• KPB Sr Trust Officer

    KeyBank (Albany, NY)
    …of decision making + Interprets investment decisions made by portfolio manager + Displays above-average understanding of income taxation of grantor, simple, ... support teams for administration or expertise in the delivery of client advice Sales + Works closely with the Relationship Management Team to identify and prioritize… more
    KeyBank (08/19/25)
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  • Lead Service Officer (Commercial Loan…

    KeyBank (Buffalo, NY)
    …the closing process. + Independently manage assigned work with limited oversight from manager ; offer assistance to others as time permits. + Manages risk through ... conflicting data and coordinates corrections with the Credit Associate or Portfolio Manager . + Offers suggestions to support a continuous improvement mindset. +… more
    KeyBank (08/27/25)
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  • Investment Officer I

    NBT Bank (Albany, NY)
    …in Excel, Word and PowerPoint + Ability to develop and present sales proposals + Knowledge of investment markets, portfolio management, securities trading and ... position would be working toward or have attained Accredited Fiduciary Investment Manager (AFIM) or similar designation. Tasks Performed: + 65% Administer trust… more
    NBT Bank (08/29/25)
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  • Credit Officer , Private Banking

    BMO Financial Group (New York, NY)
    …lending policies and procedures. + Provides credit risk coaching and advice to sales & service employees to increase awareness of risk, policy, and knowledge of ... help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience,… more
    BMO Financial Group (08/22/25)
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  • Senior Compliance Officer - Fixed Income

    BMO Financial Group (New York, NY)
    …audits and examinations. + Provides regulatory perspective on business group's sales and marketing materials. + Anticipates/ identifies and analyses risk and ... help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience,… more
    BMO Financial Group (08/09/25)
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  • Fiduciary Officer

    Neuberger Berman (New York, NY)
    …seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective ... ._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm manages $515 billion… more
    Neuberger Berman (07/31/25)
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  • Investment Oversight Manager

    Neuberger Berman (New York, NY)
    …the "Trust Companies") are seeking a skilled and experienced Trust Investment Oversight Officer to join our team. The Trust Companies support the Private Wealth ... Personal Trusts, Collective Investment Trusts (CITs), and Outsourced Chief Investment Officer (OCIO) clients, such as endowments, foundations, and pension funds. The… more
    Neuberger Berman (08/26/25)
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  • Assistant Branch Manager

    Pioneer Bank (Latham, NY)
    TITLE: Sales Leader/Assistant Branch Manager LOCATION: Latham REPORTS TO: Senior Branch Manager CLASSIFICATION: Full Time, Non Exempt PAY GRADE: NE 40 ... security controls, as set forth by the Bank's security officer . Advises the Branch Manager of office,...situations warranting bank management's involvement. + Works with Branch Officer to coach staff on increasing branch sales… more
    Pioneer Bank (08/13/25)
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  • Treasury Sales Associate

    Bank of America (New York, NY)
    …possessing good interpersonal, communication and presentation skills. + Support the Treasury Sales Officer (TSO) in exceeding portfolio growth goals; including ... Treasury Sales Associate New York, New York **To proceed...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
    Bank of America (08/27/25)
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  • Audit Manager , IT - US Audit

    Scotiabank (New York, NY)
    Audit Manager , IT - US Audit **Requisition ID:** 233521 **Salary Range:** 90,000.00 - 167,200.00 _Please note that the Salary Range shown is a guideline only. Salary ... equity financing, mergers & acquisitions, corporate banking, institutional equity sales , trading and research, fixed income products, derivatives, energy, foreign… more
    Scotiabank (08/15/25)
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