- JPMorgan Chase (New York, NY)
- …Coverage Group (FCG) is a coverage group in the Commercial & Investment Bank (CIB), focused on ultra-high net worth families and their Family Investment Firms. ... of the broader Strategic Investors Group in the Investment Bank , which covers additional financial firms such as Private...capital markets products + Focusing as an Investment Banking lead in joint coverage of Family Investment Firms with… more
- KeyBank (Pearl River, NY)
- …planning and financial wellness as the basis of their methodology and will lead with these concepts when providing investment solutions to new and existing clients. ... investment referral opportunities from new clients and the existing bank client base. + Develop a complete understanding of...Private Client Advisor by working the book of business, lead lists, and closing on referrals through financial planning.… more
- KeyBank (Albany, NY)
- …new and existing clients with home lending solutions. (ERSMs) prioritize and lead delivering Crazy Good Service to all clients. The ERSM primary responsibilities ... are to recruit external LO talent, lead a span of 3-8 loan officers (spans of...their local market, branch referred business and Key Private Bank (KPB) referrals and KPB mortgage trade areas. The… more
- BankOnBuffalo (Williamsville, NY)
- …managers are role models who exemplify our organization's core values. They lead and develop their team to achieve performance goals while providing outstanding, ... personalized service to our customers. Office Managers follow our bank philosophy of positive energy, positive outcomes. Below is a list of essential functions of… more
- BMO Financial Group (New York, NY)
- …key initiatives** in collaboration with other architects and in alignment with bank 's target architecture and standards for a business domain like Deposits, Cards, ... or more of the **banking domain** s to advise ** Lead Technology Officers and their business leaders in solving...and design of multiple projects in alignment with the bank 's target architecture and standards + **Solution Architect with… more
- Scotiabank (New York, NY)
- …focused culture throughout their team to deepen client relationships and leverage broader Bank relationships, systems and knowledge. Lead her team to ensure ... within the client portfolio across financing books (Repo, SBL, Prime Services, OTC). Lead trading groups in a proactive manner to promote open communication between… more
- Catholic Health Services (Port Jefferson, NY)
- …include, but is not limited to, the Hematology, Chemistry, Blood Bank , Serology, Coagulation, Urinalysis and Phlebotomy departments. The Senior Medical Technologist ... possess competency in all three major sections of the laboratory (Blood Bank , Hematology, and Chemistry). Responsibilities: Possesses competency in all three major… more
- HSBC (New York, NY)
- …tax, insurance and legal services. The Head of Wealth Planning and Advisory will lead a team of US based Wealth Planning professionals who partner closely with HSBC ... Private Bank Relationship Managers (UHNW) and Wealth Relationship Managers to...Head of Wealth Planning and Advisory you will: + Lead a team of Wealth Planners and Advisors in… more
- MUFG (New York, NY)
- …Finance ("LAF") is a structuring group in MUFG's Global Corporate & Investment Bank that delivers customized lease and secured debt solutions for financing clients' ... with relationship managers and product specialists to effectively communicate the bank 's structured solutions and competitive advantages. + Conduct client research… more
- Santander US (Queens, NY)
- …and long-term client satisfaction by telephone communications from a variety of lead generation sources. * Achieve and exceed both individual and branch related ... a quarterly basis. * Maintain compliance with all applicable bank , broker/dealer, State and Federal regulations associated with the...leads to branch personnel for the sale of other bank products and services such as deposit accounts and… more