- City National Bank (New York, NY)
- …and recommendations before hand off to Credit Administration. * Works with Credit Manager and Relationship Manager to approve credit transactions that ... a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic… more
- KeyBank (Tarrytown, NY)
- …(tax, estate planning, retirement, etc.). + Provide timely feedback to the Relationship Manager and/or Client Experience Manager regarding important/critical ... to client needs or preferences. Maintains a high level of collaboration with relationship team to ensure that investment advice is integrated with all aspects of… more
- KeyBank (New York, NY)
- …in the case of legacy relationships, may function as the lead contact on a UHNW relationship while engaging a Relationship Manager to ensure that a complete ... for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to Ultra High Net Worth (UHNW) clients with a net-worth greater… more
- Bank of America (Elma, NY)
- …Sr. CPO collaborates with the Multi-Practice Business Development Officer (MP BDO), Relationship Account Officer (RAO), Client Manager (CM), Treasury Solutions ... are guided by a common purpose to help make financial lives better through the power of every connection....most complex credit solutions in the multi-practice and large relationship segment of Practice Solutions. Guidelines for assignment of… more
- Bank of America (Brooklyn, NY)
- …and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities + ... This job is responsible for providing specialized and personalized service offering advice and guidance to financial ...financial alternatives. + Knowledge of banking products and services . + Solid time management skills and the ability… more
- Caz Recovery (Buffalo, NY)
- …any pest management issues to the Program Manager and Director of Food Services . + Maintains a positive working relationship with the agency's support ... are being met. + In addition to the supervisory relationship with the Program Manager , this position...WNY, local vendors, etc.) in consultation with the Program Manager and Food Service Manager .… more
- TD Bank (Newburgh, NY)
- …you've got years of banking experience or are just starting your career in financial services , we can help you realize your potential. Through regular leadership ... enable growth through identifying appropriate TD solutions that help Customers achieve their financial goals and optimize their relationship with TD. **Depth &… more
- Citigroup (New York, NY)
- …all portfolio clients and select new to bank opportunities in partnership with the Relationship Manager * Develop and maintain an extensive knowledge in the ... credit underwriting, portfolio and/ or risk management with a large multinational financial services or Asset Based Lending organization * Demonstrated knowledge… more
- MUFG (New York, NY)
- …Observe trends and understand the business cycles. Discuss any discrepancies or deviations with relationship manager and the team leader of CMG. + For secured ... analyze position reports and mark-to-market reports. Discuss any discrepancies or deviations with relationship manager and the team leader of CMG. + Assess the… more
- Research Foundation CUNY (New York, NY)
- …identify and report business risks, and will contribute to organization's customer service excellence and overall financial performance. The Department processes ... and sponsored program staff; supporting the purchasing and paying for goods and services with grant and program funds; managing financial aspects of projects… more