- KeyBank (Tarrytown, NY)
- …interprets legal instruments to determine duties and responsibilities of the bank and to provide well-coordinated estate, tax, and financial planning alternatives ... whether Key serves as trustee. + Identifies a potential trust and estate tax-related issues and works with the...existing client pricing to move revenue closer to the national schedule. + Leads the relationship development and engagement… more
- Citigroup (New York, NY)
- …the risk involved with various investment strategies. + Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest ... that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can and cannot be… more
- Navy Federal Credit Union (Kings Point, NY)
- …including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform ... Qualifications + Experience in building effective relationships through rapport, trust , diplomacy, and tact + Effective research, analytical, and problem-solving… more
- JPMorgan Chase (New York, NY)
- We know that people want great value combined with an excellent experience from a bank they can trust , so we launched our digital bank , Chase UK, to ... UK - but how we do things here is a little different. We're building the bank of the future from scratch, channeling our start-up mentality every step of the way -… more
- Citigroup (New York, NY)
- …the risk involved with various investment strategies. + Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest ... that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can and cannot be… more
- AON (Plainview, NY)
- …the lives of people around the world. As an organization, we are united through trust as one inclusive team and we are passionate about helping our colleagues and ... accrual and deferral entries. + Ability to research and resolve bank reconciliation variances, including intricate differences resulting from a large volume… more
- KeyBank (Hudson, NY)
- …We take pride in serving our clients and making them feel that no bank will fight harder for them. **Essential Functions** + Embodies a strong client experience ... **Skills** + Knowledgeable about the client's accounts and business with the bank and uses sound judgment with clients and transactions. + Exhibits strong… more
- Citigroup (New York, NY)
- …of USD Clearing will collaborate closely with numerous teams, including the Corporate Bank and FI coverage, to ensure business growth. They will be responsible for ... banking. Skills: * Ability to work closely and build trust with clients and internal and external partners. *...ability to effectively navigate through multi-faceted disciplines in the Bank . * Executive presence - ability to have one's… more
- Citigroup (New York, NY)
- …Wealth Planner partners closely with Private Bankers and other Citi Private Bank (CPB) team members to develop, deliver and implement customized wealth structuring ... Education: JD degree required Knowledge/Abilities: A minimum of eight years of trust and estate industry experience required. Strong knowledge and proven technical… more
- KeyBank (East Greenbush, NY)
- …refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank , Mortgage or Business Banking. At KeyBank, we believe it's our opportunity ... We take pride in serving our clients and making them feel that no bank will fight harder for them. **Essential Functions** + Embodies a strong client experience… more