- KeyBank (Cortlandt Manor, NY)
- …is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will ... York 10567 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...deliver and refer appropriate financial solutions to KeyBank's client base with up to… more
- KeyBank (Goshen, NY)
- …Street - Goshen, New York 10924 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. Personal ... to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of… more
- KeyBank (Plattsburgh, NY)
- …Avenue - Plattsburgh, New York 12901 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. ... to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of… more
- Bank of America (New York, NY)
- …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run ... families by offering competitive benefits to support their physical, emotional, and financial well-being. Our Global Payments Solutions (GPS) team shapes the future… more
- Citizens (New York, NY)
- …of adequate and effective controls to mitigate risk in an embedded payment relationship . + Financial Industry Experience: Experience in banking or financial ... the bank's risk appetite. You will serve as a trusted risk advisor , interfacing with business partners to drive meaningful identification and mitigation of… more
- Amazon (New York, NY)
- …technical domains to drive transformative business outcomes. As a Principal-level advisor , you will be responsible for identifying patterns across customers, ... relationships with senior leaders and serve as a trusted advisor on transformative initiatives 5. Shape the evolution of...our customers to drive competitive advantage by enhancing their digital capabilities that will enable them to innovate on… more
- Scotiabank (New York, NY)
- …easy for clients to do business with us. As businesses build their digital capabilities and transform their operating models, their payment needs are evolving too. ... streamline and simplify payments, improve working capital performance, and mitigate financial risk. At Scotiabank, we embrace your strengths, ideas, and ambitions.… more
- NTT America, Inc. (New York, NY)
- …DATA's Wealth and Asset Management Consulting experts collaborate with top financial institutions and platforms in wealth management across strategic planning, ... change. Learn more about how we partner with our Financial Services clients: https://us.nttdata.com/en/services/consulting-services/banking-and- financial -services-consulting **How You'll Help… more
- Scotiabank (New York, NY)
- …easy for clients to do business with us. As businesses build their digital capabilities and transform their operating models, their payment needs are evolving too. ... streamline and simplify payments, improve working capital performance, and mitigate financial risk. At Scotiabank, we embrace your strengths, ideas, and ambitions.… more
- Broadridge Financial Solutions (Albany, NY)
- …have a core competency in serving as a business partner and trusted advisor to customers where they are passionate about leveraging technology and customer-centric ... + Serve as the primary point of contact and trusted partner for Broadridge Advisor Solutions Enterprise clients at the home office level. + Triage client escalations… more