- KeyBank (Albany, NY)
- …provisions, and account activities to determine duties and responsibilities of Bank as Trustee + Performs discretionary distribution analysis and documentation of ... decision making + Interprets investment decisions made by portfolio manager + Displays above-average understanding of income taxation of grantor, simple, and complex… more
- CIBC (New York, NY)
- …to generate transaction ideas/opportunities that can be discussed with the relevant relationship manager and deal/coverage team ** Relationship Building** - ... We're building a relationship -oriented bank for the modern world....strengths and your ambitions, so you are empowered at work . Our team members have what they need to… more
- Atria Wealth Solutions (Corning, NY)
- …identified credit union leaders regarding sales practices and business development initiatives. Work with Relationship Center leaders to identify and leverage ... Through its relationship with CUSO Financial Services, L. P. (CFS)...has the ability to serve all people who live, work , worship, attend school or maintain a business or… more
- Banco Popular Puerto Rico (Brooklyn, NY)
- … policies and regulation to ensure the branch passes assessment and audits Sales + Work with branch manager and supervisor to attain or exceed individual goals + ... client's financial life priorities in order to deepen customer relationship and refer the products/services that are most appropriate...Cash, Bill Pay, Digital Wallets, etc.) + Interact and work closely with the management team to stay abreast… more
- SMBC (New York, NY)
- …a plus but not required + Team player who is able to establish good working relationship with manager , team members and other counterparts inside the bank + ... basis, relevant market dynamics and property performance in relation to the bank 's base case, engage borrowers to understand drivers behind any concerning… more
- Broadridge Financial Solutions (Albany, NY)
- …is instrumental in building and sustaining strong, collaborative partnerships. The Client Relationship Manager (CRM) will serve as a trusted business partner, ... partner in providing world class service delivery to our Bank and Broker client(s) for our Proxy and PostSale...be assigned to a Broadridge officeandgiven the flexibility to work from home. Key Responsibilities + Relationship … 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 customers; create or assist with creation of Teller work schedules > Lead and develop Tellers through day-to-day...counterfeit currency and monetary instruments. > Act in Branch Manager 's absence as needed. > Able to travel, using… more
- KeyBank (Copake, NY)
- …problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. As a Lead Teller, you act as a resource in identifying and ... serving our clients and making them feel that no bank will fight harder for them. **Responsibilities** + Embodies...to stay current on offerings + Support the Branch Manager in onboarding and training of new Tellers to… more
- JPMorgan Chase (New York, NY)
- …investing or client portfolio management at an Asset Management firm, Wealth Manager , Investment Bank , or Institutional Investor (eg, Sovereign Wealth Fund, ... within the Global Products and Solutions Group, you will work with a global team of Fixed Income Specialists...and strategy views. You will represent the International Private Bank as a global fixed income expert servicing Latin… more
- Grifols Shared Services North America, Inc (Rochester, NY)
- …call points in Anesthesiology, Cardiology, Hospital Pharmacy, Critical Care, Blood Bank and other departments and stakeholders necessary in the sales process. ... area of practice. + Utilization of corporate resources including the Key Account Manager , Managed Markets, Marketing, MSL, etc. + Key Opinion Leader mapping and… more