- Bank of America (Flushing, NY)
- …as opening accounts, account maintenance, and Digital Assisted Shopping * Manages client interactions by taking the best course of action for the bank and its ... Focus * Oral Communications * Problem Solving * Account Management * Client Experience Branding *...Client Solutions Advisory * Relationship Building * Business Development * Pipeline Management * Prospecting * Referral Identification… more
- BMO Financial Group (New York, NY)
- …opportunities to cross-sell and to grow share of clients' wallet. + Provides comprehensive account coverage and client development as well as actively ... customers, referral leads and other sources. + Develops and/or facilitates development of client -focused solutions based on financial expertise, organizational,… more
- Grant Thornton (New York, NY)
- …ensure satisfaction, and become a trusted business partner. + Manage business development activities such as proposals, capture, account teams, whitepapers, ... excel. You'll collaborate with leadership and colleagues to promptly identify and resolve client problems or issues because together is how we succeed. From day one,… more
- TD Bank (New York, NY)
- …and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our ... Vostro, Corporate Customer), and integration of payments services with correspondent account processing, an asset. **Preferred Qualifications:** + Consulting and /… more
- City National Bank (New York, NY)
- …and any internal issues. * Monitors and analyzes relationship results and account activities. Determines client profitability. Makes a recommendation regarding ... and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated… more
- City National Bank (New York, NY)
- …and any internal issues. * Monitors and analyzes relationship results and account activities. Determines client profitability. Makes a recommendation regarding ... and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated… more
- City National Bank (New York, NY)
- …and any internal issues. * Monitors and analyzes relationship results and account activities. Determines client profitability. Makes a recommendation regarding ... guidelines are maintained. Presents a variety of product solutions to client needs. Provides responsive quality service. Approves transactions within delegated… more
- Raymond James Financial, Inc. (New York, NY)
- …strategic client and customer relationships, typically by deploying large account teams to ensure ongoing customer satisfaction and loyalty toward the ... external regulation, and industry best practices through continuing professional development , attending conferences, and reading specialist media. Skills:… more
- City of New York (New York, NY)
- …ELIGIBLE FOR CONTINUED EMPLOYMENT. Under general direction of the EFT Transfer Specialist with wide latitude for independent judgment, the LMU Worker is responsible ... or to update landlord information such as entering bank account number and routing number into LEDDS Reviews and...LEDDS inbox/Queue daily for their clients and landlords. Verify client information with programs toe ensure accuracy. - Communicate… more
- Citigroup (New York, NY)
- …with internal legal counsel to minimize risk and ensure compliance. + ** Client Collaboration:** Partner with Escrow Business Development and Private Bankers ... specialists (foreign exchange, equity) to provide comprehensive solutions tailored to client needs. + **Operational Oversight:** Oversee account openings,… more
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