- Bank of America (Fairfield, CT)
- Investment Management Specialist Fairfield, Connecticut **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... (FAs) team, such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and performing business management and… more
- Carrier (South Farmingdale, NY)
- …difference together. **About This Role** As the Commercial HVAC Solutions Sales Specialist for Modernizations or Controls, you will be responsible for pursuing large ... including detailed cost benefit analysis to support client's business case for investment . **Required Qualifications:** + High School Diploma / GED + 3+ years… more
- M&T Bank (Bridgeport, CT)
- …Collaborates with applicable parties to meet target close date through time management of tasks and pipeline reporting. Ensure accuracy of data being submitted ... Issue CD timely and accurately, ensuring review of applicable at close conditions, investment required into transaction, and cash back at closing. + Report system… more
- City National Bank (Melville, NY)
- …individual goals and objectives, while ensuring CNB credit quality and risk management guidelines are maintained. Presents a variety of product solutions to client ... to be further developed or eliminated. Prepares reports for management . * Monitors portfolio for quality, risk and adherence...minimize loss exposure. * May serve as a product specialist acting as a technical consultant to clients and… more
- TD Bank (Fairfield, CT)
- …contributes to the growth and profitability of our Consumer Business through the management of a Store portfolio including deposits, loans, fees and expenses. Leads, ... the customer first and referring them to the right Specialist to ensure we are meeting their needs and...advice to customers. **Depth & Scope:** + Provides people management leadership by hiring the best talent, setting goals,… more