Dir., Investment Banking, Media & Telecom Scotia Capital USA Inc.Dir., Investment Banking, Media & TelecomPECK SLIP, NYPls apply thru https://www.scotiabank.com/careers by searching for Director, Investment Banking, Media & Telecom & indicate job code CL042926MC. Investment Banking, Media & Telecom in NY, NY to lead negotiations & structuring of M&A transactions, incl valuation, deal terms, & integration plans.
Managing Director Corporate Banking Page Group USAManaging Director Corporate BankingNew York, NY$300,000–$325,000 / yearFull timeNegotiate pricing, terms, covenants, and guarantees for new and existing clients, including the ability to decline transactions that do not meet acceptable risk/return criteria while preserving client relationships. Oversee Credit Analysts in preparing credit applications, including detailed financial analysis, industry research, competitive assessment, and forecasting to ensure timely execution.
Banking - VP of Risk Management - fintech-bank relationships Beta-Search, IncBanking - VP of Risk Management - fintech-bank relationshipsNew York, NY$180,000–$200,000 / yearFull timeReporting to the Director of Enterprise Risk Management, this individual will serve as the primary owner of vendor oversight across the bank’s full portfolio of third-party relationships — with particular emphasis on fintech partners, BaaS providers, and payments processors. This is a hands-on leadership role requiring deep subject matter expertise, direct vendor engagement, and the ability to author and maintain the frameworks that govern how bank manages third-party risk.
Banking Department-Corporate Customer Service Associate Bank of ChinaBanking Department-Corporate Customer Service AssociateNew York, New York$42,000–$90,000 / yearAssist customers with routine account related requests such as: opening, modifying and closing accounts/debit cards, funds transfers, stop payments, inquiries about bank deposit products and service charges, review of accounts transactions, processing of special depository products and others. Our long-term outlook, institutional weight and global breadth provide our clients with a stable and reliable financial partner, whether in Corporate or Personal Banking or our Trade Services, Commodities, Financial Institutions and Global Markets lines of business.
Banking Department-Corporate Customer Service Associate Bank of China Limited, New York BranchBanking Department-Corporate Customer Service AssociateNew York, New York$42,000–$90,000 / yearAssist customers with routine account related requests such as: opening, modifying and closing accounts/debit cards, funds transfers, stop payments, inquiries about bank deposit products and service charges, review of accounts transactions, processing of special depository products and others. Our long-term outlook, institutional weight and global breadth provide our clients with a stable and reliable financial partner, whether in Corporate or Personal Banking or our Trade Services, Commodities, Financial Institutions and Global Markets lines of business.
Banking Associate - North Syracuse Office Solvay Bank CorpBanking Associate - North Syracuse OfficeNorth Syracuse, NYOur Banking Associates provide a complete range of customer services, including but not limited to, opening new accounts, explaining available products and services, and gathering customer information to process new and existing accounts. POSITION SUMMARY: Receives and pays out money, keeps records of money and negotiable instruments involved in financial transactions, while providing exceptional client service by performing the following duties: JOB RESPONSBILITIES.
Relationship Banking Representative Rotating Community Financial System, Inc.Relationship Banking Representative RotatingCanandaigua, New YorkResponsibilities: A Rotating Relationship Banking Representative will work in various branch offices in a defined geographical area and is responsible to deliver a positive customer experience to current and prospective bank customers. Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures and internal controls, and meet all training requirements in a timely manner.
Banking Center Relationship Banker 1 Webster Financial CorpBanking Center Relationship Banker 1Williston Park, NY$19.50–$23 / hourAdditionally, this role uses excellent communication and active listening skills to learn about the customer''s financial needs, establish trust, optimize sales opportunities, generate leads, and provide quality customer service as well as develop and maintain a strong partnership with various business segments through collaboration and communication. The Banking Center Relationship Banker 1 role will provide services for Banking Center customers and assist the team in achievement of sales, service, and operation goals, based on Webster''s Strategic Guidelines.
Banking Center Relationship Banker 2 Webster Financial CorpBanking Center Relationship Banker 2Yonkers, NYAdditionally, this role uses excellent communication and active listening skills to learn about the customer''s financial needs, establish trust, optimize sales opportunities, generate leads, and provide quality customer service as well as develop and maintain a strong partnership with various business segments through collaboration and communication. The Banking Center Relationship Banker 2 role will provide services for Banking Center customers and assist the team in achievement of sales, service, and operation goals, based on Webster''s Strategic Guidelines.
