- M&T Bank (Westhampton Beach, NY)
- **Overview:** Identifies customers' needs through the bank 's retail sales process to provide proactive basic sales solutions through customer outreach for basic ... business customers. **Primary Responsibilities:** + Play key role in Relationship Management (customer assessments, profiling for sales opportunities, account… more
- M&T Bank (Westhampton Beach, NY)
- **Overview** **:** Identifies customers' needs through the bank 's retail sales process to provide proactive sales solutions through customer outreach for basic and ... leveraging the portfolio management process and utilizing the fundamentals of the Bank 's sales process to achieve personal sales and/or referral goals. + Play… more
- HSBC (New York, NY)
- …other rules and guidelines. Develop and maintain long-term relationships with Premier Relationship Managers, realtors, builders, attorneys, financial advisors, ... our communities and the planet we all share. The Premier Mortgage Consultant will be responsible to originate high...And we want you to help us build the bank of the future! All qualified applicants will receive… more
- Banc of California (New York, NY)
- …(the " bank "). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management ... CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one...to establish a thorough understanding of an account + relationship . + Adhere to procedures for data entry into… more
- Banc of California (New York, NY)
- …(the " bank "). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management ... CALIFORNIA AND YOUR CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary,… more
- Banc of California (New York, NY)
- …(the " bank "). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management ... CALIFORNIA AND YOUR CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly- owned banking subsidiary,… more
- TD Bank (New York, NY)
- …matrixed, and fast-paced organizations. + Expert stakeholder, consulting, relationship management and communications skills **Customer Accountabilities:** + ... of advice and decisions on the well-being of the Bank , as well as its customers, its employees and...acquired Cowen Inc., offering our clients access to a premier US equities business and highly-diverse equity research franchise,… more
- Mizuho Corporate Bank (New York, NY)
- Mizuho America's Banking Division is a premier investment and corporate bank dedicated to delivering innovative lending, capital markets and advisory solutions ... team of coverage, advisory and product bankers responsible for client relationship management and strategic transaction development to companies in the fast-evolving… more
- TD Bank (New York, NY)
- …to proceed + Building trust with stakeholder groups and maintain good working relationship with other departments + Leading an effective and diverse business team to ... concise manner) + Established rapport with various stakeholders throughout the bank + Advanced Excel data manipulation skills (ability to derive findings/conclusions… more
- TD Bank (New York, NY)
- …organization and to work collaboratively on teams of varying size. + A relationship builder with the ability to establish, develop and maintain effective working ... In 2023, we acquired Cowen Inc., offering our clients access to a premier US equities business and highly-diverse equity research franchise, while growing our… more
- TD Bank (New York, NY)
- …organization and to work collaboratively on teams of varying size. + A relationship builder with the ability to establish, develop and maintain effective working ... In 2023, we acquired Cowen Inc., offering our clients access to a premier US equities business and highly-diverse equity research franchise, while growing our… more
- TD Bank (New York, NY)
- …to proceed. + Building trust with stakeholder groups and maintain good working relationship with other departments. + Leading an effective and diverse business team ... In 2023, we acquired Cowen Inc., offering our clients access to a premier US equities business and highly-diverse equity research franchise, while growing our… more
- TD Bank (New York, NY)
- …circumstances + Building trust with stakeholder groups and maintain good working relationship with other departments + Work collaboratively with a diverse business ... In 2023, we acquired Cowen Inc., offering our clients access to a premier US equities business and highly-diverse equity research franchise, while growing our… more
- Citigroup (New York, NY)
- …leader in Wealth. With an unwavering commitment to our clients, the Private Bank delivers a robust product offering and capabilities to help our clients achieve ... successful and influential individuals and families. The Citi Private Bank network of bankers and product specialists work in...services. Our goal is to deliver expertise and a premier level of service while helping grow, manage and… more
- SitusAMC (New York, NY)
- …is the New York-based Commercial Real Estate Finance group within the investment bank of a premier European-global financial services institution. Their real ... products, including a budding balance sheet lending program. Our relationship with our client dates back to 2012 and...you will be a SitusAMC employee seconded to the bank and fully dedicated to supporting the Investment … more
- HSBC (Buffalo, NY)
- …trade execution and account support services to the Wealth Private Banking Premier client base, including advisor-led and Self-Directed via phone and email. The ... inquiries from Wealth Centers and internal clients such as Wealth Relationship Managers, Wealth Operations staff, Compliance and Sales Management. Responsible for… more
- CIBC (New York, NY)
- We're building a relationship -oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our ... in general. The goal of CIBC Capital Markets is to be the premier client-focused wholesale bank based in Canada. To deliver on this, the wholesale banking arm of… more
- BlackRock (New York, NY)
- …of experience in the financial services or technology sector, preferably at a premier asset manager, investment bank , public accounting or consulting firm or ... and develop innovative solutions + Professional, positive demeanor; collaborative orientation; relationship -builder For New York City only: The salary range for this… more