• Bilingual Customer Service Sr Analyst

    Citigroup (New York, NY)
    …exceeding client's needs + Open, link, and close accounts. Coordinate with Relationship Officer/ Private Banker to obtain approval on account openings, ... A Service Officer provides service support to the Citi Private Latin America businesses. Their focus is to ensure...of all CPB products, services, and processes. + Deliver wealth management services to CPB Latam clients with guidance… more
    Citigroup (10/04/25)
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  • KPB Sr Trust Officer

    KeyBank (Rochester, NY)
    …net worth + Administers complex trust (ex: Special/Supplemental Needs Trust, Private Foundations, Scholarship Trusts, Trust Under Agreement, Trust Under Will, etc) ... + Maintains deep expertise in fiduciary, investment, tax, and other related wealth issues and employs sound fiduciary judgement + Proactively analyzes and interprets… more
    KeyBank (10/07/25)
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  • Senior Treasury Management Sales Officer

    First Horizon Bank (New York, NY)
    … to achieve market sales objectives for new Treasury Management business. + Attend Relationship Manager sales meetings regularly and serve as key product partner ... for relationship managers for new treasury management sales, and joint...southern US The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and… more
    First Horizon Bank (08/01/25)
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