- Citigroup (New York, NY)
- … bank and brokerage assets + Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial ... business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments through… more
- Scotiabank (New York, NY)
- …in an inclusive and high-performing culture. **Associate,** **CIR (Consumer, Industrial & Retail ) Structuring & Execution, US Corporate Banking - New York, NY** ... the appropriate course of action based on analysis, internal credit policies/procedures, and the Bank 's risk appetite * Help to ensure the team and work product is… more
- Citigroup (New York, NY)
- …credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank ... and centralized service centers. The Home Lending Officer role represents the Retail Mortgage business providing superior service to clients and referral partners… more
- BankOnBuffalo (Depew, NY)
- …to recommend solutions for individual client's needs. Universal Associates follow our bank philosophy: Positive Energy, Positive Outcomes. Below is a list of ... Perform accurate transactions, maintenance for clients, account opening and retail lending at a high level. + Follow all... lending at a high level. + Follow all bank policies and operational procedures to ensure security and… more
- KeyBank (Cheektowaga, NY)
- …while identifying full relationship opportunities. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong ... with banking center staff. + Attain sales production and referral goals to the Bank (closed and accepted) by working book of business, lead lists, and closing on… more
- Comerica (New York, NY)
- …Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank , the Retail Bank , and Wealth Management. Comerica's ... degree from an accredited university + CTFA or ATFA designation + Personal trust administration experience + Experience with partnering with internal and or… more
- Capital One (Riverhead, NY)
- …to a new idea in banking. Here at Capital One, we're redefining how people bank . You see, we believe banking should fit our customers' everyday lives-not the other ... reduce customer financial anxiety by helping to determine both personal and business financial needs. You'll get to pull...the importance of being compliant when working at a bank . You'll ensure all, audit and security policies and… more
- Capital One (Astoria, NY)
- …to a new idea in banking. Here at Capital One, we're redefining how people bank . You see, we believe banking should fit our customers' everyday lives-not the other ... reduce customer financial anxiety by helping to determine both personal and business financial needs. You'll get to pull...the importance of being compliant when working at a bank . You'll ensure all, audit and security policies and… more
- Citigroup (Smithtown, NY)
- …existing Advisor and Relationship Manager productivity. + Partner across businesses such as Retail Bank , Commercial Bank , Small Business, Wealth at Work ... will have an expert understanding of the US wealth advisory and bank -channel industry, and direct competitors' products and services. The Wealth Regional Director… more
- Walgreens (Castleton, NY)
- …required by state). + Seeks self-development by monitoring own performance, setting high personal standards, learning about the fields of retail and management, ... training, and encouragement, and develops action plans for improvement in both retail and pharmacy. + Greets customers and clinic patients, and offers assistance… more