- Arrow Financial Corporation (Troy, NY)
- … and insurance services across northeastern New York, including online and mobile banking , wealth management , money market and deposit accounts, and ... have experience in: > Excellent Customer Service and Communication Skills > Relationship Building and Sales > Excels in a detail-oriented, regulatory environment >… more
- Citigroup (New York, NY)
- … and credit, corporate and investment banking , securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, Citi ... requirements, and industry information affecting the business environment. + Demonstrated relationship management and advisory skills with sponsors, key… more
- Berkshire Bank (Delmar, NY)
- …Planner and Salesforce. + Works with clients to refer partnership solutions such as Wealth , Insurance, Cash Management and Mortgage. + Is proficient in the ... Division: Retail Banking Department: Various Branch Network Reports to: Financial...face to-face communication and telephone etiquette. Lead through lobby management , ensure prompt welcomes of assistance to clients, and… more
- Arrow Financial Corporation (Latham, NY)
- … and insurance services across northeastern New York, including online and mobile banking , wealth management , money market and deposit accounts, and ... Diploma or equivalent experience required > 3 years of banking experience preferred Skills/Knowledge: > Solid knowledge of ...arrests, military status, status as a protected veteran, known relationship or association with any member of a protected… more
- Citigroup (New York, NY)
- …+ Help clients achieve broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...investment, risk management , and financing/liquidity needs. + Set challenging goals, regularly… more
- JPMorgan Chase (Brooklyn, NY)
- As an Alternative Investment Fund Controller within JP Morgan Wealth Management Solutions Group, you will provide oversight, but not limited, to the accounting, ... fund expense policy + Strong interpersonal skills in building relationship with the team as well as internal stakeholders..., consumer and small business banking , commercial banking , financial transaction processing and asset management .… more
- Arrow Financial Corporation (Latham, NY)
- … and insurance services across northeastern New York, including online and mobile banking , wealth management , money market and deposit accounts, and ... you if you have experience in: > Strategic Client Consultation & Relationship Management > Benefits Expertise & Market Acumen > Proactive Business Development &… more
- Truist (New York, NY)
- …proactively with Relationship Managers, Capital Markets Originators (CMO's) and Regional Management in Commercial and Corporate Banking (TCCB) to meet client ... Syndicated & Leveraged Finance, Investment Banking , M&A, Financial Risk Management and Business Transition Advisory Group/ Wealth to drive revenue and… more
- Citigroup (New York, NY)
- …corporate and investment banking , securities brokerage, transaction services, and wealth management . We enable clients to achieve their strategic financial ... critical initiatives -payments services, global reconciliations, reg. reporting, liquidity management , and strategic general ledger. The role requires hands on… more
- Citizens (Woodside, NY)
- …like on our app or through our ATMs. You'll collaborate with partners in Wealth Management , Mortgage and Business Banking to help customers with ... + High School degree or GED required + Previous banking experience required + 2 years of sales and...ask questions and identify needs to improve the customer relationship + Proven success with building relationships, and recommending… more