- Bank of America (New York, NY)
- Wealth Management Client Associate - Bilingual Spanish Preferred New York, New York **Job Description:** Merrill Wealth Management is a leading provider of ... clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office… more
- Bank of America (Brooklyn, NY)
- …I - Registration Candidate - Consumer Investment - Bushwick Financial Center ( Bilingual Spanish Preferred) Brooklyn, New York **Job Description:** This job will be ... seven days from the date it was posted. At Bank of America, we're creating real, meaningful relationships with...specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care… more
- M&T Bank (Bronx, NY)
- …prospects and grows Business Banking relationships through outreach. Builds the bank 's presence in the community. Researches prospects, and asks for referrals ... recruits and selects talent to fill positions within Retail and/or M&T Bank . + Actively models and coaches customer service and needs determination behaviors.… more
- KeyBank (Cortlandt Manor, 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 ... to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. Lead...serving our clients and making them feel that no bank will fight harder for them. **Responsibilities** + Embodies… more
- KeyBank (West Haverstraw, NY)
- …trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% ... serving our clients and making them feel that no bank will fight harder for them. **Responsibilities** + Embodies...during the transaction to deepen and expand the client relationship . + Acts as a resource to identify and… more
- HSBC (New York, NY)
- **Description** ** Bilingual Senior Vice President, Public Sector Latin America, HSBC Securities (USA) Inc., New York, NY:** Manage a portfolio of clients operating ... return, compliant with both internal and external requirements, and safeguarding the bank against any material loss. Prepare and present credit requests to senior… more
- MUFG (New York, NY)
- …forwarding to the various internal departments for the registration in the bank 's Core Systems ensuring customer information is in compliance with applicable laws, ... + Interaction with customers to facilitate the processing of all bank documents ("Legal Documents") submitted with business transactions and maintain compliance… more
- MUFG (New York, NY)
- …+ Prepare detailed credit analysis and credit applications in accordance with Bank 's credit policies and procedures such as Americas Credit Standards, Americas ... subsectors. + Fully understand and be able to assess risk of standard bank products including loans, standby letter of credit, trade finance, foreign exchange,… more
- Citigroup (Brentwood, NY)
- …skill set to achieve personal/branch goals + Develop and execute integrated sales, relationship , and credit strategies that are aligned with the Retail Bank 's ... + Collaborate with branch partners to successfully achieve goals, build customer relationship and deliver customer service + Leverage workforce planning tool to… more
- MUFG (New York, NY)
- …with the customers. + Able to understand and assess risk of standard bank products such as loans, stand-by LC, trade finance, forex, derivatives, and securitization. ... structuring of deals and covenant in line with policies and procedures. + Advise relationship managers on credit risk issues, terms & conditions, to create the best… more
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