- Wells Fargo (Purchase, NY)
- …while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures, compliance requirements, and generating ... job expectations below **Required Qualifications:** + 2+ years of Private Mortgage Banking Sales experience, or equivalent demonstrated through one or a combination… more
- JPMorgan Chase (New York, NY)
- …Fixed Income strategies, including High-Yield Corporate Credit, Municipal Markets, and Retail Separately Managed Accounts (SMA), you will leverage your deep ... years and today we are a leader in investment banking , consumer and small business banking , commercial banking , financial transaction processing and asset… more
- Citigroup (New York, NY)
- …investment banking , securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank branches and ... centralized service centers. The Home Lending Officer role represents the Retail Mortgage business providing superior service to clients and referral partners and is… more
- M&T Bank (Camillus, NY)
- …overview presentations and observations, interactions with Senior Leadership across the Retail Bank, and special projects that arise. Branch Trainees will also ... complete a one-year training program while creating and adding value to the Retail and Consumer Bank. Trainees will participate in training throughout the one-year… more
- TATCHA (New York, NY)
- …at every touchpoint. This person must bring a deep understanding of retail field operations, and the ability to confidently represent the business, markets, ... and top-priority doors. + Partner with the SVP of Retail to define account-specific sales targets and inform seasonal...Tatcha will never ask applicants for their financial or banking information prior to hire. If you have questions,… more
- KeyBank (Dewitt, NY)
- …and services to meet client needs and refer to appropriate sales professionals in Retail , Key Investment Services, Private Bank, Mortgage or Business Banking . At ... influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required) + Working knowledge of PCs (MS Windows and… more
- Robert Half Finance & Accounting (New York, NY)
- …creating impactful presentation decks) ✅ Ideally, experience with banking relationships and partnership accounting (investments, equity contributions, distributions) ... will build, scale the F& A department, integrate new retail locations acquisitions + They have a 3rd party...with the external tax team + Any treasury or banking relationship experience is a + Who are you?… more
- M&T Bank (Rochester, NY)
- …and ending each interaction (whether in person or phone) by saying "Thank you for banking with M&T, is there anything else I can do for you today (customer name)?". ... and growth goals including Insurance revenue if appropriate. + Follow consumer/business banking guidelines for accuracy and proper new account handling and exception… more
- Citigroup (New York, NY)
- …next generation/inherited wealth, law firms and attorneys. From investment strategy, to banking , to lending and cash management we are here to support our ... the lending product frameworks across both the Wholesale and Retail Credit regime. Together the teams are a global...Worth Lending + Solid knowledge of financial markets, investments, banking and loan products + Experience across Wealth lending… more
- Capgemini (NY)
- …Enterprise Transformation; Workforce & Organization + **Sector Practices** : Banking ; Insurance; Automotive; Consumer Products and Retail ; Telecommunications; ... Enterprise Transformation; Workforce & Organization + **Sector Practices** : Banking ; Insurance; Automotive; Consumer Products and Retail ; Telecommunications;… more