- Citigroup (Brooklyn, NY)
- …the appropriate partners as necessary (eg leverage video conference for FA, mortgage specialist , etc.) + Take full ownership of clients' problems to resolve client ... to ensure complete client satisfaction with resolution + Recognize transaction needs of clients, direct them to the alternative...Makes sure all needs are met before concluding the transaction , making the client feel his/her time is being… more
- AIG (New York, NY)
- …and other transactions. + Draft and negotiate a wide range of transaction documents, including confidentiality agreements, letters of intent, asset and stock ... to assess and address regulatory approvals, Form A filings and post- transaction compliance. + Collaborate cross-functionally with business leads, finance, corporate… more
- BMO Financial Group (New York, NY)
- …on trades or sales are accurate and promptly delivered. + Communicates transaction details to the brokerage community and custodians. Resolves settlement issues ... orders for purchase or sales of securities or completes transaction independently if brokerage firm is market maker in...Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. + Applies… more
- KeyBank (Amherst, NY)
- …steps leading to investigations related to suspicious activity or customer transaction and behavior patterns along with identifying potential onboarding and ... from manager. Working more complex detection alerts (deeper understanding of transaction monitoring scenarios), and/or verifying customer transaction activity… more
- City National Bank (New York, NY)
- …sound credit and risk judgement in approving transactions. Recommends approval when transaction size exceeds authority limits. Ensures the quality of all business ... objectives for all product areas in a relationship or transaction . Resolves all client needs and any internal issues....minimize loss exposure. * May serve as a product specialist acting as a technical consultant to clients and… more
- TD Bank (New York, NY)
- …provide corporate clients with capital markets and banking advice and transaction execution. TD Securities offers its US-based employees the advantage of ... levels and helps execute on transactions. **Depth & Scope:** + Develops transaction ideas and discusses appropriate context with senior coverage team members +… more
- TD Bank (New York, NY)
- …Understanding of deposit sub-ledger capabilities (like account management, transaction posting, multi-currency handling, interest calculations, liquidity management, ... of the operating environment, business processes and procedures, and transaction lifecycle for own area and as applicable across...team or provide work direction to others as a specialist for a specific area + Represents the group… more
- TD Bank (New York, NY)
- …in their complex field and knowledge of broader related areas + Senior specialist providing advisory support within area of domain expertise to executives, business ... initiatives and a variety of complex projects and initiatives requiring seasoned specialist knowledge and/or the integration of cross functional processes within own… more
- Anywhere Real Estate (Rochester, NY)
- **Senior Language Network Specialist ** **Primary Function:** The Senior Language Network Specialist serves as a team leader for the Language Network ... Specialist team, overseeing daily operations and executing strategic initiatives...trusted advisor throughout every stage of the real estate transaction . **We pursue talent** - strategic thinkers who are… more
- TD Bank (New York, NY)
- …levels and helps execute on transactions. **Depth & Scope:** + Develops transaction ideas and discusses appropriate context with senior coverage team members + ... + Liaises and maintains client relationships + Acts as an experienced specialist for an assigned business or portfolio; role requires deep knowledge **Education… more