- City National Bank (New York, NY)
- * CLIENT OFFICER * *6th Avenue Branch, NYC* WHAT IS THE OPPORTUNITY? Assists the Client Manager in supervising and participates in the operations, client ... administers colleague schedules and internal workflow. They may assist the Client Manager in interviewing perspective new colleagues and providing development… more
- MUFG (New York, NY)
- …the globe, we're 150,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... selected colleague will work at an MUFG office or client sites four days per week and work remotely...a high degree of collaboration and innovation. We promote client centricity, diversity, respect, and integrity. It is a… more
- Raymond James Financial, Inc. (New York, NY)
- …relationships with senior leadership, including executive management of the Private Client Group (PCG), the firm's wealth management unit, and Asset Management ... Advanced knowledge of risks and regulations in all aspects of the Private Client and Asset Management . Risk assessment methodologies . Risk governance structure and… more
- City National Bank (New York, NY)
- …meet the ongoing business and operational needs. As the operational expert for the client , the Account Officer is positioned to proactively execute on the ... Client Service Associate - Commercial Banking/Structured Finance WHAT...they manage. * Resolves problems, answers questions related to client accounts and utilization of bank products and services.… more
- City National Bank (New York, NY)
- …sales officer (TMSO) in the development and preparation of client proposals, marketing materials, pricing proformas and requests for services. Adheres to ... agreements based upon information obtained from the Treasury Management Sales Officer , line officer and/or client . Coordinates product testing and training… more
- Citigroup (New York, NY)
- …& Returns Attributions Lead Analyst is a VP level position under the Citigroup wide Client Analytics & Lead Finance Officer team. This team is focused on ... enhancing the client management dimension across all of Citi, delivering timely and accurate client financials and providing insight into client segment… more
- Bank of America (New York, NY)
- …product expertise and consultation necessary to deliver the best possible solution to the client + The Global Treasury Sales Officer (TSO) is responsible for ... card, liquidity, and other GPS solutions for the assigned client base. + The Global Treasury Sales Officer... client base. + The Global Treasury Sales Officer must navigate across regional geographies to drive global… more
- Metro One Loss Prevention Services Group (Carteret, NJ)
- …. Coordinate with Recruiters regarding field visit schedules, field recruiting, client contacts, officer coaching and retraining, and following-up on ... requests made by clients to ensure that recommended staff meet company and client standards prior to assignment. . Maintain attendance standards by taking corrective… more
- Godot Consulting Group (New York, NY)
- Godot Consulting Group is seeking a detail-oriented Title Insurance Clearance Officer to join our client 's dynamic team. This role is crucial in ensuring the ... of title issues, facilitating smooth real estate transactions. As a Clearance Officer , you will be responsible for reviewing and analyzing title reports, identifying… more
- BlackRock (New York, NY)
- …and deploy strategic business trading workflows[SO1] + Collaborate closely with the Client 's senior management team (Chief Operational Officer , Head of Trading ... investments day-to-day. **Key Responsibilities:** + Develop a through understanding of client objectives and take strong emotional ownership to deliver effective… more
- City National Bank (New York, NY)
- …the ongoing business and operational needs. As the operational expert for the client , the Account Officer /Manager is positioned to proactively execute on the ... * Bachelor's Degree or equivalent * Minimum 6 years experience in client service, banking operations or relationship management support required. * Minimum 6… more
- JPMorgan Chase (Summit, NJ)
- … client issues, anticipate client needs, and prepare for and participate in client meetings with the Trust Officer + Work with the Tax Officers and ... corporate trustee of a trust, whether created by a client during his lifetime or upon his death through...Officer on the communication of the decision to client and follow-up action on the request as necessary… more
- Citigroup (New York, NY)
- …global target market approach. CLM plays a critical role of the client delivery model for the CCB, translating thought-leadership, industry and product expertise, ... will based in New York, NY. The CLM Credit Officer facilitates the end-to-end lending process for a covered...and Independent Risk, to execute on the firm's and client 's business objectives. This can include working capital solutions,… more
- Scotiabank (New York, NY)
- Associate Director, Treasury Management Officer , Global Transaction Banking **Requisition ID:** 239662 **Salary Range:** 117,400.00 - 224,700.00 _Please note that ... in an inclusive and high-performing culture. **Associate Director, Treasury Management Officer , Global Transaction Banking - New York, NY** Global Transaction… more
- Bank of America (New York, NY)
- Senior Treasury Sales Officer - FIG Sales NA Investments and Securities New York, New York;Chicago, Illinois **To proceed with your application, you must be at least ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Senior-Treasury-Sales- Officer FIG-Sales-NA-Investments-and-Securities\_25045535) **Job Description:** At Bank of America, each… more
- Bank of America (New York, NY)
- Treasury Sales Officer I Houston, Texas;Dallas, Texas; New York, New York; Charlotte, North Carolina **To proceed with your application, you must be at least 18 ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Houston/Treasury-Sales- Officer -I\_25038554-2) **Job Description:** At Bank of America, we are… more
- Bank of America (New York, NY)
- Treasury Sales Officer , Non-Bank Financial Institution Segment New York, New York;Chicago, Illinois **To proceed with your application, you must be at least 18 years ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Treasury-Sales- Officer \_25038841-2) **Job Description:** At Bank of America, we are… more
- Citigroup (New York, NY)
- The Relationship Officer is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the ... by the performance of the individual. **Responsibilities:** + Lead client onboarding and account opening efforts as a part...account opening efforts as a part of our core client coverage team + Partner with sales teams to… more
- HUB International (Berkeley Heights, NJ)
- …culture that celebrates entrepreneurial spirit, collaboration, and a relentless focus on client success. As one of the world's largest insurance brokers, HUB ... Summary** The **Senior Vice President, Sales & Regional Sales Officer ** is a key member of the HUB Northeast...and aligned to achieve ambitious goals while delivering exceptional client experiences. The SVP, Sales will partner closely with… more
- First Horizon Bank (New York, NY)
- …location listed in job posting **Summary:** The Commercial Treasury Management Sales Officer Sr. primary function is to perform all aspects of business development ... and public relations activities to identify prospective Treasury Management client opportunities + Perform product research and identify appropriate solutions… more