- City National Bank (New York, NY)
- …the leader in the closing of the deal and a key member of the client team. They will coordinate due diligence activities within Loan Administration and will directly ... follow up with the client for scheduling, documents, and questions related to closing....RCC is a key colleague in ensuring a positive onboarding experience for all our City National's clients. They… more
- TD Bank (New York, NY)
- …monthly liquidity reporting. This team has oversight of TD's retail banking, commercial banking, and broker dealer funding activities. Working knowledge of key ... changes are implemented in an orderly and satisfactory fashion with minimal client service disruption + Diagnoses and resolves problems of varying complexity… more
- HSBC (Buffalo, NY)
- …flow, as well as managing client facing digital solutions for card onboarding and program management. As our Commercial Card Senior Product Manager you ... Commercial Card business' profitability, while driving innovative design and enhancing the client experience.The role owns the breadth of Commercial Card core… more
- TD Bank (New York, NY)
- …key growth business for TD Securities, Canadian Business Banking and US Commercial Banking. Transaction Banking innovative solutions target Corporates with large and ... we deliver on our strategic transformation program to grow and transform our Commercial and Transaction Banking platform. This executive will play a critical role in… more
- TD Bank (New York, NY)
- …the structuring of new credit transactions, preparation of credit applications, client development, and transaction execution + Conduct appropriate market, industry, ... and client research and risk analysis + Work closely with...to support the Lending and Credit functions of the Bank . **Depth & Scope** + Responsible for financial analysis… more
- UMB Bank (Albany, NY)
- …documentation and due diligence is current. + Lead efforts to Productize Commercial APIs, including information reporting, payments, and onboarding APIs. + ... Channels Product** group delivers online and mobile solutions for the Bank 's clients, including consumers, small businesses, and corporates. As the **Senior… more
- JPMorgan Chase (New York, NY)
- …as agreed upon + Collaborate with Sales and Proposal teams to accurately represent onboarding in RFPs and client presentations + Represent the Solutions team in ... **Job Summary:** Manage the implementation of new and incremental client business into the Securities Services organization within JP Morgan's Corporate Investment … more
- Scotiabank (New York, NY)
- …to identify trends and cross-selling opportunities within sector + Lead and facilitate client onboarding for various products + Assist with various ad-hoc tasks ... + Champion a client centric culture focused on deepening client relationships and leverage broader Bank relationships, systems, and knowledge… more
- Capital One (New York, NY)
- …GED or equivalent certification + At least 2 years of financial services, commercial bank operations or client service experience **Preferred ... implementing products and services. This role supports sales activities, facilitates client onboarding of treasury services (and potentially deposit products),… 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