- Scotiabank (New York, NY)
- …the world. Global Banking & Markets provides a full range of investment banking , credit and risk management products and services relevant to the financing ... as well as review and challenge for trades and client relationships proposed by the business. The Senior Manager,...success through a broad range of advice, products and services , including personal and commercial banking , wealth… more
- Berkshire Bank (West Winfield, NY)
- …and internal policies/procedures regarding products/ services .60% + May perform routine client service line duties as redeems and exchanges savings bonds, ... educating clients on a wide variety of products and services . Lead builder of client relationships in...incoming mail. Provides backup to Financial Center Manager, Assistant Banking Center Manager, or client service… more
- NTT America, Inc. (New York, NY)
- …Learn more about how we partner with our Financial Services clients: https://us.nttdata.com/en/ services /consulting- services / banking -and-financial- ... of contact for a portfolio of Wealth Management, Asset Management, Investment Banking , and Market Infrastructure clients, ensuring exceptional service delivery… more
- US Bank (New York, NY)
- …a focus on new client acquisition + Strong understanding of commercial banking products and services , including credit, treasury, and cash management + ... + Initiate contact and engage with decision-makers, presenting tailored banking solutions that meet client needs +...Bachelor's degree in Business, Finance, or a related field ( preferred ) + 5+ years of proven success in a… more
- NBT Bank (Newburgh, NY)
- …Assistance Program (EAP) : Access to support and resources. + Financial and Banking Services : Various benefits and financial planning assistance . Benefits ... to all. Establish and maintain successful relationships with Premier Client Group customers. Education and Experience: + Bachelor's Degree...: Access to support and resources. + Financial and Banking Services : Various benefits and financial… more
- Truist (New York, NY)
- …Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist ... specialists and IRM partners who are designated to support client service and business development efforts (eg...investment, trust and fiduciary services , and insurance services ) in a manner that promotes client … more
- M&T Bank (Shoreham, NY)
- … Specialist within 18 months of hire. Demonstrated strong knowledge of Business Banking products, services and client relationship management. M&T Way ... of personnel and business partners across the organization. Strong financial services product knowledge preferred . Strong organization, time management, and… more
- KeyBank (NY)
- …plan. + Develops and maintains an in-depth knowledge of the KPB Sales Process, Client Experience and Client Service Standards. + Employs and maintains ... + FINRA 7 and 66 (or 63 & 65) ( preferred ) **Tactical Skills** + Excellent client relationship...of the importance of asset quality and exceptional customer service preferred . + Sales or customer … more
- KeyBank (Tarrytown, NY)
- …Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking , borrowing and investment solutions that ... ability to advise + Demonstrated expert knowledge of financial products and banking regulations + Demonstrated strong client advisory skills + Demonstrated… 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,...a diverse client base to local markets and the organization's extensive… more