- American Express (New York, NY)
- …**Day to day responsibilities include, but are not limited to:** **Client Relationship Management :** + Leverage strong interpersonal skills to foster deep ... us define the future of American Express. The Global Advertising and Brand Management (GABM) team is responsible for creating marketplace demand and driving commerce… more
- American Express (NY)
- …and workflows. + Adaptability in fast-changing environments + Expert in CRM management , pipeline forecasting, and disciplined sales execution. **Education:** ... make an impact in this role?** + Field Sales Manager of Business Development - Middle Market Field +...growth potential. + Collaborate with Risk, Underwriting, Pricing, and Product to deliver tailored, profitable solutions that create client… more
- Huntington National Bank (New York, NY)
- …with minimal supervision + Proficiency in MS Office Suite + Certifications such as Certified Risk Manager ( CRM ), Certified Risk Professional (CRP), ... + Minimum of 7-10 years of experience in risk management , preferably in the banking or payments...networks, and relevant regulatory frameworks. + Strong leadership and relationship management skills including the ability to… more
- TD Bank (Bronx, 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 ... by low to moderate complexity/risk + Establishes and nurtures Customer relationships by consistently displaying product knowledge,...needs and guides customer appropriately + Understands customer preferences with banking (when and how… more
- TD Bank (New York, 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
- Capital One (New York, NY)
- …a virtual setting, while proactively engaging clients and prospects. + Efficiently navigate customer relationship management software, as well as other ... operating model, and recommend the appropriate product solution. + Refers customer to appropriate channel for complex Treasury Management and Merchant… more
- LinkedIn (New York, NY)
- …accounting, and law firms, as well as financial organizations across wealth management , insurance, and commercial banking - supporting their efforts to ... and work closely with your pod (Account Director + Customer Success Manager ) to coordinate a strategy...renewals and by identifying and closing new multi-million dollar business/ product contracts + Use CRM every day… more
- UMB Bank (Albany, NY)
- … Management and Research to fully understand market narrative, manager selection and monitoring, strategy decisions, and effectively communicate recommendations. ... The Retirement Client Advisor generates new business opportunities and manages a customer portfolio defined in the business plan. This involves being the primary… more
- NCR VOYIX (New York, NY)
- …relationship manager , problem solver, and quarterback. You'll own the customer relationship end-to-end - from identifying new opportunities to ensuring ... points, and tech stack + Coordinate across internal teams ( Product , Support, Services, Marketing) to ensure customers get what...For: + 2+ years of experience in sales, account management , or customer -facing roles + Proven success… more
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