- M&T Bank (Monsey, 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
- Tompkins Community Bank (Mount Kisco, NY)
- …+ Minimum of ten (10) years' investment management experience covering client relationship management as well as portfolio development and implementation. + Proven ... Off + 11 Holidays + Tuition Reimbursement + Free Parking throughout Tompkins Community Bank + Employee Referrals **In addition to your base salary and a competitive… more