- Scotiabank (New York, NY)
- …through a broad range of advice, products and services, including personal and commercial banking , wealth management and private banking , corporate and ... including preparation of syndication trackers and Q&A trackers. Prepare various management reports including league table reviews, client and prospective client… more
- Arrow Financial Corporation (South Glens Falls, NY)
- … and insurance services across northeastern New York, including online and mobile banking , wealth management , money market and deposit accounts, and ... experience in: * Customer Service Excellence * Small Commercial Sales and Support * Agency Management Systems...Small Commercial Sales and Support * Agency Management Systems and Microsoft Office Commercial Insurance Account Manager… more
- Citigroup (New York, NY)
- …+ Minimum 10 years of experience working with Investment products + Prior Private Banking or asset management sales experience + Background in discretionary ... business while ensuring broad participation across all of Citi Wealth 's client segments. + Understand and discuss current and...investment offering preferred + Sales and relationship management skills including a… more
- Arrow Financial Corporation (Queensbury, NY)
- … and insurance services across northeastern New York, including online and mobile banking , wealth management , money market and deposit accounts, and ... as appropriate to co-workers and customers. Direct problem resolution > Support sales efforts of Company; actively participate in Cross-Sell program and make… more
- Citizens (Brooklyn, NY)
- …like on our app or through our ATMs. You'll collaborate with partners in Wealth Management , Mortgage and Business Banking to help customers with ... + High School degree or GED required + Previous Banking experience required + 2 years of sales and customer service experience, demonstrating an ability to meet… more
- Citigroup (New York, NY)
- …corporate and investment banking , securities brokerage, transaction services, and wealth management . Our core activities are safeguarding assets, lending ... to all. The Business Unit Manager is a senior management -level position in the Enterprise Data Office (EDO) Business...capabilities are aligned to business strategy + Support the Sales heads managing the headcount and hiring processes +… more
- Bank of America (New York, NY)
- …private banking (ultra high-net-worth space), business development and relationship management + Significant knowledge of banking and credit: general ... to identify prospects. Job expectations include executing the Client Management Process and partnering across the enterprise to provide...understanding of investments, trust and wealth transfer + Solutions oriented; sales and… more
- Arrow Financial Corporation (South Glens Falls, NY)
- … and insurance services across northeastern New York, including online and mobile banking , wealth management , money market and deposit accounts, and ... or equivalent experience required > 10 years of experience in insurance sales and management required > 5 years of supervisory experience preferred > Valid New… more
- Comerica (New York, NY)
- …into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people ... Relationship Manager role will be responsible for new business development, portfolio management and underwriting to support the needs of the group. This role… more
- City National Bank (New York, NY)
- …(CNR) Director of Business Affairs to support various activities across the wealth management business, including client service and operations, portfolio ... management , sales and research. Collaborates with CNR's senior ...30, 2024. Founded in 1954, City National provides personalized banking , investment and trust services in select markets including… more
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