- Bank of America (New York, NY)
- …Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust ... are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture… more
- Arrow Financial Corporation (Troy, NY)
- …have experience in: > Excellent Customer Service and Communication Skills > Relationship Building and Sales > Excels in a detail-oriented, regulatory environment > ... appropriate to co-workers and customers. > Act in Branch Manager 's absence as needed. > Able to travel, using...Office Suite (Word, Excel and Outlook); ability to learn banking -related software Physical Demands: > Must be able to… more
- Arrow Financial Corporation (Queensbury, NY)
- …This opportunity may be perfect for you if you have experience in: > Relationship Building > Cash Handling > Excels in a detail-oriented, regulatory environment > ... counterfeit currency and monetary instruments. > Act in Branch Manager 's absence as needed. > Able to travel, using...Suite: Word, Excel, and Outlook > Strong knowledge of banking products and services Physical Demands: > Must be… more
- Arrow Financial Corporation (Glens Falls, NY)
- …to other digital services. Provide support to branch network and assist manager with coordinating work tasks. Work directly with outside companies, government ... Degree or equivalent experience required > 2 years prior banking experience with expanded knowledge of banking ...arrests, military status, status as a protected veteran, known relationship or association with any member of a protected… more
- Bank of America (New York, NY)
- …but not limited to alternative or traditional asset management, broker-dealer, insurance, mortgage , title, payment processor or banking industries **Skills:** + ... + Collaborate with multiple partners across multiple regions in Corporate Banking , Product Management, Service & Fulfillment, Credit, Risk, Compliance and Operations… more
- HSBC (Buffalo, NY)
- …client exits. The main responsibility includes outreach to clients without a named Relationship Manager in support of deepening, growing, and maintaining the ... client's relationship post onboarding. As our Contact Center Premier Sales...new business referral opportunities for Wealth Center, Wealth Direct, Mortgage , and Private Bank + Communicate our international capabilities… more
- Arrow Financial Corporation (Glens Falls, NY)
- …About this position: Provide administrative support to the Bank Secrecy Act Manager to ensure Company compliance with Bank Secrecy Act and Anti-Money Laundering ... in timely manner for review by Bank Secrecy Act Manager or other designated individual. > Conduct required OFAC,...arrests, military status, status as a protected veteran, known relationship or association with any member of a protected… more
- Bank of America (New York, NY)
- …Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in ... trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking , and asset management + Encourages use and adoption of… more
- Arrow Financial Corporation (Glens Falls, NY)
- …customers as well as other departments. Provide periodic updates on workflow to manager and lending team. > Keep current on lending regulations, operating policies ... arrests, military status, status as a protected veteran, known relationship or association with any member of a protected...Through our subsidiaries we provide a broad range of banking and insurance services across northeastern New York, including… more
- Citizens (Albany, NY)
- …our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial ... to effectively ask questions and identify needs to improve the customer relationship + Proven success with building relationships, and recommending and referring… more
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