpose of understanding or making conclusions to facilitate effective underwriting and ...