- KeyBank (Brewster, NY)
- …- Brewster, New York 10509 **Job Description Preview** **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent client base with planning and ... their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services...and other resources in order to maximize client needs/best interest -based sales production. + Develop a strong Center of… more
- BMO Financial Group (New York, NY)
- …client facing with primary sales focus on the marketing of Interest Rate ("IR") and/or Foreign Exchange ("FX") risk management solutions. This role requires ... hedging needs. In this role, you will provide a markets-based suite of risk management solutions through derivative products to BMO Capital Market's existing sponsor… more
- Citigroup (New York, NY)
- …seamless merchant acquiring and payment experiences that increase sales conversion while mitigating risk . To that end, and as a leader within the Spring by Citi ... deliver on their key objectives, and become a trusted advisor for Citi's globally diverse institutional client base. You...candidate): The payments landscape is evolving at an unprecedented rate . Help us build the future of merchant acquiring… more
- Santander US (New York, NY)
- …client information. * Initial input transaction in Globus. * Verify exchange rate and inform client. * Execute transaction. **Wire Transfers** * Address requests ... needed. **Credit Operations** * Coordinate meeting with the Credit Risk Department for new loan or renewal requests. *...execution of investment proposals as requested by banker or advisor when necessary (Not applicable to Premier Banking). *… more
- KeyBank (Tarrytown, NY)
- …adding new clients to Wealth Direction (WD) and providing client and advisor support in leveraging WD in client activities. + Coordinate officer transitions ... at all times, conducting business ethically, avoiding conflicts of interest , and acting in the best interests of Key's...effectively conveys the intended message to an audience + Risk Management: Describes key issues and benefits of … more
- KeyBank (Cortlandt Manor, NY)
- …- Cortlandt Manor, New York 10567 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. The ... and external centers of influence. + Ensuring compliance with operational, risk , security and audit procedures and policies including appropriate documentation of… more
- KeyBank (Catskill, NY)
- …Street - Catskill, New York 12414 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. As ... at all times, conducting business ethically, avoiding conflicts of interest , and acting in the best interests of Key's...effectively conveys the intended message to an audience + Risk Management: Describes key issues and benefits of … more
- KeyBank (Johnstown, NY)
- …Avenue - Johnstown, New York 12095 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. As ... at all times, conducting business ethically, avoiding conflicts of interest , and acting in the best interests of Key's...styles and uses various approaches appropriately and effectively + Risk Management: Implements or manages risk management… more
- KeyBank (Greece, NY)
- …Latta Road - Greece, New York 14612 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. FWA's ... at all times, conducting business ethically, avoiding conflicts of interest , and acting in the best interests of Key's...styles and uses various approaches appropriately and effectively + Risk Management: Implements or manages risk management… more
- Citigroup (New York, NY)
- …seamless payments and digital collection experiences that increase sales conversion while mitigating risk . To that end, and as a leader within the Digital Commerce ... deliver on their key objectives, and become a trusted advisor for Citi's globally diverse institutional client base. You...candidate): The payments landscape is evolving at an unprecedented rate . Help us build the future of merchant acquiring… more