- NBT Bank (Syracuse, NY)
- The Private Bank Relationship Managers acts as the primary advisor and oversees the relationship for the bank 's high net worth private banking ... degree and/or equivalent financial services experience. + Minimum 5 years' experience in Private Banking. + 2 years of sales experience. + Business development and… more
- KeyBank (Tarrytown, NY)
- **Location:** 660 White Plains Road - Tarrytown, New York 10591 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs ... expert advice and personalized banking, borrowing and investment solutions. The Associate Relationship Manager (ARM) is at the center of this client promise by… more
- M&T Bank (New York, NY)
- …CLOs, Business Development Companies + Professional work experience at CLO Trustee, Loan Agent/ Bank , Middle Office Provider or CLO Manager + System / Application ... Borrowing Base Facilities + Liaise with auditors, underwriters, CLO managers, investors, private debt managers and various other parties involved + Exposure across… more
- Bank of America (New York, NY)
- …include advising on the client's financial needs and the full array of Private Bank 's capabilities, establishing and deepening relationships with internal and ... Private Client Manager II New York,...Present to clients a holistic approach, leveraging the entire Private Bank platform + A high touch,… more
- KeyBank (Syracuse, NY)
- …further position Key as the client's trusted advisor. + Interfaces with other Key Private Bank advisors and team members as necessary to ensure investment advice ... planning, retirement, etc.). + Provide timely feedback to the Relationship Manager and/or Client Experience Manager...and can articulate the competitive advantages of the Key Private Bank platform and process as a… more
- Bank of America (Buffalo, NY)
- Sr. Relationship Manager - Global Commercial Banking - Dealer Financial Services Buffalo, New York;Syracuse, New York **Job Description:** At Bank of ... America's Dealer Financial Services (DFS) is seeking a Sr. Relationship Manager to join our team. Dealer...Dealer Financial Services (DFS) is part of the Commercial Bank which serves public and private companies… more
- City National Bank (New York, NY)
- …ultra-high-net-worth individuals and families within a specific region. Partners with Private Banking team in business development and relationship management ... the Investment Policy Statement and investment objective selection. * Participate with Private Banker and Portfolio Manager when further asset allocation… more
- Citizens (Rye, NY)
- …coaching, professional development and ongoing practice management support. As a Citizens Private Client Relationship Manager , you will engage directly ... and always enhancing our excellent capabilities. Citizens is the bank that stands and grows with its clients. As...next right thing and collaborating with other colleagues. The Private Client Relationship Manager , along… more
- Citizens (New York, NY)
- Description The Client Relations Associate supports Private Bank 's residential loan and commercial real estate loan products. They will focus on processing, ... though specific loan product is dependent on their respective Relationship Manager . Primary responsibilities include + Respond...of intent. + Support the underwriting needs for the Private Bank 's product offering ensuring turnaround time… more
- US Bank (New York, NY)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...from Day One. **Job Description** The Wealth Management Banking Manager is accountable for all aspects of Insurance Premium… more
- M&T Bank (New York, NY)
- …team members to participate in. You'll gain experience by: + Supporting the Relationship Manager with oversight of client relationships + Performing daily cash ... BSL CLOs, Business Development Companies Professional work experience at CLO Trustee, Loan Agent/ Bank , Middle Office Provider or CLO Manager System / Application… more
- Citizens (New York, NY)
- …coaching, professional development, and ongoing practice management support. As a Citizens Private Client Relationship Manager (PCRM), you will engage ... mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and advice to… more
- US Bank (New York, NY)
- …within the Financial Institutions Group. In this role, you will partner with Relationship Manager (s) and Senior Product Partners to underwrite and successfully ... be hired for the level of the position that aligns with their experience.** US Bank is currently searching for a Portfolio Manager to join a specialty industry… more
- TD Bank (New York, NY)
- …asset management, securities, investment advisory and insurance) through multiple legal entities (TD Bank NA, TD Private Client Wealth LLC and TD Wealth ... Inc) with independent and complex regulatory regimes. The Financial Advisors, Relationship Managers, and Investment Advisors who are part of the client-facing… more
- City National Bank (New York, NY)
- …products and services offered. What you will do * Functions in a senior mortgage Relationship Manager role, which in addition to servicing the mortgage needs of ... of first mortgage and concurrent second loan products to existing and potential private banking and high net worth clients. By partnering with CNB's Relationship… more
- Citigroup (New York, NY)
- …clients and select new to bank opportunities in partnership with the Relationship Manager + Develop and maintain an extensive knowledge in the various ... **Citi Commercial Bank - Institutional Credit Management Counterparty Credit Risk...that manage traditional real money funds, hedge funds, and private equity funds. . The position reports to the… more
- City National Bank (New York, NY)
- …waiver/consent/amendment, as applicable. * Provide balanced and appropriate credit guidance to Relationship Managers, Group Head and Credit Manager . * Respond to ... all Bank lending policies and regulations. Confer with the Credit Manager and appropriate Bank personnel regarding new/existing lending requirements and… more
- JPMorgan Chase (West Harrison, NY)
- …relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship ... + Develop strong referral network internally in partnership with Private Bank , Asset Wealth Management, Middle Market...business and its owners and develop the full financial relationship + Understand the personal financial goals and needs… more
- Santander US (New York, NY)
- Community Development Finance Relationship Manager Country: United States of America **Summary** The Community Development Finance Relationship Manager ... profitability while minimizing risk. Candidate also acts as a primary business relationship owner for new, complex community development transactions with a focus on… more
- S&P Global (New York, NY)
- …new rating opportunities across the Private Markets space + Develop relationship overviews for the largest Alternative Asset Manager relationships and update ... Qualifications:** + 8-10 years of relevant experience at either a rating agency, bank or asset manager + Experience in Private Markets (ie Private … more