- Atria Wealth Solutions (Corning, NY)
- …Provides regular feedback to the relationship center professionals and identified credit union leaders regarding sales practices and business development ... CUSO Financial Services, L. P. (CFS) First Heritage Federal Credit Union is seeking a Financial Advisor to provide...U-4 and Background + Two or more years of sales experience in the financial services industry, preferably in… more
- KeyBank (New York, NY)
- …of experts, as well as identify cross-sell opportunities + Improves functional/technical sales and credit expertise continuously and transfers this knowledge to ... Our bankers are expected to demonstrate strong risk management acumen including complex credit , operational and compliance risks to act as first line of defense in… more
- WTW (New York, NY)
- …$3 million to $5 million in consulting sales annually (usually as part of sales teams with shared sales credit ) + Identify opportunities to cross-sell ... remotely, hybrid, or in office. **The Role** + Execute sales processes and activities in your assigned region: +...client relationship building + Lead generation activities through multiple sales channels + Tailor sales processes as… more
- JPMorgan Chase (New York, NY)
- …managing a team of Commercial Bankers. You will partner closely with credit underwriting, treasury sales , client service, administrative assistants, and other ... internal networks and resources + Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor + Experience in a Commercial Bank… more
- Mizuho Corporate Bank (New York, NY)
- …the opening of new client accounts by gathering required documentation and collaborating with Credit , Compliance, and Sales Management to meet AML standards. + ... Manage repo trade activity by sourcing bids/offers from traders, tracking credit lines, booking trades, and ensuring timely settlement for multiple clients.… more
- US Bank (New York, NY)
- …development of sales strategies and goals and closing skills - Business credit card sales experience - Proven success developing COIs - Experience working ... with business customers with $10MM+ in annual revenue preferred - Thorough knowledge of unit payment products - Basic knowledge of the organization and its products, services and operations - Basic knowledge of product marketing, client service issues, and… more
- SitusAMC (New York, NY)
- …Microsoft Excel. Argus a plus Strong business writing acumen with experience in creating sales or credit presentations Able to work well in a fast-paced, dynamic ... financial modeling of commercial real estate properties, market research, credit evaluation of financing opportunities and co-managing transaction closings with… more
- Mizuho Corporate Bank (New York, NY)
- …RWA calculations, and Basel accord. + Understanding of Credit Default Swaps, Credit Risk Insurance, Loan Sales , and other risk mitigation products. + Cross ... scrutinize single names and sectors post origination to identify potential credit migration risks forming proprietary views and developing recommendations. + Perform… more
- SMBC (New York, NY)
- …analysis for ongoing portfolio management related items. **Role Objectives** * Coordinate with Sales to ensure the pipeline flow for credit deals are assigned ... diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more...and manage delinquencies with collaboration with Collection team and Sales team using Power BI tools. * Assist in… more
- M&T Bank (Buffalo, NY)
- …York, NY, Boston, MA or Buffalo, NY **Overview:** The Leveraged Lending Commercial Credit Regional Segment Director is responsible for overseeing the credit risk ... Market and PE Sponsored clients. This leadership role involves developing credit policies/guidelines/procedures, managing a team of credit professionals, and… more