- City National Bank (New York, NY)
- …as well as all regulatory requirements (eg Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). * ... both business & personal clients. They will act as a trusted strategic advisor , providing financial advice & consistently connecting client needs with CNB's products… more
- JPMorgan Chase (New York, NY)
- …Advisors + Drive integration with partners from Branch Management, Business Banking and Home Lending to give our customers access to solutions, strategies and ... meets a high standard of customer service and excellence within the community by building deep relationships and delivering an exceptional customer experience. In… more
- NYSERDA (Albany, NY)
- …engages with stakeholders including residents, business owners, developers, community leaders, local government officials, universities, utilities, investors, ... + Provide executive-level updates and advisement. Serve as an advisor to the President and CEO and other NYSERDA...municipal finance mechanisms; and oversight of revolving funds for home energy improvements and the related consumer loan issuances,… more
- TD Bank (New York, NY)
- …master confirmation agreements, energy and metals agreements, repo and securities lending agreements, and other bespoke capital markets agreements with clients. + ... + Act as a trusted point of contact and advisor for internal stakeholders on all matters related to...strong, diversified investment bank. We are growth-oriented, people-focused, and community -minded. As a team, we work to deliver value… more
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