- New York State Civil Service (Albany, NY)
- …examiners, providing constructive critical analysis of their work;* May act as the relationship manager for a portfolio of large institutions;* Reviews and ... NY HELP No Agency Financial Services , Department of Title Assistant Team Lead (Director...the examination (eg, loan review, earnings, liquidity analysis, capital, Bank Secrecy Act/Anti-Money Laundering, systems and technology, loss mitigation… more
- Grifols Shared Services North America, Inc (Rochester, NY)
- …transfusion medicine and develop, produce and market innovative medicines, solutions and services in more than 110 countries and regions. **Overview:** The primary ... call points in Anesthesiology, Cardiology, Hospital Pharmacy, Critical Care, Blood Bank and other departments and stakeholders necessary in the sales process.… more
- MUFG (New York, NY)
- …Responsibilities:** 90% Business Development & Account Management - Assist Treasury Relationship Manager partners with cultivating new business opportunities by ... concepts and principles and ability to bring thought-leadership to Treasury Relationship Manager portfolio - Excellent verbal and written communication… more
- KeyBank (NY)
- …Square - Cleveland, Ohio 44114 **ABOUT THE JOB** The Third Party Management, Shared Services and Regulation W Compliance Manager is responsible for assisting the ... will be responsible for compliance oversight of Third Party Management, Shared Services lines of business (Finance, Human Resources, Law Group, Risk Management,… more
- MUFG (New York, NY)
- … bank 's collateral. **Responsibilities:** + Daily interaction with clients, relationship managers, portfolio managers, trade service operations, loan ... Observe trends and understand the business cycles. Discuss any discrepancies or deviations with relationship manager and the team leader of CMG. + For secured… more
- Arrow Financial Corporation (Glens Falls, NY)
- …opportunity may be perfect for you if you have experience in: > Excellent Customer Service and Communication Skills > Relationship Building and Sales > Excels in ... Platform. Works with customers to identify needs and explain products/ services with the goal of converting service ...plus > Solid sales and referral experience; knowledge of bank and insurance products/ services > Skilled in… more
- Atria Wealth Solutions (Corning, NY)
- Through its relationship with CUSO Financial Services , L. P. (CFS) First Heritage Federal Credit Union is seeking a Financial Advisor to provide retirement and ... continuing education and keeps current on investment products and services offered. Meets regularly with Program Manager ...or more years of sales experience in the financial services industry, preferably in a bank or… more
- KeyBank (New York, NY)
- …in the case of legacy relationships, may function as the lead contact on a UHNW relationship while engaging a Relationship Manager to ensure that a complete ... for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to Ultra High Net Worth (UHNW) clients with a net-worth greater… more
- Banco Popular Puerto Rico (Brooklyn, NY)
- …in-depth knowledge of client's financial life priorities in order to deepen customer relationship and refer the products/ services that are most appropriate for ... of paying and receiving transactions while providing courteous, timely, and informative service to ensure that the customer feels completely satisfied. Emphasis is… more
- Comerica (New York, NY)
- …IIThe Trust Administrator II role will be responsible for serving as a relationship manager to most routine and standard client relationships. This role ... intermediary to the organization on behalf of clients and coordinate service activities with other areas of the organization. Position CompetenciesSuccessful… more