- JPMorgan Chase (New York, NY)
- …Us:** The Private Foundations Services Team (PFS) at JP Morgan Private Bank partners with foundation principals and decision-makers to preserve favorable tax status ... grantmaking, oversees over 10,000 grant requests annually. As part of the Private Bank , we offer clients a robust professional network to enhance their philanthropic… more
- KeyBank (NY)
- …+ Perform complex compliance tasks as assigned. + Understand and support Bank Secrecy Act (BSA), AML, and OFAC related recordkeeping requirements and assist ... or equivalent experience + Prior experience in financial institution (i. e., bank and securities industry), compliance, Risk Management, or audit related activity +… more
- Citizens (New York, NY)
- …research, while intimately focusing on each client's unique circumstances. The Private Bank Sr Lending Specialist supports the Relationship Manager with their ... responsibilities as the PB Lending Specialist and PB Lending Associate , with the understanding that the Sr. PB Lending...Bank guidelines and lead the conversation with the Relationship Manager, Client Relations Team, or Credit Risk Officer… more
- Citizens (Albany, NY)
- …to support and drive the value of Cash Management to existing and new to bank clients. + Lead the cultivation and maintenance of a strong sales pipeline for treasury ... coordinate and identify new prospects and calling plans by partnering with Relationship Managers and effectively evaluating client portfolios. + Deliver the full… more
- Scotiabank (New York, NY)
- …you will play a pivotal role in driving business development, sales, and relationship management. Your primary focus will be on expanding and deepening client ... their team to deepen client relationships and leverage broader Bank relationships, systems and knowledge. + Lead a team...relationships, systems and knowledge. + Lead a team of Associate Directors to develop and implement strategies to identify… more
- KeyBank (Albany, NY)
- …the Office of Supervisory Jurisdiction for Key Investment Services LLC. The Senior Associate -Central Supervision Principal reports to the Head of CSG and serves as ... for a group of KIS registered representatives on behalf of the bank channel broker-dealer. The Central Supervision Principal is responsible for the principal… more
- Scotiabank (New York, NY)
- …presentations and financial analysis. They work closely with the Associates and Associate Directors to support the Directors and Managing Directors in deals' ... management, the development of business with prospective companies and the relationship management with existing client accounts + Support the relevant local… more
- Grifols Shared Services North America, Inc (New York, NY)
- …call points in Anesthesiology, Cardiology, Hospital Pharmacy, Critical Care, Blood Bank and other departments and stakeholders necessary in the sales process. ... Markets, Marketing, MSL, etc. + Key Opinion Leader mapping and appropriate relationship with Medical Liaison. Business Acumen + Understand the major fluctuations a… more
- Arrow Financial Corporation (Lake George, NY)
- …This opportunity may be perfect for you if you have experience in: > Relationship Building > Cash Handling > Excels in a detail-oriented, regulatory environment > ... for the profession, you would benefit from having: Education/Certifications/Experience: > Associate degree or equivalent experience required. > 3 years of experience… more
- Arrow Financial Corporation (Glens Falls, NY)
- …excitement for the profession, you would benefit from having: Education/Certifications: > Associate degree or equivalent experience preferred > 3 years of experience ... prior convictions or arrests, military status, status as a protected veteran, known relationship or association with any member of a protected class, or any other… more
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