- Travelers Insurance Company (Syracuse, NY)
- …maintains productive relationships with underwriting, brokers, claim and the Risk Control service teams assigned to the account . + Write technically detailed ... you do and where you do it. **Job Category** Risk Control **Compensation Overview** The annual base...in new business presentations and to existing clients. Manages account budgets while responding to customer needs. Understands exposures… more
- M&T Bank (Syracuse, NY)
- …+ Provide customer service assistance to clients including informing them of their account balances and positions. Assist clients in completing brokerage account ... transactions directly from clients. + Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's… more
- M&T Bank (Syracuse, NY)
- …Relationship Management (customer assessments, profiling for sales opportunities, account opening and lead-focused outbound calling), Sales Process (profile/pre-call ... planning, outreach, appointment preparation, interaction/appointment, follow-up) and Risk Management (audit requirements, fraud prevention, Know Your Customer (KYC)… more
- M&T Bank (Syracuse, NY)
- …business banking guidelines. Ensures compliance with operational, security and control policies/procedures, preventing fraud and protecting customer assets. + Takes ... ownership of complex account servicing and error resolution issues, including those escalated...and services as appropriate. + Adheres to applicable compliance/operational risk controls in accordance with Company or regulatory standards… more
- M&T Bank (Syracuse, NY)
- …of defense (1LoD), adhering to the necessary controls, to mitigate unnecessary exposure to risk . Works as part of the account relationship team/deal team with ... captured correctly within established deadlines. Submits competed Commercial Closing Checklist to Senior Closing Officer for review and to obtain 'Clear to Close'. +… more
- M&T Bank (Syracuse, NY)
- …Experience, Relationship Management (customer assessments, profiling for sales opportunities, account opening and lead-focused outbound calling) and Risk ... classroom training, departmental overview presentations and observations, interactions with Senior Leadership across the Retail Bank, and special projects that… more