- Arrow Financial Corporation (Troy, NY)
- …are looking for an experienced professional to join our Troy Branch team as: Universal Banker This opportunity may be perfect for you if you have experience in: > ... Excellent Customer Service and Communication Skills > Relationship Building and Sales > Excels in a detail-oriented,...local consumer protection laws governing loan origination including the SAFE Act and SAFE Act registration and… more
- JPMorgan Chase (Little Neck, NY)
- …providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select ... as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate… more
- JPMorgan Chase (Clifton Park, NY)
- …thing, exceeding expectations, and embracing diversity and inclusion. As a Private Client Banker in a Chase Branch, you will represent our brand and culture with ... as well as other branch clients. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate… more
- NBT Bank (Williamsville, NY)
- Compensation Range: $95,860 -143,767 + commission The Private Bank Relationship Managers acts as the primary advisor and oversees the relationship for the ... financial data gathered. Delivers distinctive service by completing annual relationship reviews for clients. Brings other wealth and line...to help secure your future + Paid Sick and Safe Leave : For your health and safety. +… more
- Citizens (Endicott, NY)
- …to effectively ask questions and identify needs to improve the customer relationship + Proven success with building relationships, and recommending and referring ... and evenings + Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening… more
- US Bank (New York, NY)
- …of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, ... At US Bank , we're on a journey to do our...Client Group (ICG), which services our largest clients. The Relationship Manager (RM) manages relationships with Corporate Banking customers… more
- City National Bank (New York, NY)
- * RELATIONSHIP MANAGER ENTERTAINMENT* WHAT IS THE OPPORTUNITY? Develops and manages relationships with clients in the assigned business segment and/or geographic ... quality service. Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable… more
- City National Bank (New York, NY)
- …under the Safe Act. *Additional Qualifications* * Working knowledge of Bank operations, policies and procedures and regulatory compliance. * General knowledge of ... * RELATIONSHIP MANAGER BUSINESS BANKING SR* *New York, NY...and Fair Enforcement for Mortgage Licensing Act of 2008" ( Safe Act) and be registered/licensed with the "Nationwide Mortgage… more
- Bank of America (New York, NY)
- Relationship Manager (EGP) NEW YORK, New York **To proceed...Bank of America premises and to provide a safe work environment. Bank of America is committed ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/NEW-YORK/ Relationship -Manager--EGP-\_25036077) **Job Description:** Merrill Wealth Management is a leading… more
- Bank of America (New York, NY)
- Private Wealth Relationship Manager New York, New York **To proceed...Bank of America premises and to provide a safe work environment. Bank of America is ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Private-Wealth- Relationship -Manager\_25035783-2) **Job Description:** Merrill Wealth Management is a leading… more