- Neuberger Berman (New York, NY)
- …to contribute to a team environment in the management of client relationships. **Responsibilities:** + Direct administrative and management oversight responsibility ... company systems. + Identify questions and concerns regarding any documents governing client accounts and address them with senior trust company officers if… more
- SMBC (New York, NY)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... risk assessment and ongoing credit monitoring of credit facilities extended to private funds within the Fund Finance portfolio. This position requires sound… more
- CIBC (New York, NY)
- We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. ... candidate for the Global Trading Credit provides counterparty credit analysis for non- bank financial institutions working closely alongside a senior member of the… more
- Scotiabank (New York, NY)
- …existing lines of business + Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge + ... franchise to grow. You will maintain and build our client platform in US equities by working closely with...options, custom equity baskets, etc. + Understand how the Bank 's risk appetite and risk culture should be considered… more
- KeyBank (Albany, NY)
- …net worth + Administers complex trust (ex: Special/Supplemental Needs Trust, Private Foundations, Scholarship Trusts, Trust Under Agreement, Trust Under Will, etc) ... provisions, and account activities to determine duties and responsibilities of Bank as Trustee + Performs discretionary distribution analysis and documentation of… more
- Scotiabank (New York, NY)
- …drives a customer-first culture to be able to bring in new clients to the Bank , deepen existing client relationships and improve client experience + ... positive attitude combined with confidence to drive team priorities + Knowledge of the Bank 's application systems and their relationships within the Bank is an… more
- Scotiabank (New York, NY)
- …drives a customer-first culture to be able to bring in new clients to the Bank , deepen existing client relationships and improve client experience + ... positive attitude combined with confidence to drive team priorities + Knowledge of the Bank 's application systems and their relationships within the Bank is an… more
- Banco Popular Puerto Rico (New York, NY)
- …Officer Popular Assoc Multi-state Responsible for developing and growing a commercial client portfolio, focused on the small and medium enterprise client ... with prospects and clients consistent with the objectives of the Bank + Confidently build effective, trust-based relationships with clients by listening… more
- CIBC (New York, NY)
- We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. ... requirements Comfortable with phone/email correspondence, and phone/email etiquette. + ** Client -Focused** - Develop strong relationships within the firm to build… more
- Capital One (New York, NY)
- …recapitalizations, and strategic advisory services. As a leading healthcare investment bank , we are dedicated to continuous improvement and growth. This commitment ... taking on a substantial amount of responsibility in transaction execution, client management, and new business development. **General responsibilities** + Working… more