• CEF Transaction Analyst II

    M&T Bank (Rochester, NY)
    …degree in business, accounting, English, Law, Tax. Experience in Leasing, Finance, Banking Mortgage Company or Legal environment. A thorough knowledge of ... and authority level and recommend process changes to their manager and others within the group as necessary. +...to contribute to customer retention and expansion of customer relationship . Communication with other departments within the Bank as… more
    M&T Bank (07/18/25)
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  • Citizens Banker

    Citizens (Rochester, 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
    Citizens (07/16/25)
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  • Bank Secrecy Act Senior Specialist

    Arrow Financial Corporation (Glens Falls, NY)
    …ability to think independently About this position: Support the Bank Secrecy Act Manager in an administrative capacity to ensure compliance with BSA/AML related laws ... other appropriate compliance reports; document and discuss concerns/discrepancies with BSA Manager accordingly. > Conduct required OFAC, FinCEN 314a and other… more
    Arrow Financial Corporation (07/09/25)
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  • Bank Secrecy Act (BSA) Specialist

    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
    Arrow Financial Corporation (07/02/25)
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  • Private Wealth Management Specialist-NR

    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
    Bank of America (08/02/25)
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  • Private Client Advisor II

    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
    Bank of America (06/07/25)
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  • Private Client Advisor II

    Bank of America (Melville, 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
    Bank of America (05/28/25)
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