- Bank of America (Saratoga Springs, NY)
- …advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client 's life plan + Builds and ... products such as Auto Loans, Credit Cards and Core Banking products. Job expectations include effectively balancing sales performance,...has previously held the role of: + Home Service Specialist II, Lending Client Associate, Lending … more
- TD Bank (New York, NY)
- …Program including regulatory, cybersecurity, payment products, SWIFT, and Correspondent Banking Services related projects for TD's global footprint. Our projects ... fully engaged and be an influential industry participant and/or partner, eg Banking , Capital Markets, Corporates, Market Infrastructures and SWIFT Standards. + In… more
- TD Bank (New York, NY)
- …and the Wealth Lending Advisors (WLA) support the lending activities of Wealth Banking .** **In this position, the Compliance Specialist will be supporting the ... and Mass Affluent clients of TD Bank, NA encompassing banking , custom credit, asset management, securities, investment advisory and...through multiple legal entities (TD Bank NA, TD Private Client Wealth LLC and TD Wealth Management Services Inc)… more
- M&T Bank (Bridgehampton, NY)
- …must be maintained as outlined in MTS Licensed Banker Academy document. Business Banking Specialist minimum expectations will be set by both the Branch ... provides training for licensing within 6 months. M&T Business Banking Specialist within 18 months of hire....18 months of hire. Demonstrated strong knowledge of Business Banking products, services and client relationship management.… more
- JPMorgan Chase (New York, NY)
- …while maintaining awareness of and sensitivity to confidential nature of Private Banking clients. **Job Responsibilities** + Support Client Advisors in ... and Investor Support teams + Liaise with Operations and Client Service Specialist teams + Monitor exceptions...years and today we are a leader in investment banking , consumer and small business banking , commercial… more
- Bank of America (Flushing, NY)
- …point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate ... and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or… 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; ... and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated… more
- Citigroup (New York, NY)
- …as a Product Sales Specialist , Account Management Specialist , Client Executive, or related position involving Corporate Banking and its related ... for major market clients in coordination with the Institutional Banking team. Drive revenue by cross selling the Citi...Wage Range: $225,000 to $250,000 Job Family Group: Institutional Banking Job Family: Corporate Banking **Job Family… more
- Scotiabank (New York, NY)
- …Liability Management product in Latin America to advise our clients. Direct client responsibility for advising, structuring, and executing LM transactions on behalf ... of the Liability Management product at various seniority levels and across specialist teams. Work in conjunction with the Debt Capital Market, Equity Capital… more
- Bank of America (New York, NY)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a ... to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed...Financial Advisor team to further develop and enhance existing client relationships. He or she provides specialized support as… more