Director - Treasury Solutions - Financial Institutions - Global Transaction Banking, TD Securities TD BankDirector - Treasury Solutions - Financial Institutions - Global Transaction Banking, TD SecuritiesNew York, New YorkKey accountabilities for the Director candidate include (but not limited to): As part of the Americas FI team, work closely with Global Head of Financial Institutions (GTB) and the broader Financial Institutions team to deliver an overall FI portfolio strategy to optimize client revenue and wallet share within bank's risk framework. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Business Banking Relationship Mgr. II - Brooklyn/NYC Citizens Financial Group IncBusiness Banking Relationship Mgr. II - Brooklyn/NYCBrooklyn, NY$150,000–$180,000 / yearIn this role, you'll acquire and deepen client relationships by collaborating across the enterprise to deliver comprehensive solutions in areas such as credit, liquidity, interest rate management, treasury solutions, and Wealth Management. Manage, acquire and deepen a portfolio of new and existing commercial customer relationships within the Business Banking target market of ten million to fifty million in annual revenue.
Business Banking Relationship Mgr. II - Manhattan/NYC Citizens Financial Group IncBusiness Banking Relationship Mgr. II - Manhattan/NYCNew York, NY$150,000–$180,000 / yearStrong negotiation skills and the ability to overcome objections and adversity • Following of prospects, customers and COIs • Ability to self-generate and drive new business development • Action oriented and self-accountable to superior results • Strong understanding of risk and compliance • Meaningful Community involvement • Strong understanding of core products and services. • 4+ years in upper Business Banking/Lower Middle Market experience • Completion of Commercial Credit Training • Meaningful experience with moderately complex portfolios, customers, and transactions.
Universal Membership Specialist - Banking Nassau Financial Federal Credit UnionUniversal Membership Specialist - BankingOyster Bay, New York$20–$23General:Cross-sell appropriate products suited to member’s profile and confirmed through needs-based questions to attain sales goals covering member acquisition, new checking accounts, loan production, cross-sell, and insurance-related policies. This includes identifying member inquiries and providing account resolution and solutions matched to member needs by building relationships to determine their needs.
NewSenior Customer Service Representative (Banking) - Freelance AI Trainer MindriftSenior Customer Service Representative (Banking) - Freelance AI TrainerQueens, NYWhile each project involves unique tasks, contributors may: Design and evaluate fee inquiry scenarios — verifying that fee amounts and category names match the bank's disclosed fee schedule exactly, and flagging cases where the system charge and the schedule diverge; Write statement clarification test cases that require distinguishing a descriptor-mapping question from a real fraud claim, and routing each correctly; Create autopay setup scenarios with deliberate traps: incorrect payee, insufficient-funds policy, wrong draft date, or missing confirmation steps; Build statement reprint cases that test realistic timing communication — including archived statements, fee citation, and the difference between self-service and manual retrieval channels; Develop beneficiary update scenarios that probe when a routine POD change crosses into ERISA/spousal-consent territory and requires specialist routing; Design card replacement cases with time-sensitive card-block urgency, fraud-signal recognition, interim mobile-wallet guidance, and delivery option trade-offs; Author account closure scenarios testing retention-offer eligibility logic, pending-transaction checks, and refusal to extend offers to ineligible customers; Write fraud claim warm-handoff cases — immediate card block, intake information capture, Regulation E clock awareness, and clean transfer to the disputes team; Grade responses on both factual accuracy and conversational tone: empathy under pressure, voice vs. Mindrift connects specialists with project-based AI opportunities for leading tech companies, focused on testing, evaluating, and improving AI systems.
Relationship Banking Representative Community Financial System, Inc.Relationship Banking RepresentativeSchenectady, New YorkRoutinely provide quality customer service and a positive banking experience by handling financial transactions (i.e., opening of accounts, cashing checks, etc.) with professionalism . Overview: At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products.
Business Banking Relationship Manager I Citizens Financial Group IncBusiness Banking Relationship Manager INew York, NY$115,000–$140,000 / yearPartner effectively with an award-winning business banking team offering a wide array of product solutions that will enable you to enhance the customer experience, increase loyalty and improve the profitability of customer and the Bank. Complete Business Banking University and Drive Sales training in your initial four-week orientation and a commercial credit training program to insure you're prepared to identify, assess and mitigate lending risk.
