- Wells Fargo (New York, NY)
- …all begins with you. **About this role:** Wells Fargo is seeking an Associate Wealth Banking Specialist (SAFE) in Banking , Lending and Trust. Learn more ... across various digital platforms + Assist in providing service to Affluent Banking client relationships + Interact with clients to help identify client … more
- Citizens (New York, NY)
- …of delivering a white glove experience to clients that results in long-term client loyalty. The Sr Private Bank Lending Specialist supports the Relationship ... Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking , grow deposits, and expand in key growth markets. We are looking for… more
- TD Bank (New York, NY)
- …for this role. **Job Description:** **Preferred Qualifications** **Team Summary** Global Transaction Banking (GTB) is a key growth business within TDS that provides ... ("FI"), and Export and Agency Finance ("EAF"). Global Transaction Banking technology team focuses on delivering top tier technology...a platform that can evolve at minimal cost as client and industry needs & expectations continue to evolve.… more
- KeyBank (Amherst, NY)
- …shifts will require working at least every other Saturday or Sunday **Customer Service Specialist ** As a Customer Service Specialist , you'll serve as the voice ... The ability to empathize, stay calm and not take client frustration personal are traits that are especially successful...is different. **Essential Job Functions:** + Embodies a strong client experience culture, being present with every client… more
- KeyBank (Amherst, NY)
- …**Training:** 100% on-site for the first 6 weeks **Position Summary** The Lead Specialist , an integral part of a high-performing team, is responsible for commercial ... client support functions through telephone or written requests, the...and external customers alike. Under moderate supervision, the Lead Specialist is primarily focused on execution of basic to… more
- Catholic Charities Family Community Services (Rochester, NY)
- ** Client Support Specialist - SORP** **Job Details** **Level** Entry **Job Location** 87 North Clinton Ave - Rochester, NY **Position Type** Per Diem **Education ... to necessary appointments providing advocacy and support as needed. + Provide client assistance with grocery shopping, prescription pick-up, banking , friendly… more
- City National Bank (New York, NY)
- …all Bank products and services in order to establish a total client banking relationship. Discusses financing opportunities and general business conditions; ... *RELATIONSHIP MANAGER BUSINESS BANKING SR* WHAT IS THE OPPORTUNITY? Develops and...are maintained. Presents a variety of product solutions to client needs. Provides responsive quality service. Approves transactions within… more
- City National Bank (New York, NY)
- …all Bank products and services in order to establish a total client banking relationship. Discusses financing opportunities and general business conditions; ... *RELATIONSHIP MANAGER Non-profit & institutional Banking * WHAT IS THE OPPORTUNITY? Develops and manages... segement. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within… more
- Capital One (New York, NY)
- Treasury Management Sales Officer (TMSO) - NJ/NY & Virtual Banking The Treasury Management Sales Officer (TMSO) plays a critical role in driving growth and ... relationships with clients. They focus on building and maintaining strong client relationships with businesses in the $2mm-$200mm space within their assigned… more
- EverBank (Islandia, NY)
- **Digital Account Operations Specialist ** The Digital Account Operations Specialist is responsible for the review and decisioning of new client applications ... and procedures. Working under moderate to low supervision, this job supports other banking professionals to ensure that critical tasks are completed on time. **Key… more
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