• Business Relationship Manager

    JPMorgan Chase (Scarsdale, NY)
    …focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business ... Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives...influence (COIs), and existing clients at their places of business . Follow a disciplined relationship development process… more
    JPMorgan Chase (06/02/24)
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  • Private Client Relationship Manager

    Citizens (Rye, NY)
    …development and ongoing practice management support. As a Citizens Private Client Relationship Manager , you will engage directly with our affluent and ... thing and collaborating with other colleagues. The Private Client Relationship Manager , along with a Private Client...not limited to Financial Advisor, Wealth Advisor, Home Loan Officer , Small Business Partners, etc. + Provide… more
    Citizens (05/19/24)
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  • Assistant Branch Manager

    Heritage Financial Credit Union (Washingtonville, NY)
    Assistant Branch Manager Washingtonville, NY (http://maps.google.com/maps?q=131+East+Main+St+Washingtonville+NY+USA+10992) * Retail Banking Job Type Full-time ... to join our team. POSITION DESCRIPTION Position Title:Assistant Branch Manager Department:Retail Banking Classification:Exempt Salary Range:$58,000 - $68,000 annually,… more
    Heritage Financial Credit Union (05/18/24)
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  • Portfolio Administrator (Hudson Valley)

    Tompkins Community Bank (Brewster, NY)
    …integrity of assigned portfolio relationships as detailed below: + Work with the Portfolio Manager , Senior Credit Officer and Senior Loan Officer on ... rating change memos with Loan Operations. + Assist Portfolio Manager and Senior Credit Officer in Loan...the same. Qualifications + An Associate's degree in a business related field normally required; specialized banking education and… more
    Tompkins Community Bank (05/09/24)
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  • Enterprise Data Steward

    SMBC (White Plains, NY)
    …/ Child relationship in the Americas Divisional Glossary 18) Lead Business glossary cleanup to ensure proper metadata are captured including Data Domains ... reporting to the Head of Enterprise Data Governance & transformation within Chief Data Officer led Information Control Department as part of the overall business more
    SMBC (06/22/24)
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  • Senior Wealth Advisor - Safe ACT: Resident…

    Citigroup (Stamford, CT)
    …financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance ... partners where appropriate (including, but not limited to Small Business Partners, Home Lending Officer , etc.) ....limited to Small Business Partners, Home Lending Officer , etc.) . Acquire new clients through converting referral… more
    Citigroup (05/25/24)
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