- UMB Bank (Albany, NY)
- …Consumer Services offers financial solutions to clients, who value an individualized relationship and advisory experience. For more than a century, we've invested in ... Analyst** is responsible for performing independent, quality control reviews of retail branch locations to identify operational and compliance risk within the… more
- Comerica (New York, NY)
- …Advisor I - Special Needs SolutionsThe Trust Advisor I role serves as a relationship manager to more routine and standard relationships for special needs trusts, ... transactions for approval, drafts responses to incoming correspondence and any other client requests to ensure compliance with the governing document, applicable law… more
- Banco Popular Puerto Rico (Bronx, NY)
- …courteously, and in accordance with established policies and procedures + Reference the client by name in all transactions to provide personalized service + Maintain ... passes assessment and audits Sales + Work with branch manager and supervisor to attain or exceed individual goals...and uncovering their needs to gain in-depth knowledge of client 's financial life priorities in order to deepen customer… more
- Paychex (Albany, NY)
- …potential. Overview The Sales Representative sells Paychex solutions and support within current client base as well as new to clients. Helping small business owners ... schedule quality meetings daily using targeted lists + Review client data using Paychex sales tools to prepare for...engaging with clients and the community + Meet with manager weekly for 1:1 to review current performance ,… more
- S&P Global (New York, NY)
- …rating process, research, cash flow, credit, and structural analytics, and client -facing activities for new issue ratings and surveillance of ABS transactions ... This role blends research and quantitative and qualitative analytical skills, client -facing interactions, and project management. Daily tasks include completing the… more
- Compass Group, North America (New York, NY)
- …| Forward thinker who can develop and training others to elevate our customer, client , and team member experience | Excellent ability to be part of multiple ... outcome | Ability to motivate others who have no direct reporting relationship . | Understanding of stakeholder engagement Collaboration | Critical thinker, fiscally… more
- Comerica (New York, NY)
- …a customized, service-driven model. The Trust Advisor I is responsible for serving as a relationship manager for a book of business by providing by insight as to ... and reviews account transactions, responds to incoming correspondence and any other client requests to ensure compliance with the governing document, applicable law… more
- CIBC (New York, NY)
- We're building a relationship -oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. ... a timely basis. Communicate regularly with the team and manager to provide updates on progress. **Who you are**...regulatory requirements and risk Management principles and knowledge of Retail Banking within a large financial institution. It is… more