- Formation Bio (New York, NY)
- …user onboarding/training, and coordination with internal stakeholders Perform monthly bank reconciliations and support other balance sheet reconciliations Prepare ... and book accruals and help maintain data integrity across our P&L Track and maintain fixed assets and deferred rent schedules Assist in preparing department-level reporting Collaborate closely with the Senior Accountant to support month-end close activities… more
- Citigroup (New York, NY)
- The Banker Team Leader SAFE Act manages senior Banker UHNW & HNW professionals. The job requires a broad and comprehensive understanding of the different ... team. + In addition to the role of Private Banker , the Team Leader will also have the following...generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can… more
- City National Bank (New York, NY)
- *RELATIONSHIP BANKER * WHAT IS THE OPPORTUNITY? Responsible for contributing to overall branch sales efforts, maintaining best in class service levels for their ... client service. Successfully completes Onboarding Workshops, and all relevant Relationship Banker education tools and resources. Works with clients to ensure… more
- Citigroup (Greenwich, CT)
- The Banker SAFE Act is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. ... that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can and cannot be… more
- Bank of America (Huntington, NY)
- …Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Huntington-Station/Relationship- Banker ... Relationship Banker - South Huntington NY Area *Bilingual Spanish...we make an impact in the communities we serve. Bank of America is committed to an in-office culture… more
- TD Bank (Hempstead, 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 ... transactions in order to identify opportunities to educate on Bank products and services to Customers and/or refer them...and/or refer them to appropriate team member or internal Bank partners, while ensuring a positive Customer experience +… more
- Bank of America (New York, NY)
- …18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Vice-President--Investment- Banker \_25044539) **Job Description:** At ... Vice President, Investment Banker New York, New York **To proceed with...we make an impact in the communities we serve. Bank of America is committed to an in-office culture… more
- City National Bank (New York, NY)
- *COMMUNITY LENDING MORTGAGE BANKER * WHAT IS THE OPPORTUNITY? This position is responsible for sales of first mortgage and concurrent second loan products to existing ... multiple mortgage product solutions, and ethically market and promote the bank 's mortgage products as require in growing his/her assigned territory. Regularly… more
- Bank of America (Bayside, NY)
- …of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Flushing/Relationship- Banker Flushing-NY-Area--Bilingual-Mandarin-required\_25045735-2) **Job ... Relationship Banker - Flushing NY Area *Bilingual Mandarin required...we make an impact in the communities we serve. Bank of America is committed to an in-office culture… more
- TD Bank (New York, NY)
- …role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Retail Banker II is a customer liaison that is integral to delivering TD's Brand ... advice to TD Customers + Understands and supports the Bank 's Customer Service Strategy; Delivers Customers end-to-end advice they...in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk… more
- JPMorgan Chase (New York, NY)
- …Private Equity & Venture Capital clients at JP Morgan's US Private Bank . We're seeking exceptionally talented individuals who are collaborative, confident, and ... your skills and advance your career. As a Fund Banker , you'll play a pivotal role in advising Emerging...sheet and showcase the full capabilities of the Private Bank . In this fast-paced environment, you'll manage a significant… more
- JPMorgan Chase (Greenwich, CT)
- …you with the opportunity to take your career to the next level. As a Private Banker in the US Private Bank , you are responsible for advising families on ... 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 challenge… more
- JPMorgan Chase (New York, NY)
- …with the opportunity to take your career to the next level. As a Private Banker in the International Private Bank , you are responsible for advising families on ... to provide a first-class experience to clients within JP Morgan's International Private Bank . If you have an entrepreneurial mindset and are looking to constantly… more
- Citigroup (New York, NY)
- The Associate Banker SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the ... affected by the performance of the individual. **Responsibilities:** + Assist the Banker in the creation of sales and marketing strategies designed to generate… more
- Capital One (New York, NY)
- Virtual Business Banker II The Virtual Business Banker II (VBB II) is responsible for daily operations, execution and support of inbound/outbound phone-based ... client contact strategy and sales process. These customers are typically Business Banker customers including complex Business Banker Manager, Sr. Manager and… more
- M&T Bank (New York, NY)
- …on the customer's identified needs. Engage customers in a variety of ways to bank with us and provide solutions to meet their needs, encouraging and supporting the ... to identify opportunities to solve for other banking needs. Follow the Bank 's sales process and provide simplified, customer-focused advice and guidance. Proactively… more
- M&T Bank (Oceanside, NY)
- **Overview** **:** Identifies customers' needs through the bank 's retail sales process to provide proactive sales solutions through customer outreach for basic and ... leveraging the portfolio management process and utilizing the fundamentals of the Bank 's sales process to achieve personal sales and/or referral goals. + Play… more
- Wells Fargo (Stamford, CT)
- …Join us! **About this role:** Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn ... required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior...(SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) role. The following job profile is intended… more
- OceanFirst Bank (Scarsdale, NY)
- …and knowledge of standard office equipment, including calculator. + Working knowledge of bank products, services and software or ability to be trained and quickly ... + External contact with existing customers and prospects of the Bank . **Working Conditions/Physical Requirements** Remain in a stationary position for extended… more
- OceanFirst Bank (Melville, NY)
- …customers needs promptly in a courteous and professional manner. Working knowledge of bank products, services and software or ability to be trained and quickly ... learn. Mastery of operational teller aspects. Strong basic math skill. Computer literacy, moderate typing skills and knowledge of standard office equipment, including calculator. Must be able to work flexible schedules in accordance with the needs of the… more