Transaction Banking Marketing Planning Manager TD BankTransaction Banking Marketing Planning ManagerNew York, New YorkThis role requires an individual who thrives in ambiguity, is excited by the opportunity to drive transformative change,brings structure to complex initiatives, and takes ownership of end-to-end marketing delivery in support of TD's ambition to become a Top 10 North American treasury bank of choice for our Commercial, Corporate, and Institutional clients. Leads partner to management / leadership and respective teams for area of specialization with industry, external and internal, enterprise and business awareness; recognizing and anticipating emerging trends and; identifying issues and opportunities and recommending action to senior management.
Banking Center Relationship Banker 1 Webster BankBanking Center Relationship Banker 1Rockville Centre, New YorkAdditionally, this role uses excellent communication and active listening skills to learn about the customer's financial needs, establish trust, optimize sales opportunities, generate leads, and provide quality customer service as well as develop and maintain a strong partnership with various business segments through collaboration and communication. The Banking Center Relationship Banker I role will provide services for Banking Center customers and assist the team in achievement of sales, service, and operation goals, based on Webster's Strategic Guidelines.
Digital Banking Product Owner, Vice President Morgan StanleyDigital Banking Product Owner, Vice PresidentNew York, NY$110,000–$190,000 / yearWM Platforms consists of nine sub-teams including: • Field Experience & Platforms • Digital Client Experience & Platforms • Workplace Platforms • Automation & Workflow Solutions • Digital Trading & Investing • UX Design & Research • Strategy & Execution • Business Control & Support • and the Chief Operating Office. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Wholesale Banking Associate - Energy Transition Cooperatieve Rabobank UAWholesale Banking Associate - Energy TransitionNew York, NY$115,000–$185,000 / yearThe range is reflective of the desired primary physical work location and may be adjusted outside of the projected range based on geographical differentiation if the actual work location of the hired candidate differs from the desired primary location, or for other lawful reasons. To meet these needs, Rabobank offers a flexible hybrid working model and continually evaluates and enhances our benefit offerings to ensure they are comprehensive, competitive, and provide you with the options and flexibility you need.
Digital Banking Product Owner - Assistant Vice President Morgan StanleyDigital Banking Product Owner - Assistant Vice PresidentWhite Plains, NY$85,000–$140,000 / yearWM Platforms consists of ten sub-teams including: Field Experience & Platforms, Digital Client Experience & Platforms, Workplace Platforms, Automation & Workflow, Digital Trading & Investing, Generative AI, UX Design & Research, Strategy & Execution, WM Platforms Risk, and the Chief Operating Office. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Investment Banking Management, Business Professional - New York, NY or Menlo Park, CA Morgan StanleyInvestment Banking Management, Business Professional - New York, NY or Menlo Park, CANew York, NY$100,000–$150,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. • Collaboration: Work closely with Product Leads, IT, Strats, Bankers, Risk, Compliance, Legal, Senior Management to gather feedback, incorporate edits, and ensure timely communication of updates to drive end-to-end delivery of initiatives.
Growth Strategist for Commercial Banking Citizens Financial Group IncGrowth Strategist for Commercial BankingNew York, NY$155,000–$200,000 / yearAs a Growth Strategist - Commercial Banking, you will be responsible for developing and delivering end-to-end marketing strategies and execution to drive growth across Citizens' Treasury Management and Payments solutions within the Commercial and Corporate Bank. Translate complex Commercial Banking offerings and capabilities (e.g., payables, receivables, cash management, liquidity, fraud, digital payments) into compelling, client-focused value propositions and marketing campaigns.
Relationship Banking Associate NBT Bancorp IncRelationship Banking AssociateEndicott, NY$18.50–$23.42 / hourTasks Performed: 45% Processes daily transactions and associated general customer and account servicing duties with a high level of accuracy and efficiency including but not limited to routine and non-routine teller transactions in accordance with policy and procedures. Provides services to customers, including but not limited to all types of deposit account opening, consumer lending transactions and referring customers to the appropriate business partners when necessary.
Director/ Internal Risk/Banking Syntricate Technologies IncDirector/ Internal Risk/BankingNew York City, NYJob Description: The Director of Internal Risk will lead the bank's internal risk management efforts, focusing on identifying, assessing, and mitigating risks related to cybersecurity, hardware, and software infrastructure. The ideal candidate will have a deep understanding of financial systems, cyber threats, hardware vulnerabilities, and software risks, with experience in managing security protocols and developing risk mitigation strategies within a banking environment.
