- Bank of America (Great Neck, NY)
- Credit Solutions Advisor - Great Neck Great Neck, New York **Job Description:** ** Credit Solutions Advisor II** At Bank of America, we are guided ... Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions ...Bank of America for 1 year + Knowledge of credit and home lending requirements + Actively listens to… more
- TD Bank (New York, NY)
- …for this role. **Line of Business:** Product Management **Job Description:** The Merchant Solutions Payment Advisor sells credit card processing products and ... services to a moderate sales goal. **Depth & Scope:** + Manages prospecting activity within assigned geographic region + Manages multiple Customer relationships + Acts as a mentor to less experienced staff members + Prospects and meets Customers + Maintains… more
- Bank of America (Flushing, NY)
- …the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner ... needs of both individual and small business clients, offering appropriate solutions , and connecting clients to specialists. Key responsibilities include deepening… more
- Truist (New York, NY)
- …track record working complex credit deals and/or in tandem with a senior credit advisor . + Advanced and proven working knowledge of deposit, credit ... review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth...through delivery of the full suite of Truist Wealth solutions . Accomplished and highly proven at acquiring new clients… more
- Citizens (New York, NY)
- …a broad array of Investment and Insurance products to customers. The Virtual Financial Advisor is a key role within our Wealth Management division and is responsible ... financial strategies to mass affluent clientele. The Virtual Financial Advisor will be based out of a Citizens corporate...in a virtual capacity, of outstanding service and sales solutions to meet clients' financial needs and goals. The… more
- Research Foundation CUNY (New York, NY)
- Job Title: Transfer Advisor PVN ID: CC-2412-006611 Category: Instruction and Social Service Location: The CITY COLLEGE of NEW YORK Job Description General ... Description The Transfer Advisor position will play a pivotal role in guiding...York. This role involves transfer application review, conducting transfer credit evaluations, advising prospective students, and collaborating with various… more
- Edward Jones (New York, NY)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide...for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs.… more
- JPMorgan Chase (New York, NY)
- …advisor , you'll help clients achieve their financial goals by delivering tailored solutions across our leading investments, credit , banking, and Trust & ... about building meaningful relationships and excel at crafting innovative solutions to meet diverse client needs, we have an...Estates practices. As a 2026 Global Private Bank Advisor in the Global Families Group, you will have… more
- JPMorgan Chase (New York, NY)
- …with the opportunity to take your career to the next level. As a Wealth Advisor in the International Private Bank, you will help ensure that our clients' estate, ... understanding of their wealth and objectives. **Job Responsibilities** + Serve as an advisor to clients on personal planning matters + Identify opportunities for the… more
- JPMorgan Chase (New York, NY)
- **Job Profile:** Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home ... impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will take your...contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other… more
- JPMorgan Chase (Hartsdale, NY)
- Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products ... impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a...contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other… more
- TD Bank (New York, NY)
- …this role. **Line of Business:** TD Wealth **Job Description:** The Transitional Financial Advisor (TFA) role is a three-year program with a draw, for financial ... who will be providing financial planning guidance & selling investment management solutions . A Transitional FA will need to leverage their experience to service… more
- Wells Fargo (Jersey City, NJ)
- …leveraging cutting-edge technologies and best practices to deliver robust, reliable and compliant solutions . + Act as a Technology advisor to leadership to ... This Role** Wells Fargo is seeking a Principal Architect for Consumer Credit Cards domain with in Consumer Technology Architecture team. This senior technical… more
- Citigroup (New York, NY)
- …range of financial products and services, including consumer banking and credit , corporate and investment banking, securities brokerage, transaction services, and ... the industry's largest proprietary network, Citi's Treasury & Trade Solutions (TTS) business continues to lead the way in...deliver on their key objectives, and become a trusted advisor for Citi's globally diverse institutional client base. You… more
- Fiserv (New York, NY)
- …of times a day - quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we're involved. ... make a difference at Fiserv. **Job Title** VP, Gift Solutions Product Sales **What does the VP of Gift...with the client. Leverage personal brand to build senior-level, trusted- advisor relationships with new and current clients and drive… more
- Quantexa (New York, NY)
- …our growth, shaping mission-critical aspects of our business through collaboration with Solutions , Product Management, and Industry experts. As the Risk Solutions ... win strategic deals within different regions, becoming a trusted advisor for North America. + Keeping up to date...market and sharing guidance on how they impact our solutions and product strategy. + Develop product value-chain messaging… more
- KeyBank (New York, NY)
- …Description Preview** **Job Summary** Serves as the Relationship Manager and Financial Advisor to clients, introducing a full range of core banking products, ... differentiated capabilities and comprehensive solutions to meet client needs and exceed customer service...are expected to demonstrate strong risk management acumen including credit , operational and compliance risks to act as first… more
- Citizens (Fort Lee, NJ)
- …of Citizens solutions across banking, lending, and partner with the Advisor for investments to help clients reach their financial goals + Introduce appropriate ... tailored advice, personalized experiences, and innovative ideas, products, and solutions , are central to helping clients navigate changing circumstances. In… more
- Wells Fargo (New York, NY)
- …Portfolio Manager to support its Middle Market Banking segment as part of the credit management team. This key position is responsible for credit underwriting ... of the relationship team. + Review, research, and recommend solutions for highly complex and unique challenges requiring in-depth...managers across the company and serve as an expert advisor to leadership. + Make decisions and recommendations in… more
- PNC (Glen Ridge, NJ)
- …you will be based in Glenridge/New Jersey. PNC Business Bankers provide cash flow solutions to businesses with annual sales from $1 million to $5 million. As a ... trusted advisor within a fast-paced, dynamic environment you will leverage...Handles the origination, financial analysis, negotiation and documentation of credit and non- credit products and services. +… more