- Pioneer Bank (Rensselaer, NY)
- …with particular emphasis on delivering quality customer service and consultatively recommending bank products and services. This position will act as a leader in ... saving, borrowing and investing needs. + Collaborates with business partners in Wealth , Premier, Business Banking, and Insurance to help customers with complex… more
- First Horizon Bank (New York, NY)
- …with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern US The Company and its ... subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage… more
- Citigroup (New York, NY)
- …Units in Citi's Personal Bank - Branded Cards and Lending, Retail Bank and Mortgage, Wealth and Citi Retail Services. The Existing Customer Marketing ... (ECM) team within this organization is a critical driver of Marketing, with a vision to deepen and expand the relationships our customers have with Citi - increasing their usage of our products and services, promoting behaviors that create long-term loyalty,… more
- JPMorgan Chase (New York, NY)
- …relationships with key internal stakeholders across business lines, including Asset Management, Chase Bank , and Chase Wealth Management. + Foster a positive work ... environment and drive employee satisfaction, as reflected in survey results + Represent the retirement business at industry conferences and working groups, such as SPARK **Required qualifications, capabilities and skills** + Proven leadership skills with a… more
- Citigroup (Queens, NY)
- …across the entire wealth spectrum. It has been created by combining the Wealth Management businesses across Citi Global Consumer Bank and Citi Private ... global footprint in Asia, EMEA, Mexico, and North America. Wealth delivers a wide range of products and services...to transform the way we serve clients across the wealth spectrum, delivering the full range of high tech… more
- Citigroup (New York, NY)
- …across the entire wealth spectrum. It has been created by combining the Wealth Management businesses across Citi Global Consumer Bank and Citi Private ... global footprint in Asia, EMEA, Mexico, and North America. Wealth delivers a wide range of products and services...to transform the way we serve clients across the wealth spectrum, delivering the full range of high tech… more
- Citigroup (New York, NY)
- The Citi Wealth Investment Lab is an integral part of the Citi Wealth organization, dedicated to delivering comprehensive, analytical and highly customized ... has a responsibility for driving results, enabling sales and enhancing the bank 's revenue generating efforts. Our holistic consultative sales process is designed to… more
- Citigroup (New York, NY)
- …Guide workstreams and policy projects across two Citi product groups, Cards and Retail Bank , to close execution gaps related to AML KYC (Know Your Client) policies. ... KYC policy gaps for both the Cards and Retail Bank business. Managed and successfully executed MRAs ensuring the...process across all lines of Business such as Retail, Wealth and Credit Cards. Understand Controls and monitoring process… more
- Citizens (New York, NY)
- …identify prospective opportunities. Primary responsibilities include + Develop a high-quality wealth management practice that provides a personalized wealth ... engagement. + Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. + Grow existing relationships through partnership referrals.… more
- Scotiabank (New York, NY)
- …groups, and external partners. + Provide oversight and governance to the bank 's International Banking (IB) groups to develop and deliver a unified transaction ... experience. + Directs day-to-day activities in a manner consistent with the Bank 's risk culture and the relevant risk appetite statement and limits. Communicates… more