- TD Bank (New York, NY)
- …this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist will act as a high-touch point of client contact accountable to serve ... central point of contact for HNW clients across banking, lending and High Net Worth Investing with expertise in...within your portfolio and network to refer business to Retail , Commercial and Wealth Partners + Executes in a… more
- CIBC (New York, NY)
- …Wholesale or Retail Markets. This role applies solid knowledge of lending products and accepted syndication and loan administration practices in the following ... client service and increase operational efficiency. Specifically, the PF&I specialist needs to have a good understanding of the...experience. + You have a Solid knowledge of various Lending and Deposit Products and Services + You bring… more
- Guardian Life (New York, NY)
- …+ Securities license preferred (Series 7 or 6) + Knowledge of retail client onboarding/new account process, non-purpose lending , annuity operations and ... The Operations Sr Specialist will serve as the expert on all...as well as our Digital strategy. The Operations Sr Specialist will intimately understand how our Portfolio Administration Technologies,… more
- OneMain Financial (Depew, NY)
- …to friendly, fast, and affordable financing for life's expenses. Consumer Loan Sales Specialist will learn the lending and servicing business at OneMain allowing ... a better time to shine with OneMain. **Key Word Tags** Sales, Collections, Retail , Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly… more
- Tompkins Community Bank (Batavia, NY)
- …in the standard format. + Perform a variety of duties to support the retail side of the Company: + Provide general support to branches regarding, deposit and ... System & Registry (NMLS) registration to assist with the consumer and residential lending process. + All other duties as assigned. Qualifications + A High School… more
- TD Bank (Thornwood, NY)
- …customer relationships, putting the customer first and referring them to the right Specialist to ensure we are meeting their needs and providing the best advice ... internal groups and/or partners + Originates loan applications, handles Conditions of Lending and conducts loan closings + Maintains an active registration status… more
- Citigroup (New York, NY)
- … will own the execution roadmap for the company's organic growth, across Cards, Retail Banking, Lending , Investing and Wealth management strategy. This is an ... Personal Bank delivers a wide array of banking, payments, lending and investment services to individual consumers and small...customer evolution. We are seeking a senior level SEO specialist to join our team. The SEO Specialist… more