- KeyBank (Rochester, NY)
- …+ Identifies Investment Management and Trust Opportunities as well as any other banking , lending or insurance needs + Fosters close business relationships to ... develop client loyalty and new business opportunities + Assesses client revenue opportunity based on complexity and service required. Actively participates in pricing conversations for new KPB opportunities and proactively seeks opportunities to reduce… more
- M&T Bank (Buffalo, NY)
- …Excel, Access, SQL. Experience with Bank Accounting Systems. Knowledge of Banking / Lending Regulations. Comfort interacting with all levels of management ... and external regulators. Excellent written and verbal communication skills. 7 years' experience preparing written documentation and/or papers / publications 2 years' management/supervisory experience. M&T Bank is committed to fair, competitive, and… more
- KeyBank (New York, NY)
- …+ Identifies Investment Management and Trust Opportunities as well as any other banking , lending , or insurance needs. + Fosters close business relationships to ... develop client loyalty and new business opportunities. + Assess client revenue opportunity based on complexity and service required. Actively participate in pricing conversations for new KPB opportunities and proactively seek for opportunities to reduce… more
- JPMorgan Chase (New York, NY)
- …Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP ... Morgan Online and mobile suite and ensure client meetings are properly prepared for in advance. + Ensure compliance with organization policies and applicable regulations, ad Hoc service requests as needed on behalf of the team/clients. **Required… more
- UMB Bank (Albany, NY)
- …way through the mortgage process. **How you will spend your time:** + You will use banking and lending knowledge to advise UMB clients on what best fits their ... associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary. **Are you… more
- Wells Fargo (New York, NY)
- …+ Coordinate transactions with our credit, treasury management, foreign exchange, investment banking , capital markets, and asset-based lending groups + Perform ... **About this role:** Wells Fargo's Specialized Industries Technology Banking Group banks and finances venture capital and private equity backed companies in the… more
- JPMorgan Chase (New York, NY)
- …Bank, you will gain exposure to every facet of wealth management, including investments, lending , banking , and trust and estate planning. No client has identical ... You'll work with a team of bankers, investment specialists, wealth advisors, and lending specialists. Throughout the program, you'll learn about our business and our… more
- KeyBank (Buffalo, NY)
- … banking operations and processes, industry trends, emerging issues, and related banking products (eg - lending , deposits, etc.) and ability to understand ... consistency with internal and industry standards as well as current applicable banking rules, regulations, and laws. + Develop and maintain strong, collaborative… more
- Citigroup (Brooklyn, NY)
- The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing ... with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking , securities brokerage, and… more
- JPMorgan Chase (New York, NY)
- …pitch to closing a deal. The Sports Finance Group is a subset of the PB Lending Solutions group, which provides credit solutions across a variety of needs to a range ... offices, and their organizations. The group also partners closely with the sports banking teams in other lines of business. **Job Responsibilities:** As a Lending… more