- Huntington National Bank (Albany, NY)
- Description Healthcare Practice Finance Group COI BDO Huntington Bank is expanding its Business Banking segment! We are looking for Business Development Officers to ... of $25mm in annual lending + Achieves Primary Banking Relationship metrics + May take leadership roles on team...+ Understanding of Financial documentation from IRS documentation to personal client financial detail + Ability to translate a… more
- Santander US (Brooklyn, NY)
- …Statement governing the sale of uninsured products. * When appropriate, provide leads to branch personnel for the sale of other bank products and services such ... you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment...* Provide active mentoring and coaching to all Licensed Bank Employees (LBEs) assigned within your branch … more
- Citigroup (New York, NY)
- …bank and brokerage assets + Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial ... business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments through… more
- Citigroup (Brooklyn, NY)
- The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... new clients with the goal of bringing in new bank and brokerage assets. + Deepen relationships with existing...strictly adhered to + Partner with all roles on branch team to ensure all clients have a positive… more
- Citigroup (New York, NY)
- …corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank branches ... for clients. This highly interactive role engages internally with retail branch partners, operations, community business development officers. This role drives… more
- BrightSpring Health Services (New York, NY)
- …in a specified territory. The Regional Specialty Account Executive covers multiple branch locations for Amerita. The ideal candidate has 3-5 years of experience ... care process.* Develops quarterly business plans and maintains Customer Relationship Management, such as Salesforce.com. Qualifications * Four-year college degree… more