Top Finance Jobs in NYC, NY

Render credit decisions on complex HELOC applications per Consumer Lending policies and regulations. Review and verify documentation and income (including business tax returns/K-1s), identify counteroffer opportunities, meet productivity and credit quality standards, and communicate decisions to mitigate risk.

Support Relationship Managers by managing end-to-end loan processes, underwriting and analyzing client financials, ensuring quality control, coordinating with internal/external partners, and preparing files for approval and closing across residential and commercial lending.

Drive new business and grow existing corporate and middle-market client relationships across Florida by advising on treasury, payments, and card solutions. Partner with internal teams, provide industry insights, and coordinate implementations to optimize treasury operations and achieve revenue targets and high client satisfaction.

Support independent oversight of liquidity and interest rate risk in the banking book by reviewing ALM models, monitoring NII and EVE exposures, assessing non-maturity deposit and prepayment models, escalating exceptions, and partnering with Treasury and Model Validation to drive governance and improvements.

Sell and advise corporate and middle-market clients on treasury management and working capital/payment solutions, grow portfolio through new business, partner internally to ensure strong client experience.

Branch-based advisor who builds personalized wealth management plans, grows client relationships through outreach and partner referrals, and leverages internal specialists for financial planning, investments, insurance, and estate planning to serve high-net-worth clients.

Provide advanced estate, tax, and legacy planning for high-net-worth clients. Develop and model customized strategies, review estate documents, advise on insurance and charitable planning, produce client deliverables, collaborate with advisors and external professionals, and contribute to research and thought leadership.

Branch-based advisor who builds and grows wealth management relationships by conducting client discovery, creating tailored financial plans, driving new business development, and collaborating with internal specialists on investments, insurance, and estate planning.

Build and manage a personalized wealth management practice for clients, drive new business through partner referrals, conduct financial planning, investment, insurance, and estate planning in a branch-based, team-oriented environment.

Manage and grow a portfolio of commercial clients ($5M–$50M revenue) through advisory-led sales, credit and treasury solutions, cross-bank collaboration, community engagement, and new loan/deposit generation focused on customer satisfaction and risk-compliant outcomes.