- Cognizant (Albany, NY)
- …Solutions is currently seeking a highly skilled **Cloud & Infrastructure Solution - Service Line Specialist** who will be a part of the Cognizant's Cloud, ... involves supporting proactive and reactive business opportunities such as managed services , transformation etc across all verticals. The individual will be closely… more
- SMBC (New York, NY)
- …relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects ... history, SMBC Group offers a diverse range of financial services , including banking , leasing, securities, credit cards,...lists, etc.. + Arrange and provide food and beverage service client meetings and make business dinner… more
- M&T Bank (Mamaroneck, NY)
- …Retail, Business Banking and Wealth to increase referrals. + *Provide services by advising the customer on the advantages and disadvantages of different product ... from mass affluent customer segment, primarily Retail and Business Banking . Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth/WISD… more
- TD Bank (White Plains, NY)
- …The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet ... A FA will need to leverage their experience to service the unique and complex needs of clients in...receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to… more
- SMBC (White Plains, NY)
- …relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects ... history, SMBC Group offers a diverse range of financial services , including banking , leasing, securities, credit cards,...a diverse client base to local markets and the organization's extensive… more
- JPMorgan Chase (New York, NY)
- …Qualifications, Capabilities, and Skills** + Six plus years of work experience in Private Banking or Financial Services + Bachelor's Degree required + Series 7, ... or demonstrated understanding of investments, wealth planning, credit and banking concepts + Focuses on the client ... client experience and works tirelessly on the client 's behalf ** Preferred Qualifications, Capabilities, and Skills**… more
- City National Bank (New York, NY)
- …of the branch. Provides expertise in all aspects of providing exemplary client service . Successfully completes Onboarding Workshops, and all relevant ... new clients, in targeted segments including business and professional segments, and Preferred Banking as defined, through proactive outside calling efforts and… more
- Capital One (New York, NY)
- …products and services to meet client needs. + Collaborate with the Business Banking Client Service team to deliver exceptional service and ensure ... business by prospecting for deposits, lending, treasury management, merchant services and other banking solutions. + Meet...**Basic Qualifications:** + At least 2 years of Business Banking experience ** Preferred Qualifications:** + 5 years… more
- JPMorgan Chase (New York, NY)
- …7 consecutive years we have been voted number 1 in the US for overall private banking services by Euromoney , and we have been specifically recognized for our ... out the firm's fiduciary duties and to provide superior client service . + Ability to partner with...inherent in the structure and underlying assets, and the client 's expectations. + Cross-selling of JPM products/ services ;… more
- Amalgamated Bank (New York, NY)
- …Officer and will be accountable for institutional for supporting all aspects of Client Service & Business Development. Primary responsibilities include client ... employees and customers Essential Job Functions: + Actively support Client Service & Sales to help the...in-person attendance is required for, the contact center, branch service roles, and general services where the… more