- KeyBank (Tarrytown, NY)
- … is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client 's financial ... client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and...Manager (CRM) system, and personal meetings. Captures the client 's goals in a financial plan. + Prepares and… more
- Microsoft Corporation (New York, NY)
- …of problems, and remove blockers. Establishes recovery action plans to improve the client 's overall experience and avoid future instances of dissatisfaction. + ... based on clients' insights. + Builds and maintains relationships with day-to-day client contacts as a trusted advisor throughout multiple levels. Adopts… more
- Wells Fargo (New York, NY)
- …Strategically engage with all levels across the enterprise and serve as an expert advisor to leadership to resolve client issues and achieve business objectives ... this role:** Wells Fargo is seeking a Senior Relationship Manager ( Senior Lead Credit Product Portfolio Specialist) in...and refinancings of varying complexity levels, including assessing a client 's financial position and risk level and acting as… more
- Motion Recruitment Partners (Albany, NY)
- …Mission Manager serves as the primary point of contact and trusted advisor for assigned client programs. This role blends program management, account ... consultative sales to ensure operational delivery aligns with contractual obligations and client expectations. The Mission Manager is responsible for maintaining… more
- The Cigna Group (New York, NY)
- …alignment, build trust, and ensure clients receive tailored, strategic solutions. + Client Experience : Oversee client service requests, ensuring seamless ... to expand the relationship. You will be the trusted advisor and go-to partner for your clients, helping them...opportunities by offering strategic insights and ensuring an exceptional client and customer experience . **Key Responsibilities:** +… more
- Bank of America (New York, NY)
- …in the community. NOTE: May hire as a Relationship Manager depending on experience **Skills:** + Client Management + Client Solutions Advisory + ... Sr. Relationship Manager -Global Commercial Bank - Middle Market -...Identification + Sales Performance Management + Business Development + Client Experience Branding + Continuous Improvement +… more
- Citigroup (New York, NY)
- … client experience in banking and investments for peers and manager , identifies process improvements to address client friction points and associated ... The Senior Client Service Manager accomplishes results through...Responsible for coordinating resources and support tools for new Advisor and Relationship Manager recruits to onboard… more
- KeyBank (Tonawanda, NY)
- …that no bank will fight harder for them. **Responsibilities** + Embodies a strong client experience culture, being present with every client and teammate ... York 14223-1294 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in...and businesses in our Key Bank communities. The Branch Manager builds, coaches, develops, leads, and motivates a team… more
- City National Bank (New York, NY)
- …of lending/credit experience required. * Minimum 5 years of Relationship Manager experience required. * Sports finance and advisory knowledge preferred * ... Manager develops new business prospects and manages existing client relationships in the assigned specialized business segment and/or geographic areas.… more
- LiveRamp (New York, NY)
- …ad tech solutions. In this role, you'll act as a trusted technical advisor , owning key accounts from onboarding through expansion. You'll help customers activate ... best practices that level up our broader team. **Responsibilities:** **Technical Client Solutions Management** + Lead the end-to-end onboarding and technical… more
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