- M&T Bank (Getzville, NY)
- …settlements, short-sales, refinancing, etc. + Manage the Probate Finder relationship , and make recommendations for process improvements. + Perform skip-tracing. ... an environment that supports belonging and reflects the M&T Bank brand. + Complete other related duties as assigned....**Education and Experience Preferred:** Bachelor's degree. Knowledge of M&T Bank systems. M&T Bank is committed to… more
- Berkshire Bank (Albany, NY)
- …Ave Purpose/Objective: Assists the Financial Center Manager with growing the Bank by managing customer relationships, directing branch operations, supervising team ... to their finances and managing relationships with such tools as the Relationship Builder and Salesforce. Works with clients to refer partnership solutions such… more
- TD Bank (New York, NY)
- …relationships inside and outside the firm; Trading Desks, Counter-Parties, Clearing Bank and Customers** **Acts as a specialist owner or representative in ... that are relevant to the team and encourage a good working relationship with other departments** **Supports the business with consistent application of BSA/AML… more
- City National Bank (New York, NY)
- …IS THE OPPORTUNITY? This position will work directly with the City National Bank 's ("CNB") and Business Control Officer ("BCO") and Senior Business Control Manager ... operational change with front line to senior leadership personnel * Excellent relationship and stakeholder management skills * Be able to handle uncertainty well,… more
- City National Bank (New York, NY)
- …best practices, resources, and industry trends * Maintains an excellent working relationship with RLD partners * Strong creative and problem-solving skills * Ability ... to communicate in a way that reflects City National Bank 's values and commitment to client service * Strong...help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs… more
- M&T Bank (Buffalo, NY)
- …requirements. **Primary Responsibilities:** + Understand and interpret legal and Bank documentation for internal processing through analysis of circumstances and ... Estate bookings onto the system of record. + Contact attorneys, internal customers, Relationship Managers and lending staff via phone or email as required. + Ensure… more
- Citigroup (New York, NY)
- …resolved to client's satisfaction. + Assigned to CCB Platinum clients & New to Bank Clients + Monthly Business Review and Client Sentiment Check-ins + Oversight VoC ... in person and via phone/Zoom, providing the clients with an analysis of the relationship using the scorecard with all activities that the Citi team is working on… more
- M&T Bank (Buffalo, NY)
- …of intelligence data to identify potential sophisticated threats to M&T Bank 's security to identify emerging patterns. Leverages this information to develop ... to stay updated on the latest threats. + Identify relationship and patterns within the data to connect seemingly...an environment that supports belonging and reflects the M&T Bank brand. + Maintain M&T internal control standards, including… more
- JPMorgan Chase (New York, NY)
- …investments, credit, banking, and Trust & Estates practices. As a 2026 Global Private Bank Advisor in the Global Families Group, you will have the opportunity to ... financial markets and macroeconomic trends. + Aspiration to work with clients in relationship building and sales. + Ability to thrive in a fast-paced, collaborative… more
- JPMorgan Chase (New York, NY)
- …America, South America, and Brazil. As an Advisor Trainee in Global Private Bank , you will gain exposure to every facet of wealth management, including investments, ... economic trends + Desire to ultimately work with external clients in a relationship building and sales capacity + Ability to thrive in a fast-paced, collaborative… more