- Berkshire Bank (Delmar, NY)
- Division: Retail Banking Department: Various Branch Network Reports to: Financial Center Manager Status: Non-Exempt Grade: 5 Pay Range: $18.00 - $29.50 Actual ... finances and managing relationships with such tools as the Relationship Planner and Salesforce. + Works with clients to...Works with clients to refer partnership solutions such as Wealth , Insurance, Cash Management and Mortgage. + Is proficient… more
- Arrow Financial Corporation (Glens Falls, NY)
- …About this position: Provide administrative support to the Bank Secrecy Act Manager to ensure Company compliance with Bank Secrecy Act and Anti-Money Laundering ... in timely manner for review by Bank Secrecy Act Manager or other designated individual. > Conduct required OFAC,...arrests, military status, status as a protected veteran, known relationship or association with any member of a protected… more
- JPMorgan Chase (New York, NY)
- …experiences that enhance and contribute to investment opportunities for the business relationship manager and firm. **Job responsibilities:** + Interact with the ... & Entertainment tickets for Affluent Events including Chase Private Client Chase Wealth Management, JPM Private Client & JPM Financial Centers. Work closely with… more
- Citizens (New York, NY)
- …on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial ... to effectively ask questions and identify needs to improve the customer relationship + Proven success with building relationships, and recommending and referring… more
- Broadridge Financial Solutions (Edgewood, NY)
- …directly from the shareholder through multiple mediums including the call center, relationship manager requests received through the issuer, or direct ... solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to… more
- Broadridge Financial Solutions (Edgewood, NY)
- …directly from the shareholder through multiple mediums including the call center, relationship manager requests received through the issuer, or direct ... solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to… more
- Arrow Financial Corporation (Glens Falls, NY)
- …support to branch network, and project assistance to Deposit and Loans Senior Manager as needed. Leads training and writes procedures within the Deposit Services ... prior convictions or arrests, military status, status as a protected veteran, known relationship or association with any member of a protected class, or any other… more
- Citigroup (New York, NY)
- …business needs across Lines of Business (Markets, Securities, Asset & Wealth Management) and Corporate Functions (Compliance, Finance, Risk) preferred + Experience ... using technology, operational processes or digital tools + People Manager experience preferred + Excellent organizational skills with ability...detail is a must, with excellent verbal, written and relationship skills to be used to interact with a… more
- S&P Global (New York, NY)
- …+ Work on special projects as directed by the analytical team manager . **Compensation/Benefits Information:** (This section is only applicable to US candidates) S&P ... data. + Strong understanding of financial markets and their relationship to S&P products. + Excellent verbal and written...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more