- Bank of America (New York, NY)
- …* CFP, CPA, CFA, CTFA, CFM or JD a significant plus **Skills:** + Client Management + Client Solutions Advisory + Loan Structuring + Relationship Building + Risk ... of Influence to identify prospects. Job expectations include executing the Client Management Process and partnering across the enterprise to provide a Branded Client… more
- M&T Bank (Buffalo, NY)
- …following Lines of Businesses (LOBs) such as Commercial Banking, Retail Banking, Mortgage , Consumer Banking, Wealth Advisory , Institutional Client Services, ... work within established budgets and time frames with minimal direction from audit management . + Incorporate the use of data analytics throughout all phases of the… more
- Bank of America (Niagara Falls, NY)
- …and asset thresholds; Participate in on-going training and interaction with the Merrill Lynch Wealth Management Complex; The role is a bridge between banking and ... Friday, some Saturdays required **Skills:** + Client Experience Branding + Client Solutions Advisory + Investment Management + Pipeline Management + Referral… more