- Bank of America (Saratoga Springs, NY)
- Financial Solutions Advisor - Consumer Investments - Albany / Hudson Valley Market Latham, New York;Saratoga Springs, New York; Scotia, New York; ... are guided by a common purpose to help make financial lives better through the power of every connection....solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making… more
- KeyBank (Troy, NY)
- …excellent client service in all interactions, analyzing clients' needs, and recommending financial solutions that help Key clients achieve confidence in their ... York 12180 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...financial statements and concepts(required) + Demonstrated understanding of consumer credit including loan to value, debt to income… more