- City National Bank (New York, NY)
- …operational services activities of the Middle Market Servicing unit. Responsible for the client onboarding experience for all new clients. Oversees KYC, BSA, ... transactions. Monitors and maintains procedures and controls to ensure compliance with bank policies and industry regulations. Ensures client centered experience… more
- Citigroup (New York, NY)
- …the entire Client Executive's team on a daily basis to review all client escalations in Onboarding , Service and Product Management that are responsible for ... satisfaction. + Assigned to CCB Platinum clients & New to Bank Clients + Monthly Business Review and Client Sentiment Check-ins + Oversight VoC Action Plans and … more
- TD Bank (New York, NY)
- …Matter Expert for product-related inquiries. + Liaises with partners (ie Marketing, Commercial Bank Channel, Retail) to understand industry and customer trends; ... (FI), and Export and Agency Finance (EAF). **Position Summary** The Commercial Card Product Manager is responsible for overseeing the development, launch,… more
- M&T Bank (Binghamton, NY)
- …Required** **:** Associate's Degree with minimum 3 years' relevant experience in Commercial Banking Operations, Client Service, Loan Servicing, or Accounting. In ... review of key legal and approval documents and loan onboarding checklists. + Participate in monitoring of ongoing credit...including a minimum of 3 years' relevant experience in Commercial Banking Operations, Client Service, Loan Servicing,… more
- City National Bank (New York, NY)
- …DO OYU NEED TO SUCCED? * * Minimum 12+ years experience in commercial /middle market banking client service, operations or relationship management support ... required * Minimum 3+ years experience in commercial /middle market onboarding experience required * Minimum...treasury and loan operations-related activities to ensure both the client and bank 's needs are met *… more
- S&P Global (New York, NY)
- …innovative leader, with an Investment Bank / Capital Markets Operations, Client Onboarding background, to drive engagement and business success across our ... growth opportunities. This role requires expertise in managing end-to-end client onboarding and lifecycle processes, including KYC... client lifecycle processes. + Lead and manage bank client relationships by building strong rapport… more
- TD Bank (Flushing, NY)
- …for TD Wealth client relationships for MA segment; manages all aspects of the client 's relationships with TD Bank and refers to Retail and Wealth partners & ... financial goals and making investment recommendations aligned to their client 's goals. The role will serve as the central...and network to refer business to Retail and Small Business/ Commercial Partners + Executes in thorough manner that is… more
- Comerica (New York, NY)
- …in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank , the Retail Bank , and Wealth Management. Comerica's ... The Relationship Manager role will be responsible for new business development, onboarding , portfolio management and underwriting to support the needs of the group.… more
- City National Bank (New York, NY)
- …processes to ensure seamless execution for clients. Maintain ongoing existing client relationships and continue to proactively identify opportunities that increase ... mitigating risk for clients and delivering an excellent overall client experience. Proactively seek and attract new client...unit within the Capital Markets division at City National Bank . In addition to GTS, Capital Markets includes Loan… more
- TD Bank (New York, NY)
- …you more specific details for this role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Sr. Relationship Manager serves the needs of ... the community commercial banking business, customizing a broad range of products...Actively generates referrals to all business partners in the Bank to help meet the comprehensive financial needs of… more