- Bank of America (New York, NY)
- …data quality issues + Identifies opportunities to improve operational efficiency + Understands policy and procedures and ensures compliance + Support and assist ... are guided by a common purpose to help make financial lives better through the power of every connection....approved credit approval documents to ensure compliance with bank policy and procedures . + Identify and resolve… more
- Wells Fargo (Yonkers, NY)
- …looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering ... in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top...Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and… more
- Wells Fargo (Ardsley, NY)
- …evaluation + Advise customers on various aspects of recommended and available financial options and services + Maintain deep knowledge and understanding of Wells ... Fargo's banking, credit and investment financial solutions and services + Identify client needs and...Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and… more
- Bank of America (New York, NY)
- …of our eight lines of business so consumers and businesses choose us for their financial transaction and cash management needs. Work with us at the confluence of ... as needed. Ensure appropriate routine review and governance associated with template management . *Manage documentation related to process and procedures . Ensure… more
- Citigroup (Greenburgh, NY)
- …set directly to clients. **Responsibilities:** + Consult with customers about their financial situation, financial and personal objectives and lending needs for ... their home ownership goals. + Collect and analyze information about the customer's financial situation, financial and personal goals, tolerance for risk and… more
- BMO Financial Group (New York, NY)
- …and maintenance of the governance system and framework including supporting policy /standard/operating procedures lifecycle management , education and training ... for a designated portfolio. Develops and monitors the market risk management framework that includes the governance framework and practices leveraged across… more
- Cushman & Wakefield (New York, NY)
- …(oral and written) 2. Technical Proficiency 3. Problem-Solving/Analysis 4. Customer Focus 5. Financial Management 6. Leadership 7. Relationship Management 8. ... Design Accredited Professional (LEED AP) designation preferred * Strong discipline of financial management including financial tracking, budgeting and… more
- Lincoln Financial (Albany, NY)
- …development and implementation of Product Compliance and State Filing strategy, policies, procedures and controls. **What you'll be doing** + Direct the execution of ... the impact of industry and regulatory changes + Collaborate with senior management and other internal stakeholders to incorporate new trends and developments in… more
- Citigroup (New York, NY)
- …Citi Personal Wealth Management and Retail bank through the use of financial planning and excellent discovery and profiling skills + Respond to referrals and ... worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior… more
- CUNY (New York, NY)
- … management and compliance pertaining to discrimination and harassment; policy review, development, and implementation of all CUNY policies prohibiting ... Affairs and Human Resources professionals, and others who serve a role in the procedures outlined in the University's Policy on Sexual Misconduct. + Respond to… more