- MUFG (New York, NY)
- …of Japanese Corporate loan portfolio clients. As focusing on subsidiary lending , designated customers will be complex relationships focusing on non-investment grade ... borrower's senior management to assess their business/financial risks/challenges. Maintain direct communication with assigned customers, if needed by RM… more
- TD Bank (New York, NY)
- …on Company intranet; policies include but are not limited to Fair Lending , Know Your Customer, Bank Secrecy Act and other applicable anti-money-laundering policies ... types of communications and analyzes impacts as assigned, keeping Manager updated + Develops plans for any necessary procedural...approves the expenses of the senior executive and their direct reports as needed **Education & Experience:** + **High… more
- Neuberger Berman (New York, NY)
- …loans and receivables. NBSF offers bespoke financing solutions that go beyond the traditional direct lending model, utilizing a diverse array of methods such as ... our private equity fund of funds, secondary investments, co-investment, and direct investment areas, including alternative credit. NB Specialty Finance ("NBSF")… more
- Citigroup (New York, NY)
- …practices, and industry products/services. **Responsibilities:** + This position is a producing- manager role that will involve covering select clients directly in a ... client contact and trusted investment advisor for clients, including direct selling , determining suitability, identifying product specific opportunities, portfolio… more
- Synchrony (New York, NY)
- …and financial products **Desired Characteristics:** + Overall understanding of consumer credit lending that stretches across revenue and loss line items, with a ... the ability to operate with a limited level of direct supervision and can exercise independence of judgement and...consistently meet performance expectations and have approval from your manager to post (or the approval of your … more
- JPMorgan Chase (New York, NY)
- …bringing clients the breadth of JPMorganChase's expertise and extensive banking, lending , and wealth management capabilities through a dedicated Relationship ... Manager . JP Morgan Private Client is growing amid the...programming at scale **Required Qualifications, Skills, and Capabilities:** + Direct experience working with affluent clients and/or subject matter… more
- MUFG (New York, NY)
- …+ Regularly prepare and submit reports to immediate supervisor, Division Manager , and others within Credit Risk Administration about actual/forecasted borrower ... updates, analyses and remediation strategy recommendations to immediate supervisor, Division Manager , Bank Officers, and Committees. + Keep abreast of business and… more
- BMO Financial Group (New York, NY)
- …financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, ... environment and act as a coach and resource to direct reports. + Foster a collaborative and team-oriented environment....working as an Equity Research Associate, Analyst or Product Manager . + Proven track record in leading and developing… more
- JPMorgan Chase (New York, NY)
- …with Advisors and high-profile clients and prospective clients without daily contact with a direct manager + Strong presentation skills in one on one and group ... transfer strategies; and with financial planning; experience with investments, banking and lending for athletes is a plus + Actively participant in team discussions… more
- Santander US (Brooklyn, NY)
- …environment - Required. (OR) 2+ Years in Financial Services with direct experience acquiring new client relationships and developing existing client relationships ... responsibilities of the Relationship Banker role. District Executive, District Operations Manager and Region President endorsement of performance - Required. (AND)… more