- City National Bank (New York, NY)
- *SALESFORCE PRODUCT MANAGER PB* WHAT IS THE...a related field (financial services, CRM / customer relationship management * Salesforce.com ... and ability to manage complex, high-profile projects end-to-end * Skilled relationship manager effective at collaborating and influencing across internal… more
- Huntington National Bank (New York, NY)
- …payment networks, and relevant regulatory frameworks. Preferred Qualifications: + Certifications such as Certified Risk Manager ( CRM ), Certified Risk ... risk policies, standards, and procedures that align with the bank 's enterprise risk management framework. + Partner... Information Systems Auditor (CISA). + Strong leadership and relationship management skills including the ability to… more
- TD Bank (Ridgewood, NY)
- …lobby and on the frontline + Completes Customer transactions and utilizes Customer relationship management tools to engage in needs based conversations ... the overall Customer experience + Proficient in Customer relationship tools, services, products and campaigns...internally and/or externally + Under the direction of the Manager , participates in performance management activities of… more
- TD Bank (Brooklyn, NY)
- …times and life events, save time and money, and exceed their needs + Utilizes Customer relationship management tools to proactively play a key role in ... and/or refer them to appropriate team member or internal Bank partners, while ensuring a positive Customer ...by low to moderate complexity/risk + Establishes and nurtures Customer relationships by consistently displaying product knowledge,… more
- Raymond James Financial, Inc. (New York, NY)
- **Summary of the Position:** The Equipment Finance Relationship Manager will execute the Equipment Finance Direct Corporate Sales Strategy, directly sourcing ... for TriState Capital Equipment Finance line of business. The Relationship Manager is responsible for sourcing and...transaction, and close the transaction. Works directly with Senior Management and internal partners in Bank Operations,… more
- Citizens (Albany, NY)
- …business partners. + Provide timely updates to Relationship Managers on product enhancements, projects, and issues. + Update CRM system regularly but ... market to support and drive the value of Cash Management to existing and new to bank ...capabilities through organized and effective calling activities. + Maximize customer opportunity by building total relationship and… more
- Grifols Shared Services North America, Inc (New York, NY)
- …Specialty Sales Representative (HSSR) is to represent key products within the Bleeding Management product portfolio with a primary responsibility for the launch ... awareness, product discussions and collaboration with key physicians and customer stakeholders to influence uptake for a new standard-of-care and product… more
- KeyBank (NY)
- …a member of the Fair and Responsible Banking ("FARB") Analytics team within Compliance Risk Management (" CRM "). As part of Key's second line of defense CRM ... Analytics Associate will provide support to the FARB Compliance Management System, assisting the Analytics Director and Quant Analytics...in a non-technical way. + Experience working for a bank , consumer financial product company such as… more
- KeyBank (NY)
- …a member of the Fair and Responsible Banking ("FARB") Analytics team within Compliance Risk Management (" CRM "). As part of Key's second line of defense CRM ... Analytics Associate will provide support to the FARB Compliance Management System, assisting the Analytics Director and Quant Analytics...in a non-technical way. + Experience working for a bank , consumer financial product company such as… more
- BMO Financial Group (New York, NY)
- …(3 to 4) at the same time in different functional areas of the Bank (eg, Channels, Sales/Marketing/ CRM , Commercial Lending, Collections) + 15 years of IT ... or for Retail products (retail lending or credit cards) + Drive cross- product cross-channel customer experience integration architecture retail or commercial… more