- 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
- City National Bank (New York, NY)
- **RELATIONSHIP BANKER ** *PARK AVENUE SOUTH, NEW YORK* WHAT IS THE OPPORTUNITY? Responsible for contributing to overall branch sales efforts, maintaining best in ... client service. Successfully completes Onboarding Workshops, and all relevant Relationship Banker education tools and resources. Works with clients to ensure… more
- Citigroup (New York, NY)
- 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
- Citigroup (New York, NY)
- The Banker SAFE Act is an internally and externally recognized subject matter expert that influences the way things are done, not only internally, but beyond the ... that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can and cannot be… more
- Blue Foundry Bank (Hillsdale, NJ)
- About Blue Foundry Bank This is the Bank Where Things are Made. Blue Foundry is a bank where businesses are shaped, plans are formed, ideas are refined, ... Foundry is revolutionary, bold, resourceful, roll-up-your-sleeves committed, smart, creative and fun. A Bank of movers, shakers, and makers We are a Bank that… more
- Bank of America (Elmwood Park, NJ)
- Relationship Banker - Elmwood Park, Englewood - Palisade & Lodi, NJ Financial Centers Lodi, New Jersey;Elmwood Park, New Jersey; Englewood, New Jersey **Job ... that meet the financial goals. Responsibilities: * Executes the bank 's risk culture and strives for operational excellence *...to do what is right for clients and the bank , adhering to all applicable laws and regulations *… 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
- TD Bank (West Caldwell, NJ)
- …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
- TD Bank (West Caldwell, NJ)
- …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
- M&T Bank (Monsey, NY)
- …refers complex customer needs to the appropriate team member/partner. Float Universal Banker will frequently travel to different branches within a designated area to ... + Engage customers in a variety of ways to bank with us and provide solutions to meet their...to solve for other banking needs. + Follow the Bank 's sales process and provide simplified, customer-focused advice and… more
- M&T Bank (Monsey, NY)
- …refers complex customer needs to the appropriate team member/partner. Float Universal Banker will frequently travel to different branches within a designated area to ... needs. Engage customers in a variety of ways to bank with us and provide solutions to meet their...opportunities to solve for other banking needs. Follow the Bank 's sales process and provide simplified, customer-focused advice and… more
- JPMorgan Chase (New York, NY)
- …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 Global ... 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
- M&T Bank (Parsippany, NJ)
- **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
- M&T Bank (Newark, NJ)
- **Overview:** Identifies customers' needs through the bank 's retail sales process to provide proactive basic sales solutions through customer outreach for basic ... technology Ability to fluently communicate both verbally and in writing with bank customers in both English and Haitian Creole. Proficiency to be determined… 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
- Citigroup (New York, NY)
- The Associate Banker SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering ... performance and effectiveness of the sub-function/job family. **Responsibilities:** + Assist the Banker in the creation of sales and marketing strategies designed to… more
- Citigroup (New York, NY)
- …the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. + Assist the Banker in deepening the existing client ... The Associate Banker is a strategic professional who stays abreast...client inquiries + Provide day to day support to Banker on documentation such as account opening and closing,… more
- Anywhere Real Estate (Morristown, NJ)
- The **Senior Growth Consultant** , **Coldwell Banker ** is responsible for driving growth and brand engagement strategies on behalf of and in partnership with ... Coldwell Banker franchisees within a defined territory (the "Book of...3,000 offices across 49 countries and territories, the Coldwell Banker (R) organization is a leading provider of full-service residential… more
- Capital One (New York, NY)
- Senior Business Banker - New York The Senior Business Banker plays a critical role in driving the growth and profitability of the bank by generating new ... market, and close new business opportunities to grow the bank 's client base and revenue. + Build and maintain...+ Exceptional leadership, negotiation, and communication skills. A Business Banker 's success is driven by the ability to prospect… more
