- TEKsystems (Kings Point, NY)
- TEKsystems is currently searching for qualified candidates for a Floating Bank Teller with a Fortune 100 Financial Institution in Kings Point, NY Job Description: To ... including depository accounts such as checking, savings, certificate IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform… more
- JPMorgan Chase (New York, NY)
- …to provide a first-class experience to clients within JP Morgan's US Private Bank . If you have an entrepreneurial mindset and are looking to constantly challenge ... + Manage and maintain relationships with clients by earning trust , thoroughly understanding client needs, providing targeted advice, developing thoughtful… more
- Bloomberg (New York, NY)
- Compliance - US Bank Secrecy Act (BSA) Officer - New York Location New York Business Area Legal, Compliance, and Risk Ref # 10047869 **Description & Requirements** ... and relevant financial industry know-how concerning customer due diligence standards. **We'll Trust You To:** * Lead and expand the AML compliance programs for… more
- JPMorgan Chase (New York, NY)
- …funds. As the Alternative Investments Product Marketing Vice President within the Global Private Bank , you will play a vital role in the conception and delivery of ... marketing and execution of all wealth management investment, banking, and trust products for UHNW and institutional clients. **Job Responsibilities:** + Partner… more
- M&T Bank (Bridgehampton, NY)
- **Overview:** Identifies customers' needs through the bank 's retail sales process to provide proactive basic sales solutions through customer outreach for basic ... (regardless of available channel, and individual who opened account) + Establish trust with existing clients through proactive outreach regularly + Schedule preset… more
- M&T Bank (Buffalo, NY)
- …assignments, with significant access to senior management and the bank 's previous Executive Associates (EA). **Primary Responsibilities:** + Perform project ... and/or management related assignments in such functional areas as Treasury, Trust and Investment Services, Credit, Finance, Retail Banking, Commercial Banking, and… more
- TD Bank (New York, NY)
- …key clarifications required, and formulating next steps to proceed + Building trust with stakeholder groups and maintain good working relationship with other ... concise manner) + Established rapport with various stakeholders throughout the bank + Advanced Excel data manipulation skills (ability to derive findings/conclusions… more
- M&T Bank (Hauppauge, NY)
- …firm.Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives ... an environment that supports belonging and reflects the M&T Bank brand. + Maintain M&T internal control standards, including...the Wealth Advisory business and fee income of the Bank . **Education and Experience Required:** Bachelor's degree and a… more
- UMB Bank (Cutchogue, NY)
- …needs. As the Business Banking Relationship Officer, you will be selling bank products and services to companies with revenues between $1mm-$20mm. These products ... financial services to individual Business Banking clients with the bank to ensure retention of business. **We're excited to...encouraged to support causes you care about. Expect more trust . We want you to do the right thing,… more
- Tompkins Community Bank (Rochester, NY)
- …with complete wealth management services including planning, investments and trust services; lead wealth management business development efforts within the ... Wealth Management Services-Ensure clients receive full-spectrum services: investment management, trust and estate planning, and financial planning. + Collaborate… more