- Broadridge Financial Solutions (Edgewood, NY)
- …are seeking a Banking Operations Analyst to join our dynamic Banking and Client Service teams. This role plays a critical part in executing banking and treasury ... operations, overseeing distributions, and ensuring clients receive timely, accurate service . Responsibilities: The role of this position is to assist the Banking… more
- KeyBank (Amherst, NY)
- …quality, prevent loan defects and ensure compliance with federal regulations, bank policies, and inverstor guidelines. Excellent phone and communication skills and ... a value of providing superior customer service to internal and external customers required. An exemplary...of paystubs, W2's, financial statements, tax returns, asset statements, bank account statements, credit reports etc. + Must ensure… more
- KeyBank (Copake, NY)
- …trusted advisor, and partner to the people and businesses in our Key Bank communities. The Branch Manager builds, coaches, develops, leads, and motivates a team ... that is capable of providing excellent client service in all interactions, analyzing clients' needs, and recommending...serving our clients and making them feel that no bank will fight harder for them. **Responsibilities** + Embodies… more
- Citigroup (New York, NY)
- …corporate and 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...CPA's, Builders, etc). to drive mortgage business into the bank . + Introduce clients to segment partners when appropriate… more
- MUFG (New York, NY)
- …Sign-on protocols representing industry standards, best practices, and third-party service providers for MUFG channel products. + Defining the product ... products based on customer needs, market trends, regulations, and the bank 's overall strategic goal + Understanding and prioritizing customer needs and… more
- HSBC (Flushing, NY)
- …the consistent leadership with respect to sales and servicing of financial service products within the Wealth Center. Accountable for the implementation of the ... served + Promote the Group's global brand; promote the bank 's profile in the community and drive others to...unique markets serviced + Thorough understanding of the customer service concept and its importance in developing, maintaining and… more
- Chemung Canal Trust Company (Horseheads, NY)
- Provides exceptional customer service to new and established financial institution clients, including cross-selling of products and services and cash receipt and ... procedures to ensure the safety and security of client bank assets. + Maintains an awareness of new business...opportunities with clients. Actively refers clients to appropriate client service personnel. + Maintains an approved level of cash.… more
- Capital One (Bronx, 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 ... the importance of being compliant when working at a bank . You'll ensure all, audit and security policies and...areas of the branch, from the cash handling and service needs, to rotating throughout the branch based on… more
- Arrow Financial Corporation (Latham, NY)
- …banking and cash management products while delivering a high level of customer service . Proactively serves as a liaison between our customers and business partners ... the best resolution. Essential Functions > Prepare and maintain cash management service agreements and facilitate the process to set-up and train customers with… more
- BMO Financial Group (New York, NY)
- …the credit quality of the assigned portfolios are maintained within the Bank 's risk tolerance, policies & procedures, and meet financing guidelines. Supports credit ... of execution. + Supports credit due diligence activities for bank acquisitions or integration. + Reviews and communicates decisions...Provides credit risk coaching and advice to sales & service employees to increase awareness of risk, policy, and… more