- City National Bank (New York, NY)
- …specialized business segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Manages overall ... develops solutions to serve their financial needs. Brings in product specialists, as necessary, to help problem solve or...Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). WHAT DO YOU… more
- City National Bank (New York, NY)
- …facing and manages all aspects of credit relationships for clients. Provides credit product expertise in an advisory capacity and ensures all due diligence and ... Credit Manager's request to facilitate delivery of the credit product and/or or assist in problem resolution. * Provides...credit strategy. * Maintains up-to-date knowledge on all Bank lending policies and regulations. Confers with the Manager and… more
- Bank of America (Elma, NY)
- …Treasury Management where applicable that have credit exposure, and leverages product expertise to deliver the best possible and optimally integrated strategic ... Officer (RAO), Client Manager (CM), Treasury Solutions Officer (TSO), and other product partners, when needed, to assess client needs, design integrated solutions… more
- TD Bank (New York, NY)
- …the Investment Banking team and clients on newly originated structured finance lending transactions. In this role, the Director will be responsible for transactions ... or oversee building of detailed financial models and sensitivities for CDF lending facilities. + Drive legal documentation and negotiation process with internal… more
- HSBC (New York, NY)
- …business partner for Corporate and Institutional Banking (CIB) Credit and Lending (C&L)/ Portfolio Management (PM), provides CIB financial analysis both qualitative ... analysis and prepare metrics on assigned business area to include product pricing, business lines, channels, customers, new business opportunities, forecasts,… more
- BankOnBuffalo (Niagara Falls, NY)
- …educator who has engaging conversations with clients to uncover opportunities for product and service recommendations. Grow new business and drive referrals to ... branch colleagues and product specialists to support broader financial needs of clients....accurate transactions, maintenance for clients, account opening and consumer lending at a high level. Enforce to associate policies,… more
- Scotiabank (New York, NY)
- …activities including: the completion of credit presentations, identifying lending and cross-sell opportunities, structuring loan transactions, building financial ... including following Banks Early Warning processes. + Expands industry and product knowledge while developing relationships with clients, lenders, bank counsel and… more
- Scotiabank (New York, NY)
- …sell activities (ie running Client Profitability Models, pitch books, coordinate product partner engagement) * Assist with client planning and development, including ... support client management _Product Expertise:_ * Working knowledge of lending facilities and other financial products/services, including: Capital Markets, Foreign… more
- Citigroup (New York, NY)
- …range of products and solutions, including investment strategies, banking and lending , trust and specialized services.The Private Bank delivers solutions to help ... advisor for clients, including direct selling , determining suitability, identifying product specific opportunities, portfolio advice and after sales execution (in… more
- City National Bank (New York, NY)
- …of the business that have aP&L impact. * Provide support to the pricing, product , and portfolio team on initiatives, with a focus on profitability and business ... or accounting experience *Additional Qualifications* * Deep understanding of a Residential Lending P&L and the key drivers of success * Deep understanding of… more