- Palmer Food Services (Utica, NY)
- …consisting of: + Weekly business development plan and updates for District Sales Manager + Account list (core, target and prospect, grouped by "opportunity") ... approval where necessary. + Works with the District Sales Manager to plan weekly activity so that the "core"...sales presentations. + Maximizes results by systematically managing an account plan. + Penetrates accounts through customer… more
- Citigroup (New York, NY)
- …operational and middle office teams to ensure effective resolution. + Coordinate account maintenance for all products and reporting on WINS (including address ... changes, banker/expense code changes, account status changes, stop payments, no post, rates and...WINS, DMS, OLOD, etc ) + Open and link accounts on One Source. Assist Banker to obtain approval… more
- Dow Jones (New York, NY)
- …along any potential upsell opportunities that are discovered so the relevant Account Manager may follow-up with those customersMaintain accurate and appropriate ... intelligence. **ABOUT THE ROLE** Reporting to a Client Retention Manager , the Client Engagement Specialist (CES) will manage all...within existing buying centers, and support upsells into these accounts made by the Account Executive. As… more
- NBT Bank (Albany, NY)
- …trust accounts and meeting with customers to provide periodic account reviews. Constructs portfolios from cash and adjusts holdings of new portfolios ... to asset allocation, sector weightings and security composition in accordance with account investment objectives. Monitors portfolios of accounts and makes… more
- SUNY Westchester Community College (Valhalla, NY)
- …Fri Jul 25 2025 Job Description: Under the general supervision of the Manager of Fiscal Operations (WCC), the Senior Cashier will perform complex cashier functions ... payment for services; receiving, recording and securing valuables; maintaining detailed account ledgers using automated equipment and files; and conducting regular… more
- City National Bank (New York, NY)
- …ensure that all accounts are moved in a timely manner, and archive the accounts from our client account database once they have fully transferred out. * ... ANALYST* WHAT IS THE OPPORTUNITY? Provides operational support to the Portfolio Manager Team and Advisors on all asset movement activities. Review, process, and… more
- Merck (Albany, NY)
- …sales with each account . + Communicate and collaborate with the Strategic Accounts Team and specialists to learn and share best business practices. + Create ... brand and reputation among beef and dairy producers, veterinarians, and nutritionists. The Territory Manager is a key member of the field sales team and plays a… more
- University of Rochester (Rochester, NY)
- …and/or trends that require management intervention; share with Supervisor and/or Manager . Assist Supervisor with credit balance account review/resolution and ... department guidelines, the position is responsible for managing professional hospital accounts . Activities performed will focus on resolving balances of aged… more
- Comerica (New York, NY)
- …evaluates accounts for completeness and accuracy, monitors and submits account transactions for approval, drafts responses to incoming correspondence and any ... role will be responsible for serving as a relationship manager to most routine and standard client relationships. This...in the proper management and administration for assigned trust accounts adhering to applicable laws and regulations as well… more
- Trustmark (Albany, NY)
- …self-funded health products via Broker partners for groups under 200 lives then transitions account to an account manager for ongoing maintenance and ... Internet (eg, chat, email, video conferencing, etc.) then transitions account to an account manager ...manager for ongoing maintenance and service. Develops new accounts and/or generates new business from existing accounts… more