- TD Bank (Roslyn Heights, NY)
- …you more specific details for this role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Retail Banker I is a customer liaison that ... services and routine transactions in order to identify opportunities to educate on Bank products and services to Customers and/or refer them to appropriate team… more
- TD Bank (Kew Gardens, NY)
- …you more specific details for this role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Banking Associate is a professional in banking, ... refer them to the appropriate team member or internal Bank partner, while ensuring a positive customer experience +...meet with a Banker by scheduling, rescheduling or canceling client meetings + Engages in lobby leadership and represents… more
- JPMorgan Chase (New York, NY)
- …of customer satisfaction. + Partner with Relationship Management Professionals (RMPs) on the client onboarding and KYC process to ensure the Firm's adherence to ... expand its successful international banking franchise. The Global Corporate Bank offers exciting opportunities as a place to work....financial solutions that meet the unique needs of each client in the portfolio. You will be supporting assigned… more
- JPMorgan Chase (New York, NY)
- …while adhering to controls and transparency requirements. + Direct delivery of a client onboarding through go-live. Proactively provide updates to our clients ... in line with the needs and objectives of the client , Corporate Investment Bank Markets business and...integrated and seamless way to our clients during the onboarding process. + Manage diverse client base… more
- HSBC (New York, NY)
- …both internally and externally, orchestrating client outreach, coordinating KYC New to Bank and all related onboarding function for ICG client sectors. ... to facilitate and own the delivery of the end-to-end onboarding journey for the Institutional Client Group...are critical + Operate with a strong leadership and commercial focus ensuring tight alignment to the objectives of… more
- HSBC (Buffalo, NY)
- … client management process providing a positive and professional onboarding / client experience for customers and ensure that appropriate arrangements ... range of Global Liquidity and Cash Management (GLCM) products. The role incorporates Client integration, Client Implementation and Client Service. As our… more
- Citigroup (New York, NY)
- …deal design, among other) supports a world class onboarding experience for both New-To- Bank and existing Commercial Bank clients. * Work in partnership ... The Citi Commercial Bank (CCB) helps mid-sized companies,...will be accountable for the following: * Championing the New-to- Bank NAM client engagement focus and growing… more
- Scotiabank (New York, NY)
- …performance in close collaboration with key stakeholders and functional areas of the Bank to align sales initiatives with company and GTB wide objectives. These key ... Analytics, Enterprise Strategy and Operations, Enterprise Analytics and Innovation, Client Insights and Analytics (CIDA), Global Banking & Markets,...of key aspects of our Sales Model, across the bank 's footprint, in a way that we ensure global… more
- Raymond James Financial, Inc. (New York, NY)
- …sourcing and evaluating new business opportunities from customers that comply with the Bank 's risk appetite, managing the onboarding process, and overseeing the ... basis to establish and maintain direct relationships with clients and Commercial Banking Teams. + Targets calling efforts directed towards financial executives,… more
- Citigroup (New York, NY)
- …. Incorporating technical solutioning into the client implementation process for seamless client onboarding . Communicating client feedback to the Spring ... Citi, the leading global bank , has approximately 200 million customer accounts and...become a trusted advisor for Citi's globally diverse institutional client base. You will collaborate across the global organization… more