- Principal Financial Group (New York, NY)
- **What You'll Do** We are seeking an **Advisor Relationship Consultant** that will drive trust, deepen strong relationships, provide satisfaction, and be the expert ... for their block of Principal clients. As an Advisor Relationship Consultant, you will: + Deliver an advisor-focused experience...vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is… more
- HSBC (Scarsdale, NY)
- Wealth Relationship Manager Brand: HSBC Area of Interest: Asset...And we want you to help us build the bank of the future! All qualified applicants will receive ... communities and the planet we all share. The Wealth Relationship Manager works closely with the Wealth Relationship... Relationship Manager works closely with the Wealth Relationship Officer and the service teams to build meaningful… more
- HSBC (New York, NY)
- …the CMA division. Together with other CMA product teams, as well as Relationship Management teams, the US Corporate Finance Coverage team is responsible for ... division. **Be a part of the world's leading financing bank ** The Associate is a key role within the...other materials for clients + Collaborating with product and relationship coverage teams + Supporting the oversight, training and… more
- SMBC (New York, NY)
- …Department, to support the Cash Management System business with a focus on Bank operations including commercial deposits and funds transfer and payments systems, for ... banking, cash management, deposits and payment services. As the primary attorney and relationship manager for the cash management business, the candidate will act as… more
- Banc of California (New York, NY)
- …CALIFORNIA AND YOUR CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, ... Banc of California (the " bank "). Banc of California is one of the nation's...Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury… more
- Banc of California (New York, NY)
- …CALIFORNIA AND YOUR CAREER** Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, ... Banc of California (the " bank "). Banc of California is one of the nation's...Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury… more
- HSBC (New York, NY)
- …portfolio of Financial Institution clients thus maximizing commercial profitability and relationship depth. As ourSales Manager Associate,you will: + Support Senior ... following qualifications to succeed in this role: + Sales, Relationship Management and/or relevant Cash Management Sales experience +...And we want you to help us build the bank of the future! All qualified applicants will receive… more
- SMBC (New York, NY)
- …funding. Communicate with dealers and customers. + Manage and monitor "Program Relationship " with existing / potential client. + Support and assist Collection Team ... years of specialized experience in Financial Services + Leasing and Finance or Bank experience, KYC knowledge is a plus + Microsoft Office (Excel, Word, Powerpoint,… more
- NatWest Markets (Stamford, CT)
- …in Operations, Credit, Counterparty Exposure Management, Legal, Risk, Finance, NatWest Bank Relationship Managers and other product areas. **Skills Required** ... Work with internal partner areas (eg. Trading, Credit, Operations, Relationship Management) to ensure Bank resources and...Trading, Credit, Operations, Relationship Management) to ensure Bank resources and the client relationship are… more
- SMBC (New York, NY)
- …preferred. + At least 5 years of financial services experience at a regulator, bank or law firm. Prior experience with financial services regulator or FBO strongly ... as regulatory issues, themes and trends. + Strong project and relationship management, collaboration and influencing skills. + Understanding of financial markets… more
- SMBC (New York, NY)
- …and deliver comprehensive credit applications within guidelines and in line with Bank Credit Policy. **Role Objectives** + Prepare detailed credit applications for ... and mentoring junior members proactively and appropriately. + Provide support to relationship managers as needed, by getting involved in new business initiatives… more
- Principal Financial Group (New York, NY)
- …thinking, analytical, problem solving, decision making, consulting, influencing, and relationship building skills + Proficiency with programming languages such as ... the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided.… more
- Arup (New York, NY)
- …and win new projects aligned with strategic goals. . Strong client relationship management and business development skills. . Experience preparing proposals and bid ... been used in fraudulent job advertisements. Arup will never ask for bank information as part of our recruitment process. \#LI-AR2 EOE-Protected Veterans/Disability 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 ... exemplary client service. Successfully completes Onboarding Workshops, and all relevant Relationship Banker education tools and resources. Works with clients… more
- Bank of America (Westbury, NY)
- …(https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Westbury/ Relationship - Banker Manhasset--Great-Neck Westbury-NY-Areas--Bilingual-Spanish-required\_25042993-1) ... Relationship Banker - Westbury, Manhasset, Plainview... Relationship Banker - Westbury, Manhasset, Plainview NY Areas *Bilingual...we make an impact in the communities we serve. Bank of America is committed to an in-office culture… 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 (New York, NY)
- …your career" in the US Join us! **About this role:** Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as part of the Consumer, ... divisions at wellsfargojobs.com. Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship… more
- Santander US (Bronx, NY)
- Relationship Banker , Parkchester, Bronx, NY Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in the ... Talk to You!** **The Difference You Make:** As a Relationship Banker you serve as a trusted...targets and contribute to the overall success of the bank . Your primary goal is to enhance customer satisfaction… more
- Santander US (New York, NY)
- Consume & Business Banking, Senior Relationship Banker , Lexington Ave, NY Country: United States of America **Your Journey Starts Here:** Santander is a global ... to You!** **The Difference You Make:** As a Senior Relationship Banker , you are responsible for managing...New York, NY, New York **Other Locations:** New York-New York **Organization:** Santander Bank NA AN EQUAL OPPORTUNITY EMPLOYER… 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
