- Bank of America (New York, NY)
- …II, Lending Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker , Business Solutions Advisor or Financial Solutions Advisor ... years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Credit-Solutions-Advisor Lexington-Avenue-Financial-Center\_25040376-2) **Job Description:** At Bank of America, we are guided by a common… more
- Citigroup (Smithtown, NY)
- The Business Banker is responsible for proactively sourcing, acquiring, expanding, and retaining customer relationships by maximizing sales opportunities in an ... other Area partners (eg Wealth Management, Mortgage) + Partner with cross retail segment Area peers spanning Wealth Management, Consumer and Mortgage and initiate… more
- Bank of America (New York, NY)
- …brokerage services to Private Bank clients who don't have or require a relationship with a local FA team. The Financial Advisor (FA) is a licensed retail ... clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office… more
- NBT Bank (Vestal, NY)
- …provides ongoing customer service and documentation support acting as the Relationship Manager's liaison on assigned commercial accounts, providing professional and ... variety of sources, coordinate preparation and review of loan documentation, and ensure bank policy and regulatory compliance. This is an entry level position within… more
- M&T Bank (Buffalo, NY)
- …which includes classroom training, departmental overview presentations and observations, interactions with Senior Leadership across the Retail Bank , and ... will complete a one-year training program while creating and adding value to the Retail and Consumer Bank . Trainees will participate in training throughout the… more
- NBT Bank (Lake Placid, NY)
- …of the branch budget. Education and Experience: + 4-year college degree or equivalent retail , retail banking, or financial services experience. + 3 years ... retail banking experience preferred. + Business development & outside...Manager and business partners to identify and establish new relationship opportunities. Has a working knowledge of both consumer… more
- Berkshire Bank (Utica, NY)
- …relevant experience, and specific work location. Location: Utica, NY Purpose/Objective: A senior relationship banking driven role, with strong emphasis on ... Division: Retail Banking Department: Business Banking Reports to: SVP,...Banking relationships, servicing existing relationships and cross selling other bank services. Serves Business Banking customers with revenues between… more
- Pioneer Bank (Albany, NY)
- TITLE: Vice President - Municipal Banking Officer LOCATION: Headquarters REPORTS TO: Senior Vice President - Corporate Lending Team Leader CLASSIFICATION: Full Time, ... SVP - Corporate Lending Team Leader. Key Responsibilities: + Acts as relationship manager for assigned municipal clients to coordinate and provide excellent service… more
- Citigroup (New York, NY)
- …+ Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and excellent discovery ... 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
- Citigroup (Brooklyn, NY)
- … and brokerage assets. + Deepen relationships with existing clients in PWM and Retail bank through the use of financial planning and excellent discovery and ... The Wealth Relationship Advisor SAFE Act is a seasoned professional...segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer,… more