Virtual Private Banking Specialist Associate/AVP- Onsite - Purchase, NY Morgan StanleyVirtual Private Banking Specialist Associate/AVP- Onsite - Purchase, NYPurchase, NY$58,000–$115,000 / yearSkills/Abilities: Strong knowledge of banking and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial credit products. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - arent just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
NewVirtual Private Banking Specialist Morgan StanleyVirtual Private Banking SpecialistPurchase, New YorkStrong knowledge of banking and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial credit products. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Vice President – Cash Flow Forecasting & Liquidity - Transaction Banking Product, TD Securities TD BankVice President – Cash Flow Forecasting & Liquidity - Transaction Banking Product, TD SecuritiesNew York, New YorkLead the end-to-end lifecycle of cash flow forecasting solutions as the primary product focus, while bringing hands-on experience and domain knowledge across liquidity management products including cash concentration, virtual accounts, notional pooling, and investment/sweep services—from ideation through launch, scaling, and ongoing optimization. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
NewCompliance Director, Fair and Responsible Banking Data, Analytics, & Governance (US) TD BankCompliance Director, Fair and Responsible Banking Data, Analytics, & Governance (US)New York, New YorkLeads theCRA, Fair & Responsible Banking Governance to conduct governance activities for all 2LOD Community Reinvestment Act and Fair & Responsible Banking compliance programs, in accordance with TD Global Compliance and US Compliance program expectations, including risk assessment coordination, issue management reporting, executive committee and Board reporting, maintaining the content and governance of the document inventory, coordinating the monitoring and testing plan development, related reporting and escalation, training creation and updates, and control reporting. This role also leads and acts as the governance program owner and foremost subject matter expert in the development and implementation of fair and responsible banking and Community Reinvestment Act compliance management system programs, including design, development, deployment, monitoring, reporting, and resolution.
Vice President, Corporate Finance (Investment Banking) - REGLL Citizens Financial Group IncVice President, Corporate Finance (Investment Banking) - REGLLNew York, NY$245,000–$250,000 / yearCitizens is seeking an experienced Investment Banking Vice President (VP) to join our Corporate Finance (Industry Coverage) team focusing on Real Estate, Gaming, Lodging & Leisure (REGLL) to support the team's senior professionals in industry-focused client development and originating, structuring, and executing debt capital markets, equity capital markets, and M&A transactions. Additional exposure to and partnership with the Debt Capital Markets / Leveraged Finance, Equity Capital Markets, and M&A product groups, Sponsor Coverage and Corporate Banking relationship teams to develop pitch materials that encompass, strategic alternatives, M&A opportunities, financing scenarios to help corporate clients and financial sponsors achieve their financial and strategic objectives.
Public Finance Investment Banking - Fixed Income Division - Associate Morgan StanleyPublic Finance Investment Banking - Fixed Income Division - AssociateNew York, New YorkOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The group plans financial strategies and structures tax-exempt and taxable offerings along with derivative solutions to meet the needs of wide variety of important public organizations.
Associate, Investment Banking - Power & Utilities TD BankAssociate, Investment Banking - Power & UtilitiesNew York, New YorkTotal Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions.
Banking Center Relationship Banker 2 Webster BankBanking Center Relationship Banker 2Rego Park, New YorkAdditionally, this role uses excellent communication and active listening skills to learn about the customer's financial needs, establish trust, optimize sales opportunities, generate leads, and provide quality customer service as well as develop and maintain a strong partnership with various business segments through collaboration and communication. The Banking Center Relationship Banker 2 role will provide services for Banking Center customers and assist the team in achievement of sales, service, and operation goals, based on Webster's Strategic Guidelines.
Banking Ctr Rel Banker 1 Webster Financial CorpBanking Ctr Rel Banker 1Stony Point, NYAdditionally, this role uses excellent communication and active listening skills to learn about the customer''s financial needs, establish trust, optimize sales opportunities, generate leads, and provide quality customer service as well as develop and maintain a strong partnership with various business segments through collaboration and communication. The Relationship Banker I role will provide services for Banking Center customers and assist the team in achievement of sales, service, and operation goals, based on Webster''s Strategic Guidelines.
Senior Vice President, Innovation Banking Western Alliance BancorpSenior Vice President, Innovation BankingNew York, NY$195,000–$234,589 / yearGather all information necessary to present a financing request to senior management or Loan Committee for approval; meet with new/potential customers; visit sites of loans; negotiate loan terms and conditions; refer and recommend acceptance to the Chief Credit Officer or Loan Committee. Coordinate processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; solve problems relative to processing and servicing of loans within the Relationship Manager's portfolio.
