- Ballston Spa National Bank (Ballston Spa, NY)
- …region Best Place to Work! A DAY IN THE LIFE On a daily basis, the Relationship Banker II will provide service to customers completing deposit and loan ... renewals and other transactions of a complex nature. The Relationship Banker II will serve...in your growth and satisfaction. ABOUT BALLSTON SPA NATIONAL BANK Established in 1838, we are proud to provide… more
- Citizens (Albany, NY)
- …delight and shareholder value. + Engage COI's and internal partners across the bank to uncover and deepen new business opportunities. + Operate within a fast ... paced, demanding sales culture with measured routines and goals aimed at new loan and deposit generation, fee income, customer service and satisfaction. + Actively engage in significant community activity to expand potential customer base and exemplify our… more
- KeyBank (Albany, NY)
- …fiduciary judgement - Designs and delivers sophisticated fiduciary solutions, using relationship team model, to high-net-worth clients with complex financial needs. ... fiduciary responsibilities, ensuring retention of business and reputation - Advises Relationship Managers (RMs) and other partners on internal fiduciary issues Trust… more
- KeyBank (Albany, NY)
- …provisions, and account activities to determine duties and responsibilities of Bank as Trustee + Performs discretionary distribution analysis and documentation of ... administration of assigned accounts + Retains and deepens the relationship with a client and/or outside counsel, including the...- Progress towards completion of Cannon Trust Schools I, II and III or equivalent knowledge from other industry… more
- KeyBank (Albany, NY)
- …and counsel to High-Net-Worth clients and their beneficiaries. Within the relationship management team, collaborates effectively and provides insights and solutions ... wealth issues. - Designs and delivers sophisticated fiduciary solutions, using relationship team model, to high-net-worth clients with complex financial needs. -… more
- KeyBank (Albany, NY)
- …wealth issues + Designs and delivers sophisticated fiduciary solutions, using relationship team model, to high-net-worth clients with complex financial needs + ... Analyzes and interprets legal instruments to determine duties and responsibilities of bank as Corporate Fiduciary + Identifies and resolves potential trust and… more