- TD Bank (New York, NY)
- …Core Compliance functions **Depth & Scope:** + Works independently as the senior officer and may coach and educate others + Individual contributor role providing ... interpersonal, organizational, leadership and communication (oral and written) skills. + Client service skills - ability to demonstrate sound judgment and closely… more
- City National Bank (New York, NY)
- …the ongoing business and operational needs. As the operational expert for the client , the Account Officer /Manager is positioned to proactively execute on the ... * Bachelor's Degree or equivalent * Minimum 6 years experience in client service, banking operations or relationship management support required. * Minimum 6… more
- KeyBank (Albany, NY)
- …Uniform Principal and Income Act, including analysis of total return distributions Client Servicing and Retention + Executes prioritized pro-active client ... accounts + Retains and deepens the relationship with a client and/or outside counsel, including the next generation, and...teams for administration or expertise in the delivery of client advice Sales + Works closely with the Relationship… more
- US Bank (New York, NY)
- …**Job Description** Reporting to the ABF Sales and Originations Market Leader, this client facing role is primarily responsible for sourcing, and closing, new ABF ... business deal team lead and will have direct responsibilities tied to new ABF client acquisitions and will provide ABF product support to the bank's Institutional … more
- Neuberger Berman (New York, NY)
- …to contribute to a team environment in the management of client relationships. **Responsibilities:** + Direct administrative and management oversight responsibility ... company systems. + Identify questions and concerns regarding any documents governing client accounts and address them with senior trust company officers if… more
- KeyBank (Buffalo, NY)
- …approval, risk management and loan documentation. Responsible for providing superior client service, proactively driving the process, collaborating with line of ... + Proactively drive the process through collaboration, communication, and a focus on client centricity with all parties; work seamlessly with the LOB, other internal… more
- Citigroup (New York, NY)
- …to ensure best-in-class risk and controls, as well as client responsiveness. Key responsibilities include portfolio analysis, documentation, risk identification, ... lending + Facilitate relationships with key clients in Banking and Risk ** Client Relationships / Business Partnership:** + Proven ability to understand nuances of… more
- NBT Bank (Syracuse, NY)
- …paperwork and required changes are complete. Responsible for client communications regarding investment portfolios including presentations/meetings with individuals ... officers Unique Job Characteristics and Requirements: Requires extended hours for client meetings and presentations. Tasks Performed: + 30% Maintain assigned… more
- JPMorgan Chase (Rochester, NY)
- …by building relationships and providing financial advice with a focus on client experience and risk management. **Job Responsibilities** + Acquire, manage, and ... risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio + Regularly conduct in-person… more
- City of New York (New York, NY)
- …Agency decision. - Conduct interviews with clients to verify agency and/or client documentation, and to acquire any additional information deemed necessary to make ... a final decision concerning eligibility. Will also give client an explanation of Agency decision where a determination is made to affirm original decision. - Develop… more