Investment Banking Power and Energy Associate - New York Morgan StanleyInvestment Banking Power and Energy Associate - New YorkNew York, NY$150,000–$225,000 / yearThe successful candidate will have the opportunity to work with regional and international clients on a wide range of complex transactions including acquisitions, divestitures, mergers, joint ventures, corporate restructurings, shareholder relations, recapitalizations, demergers, leveraged buyouts and defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public and private capital markets transactions. The Banking Group is comprised of a number of industry groups that work closely with product team members in Mergers & Acquisitions, Global Capital Markets, Real Estate, and other industry groups throughout the Firm to provide relevant market insight, product creativity, and execution expertise to clients.
NewHealthcare M&A Investment Banking Associate The Employee ConnectHealthcare M&A Investment Banking AssociateNew York, New York$175,000–$225,000 / yearThe healthcare sector continues to experience unprecedented transformation, driven by demographic shifts, technological innovation, regulatory evolution, and consolidation across provider, payer, pharmaceutical, medical device, and health technology subsectors. A specialized healthcare-focused investment banking practice is seeking a highly motivated and analytically driven Healthcare M&A Investment Banking Associate to join its growing team in New York, NY.
Investment Banking Power and Energy Associate – New York Morgan StanleyInvestment Banking Power and Energy Associate – New YorkNew York, New YorkThe successful candidate will have the opportunity to work with regional and international clients on a wide range of complex transactions including acquisitions, divestitures, mergers, joint ventures, corporate restructurings, shareholder relations, recapitalizations, demergers, leveraged buyouts and defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public and private capital markets transactions. The Banking Group is comprised of a number of industry groups that work closely with product team members in Mergers & Acquisitions, Global Capital Markets, Real Estate, and other industry groups throughout the Firm to provide relevant market insight, product creativity, and execution expertise to clients.
Investment Banking Associate / Vice President – New York Morgan StanleyInvestment Banking Associate / Vice President – New YorkNew York, New YorkEach group works with regional and international clients, on a wide range of complex transactions, including acquisitions, divestitures, mergers, joint ventures, corporate restructurings, shareholder relations, recapitalizations, demergers, leveraged buyouts and defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public and private capital markets transactions. These solutions include initial public offerings; public and private equity and equity-linked financings; mergers, acquisitions and restructurings; defense advisory assignments; strategic partnerships; public and private debt placements; share repurchases; and hedging, swaps and derivative transactions.
Corporate Banking Department-Commercial Real Estate (CRE) Associate Bank of China Limited, New York BranchCorporate Banking Department-Commercial Real Estate (CRE) AssociateNew York, New York$42,000–$90,000 / yearOverview: The CRE Associate will provide support to the Commercial Real Estate Team (CRE) with the following responsibilities: (i) New Loans and modifications: completing due diligence on loan proposals, preparing green light memos; underwriting new credit proposals, responding to internal credit inquiries; preparing term sheet; managing third-party vendors, loan documentation and closing process (ii) Post-lending processes, preparing and updating ticklers; identifying post-lending risks communicating to stakeholders and assisting in the resolution process, managing compliance protocols; (iii) assisting with special projects and (iv) collaborating with internal stakeholders in achieving the goals of the unit. Perform all necessary functions and coordinate with relevant parties involved in the origination, analysis, due diligence (financial analysis and KYC), written and verbal presentation to management and credit committees, credit approval (local and home office), closing, post-lending and payoff of a commercial real estate loan.
Corporate Banking Department-Commercial Real Estate (CRE) Associate Bank of ChinaCorporate Banking Department-Commercial Real Estate (CRE) AssociateNew York, New York$42,000–$90,000 / yearOverview: The CRE Associate will provide support to the Commercial Real Estate Team (CRE) with the following responsibilities: (i) New Loans and modifications: completing due diligence on loan proposals, preparing green light memos; underwriting new credit proposals, responding to internal credit inquiries; preparing term sheet; managing third-party vendors, loan documentation and closing process (ii) Post-lending processes, preparing and updating ticklers; identifying post-lending risks communicating to stakeholders and assisting in the resolution process, managing compliance protocols; (iii) assisting with special projects and (iv) collaborating with internal stakeholders in achieving the goals of the unit. Perform all necessary functions and coordinate with relevant parties involved in the origination, analysis, due diligence (financial analysis and KYC), written and verbal presentation to management and credit committees, credit approval (local and home office), closing, post-lending and payoff of a commercial real estate loan.
