- Chemung Canal Trust Company (Schenectady, NY)
- …position preferred + High School Diploma or equivalent with an emphasis in a business curriculum + Demonstrated experience in banking and/or customer service + ... sales opportunities. + Confidently uses needs based assessment tools (Client Relationship Worksheet) in a conversational manner to analyze and uncover customer… more
- Citigroup (New York, NY)
- …(including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.) + Organize client events to ... The Wealth Relationship Manager SAFE Act is a seasoned professional...contribute to the objectives of the function and overall business . Evaluates moderately complex and variable issues with substantial… more
- Citigroup (Huntington, NY)
- …(including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.) + Organize client events to ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is...contribute to the objectives of the function and overall business . Evaluates moderately complex and variable issues with substantial… more
- Citigroup (Hewlett, NY)
- …(including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.) + Organize client events to ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is...contribute to the objectives of the function and overall business . Evaluates moderately complex and variable issues with substantial… more
- Pioneer Bank (Glenmont, NY)
- …and investing needs. + Collaborates with business partners in Wealth, Premier, Business Banking , and Insurance to help customers with complex financial and ... TITLE: Relationship Banker LOCATION: Glenmont REPORTS TO: Senior Branch Manager...business needs. + Prioritizes the delivery of exceptional client service… more
- Pioneer Bank (Rensselaer, NY)
- …and investing needs. + Collaborates with business partners in Wealth, Premier, Business Banking , and Insurance to help customers with complex financial and ... TITLE: Senior Relationship Banker LOCATION: Greenbush Commons/Albany REPORTS TO: Branch...business needs. + Prioritizes the delivery of exceptional client… more
- M&T Bank (Blasdell, NY)
- …customer profiles in order to assess potential ways to add value to clients banking relationship and transition to needs to based discussion on financial goals ... through lobby management, servicing and sales interactions for retail and business customers. **Primary Responsibilities:** + Play key role in Relationship… more
- UMB Bank (Albany, NY)
- …multiple careers here and having their voices heard. As the leading line of business , UMB's bottom line is directly impacted by the growth of our commercial ... a change in their financial service needs. The Ag Relationship Manager leads a team of professional product specialists...solutions that will entice prospective companies to award new business to UMB. Engaging and building relationships with … more
- JPMorgan Chase (New York, NY)
- The Relationship Manager is an essential member of the Financial Advisor's team. A Relationship Manager works in close partnership with the Financial Advisor(s) ... with or on direction of the Financial Advisor, identify and develop new business opportunities from existing client base. + Market and implement complex investment… more
- US Bank (New York, NY)
- …corporate/commercial banking experience Preferred Skills/Experience - Strong relationship management and business development/sales skills - Well-developed ... Lead and peers with special projects. Responsibilities include: prospecting for new business ; meeting with clients and managing client requests; serving as the lead… more