- City National Bank (New York, NY)
- …ENERGY PROJECT FINANCE* WHAT IS THE OPPORTUNITY? Develops sales management and relationship development strategies to promote the revenue growth and profitability of ... sales, referrals, cross sales and retention efforts of the Specialty Banking Relationship Managers. Develops business opportunities by being active in the community… more
- City National Bank (New York, NY)
- …is positioned to proactively execute on the concepts developed by the Relationship Manager with minimal supervision. Is also instrumental as a liaison with ... recommending solutions to customers/prospects. * Follows-through with plan designed by Relationship Manager for customer, as defined. * Resolves problems, answers… more
- TD Bank (Syosset, NY)
- …enable growth through identifying appropriate TD solutions that help Customers achieve their financial goals and optimize their relationship with TD. This role ... liaison that is integral to delivering TD's Brand promise by utilizing financial expertise and consultative advice in advising Customers regarding personal banking… more
- Citigroup (New York, NY)
- …financial markets, corporate finance, and accounting principles. + ** Relationship Building:** Exceptional ability to establish and nurture trust-based ... opportunities within the existing client base. **Key Responsibilities:** **1. Client Relationship Management** + Serve as the primary liaison and trusted advisor… more
- Bank of America (New York, NY)
- …legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the ... life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory… more
- M&T Bank (Tarrytown, NY)
- …Bank. This individual contributor client facing position involves analyzing financial statement, structuring credit solutions, negotiating legal documents, and ... Commercial Credit Lead manages a transaction team and collaborates closely with relationship managers (RM), risk officers, and other stakeholders to facilitate sound… more
- Wells Fargo (New York, NY)
- …include: + Banks Americas + Consumer & Retail + Energy & Power + Financial Institutions Group + Healthcare + Industrials + Technology, Media & Telecommunications + ... work with Corporate Banking team members to support its financing and relationship management efforts. Analysts assist with end-to-end financing activities as well… more
- MUFG (New York, NY)
- …heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across ... With a vision to be the world's most trusted financial group, it's part of our culture to put...transactions. + Coordinate the deal process with credit partners, relationship managers, and various product partners. + Train and… more
- Bank of America (New York, NY)
- …Analysis + Financial Forecasting and Modeling + Product Management + Relationship Building + Result Orientation **Shift:** 1st shift (United States of America) ... are guided by a common purpose to help make financial lives better through the power of every connection....and can operate independently in handling transactions. Strong client relationship skills used to control and coordinate all aspects… more
- MUFG (New York, NY)
- …heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across ... With a vision to be the world's most trusted financial group, it's part of our culture to put...This role requires a blend of analytical, negotiation, and relationship management skills to develop customized transaction structures, prepare… more