Corporate Banking Department-Commercial Real Estate (CRE) AVP Bank of China Limited, New York BranchCorporate Banking Department-Commercial Real Estate (CRE) AVPNew York, New York$65,000–$150,000 / yearOverview: The incumbent will manage all aspects of the customer relationship, new loan and closed loan modification vetting, loan underwriting, prepare credit memo, coordinating and performing travel and site inspections of subject opportunities and comparable properties, coordinate with RMD for credit approvals, present to credit approval committee and respond to inquiries and post lending functions including but not limited to annual loan reviews, management and compliance with loan covenants and identifying loan performance issues, communicate to senior management and recommending/executing solutions. Manage the commercial real estate lending process by identifying new opportunities; complete due diligence; prepare pre-screen memos; prepare and negotiating term sheets; manage third party reports; prepare credit memos; present to credit committees and work with home office by respond to questions; review and negotiate loan documentation; manage closing process and post-lending activities.
Corporate Banking Department-Commercial Real Estate (CRE) AVP Bank of ChinaCorporate Banking Department-Commercial Real Estate (CRE) AVPNew York, New York$65,000–$150,000 / yearOverview: The incumbent will manage all aspects of the customer relationship, new loan and closed loan modification vetting, loan underwriting, prepare credit memo, coordinating and performing travel and site inspections of subject opportunities and comparable properties, coordinate with RMD for credit approvals, present to credit approval committee and respond to inquiries and post lending functions including but not limited to annual loan reviews, management and compliance with loan covenants and identifying loan performance issues, communicate to senior management and recommending/executing solutions. Manage the commercial real estate lending process by identifying new opportunities; complete due diligence; prepare pre-screen memos; prepare and negotiating term sheets; manage third party reports; prepare credit memos; present to credit committees and work with home office by respond to questions; review and negotiate loan documentation; manage closing process and post-lending activities.
Relationship Banking Representative Community Bank, N.A.Relationship Banking RepresentativeLyons Falls, NYMaintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures and internal controls, and meet all training requirements in a timely manner. Routinely provide quality customer service and a positive banking experience by handling financial transactions (i.e., opening of accounts, cashing checks, etc.) with professionalism.
Relationship Banking Representative Rotating Community Bank, N.A.Relationship Banking Representative RotatingCanandaigua, NYA Rotating Relationship Banking Representative will work in various branch offices in a defined geographical area and is responsible to deliver a positive customer experience to current and prospective bank customers. Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures and internal controls, and meet all training requirements in a timely manner.
NewSenior Solutions Consultant - FS/Banking PegasystemsSenior Solutions Consultant - FS/BankingNew York, NY$122,000–$185,900 / yearLead value-focused discovery and executive-facing presentations that translate complex customer challenges into a clear solution approach, shifting conversations from features to measurable outcomes and helping advance the deal with Sales. + You can quickly understand complex business challenges, learn new domains, and apply structured problem‑solving to real customer needs while translating complex ideas into clear, compelling, and audience‑appropriate messages.
Digital Support Business Banking Specialist Nymbus, Inc.Digital Support Business Banking SpecialistNYRemoteIn addition to supporting retail banking customers, this role assists small business and commercial members with digital banking access, account servicing requests, and general business banking inquiries. The Digital Support Business Banking Specialist is responsible for reviewing and processing customer applications submitted through retail and business account onboarding platforms, ensuring compliance with established policies, procedures, and Service Level Agreements.
Commercial Banking Marketing Manager Citizens Financial Group IncCommercial Banking Marketing ManagerNew York, NY$116,000–$150,000 / yearThe ideal candidate has experience developing and executing marketing strategies and tactics including website, social, search engine marketing, digital advertising, events, direct, content and account-based marketing. You will continuously test and learn with subject matter experts including business leaders, in-house and external Agencies, and centers of excellence -- such as advertising, brand, content, digital and data analytics.
Global Investment Banking - Product Lead (Vice President) Morgan StanleyGlobal Investment Banking - Product Lead (Vice President)New York, New YorkOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The ideal candidate will have extensive experience in managing products through their full life cycle, a deep understanding of financial services, strong technology and project management skills, a passion for innovation and problem solving, and the ability to internally market products effectively.