- City National Bank (New York, NY)
- …YOU NEED TO SUCCEED? *Required Qualifications** * Minimum 5+ years experience in commercial /middle market banking client service , operations or relationship ... and maintains procedures and controls to ensure compliance with bank policies and industry regulations. Ensures client ...policies and procedures. * Responsive - Ensures an exceptional client service experience standard is met. Identifies… more
- Tompkins Community Bank (Batavia, NY)
- …To provide the highest level of quality service to the Client .To provide assistance to Commercial Lines Supervisor.Assist Account Executives in handling ... and processing of new and renewal commercial business. Responsibilities + Contact insured for updated renewal...of all audits and arrange for any corrections with client and company to protect collection of same. +… more
- TD Bank (Melville, NY)
- …about status of account administration, retention, and projects + Completes assigned administrative/ Client service tasks within policy and operating procedures + ... for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist I acts as sales and relationship support for Relationship Managers… more
- S&P Global (New York, NY)
- …challenges across the client lifecycle processes. + Lead and manage bank client relationships by building strong rapport and understanding their unique ... Impact:** We are seeking a dynamic and innovative leader, with an Investment Bank / Capital Markets Operations, Client Onboarding background, to drive engagement… more
- JPMorgan Chase (New York, NY)
- **2026 Asset & Wealth Management Global Private Bank LatAm - Summer Associate Program** Embark on a transformative journey with JP Morgan's Global Private Bank ... industry leaders in wealth management. Develop your skills in client engagement and business generation while contributing to a...excellence. As a Summer Associate in the Global Private Bank LatAm, you will learn about our business and… more
- Huntington National Bank (New York, NY)
- …an assigned team of Relationship Manager/Bankers as direct reports; personally originate, service and maintain an assigned Commercial Loan Portfolio within the ... relationships by leveraging capabilities in other areas of the bank (eg, CSG, commercial banking, capital markets),...management fully informed on all key factors of the bank , the portfolio, client relationships, market trends… more
- City National Bank (New York, NY)
- …and services applicable to target client segment. * Good knowledge of commercial credit policies and procedures, and bank operations policies and procedures. ... segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service . Approves transactions within… 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 ... of the group. This role will support Third-Party Payment Processors, Money Service Businesses (MSBs), Financial Institutions and Non- Bank Financial Institutions,… more
- TD Bank (Flushing, NY)
- …The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet ... relationships for MA segment; manages all aspects of the client 's relationships with TD Bank and refers...License required **Customer Accountabilities:** + Understands and supports the Bank 's Customer Service Strategy + Considers the… more
- JPMorgan Chase (Brooklyn, NY)
- …services, fund managers, and agent banks, to ensure seamless operations and exceptional client service . Job responsibilities: + Understand of all aspects of loan ... Bank Loan Administration is responsible for trade instruction...service + Create, maintain and update procedures for client specific deliverables + Review of daily controls and… more