- Bank of America (New York, NY)
- …Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Financial-Solutions-Advisor-Stage-II 345- Park -Ave-Financial-Center\_25024961) **Job ... Financial Solutions Advisor - 345 Park Ave Financial Center New York, New York...we make an impact in the communities we serve. Bank of America is committed to an in-office culture… more
- TD Bank (Brooklyn, NY)
- …services and routine transactions in order to identify opportunities to educate on Bank products and services to Customers and/or refer them to appropriate team ... member or internal Bank partners, while ensuring a positive Customer experience +...to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran… more
- TD Bank (Brooklyn, NY)
- …relationships for MA segment; manages all aspects of the client's relationships with TD Bank and refers to Retail and Wealth partners & affiliates as needed + ... Education requirements are attained + Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures + Responsible for implementing TD's… more
- Citigroup (New York, NY)
- …business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments through ... new clients with the goal of bringing in new bank and brokerage assets + Deepen relationships with existing...Planning Services **Time Type:** Full time **Primary Location:** Rego Park New York United States **Primary Location Full Time… more
- Citigroup (New York, NY)
- …effectively. + Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with customers and transactions + Energetically greet ... and interact with clients on the bank floor to proactively identify and address client sales...their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or… more
- Citigroup (New York, NY)
- …corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank branches ... relationships (Realtors, CPA's, Builders, etc). to drive mortgage business into the bank . + Introduce clients to segment partners when appropriate (including but not… more
- Citigroup (New York, NY)
- …clients on digital and self-service opportunities offered by Citi + Adhere to bank policies, operational controls, and regulatory procedures to ensure the safety and ... security of client and bank assets + Ensure all client needs are met...their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or… more
- JPMorgan Chase (New York, NY)
- …such as the cash vault, ATM, or others while adhering to all bank policies and procedures. **Required Qualifications, Capabilities, and Skills** + Ability to put ... the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital… more
- Citizens (Brooklyn, NY)
- …client book management. + Proven experience in a team-oriented consumer bank setting. + Familiarity with servicing high-net-worth individuals. + Comfortable ... violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health… more
- City National Bank (New York, NY)
- …OPPORTUNITY? Performs business development activities in assigned sales territory. Supports City National Bank ("CNB") network of business units. Analyzes needs ... look at our [ Benefits and Perks](https://image.emails.cnb.com/lib/fe5e15707c640c78771c/m/10/cbedd856-c2fc-491b-a625-3ab7a0fd9a65.pdf). ABOUT CITY NATIONAL City National Bank , a… more