- Bank of America (Southampton, NY)
- …business knowledge and network by partnering with experts in small business, lending , and investments + Manages financial center traffic, appointments, and outbound ... calls effectively + Drives the client experience + Manages cash responsibilities **Required Qualifications:** + Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client +… more
- HSBC (New York, NY)
- …performance is expected. The position will partner with Finance business leads in Lending and Transactional Banking to provide full product coverage to Private Bank ... segment. From a finance activity perspective, the position will partner with IWPB OpCo on FRP (Financial Resource Plan), forecast, stress testing, performance analysis and strategic plan. As appropriate the position will own all models used for these… more
- PNC (New York, NY)
- …Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending , Selling., Understanding Customer Needs **Work Experience** Roles at ... this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific… more
- Capital One (New York, NY)
- …and engineering benefits to gain buy-in + Strike the right balance between lending expertise and providing an inclusive environment where others' ideas can be heard ... and championed; leverage expertise to grow skills in the broader Capital One team + Promote a culture of engineering excellence, using opportunities to reuse and innersource solutions where possible + Effectively communicate with and influence key stakeholders… more
- Trustco Bank (Troy, NY)
- …oversee all aspects of branch performance-from sales and customer service to lending , operations, and security. You'll inspire and coach your team, foster strong ... customer relationships, and drive growth through new business development, referrals, and client retention. The ideal candidate thrives in a leadership role, has a passion for delivering exceptional service, and can balance operational efficiency with… more
- TD Bank (Melville, NY)
- …yeas of relevant supervisory experience in brokerage, annuity, advisory, banking and lending activity + Broad knowledge base and experience in Financial Services ... with sound understanding of regulatory frameworks that apply to TD Wealth + Strong Control and Operational experience and knowledge + Leadership, communication and influencing skills to drive change + Ability to travel 50% of time **OCC Language:** + This… more
- Trustco Bank (Schenectady, NY)
- …by supervisor. Review, maintain, and report on risk rating data as it pertains to lending . + Review, maintain, and report on HECL end of draws. + Track exceptions to ... ensure they are addressed in a timely manner. + Responsible for the daily completion of multiple tasks relating to managing the critical work flow across the Credit Administration Department + Coordinate between all areas of credit administration to ensure… more
- JPMorgan Chase (Fishkill, NY)
- …experience in a Business Banking Relationship Management role or related business lending experience + Strong knowledge of deposit and cash management products and ... services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to… more
- S&P Global (New York, NY)
- …including Private Markets, Enterprise Data Management, Regulatory & Compliance, Lending Solutions, and Corporate Actions. Our collaborative team operates globally, ... supporting clients with comprehensive solutions from front-to-back office operations while maintaining a culture of teamwork, innovation, and client success. **Responsibilities and Impact:** + Drive revenue growth through new customer acquisition and expansion… more
- Broadview FCU (Schenectady, NY)
- …+ Respond to general member inquiries related to general information, products/services, lending , etc. + Problem-solve and resolve member issues in a timely manner. ... + Promote awareness and education of self-service resources, including all digital channel offerings. + Actively participate in cross-selling initiatives, campaigns, promotions, and events, in support of branch and corporate goals. + Seek development… more