- City National Bank (Newark, DE)
- …Opportunity* Under minimal supervision, applies comprehensive knowledge of client and account opening and maintenance policies, procedures and workflows to lead ... lead projects that are moderate to complex in scope including Mass Account Transfers. Works with management to establish and enhance procedures. *The… more
- M&T Bank (Wilmington, DE)
- …including collecting critical documents, processing cash disbursements, trades and account balances, establishing new accounts and facilitating client ... of high net-worth private and institutional clients. Supports less experienced account relationship managers with limited supervision. May serve as administrator for… more
- M&T Bank (Wilmington, DE)
- …and close GCM transactions in a timely manner. + Complete various account administration activities of moderate to significant intricacy, complexity and risk ... either in-person or over the phone and prepare fee proposals to support new business opportunities. Evaluate fees for suitability and conformance with fee schedules.… more