- Bank of America (Saratoga Springs, NY)
- …+ Home Service Specialist II, Lending Client Associate, Lending Client Support Manager , Lending Specialist, Senior Banker, Business Solutions Advisor or ... Credit Solutions Advisor - SARATOGA Financial Center Saratoga Springs, New...products. Job expectations include effectively balancing sales performance, operational risk , and client relationship care. This position is subject… more
- Citigroup (Greenburgh, NY)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and ... center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth...Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance… more
- TD Bank (New York, NY)
- …significant and/or highly complex, and diverse audit team for an area of significant risk , complexity or scope + People Manager role that generally manages a ... of Business:** Audit **Job Description:** The Senior Audit Group Manager leads and develops a team of audit professionals...team greater than 5 Audit professionals/specialists + Strategic advisor to leadership team on the management of the… more
- TD Bank (New York, NY)
- …regulatory requirements and manage regulatory compliance risk and conduct risk .** **Job Summary:** The Compliance Business Oversight Manager provides advice, ... & Investment Risk Specialist (CFIRS) or Certified Trust and Fiduciary Advisor (CTFA).** + **Familiarity with Office of the Comptroller of Currency (OCC)… more
- KeyBank (Niagara Falls, NY)
- …- Niagara Falls, New York 14301 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. The ... Branch Manager builds, coaches, develops, leads, and motivates a team...+ Business Acumen + Oral & Written Communication + Risk Management + Storytelling + Change Navigation **Core Competencies**… more
- Zurich NA (New York, NY)
- …of Underwriting experience in Middle Market or larger. + Ability to effectively assess risk + Strong negotiation skills + Strong retail broker relationships + ... industry advocate with a focus on improving the customer experience by understanding their risk and offering the best end to end solution for their insurance needs.… more
- KeyBank (Rochester, NY)
- …Ave - Rochester, New York 14607 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. As ... to stay current on offerings + Support the Branch Manager in onboarding and training of new Tellers to...styles and uses various approaches appropriately and effectively + Risk Management: Implements or manages risk management… more
- Citigroup (Smithtown, NY)
- …the market with key focus on hiring seasoned advisors and optimizing existing Advisor and Relationship Manager productivity. + Partner across businesses such as ... sales activities, and upholds ethical sales practices. + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the… more
- Bank of America (New York, NY)
- …unit responsible for originating, structuring, positioning, and executing transactions for both retail and Ultra High Net Worth clients based across the Americas. ... advice on portfolio hedging and positioning based on client's objectives and risk tolerance; and engage in the structuring, origination, positioning and execution of… more