3 jobs found in Roslyn

Position Title Branch Banking Client Consultant II-Licensed   Location Roslyn, NY 11576   Job Summary 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, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and...

Position Title Branch Banking Client Consultant II   Location Roslyn, NY 11576   Job Summary 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 key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients. Pay Range: $19.13 - $23.91 - $28.69   Job Responsibilities: JOB   RESPONSIBILITIES     Sales Performance : Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively   seek   and deliver the right client...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Executive   to their growing team at Fabricant & Fabricant! Job Summary:  Fabricant & Fabricant is looking to add an experienced Account Executive professional to market new and renewal business for diversified commercial accounts!  This is a remote position with a full-time Monday through Friday schedule.  Essential Functions: Gathering of underwriting information for new commercial clients. Preparing Accord applications and supplemental applications for new and renewal business. Working with insurance company underwriters to obtain quotations for commercial accounts. Online rating with insurance companies for commercial accounts. Preparing insurance proposals for clients and potential clients. Binding and issuing new commercial policies. Daily servicing of policies, including issuing...