- BankOnBuffalo (Williamsville, NY)
- …while looking for opportunities to bring in partners to help strengthen the business's relationship with the bank . Builds the bank 's presence in the ... providing outstanding, personalized service to our customers. Office Managers follow our bank philosophy of positive energy, positive outcomes. Below is a list of… more
- Citigroup (New York, NY)
- …will also be looking for the following characteristics: * Strong interpersonal and relationship -building skills * High level of personal integrity, commitment to ... Wealth serves ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments through Citigold(R)… more
- Citigroup (Smithtown, NY)
- …(Sales Managers) and their teams of Financial Advisors (100+ individuals), Relationship Managers (100+ individuals), and other functions supporting wealth advisory ... will have an expert understanding of the US wealth advisory and bank -channel industry, and direct competitors' products and services. The Wealth Regional Director… more
- HSBC (Flushing, NY)
- …sales management skills to drive daily sales activity + Ability to develop personal and business new Bank customers. + Bilingual Mandarin/Cantonese skillset is ... Wealth Center. Accountable for the implementation of the Wealth & Personal Banking (WPB) plan, including overall structure, sales goals, profitability, performance… more
- Lincoln Financial (Albany, NY)
- …evolving team. As an Account Manager, you will work closely with our Relationship Managers, internal service team and intermediaries to provide first class service ... our existing clients by developing and maintaining client satisfaction through relationship building + Collaborating with internal partners to establish and… more
- Scotiabank (New York, NY)
- …to discover and define GTB opportunities in alignment with the Bank 's global strategic priorities + Independently prioritize and drive cross-functional initiatives ... plans to ensure impactful project outcomes to senior leaders within the Bank + Support annual business planning activities + Prepare executive-level materials… more
- Citigroup (New York, NY)
- …corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank branches ... Responsibilities: + Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them… more
- S&P Global (New York, NY)
- …complex business challenges. The team is focused on sales and relationship management, and intellectually curious. We uniquely leverage our proprietary methodologies ... seasoned professional with consultative sales skills within Financial Institutions, non- bank financial institutions, Fund Finance, Financial Sponsors, and Insurance,… more
- Robert Half Finance & Accounting (New York, NY)
- …recruiting for a Client Service Director role for Treasury Services of a global Bank located in downtown Manhattan New York. Our client requires 12+ years Client ... Services, Relationship Management or Prime Services experience within a global Bank , with knowledge of Treasury Services or Treasury Operations. The clients are… more
- Santander US (Queens, NY)
- …that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning ... as defined on a quarterly basis. * Maintain compliance with all applicable bank , broker/dealer, State and Federal regulations associated with the sale of investment… more