• Assistant Team Lead (Director Financial Services…

    New York State Civil Service (Albany, NY)
    …Department of Title Assistant Team Lead (Director Financial Services Programs 1 , SG-31) Occupational Category Financial, Accounting, Auditing Salary Grade 31 ... of the examination (eg, loan review, earnings, liquidity analysis, capital, Bank Secrecy Act/Anti-Money Laundering, systems and technology, loss mitigation etc.);*… more
    New York State Civil Service (07/10/25)
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  • Financial Wellness Associate

    KeyBank (Greece, 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% ... calling efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA...serving our clients and making them feel that no bank will fight harder for them. **Responsibilities** + Embodies… more
    KeyBank (07/12/25)
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  • Senior Wealth Advisor SAFE Act - Forest Hills…

    Citigroup (New York, NY)
    …business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments through ... our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners,...new clients with the goal of bringing in new bank and brokerage assets + Deepen relationships with existing… more
    Citigroup (07/25/25)
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