- WSFS Bank (Great Neck, NY)
- …type: Full-time Location: Southern, DE Schedule: Monday - Friday Description: At WSFS Bank , we empower our Associates to grow their careers, we guide our customers ... actively support our Communities so they can fully thriveCareers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, opportunities to… more
- Hired by Matrix (Bowling Green, NY)
- …lending products. Internal client interactions are provided to Financial Advisors, Private Bankers, Branches, and other internal employees. Will have an interest ... become proficient. Ability to accomplish shared goals of the department and the bank . Perform other related duties as assigned by management. What You'll Bring:… more
- Segal (New York, NY)
- …limited to Applying cash receipts and reconciling accounts receivable (AR) using bank software to obtain daily payments for financial system application, using ... providing trusted advice that improves lives. Clients include public and private corporations, multiemployer trust funds, public sector entities, higher education… more
- CohnReznick LLP (New York, NY)
- …support our Financial Services Group. The Financial Services Group provides services to private equity, hedge fund, broker dealer, fund to funds, and real estate ... your peers to solve a client challenge, or volunteering together at the local food bank , there are so many ways to find your "why" at the firm.We believe it's… more
- Creative Financial Staffing (Mount Vernon, NY)
- …receivable are collected promptly Process payroll promptly Ensure that periodic bank reconciliations are completed Ensure that required debt payments are made ... financial software and technology At least 10 years of public and/or private management accounting experience Ideally someone with petroleum or retail industries (or… more
- JPMorgan Chase (New York, NY)
- …to take your career to the next level. As a Private Banker in the US Private Bank , you are responsible for advising families on building, preserving and ... motivated to provide a first-class experience to clients within JP Morgan's US Private Bank . If you have an entrepreneurial mindset and are looking to constantly… more
- City National Bank (New York, NY)
- ** PRIVATE BANKER ** **WHAT IS THE OPPORTUNITY?** Develops and manages client relationships with high- net- worth and ultra-high-net-worth individuals and families ... good standing under the Safe Act. **Wealth Management Division: Private Banking** As a member of City National's Wealth...+ Superior knowledge of credit policies and procedures, and bank operations policies and procedures. + Demonstrated sales and… more
- JPMorgan Chase (Albany, NY)
- …with colleagues and worked as part of a team to achieve business results. As a Private Client Banker , you are the main point of contact for a select group ... sources. **Job Responsibilities** + Share the value of Chase Private Client with clients that may be eligible +...client relationships + Minimum of one year Branch Banking Banker , or equivalent experience in financial services, with verifiable… more
- JPMorgan Chase (Tarrytown, NY)
- …lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact ... sources. **Job responsibilities** + Shares the value of Chase Private Client with clients that may be eligible +...and deepen client relationships + 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable… more
- Wells Fargo (Purchase, NY)
- …focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources + Develop ... independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures, compliance… more
- Citigroup (New York, NY)
- …Associate Banker role is an integral part of the sales organization of Citi Private Bank focused primarily on Ultra High Net Worth clients. The Associate ... acts in a supporting role with their assigned Private Banker (s) to onboard new clients and... in profiling, qualifying and converting prospects into Citi Private Bank clients. + Client/prospect meetings -… more
- UMB Bank (Albany, NY)
- …and existing client base, and manage public finance negotiated underwritings and private placements. + Prepare credit and bond sizing analysis for prospective ... transactions, manage rating presentations and coordinate work flow through negotiation and settlement of transactions. + Work with key personnel within UMB Public Finance and Municipal Bond departments to identify marketing opportunities. + Achieve performance… more
- Wells Fargo (Carle Place, NY)
- …Apply today. **About this role:** Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. ... wellsfargojobs.com . Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier … more
- Citigroup (New York, NY)
- …equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Private Banker Support **Time Type:** Full time **Primary Location:** New ... The Associate Banker SAFE Act LO is a seasoned professional...the performance of the individual. **Responsibilities:** + Partner with Banker in the creation of sales and marketing strategies… more
- Wells Fargo (New York, NY)
- …a **In this role, you will:** + Work under the guidance of a senior Private Mortgage Banker to produce high quality jumbo residential mortgage loans that meet ... focused on affluent borrowers with realtors, builders, financial professionals, bank store, past customers, and other non-traditional sources; develop and… more
- JPMorgan Chase (Rochester, NY)
- …a meaningful impact by delivering high-quality products that resonate with clients. As a Banker III in the auto finance team, you will be the primary contact for ... from our commercial clients with an emphasis on our Private Label dealers (Subaru, Jaguar Land Rover, Maserati &...on all existing and prospective relationships. + Partner with Bank colleagues in Business Banking, Middle Market, Wealth Management,… more
- Wells Fargo (New York, NY)
- …Gaming, Lodging & Leisure (REGAL) group is seeking a Vice President, Lead Investment Banker to join its New York office. The REGAL team is focused on decision ... managing client relationships, and executing mandated assignments in public and private equity, M&A (Mergers & Acquisitions), high yield and convertible securities.… more
- TD Bank (Melville, NY)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Relationship Manager II (RM) is a high-touch point of client contact ... of clients in the high net worth segment. The Private Client Relationship Manager II will serve as the...of the portfolio, while ensuring minimum credit risk for Bank funds. **Depth & Scope:** + Demonstrates a commitment… more
- US Bank (New York, NY)
- At US Bank , we're on a journey to do our...for FNMA, FHLMC, FHA, VA, local bonding programs, and private investors, as gained through on the job training ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...the following: + Originate mortgage loans in an assigned non- bank territory. + Take applications, conduct preliminary underwriting reviews,… more
- Bank of America (Forest Hills, NY)
- …enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank 's capabilities and services to meet ... * Present to clients a holistic approach, leveraging the entire Private Bank platform * A high touch, client-focused individual with exceptional interpersonal… more
