- Citigroup (New York, NY)
- …net worth clients around the world. Our Private Bankers, Financial Advisors and Product Specialists act as trusted advisors to many of the world's most successful ... wealth, law firms and attorneys. From investment strategy, to banking, to lending and cash management we are here to support our clients comprehensively.… more
- JPMorgan Chase (New York, NY)
- …client acquisition and ongoing relationships. Multinational bankers work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, ... inclusion Required Qualifications, Capabilities and Skills + Five + years' direct lending or credit support related experience with a focus on business relationships… more
- JPMorgan Chase (Brooklyn, NY)
- …Compliance, ETFs, IMOS, Private Equity and Real Estate Services, Securities Lending , Collateral Management, Prime Custody and Trading Services. + Project and ... and work collaboratively with multiple internal disciplines (sales, operations, technology, product management). + Strong presentation skills. + Keen eye for… more
- JPMorgan Chase (New York, NY)
- …a working understanding of all bank products, including global coordination of lending , capital markets, risk management, cash management and liquidity needs + ... Coordinate, organize, and drive efforts with deal team members and product partners across the Commercial & Investment Bank, globally + Conduct industry research and… more
- Mizuho Corporate Bank (New York, NY)
- …activities throughout the region with an extensive range of capital markets and lending capabilities and an integrated team of coverage, advisory and product ... bankers responsible for client relationship management and strategic transaction development to execute banking and securities mandates and originate idea generation for potential acquisitions, divestitures and investment opportunities. Job Summary: Mizuho… more
- Citigroup (New York, NY)
- …financing business covering North American clients. Focus will be on direct lending and back leverage for corporates. **Responsibilities:** + Build and risk manage ... trades to the desk + Anticipate client financing needs in each respective product /market and facilitate large client trades + Coordinate with desk analysts as needed… more
- Ballston Spa National Bank (Guilderland, NY)
- …needs, review financial statements and supporting documents to insure the appropriate product recommendation and create a complete credit package. To be successful, ... including specific efforts to serve the retail and commercial lending needs of the clients' owners/management/associates, driving toward commercial deposit… more
- Citigroup (Brooklyn, NY)
- …and tools based on client profiling. + With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment ... to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)… more
- Heritage Financial Credit Union (Central Valley, NY)
- …about available commercial loan products and their structures + Identify lending opportunities through discussions with business members while opening accounts. + ... to both internal and external members. + Needs-based selling with exception product knowledge. + Microsoft Office Software. Salary Description $20-$23 per hour… more
- JPMorgan Chase (New York, NY)
- …investment solutions in accordance with High-Net-Worth client's investment objectives. Attends product rollouts, ideas calls and research meetings to stay current on ... Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile… more