- Bank of America (New York, NY)
- …of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/UHNW-Product- Specialist --FX FICC-OTC-Derivatives-\_25032713) **Job Description:** ... UHNW Product Specialist (FX & FICC OTC Derivatives) New York,...Causation Analysis + Financial Forecasting and Modeling + Product Management + Relationship Building + Result Orientation… more
- Citizens (Boston, MA)
- …have an in-depth understanding of the Bank 's operations. Given the Relationship Manager's role as a business development specialist , a strong understanding ... clients that results in long-term client loyalty. The Private Bank Relationship Manager II is responsible for...management , foreign exchange, etc.). + Fully understand the Bank 's credit appetite and review new and existing opportunities… more
- Cambridge Savings Bank (Waltham, MA)
- POSITION: SENIOR COMMERCIAL LOAN SERVICING SPECIALIST Summary: At Cambridge Savings Bank , our purpose is to have a positive impact on our customers, employees, ... reports, including department and individual tickler reports. + Assist in the management of the Bank 's participation portfolio, including funding, tracking of… more
- TD Bank (Ramsey, NJ)
- …for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist I acts as sales and relationship support for Relationship ... to participate in basic financial planning discussions and client relationship reviews. This role will support other team members...Guides and directs others as necessary; acts as a specialist resource to support all wealth management … more
- City National Bank (Charlotte, NC)
- *INSURANCE SPECIALIST * WHAT IS THE OPPORTUNITY? The Insurance Specialist will be responsible for managing and coordinating all insurance-related functions for ... the bank 's commercial clients. This role involves evaluating insurance requirements,...property, liability, and business interruption insurance. * Collaborate with Relationship Managers and Loan Officers to support client onboarding… more
- Columbia Bank (Denver, CO)
- Trust Operations Specialist I Specialty Banking Denver, Colorado **Description** **About Us:** At Columbia, we create a great place to work by offering a unique ... brand of relationship banking and fostering a culture where associates thrive....Together for better. **About the Role:** A Trust Operations Specialist is responsible for the accounting functions undertaken by… more
- Pioneer Bank (Albany, NY)
- …comprehensive record of all calls and/or interactions in Salesforce, a customer relationship management system. + Navigates multiple computer systems while ... TITLE: Customer Care Specialist LOCATION: Headquarters REPORTS TO: Vice President -...Office Suite, and capacity to learn banking and customer relationship management systems. + Must be comfortable… more
- Cambridge Savings Bank (Waltham, MA)
- POSITION: Senior Treasury Operations Specialist Summary: At Cambridge Savings Bank , our purpose is to have a positive impact on our customers, employees, and ... department as needed and contributes to the effective team management of all bank problems, issues, and...help you make the most out of your banking relationship . Member FDIC. Equal Housing Lender. NMLS # 543370… more
- Bank of America (New York, NY)
- …of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Product- Specialist -I--Structuring--Origination UHNW-Solutions-\_25010875-2) **Job ... Product Specialist I (Structuring, Origination & UHNW Solutions) New...Management + Market Analysis + Presentation Skills + Relationship Building + Data Management + Project… more
- Bank of America (Chicago, IL)
- …Management in addition to spending more than 50% of their time on relationship management activities. Assist with and attend client meetings and discussions ... portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the coordination all sales and service… more