- KeyBank (Webster, NY)
- …problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. As a Lead Teller, you act as a resource in identifying and ... to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. Lead...serving our clients and making them feel that no bank will fight harder for them. **Responsibilities** + Embodies… more
- Raymond James Financial, Inc. (New York, NY)
- …to problem-solving and market analysis + Possess a high standard of personal accountability in meeting assigned sales objectives **Education** Bachelor's: ... Finance Relationship Manager will execute the Equipment Finance Direct Corporate Sales Strategy, directly sourcing transactions from middle market to large-sized… more
- Citigroup (New York, NY)
- …Custody Services is a product within the Banking and Custody unit of Citi Private Bank 's North America region, and is part of the larger Wealth Group division of ... administration and servicing of the Custody Product to Private Bank clients nationwide. + Act as a source of...payments, call back, etc. + Interaction with Private Bankers, Banker Associates, Service Officers, and other internal constituents as… more
- KeyBank (Camillus, NY)
- …trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% ... We take pride in serving our clients and making them feel that no bank will fight harder for them. **Responsibilities** + Embodies a strong client experience… more
- KeyBank (Buffalo, NY)
- …Street - Buffalo, New York 14210 **Job Summary** The Sr Merchant Business Banking Sales Advisor serves as integral member of the Key Merchant Services Core Business ... Banking sales teams in assigned districts. With a focus on...various functional groups and lines of business throughout the bank for growth opportunities. **Responsibilities** + Acquires new merchant… more
- Scotiabank (New York, NY)
- …of delivery networks of financial products and services within the context of the Bank 's sales and service strategies across the various delivery channels + ... with Product Managers, Commercialization and Go-To-Market (GTM) functions, Deposit Specialists and Sales . + Develop Portal and Mobile strategy and business plans to… more
- KeyBank (Amherst, NY)
- …areas for "win-win" outcomes while balancing policy, procedures, client needs and bank risks. Adherence to internal compliance procedures (OFAC, Patriot Act, etc.), ... letter; analyze, review and negotiate client-requested changes with counsel and/or Sales as appropriate + Review and analyze Borrower provided insurance with… more
- BMO Financial Group (New York, NY)
- …The Director, Technology & Innovation Banking will develop and execute a 1-2 year sales plan to significantly expand the Bank 's market share and revenue base ... Bank of Montreal's Technology & Innovation Banking Group...while managing risk. This role also requires a strong sales and marketing focus for sourcing new and profitable… more
- CIBC (New York, NY)
- …numerous non- bank investors in the loan market to facilitate purchases and sales for the bank 's portfolio, enhancing capital efficiency and maximizing loan ... We're building a relationship-oriented bank for the modern world. We need talented,...Unit Description** Loan Syndications ("LSG") US includes syndicate and sales functions and is CIBC's face to the loan… more
- Scotiabank (New York, NY)
- …equity financing, mergers & acquisitions, corporate banking, institutional equity sales , trading and research, fixed income products, derivatives, energy, foreign ... work with senior stakeholders in the three lines of defense, including Bank management and governance committees on regulatory topics. The role includes partnering… more