- M&T Bank (Utica, 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
- MUFG (New York, NY)
- …of the Bank . **Major Responsibilities:** + Serve as the primary Relationship Manager for the financial institutions group. Develop, maintain, and work to broaden ... will provide more details. **Job Summary:** As a Sr Relationship Manager ("Sr.RM") for Financial Institutions Group "FIG", he/she...clients in order to achieve the objectives of the Bank and the Division. The Sr RM, who is… more
- Bank of America (Flushing, NY)
- Relationship Banker - Flushing NY * Bilingual Mandarin required Flushing, New York;Flushing, New York **Job Description:** At Bank of America, we are ... make an impact in the communities we serve. At Bank of America, you can build a successful career...client experience * Manages cash responsibilities Required Qualifications: * Bilingual Mandarin required * Is an enthusiastic, highly motivated… more
- TD Bank (Monticello, NY)
- …role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Retail Banker I is a customer liaison that is integral to delivering TD's Brand ... help Customers achieve their financial goals and optimize their relationship with TD. **Depth & Scope:** + Proficient in...transactions in order to identify opportunities to educate on Bank products and services to Customers and/or refer them… more
- Citigroup (New York, NY)
- …and converting prospects into Citi Private Bank clients. + Assist the Banker in deepening the existing client relationship through deep-dive analysis + ... The Associate Banker is a strategic professional who stays abreast...Knowledge of the Mexico Private Banking space preferred + Bilingual in Spanish and English **Education:** + Bachelor's/University degree,… more
- KeyBank (Otisco, NY)
- …trusted advisor, and partner to the people and businesses in our Key Bank communities. Personal Bankers engage clients in deeper conversations to uncover needs and ... efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key...serving our clients and making them feel that no bank will fight harder for them. **Responsibilities** + Embodies… more
- Citizens (New York, NY)
- …refinancing, and more. Required Qualifications + High School degree or GED required + Bilingual in Mandarin or Cantonese + 2 years of sales and customer service ... to effectively ask questions and identify needs to improve the customer relationship + Proven success with building relationships, and recommending and referring… more
- Broadview FCU (Cohoes, NY)
- …passed and Maintain Notary Public License (within 6 months of completion of Relationship Banker Training) and Signature Guarantee permissions + Are Proficient in ... skills. Starting Compensation: $22.68 - $24.82/hr., plus a competitive benefits package Bilingual individuals who are fluent in a second language in addition to… more
- Bank of America (Brooklyn, NY)
- Business Solutions Advisor - 1502 Kings Highway - Bilingual Russian Required Brooklyn, New York **Job Description:** At Bank of America, we are guided by a ... offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and… more
- Bank of America (New York, NY)
- Wealth Management Client Associate - Bilingual Spanish Preferred New York, New York **Job Description:** Merrill Wealth Management is a leading provider of ... clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office… more
- Bank of America (Brooklyn, NY)
- …I - Registration Candidate - Consumer Investment - Bushwick Financial Center ( Bilingual Spanish Preferred) Brooklyn, New York **Job Description:** This job will be ... seven days from the date it was posted. At Bank of America, we're creating real, meaningful relationships with...specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care… more
- M&T Bank (Bronx, NY)
- …prospects and grows Business Banking relationships through outreach. Builds the bank 's presence in the community. Researches prospects, and asks for referrals ... recruits and selects talent to fill positions within Retail and/or M&T Bank . + Actively models and coaches customer service and needs determination behaviors.… more
- TD Bank (New City, NY)
- …compliance with policies and procedures to mitigate risk and protect the Bank and Customers. This role will drive, reinforce, and demonstrate meeting Operational, ... term with low to moderate risk + Demonstrates understanding of bank operational policies, procedures and regulations and establishes expectations, delegates tasks… more
- Mizuho Corporate Bank (New York, NY)
- …related administrative work. Work with and assist Account Officers to service the Bank 's corporate client base. Develop and analyze all types of credit information, ... projections), prepare analysis and make appropriate recommendations. Assist in relationship management and promotion of non-credit business as required.… more
- KeyBank (Pawling, NY)
- …problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. As a Lead Teller, you act as a resource in identifying and ... to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. Lead...serving our clients and making them feel that no bank will fight harder for them. **Responsibilities** + Embodies… more
- HSBC (New York, NY)
- …drive daily sales activity + Ability to develop personal and business new Bank customers. + Bilingual Mandarin/Cantonese skillset is required. In compliance with ... management. The role manages the Client Experience Associates, Wealth Relationship Managers and Wealth Relationship Officers within...served + Promote the Group's global brand; promote the bank 's profile in the community and drive others to… more
- HSBC (New York, NY)
- **Description** ** Bilingual Senior Vice President, Public Sector Latin America, HSBC Securities (USA) Inc., New York, NY:** Manage a portfolio of clients operating ... return, compliant with both internal and external requirements, and safeguarding the bank against any material loss. Prepare and present credit requests to senior… more
- MUFG (New York, NY)
- …forwarding to the various internal departments for the registration in the bank 's Core Systems ensuring customer information is in compliance with applicable laws, ... + Interaction with customers to facilitate the processing of all bank documents ("Legal Documents") submitted with business transactions and maintain compliance… more
- MUFG (New York, NY)
- …+ Prepare detailed credit analysis and credit applications in accordance with Bank 's credit policies and procedures such as Americas Credit Standards, Americas ... subsectors. + Fully understand and be able to assess risk of standard bank products including loans, standby letter of credit, trade finance, foreign exchange,… more
- Citigroup (Brentwood, NY)
- …skill set to achieve personal/branch goals + Develop and execute integrated sales, relationship , and credit strategies that are aligned with the Retail Bank 's ... + Collaborate with branch partners to successfully achieve goals, build customer relationship and deliver customer service + Leverage workforce planning tool to… more