- KeyBank (Mahopac, NY)
- …work as a collaborative team member. + Ability to use standard office equipment, proprietary financial services systems. + In the event you do not hold the ... on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and...Branch(s) for the Mass Affluent clients including client management, service delivery and other resources in order to maximize… more
- PNC (New York, NY)
- …calls. + Develops and prepares loan solutions and refers products and services ; reviews documentation to ensure compliance. Manages customer pipeline for efficiency. ... stakeholders to complete mortgage transactions. + Collects and analyzes customer financial information for multifaceted and/or complex borrowers. PNC Employees take… more
- American Express (New York, NY)
- …**Team Overview:** The Product Approval team (PAT) is part of Global Financial Crimes Compliance (GFCC) and oversees its reviews of all AEMP-54-related matters. ... The team is part of the broader GFCC Shared Services group, tasked with oversight for a number of...the company and our communities from the effects of financial crime by ensuring American Express meets its AML,… more
- S&P Global (New York, NY)
- …Director, you are working as part of a sector team in the North American Financial Services Ratings (US Life Insurance) group in S&P Global Ratings. With the ... you join S&P Global Ratings and the North American Financial Services Ratings group, you join one...experience in related fields such as Credit, Insurance, Investment Banking , Risk Management, or Underwriting.** **Strong analytical skills with… more
- Equitable (New York, NY)
- …and/or Business * Experience in a Treasury role in the Life insurance or Financial Services Industry * Operating experience with online bank platforms and ... **Preferred Qualifications** * Excellent problem solving and analytical skills ( financial modeling is a plus) and a high level...a high level of intellectual curiosity. * Knowledge of banking products and services * Visual Basic… more
- Citigroup (New York, NY)
- …+ Anticipate events in a client's life and business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek ... strategic advice regarding financial matters. + Build relationships with client families that...+ Ensure strong controls and effective operational and administrative services . + Set an example of behaviour to all… more
- Ankura (New York, NY)
- …of the business and the restructuring. Ankura's team provides strategic and financial advice to companies, boards, and investors. Our consultants bring critical ... among stakeholders. Our firm specializes in the following company advisory services : + In-court and out-of-court restructuring advisory + Liquidity management +… more
- Solvay Bank (Syracuse, NY)
- …out money, keeps records of money and negotiable instruments involved in financial transactions, while providing exceptional client service by performing the ... Consider an exciting opportunity as part of our retail banking team. Teller - Westvale Office The Teller position...a key role at Solvay Bank, providing excellent customer service by welcoming new and existing clients of the… more
- Charles Schwab (Manhasset, NY)
- …of employment) + **Preferred Qualifications:** + 2 years of experience in the financial services industry + Ability to leverage Business development experience + ... The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides...Passion for gaining knowledge of brokerage/ banking products and services + Openness to… more
- Coinbase (Albany, NY)
- …Coinbase power users. *Nice to haves:* * Experience at crypto exchanges or in financial services , ideally in payments, trading operations or technical support. * ... onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a...primary subject matter expert for Coinbase's products, providing world-class service and support to our most valued customers. You'll… more