- City National Bank (New York, NY)
- …initiative to respond to past dues based in partnership with Relationship Manager . * Maintains up-to-date knowledge on all Bank lending policies and ... accurate and calculated correctly. * Attends client meetings at Relationship Manager , Team Manager , or...regulations. Confers with the Credit Manager and appropriate Bank personnel regarding new/existing… more
- City National Bank (New York, NY)
- …initiative to respond to past dues based in partnership with Relationship Manager . * Maintains up-to-date knowledge on all Bank lending policies and ... accurate and calculated correctly. * Attends client meetings at Relationship Manager , Manager , Team Lead,...regulations. Confers with the Credit Manager and appropriate Bank personnel regarding new/existing… more
- Citizens (Rochester, NY)
- …long-term financial goals. Citizens is seeking a motivated, highly successful, proven Relationship Manager with experience in moderately to less complex ... loyalty and improve the profitability of customer and the Bank + Complete Business Banking University and Drive Sales...experience, required. + 2+ years in a Business Banking Relationship Manager role or related business lending… more
- Huntington National Bank (New York, NY)
- …and maintenance of risk policies, standards, and procedures that align with the bank 's enterprise risk management framework. + Partner with your team to prepare and ... frameworks. Preferred Qualifications: + Certifications such as Certified Risk Manager (CRM), Certified Risk Professional (CRP), or Certified Information Systems… more
- Citigroup (New York, NY)
- …financial management strategies that today's wealth requires. Our comprehensive services are tailored to individuals and families, including entrepreneurs and ... Our goal is to deliver a premier level of service while helping clients preserve, grow and manage their...solutions across all three client segments including Citi Private Bank , Wealth at Work, Citi Private Client and Citigold… more
- TD Bank (Larchmont, NY)
- …and tactics to improve the overall Customer experience + Proficient in Customer relationship tools, services , products and campaigns to support the teams in ... policies and procedures to mitigate risk and protect the Bank and Customers. This role will drive, reinforce, and...and Sales objectives. In the absence of any other manager , the Store Supervisor is expected to manage the… more
- City National Bank (New York, NY)
- …sales and relationship management ability. * Excellent understanding of all bank products and services applicable to target client segment. * Excellent ... hand off to Credit Administration. * Works with Credit Manager and Relationship Manager to...appropriate quality controls related to the financial products the bank provides, the services the bank… more
- Berkshire Bank (Queensbury, NY)
- …fraud by following procedures and regulations and knowing the client. + Client Service and Relationship Development 30% + Build and expand client relationships ... opportunities. + Handles complex client issues while executing excellent client service principles. + Navigates clients through digital services such as… more
- Amalgamated Bank (New York, NY)
- …facilitating the process to onboard third parties for use. + Training: Educate Bank staff (eg Relationship Owners) on the importance of Third-Party Risk ... interviewed at least once, in person, with the hiring manager . Amalgamated Bank does not sponsor applicants...in-person attendance is required for, the contact center, branch service roles, and general services where the… more
- TD Bank (Syosset, NY)
- … service and advice to TD Customers + Understands and supports the Bank 's Customer Service Strategy; Delivers Customers end-to-end advice they expect: (1) ... help Customers achieve their financial goals and optimize their relationship with TD. This role is accountable for working...operational policies and procedures + Understands and supports the Bank 's Customer Service Strategy + Considers the… more