- JPMorgan Chase (New York, NY)
- …most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker ... customers to experts who can help them with specialized financial needs + Makes lives of clients more convenient...1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition,… more
- TD Bank (Rye Brook, NY)
- …by promoting these items and educating the Customers to assist with their financial needs + Requires knowledge and understanding of financial literacy/a broad ... a more complex product) + Connects with our Customers/Prospects, provides financial advice, and deepens relationships through lead management activities to include… more
- KeyBank (Chatham, NY)
- …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 ... to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances....in the best interests of Key's clients and Key. ** Education ** + High School Diploma , GED or equivalent… more
- SMBC (New York, NY)
- SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, ... than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is… more
- Bank of America (Depew, NY)
- …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible ... and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an… more
- CUNY (New York, NY)
- …its team. Under the supervision of Finance Specialist, the coordinator maintains financial accounts for SLU's related entities, manages accounting period close for ... of SLU related entities. The coordinator also produces periodic financial reports and responds to ad hoc financial...years' experience in finance, preferably in a public higher education setting + Proficiency in Excel and QuickBooks +… more
- KeyBank (Cortlandt Manor, NY)
- …and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial ... helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs,...in the best interests of Key's clients and Key. ** Education Qualifications** + High School Diploma , GED, or… more
- Principal Financial Group (New York, NY)
- …independent fundamental research and analysis on assigned companies/sectors, develop financial models, and provide investment recommendations, credit ratings and ... outlooks + Analysis includes economic and competitive analysis, financial modeling, and relative value assessment + Respond to inquiries from various stakeholders… more
- Highmark Health (Albany, NY)
- …** This role will serve as a link between underwriting operations, financial strategy, and process optimization. The incumbent will apply strong analytical and ... financial acumen to understand, document, and improve processes within...unusual situations not otherwise contemplated within the standard formula. ** EDUCATION ** **Required** + High School Diploma/GED **Substitutions** + None… more
- SMBC (New York, NY)
- SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, ... than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is… more