- Bank of America (New York, NY)
- …* Problem Solving * Account Management * Client Experience Branding * Client Management * Client Solutions Advisory * Relationship Building * ... Relationship Banker - Broadway And East 8th Street Financial Center *Bilingual Mandarin required New York, New York **Job Description:** At Bank of America, we are… more
- CBRE (Albany, NY)
- …and verbal communications skills. Able to foster a strong service-orientation and an " advisory role" in client relationships. Able to comprehend, analyze and ... Data Center Business Unit Director Job ID 213493 Posted...company's platform in attracting new business development and growing market/ client share, as well as integration of all shared… more
- Whitney Young Health Center (Albany, NY)
- …meetings. + Participates in HIV related educational events with patients including quarterly Client Advisory Board (CAB). + Collaborates with members of the HIV ... + Understands and effectively communicates HIPAA compliance, corporate compliance and client confidentiality. + Ensures and remains in compliance with local, state,… more
- Whitney Young Health Center (Albany, NY)
- …from the perspective of a consumer. + Participate in the Consumer Advisory Board OTHER RESPONSIBILITIES: + Understands and effectively communicates HIPAA compliance, ... corporate compliance and client confidentiality. + Ensures and/or remains in compliance with local, state, and federal regulation, ie NCQA, Ryan White programs, NYS… more
- KeyBank (Syracuse, NY)
- …depth knowledge of financial products and banking regulations + Demonstrated strong client advisory skills + Demonstrated experience with and broad understanding ... and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client promise acting as the primary client … more
- Bank of America (Buffalo, NY)
- …+ Oral Communications + Relationship Building + Business Operations Management + Client Solutions Advisory + Planning + Talent Development + Written ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Bank of America (Jamaica, NY)
- …Retirement Planning Counselor (CRPC). * Obtained your insurance licenses. Skills: * Advisory * Account Management * Client Experience Branding * Customer ... and engages potential new clients through referrals or financial center clientele * Provides coaching and feedback to referral... Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management *… more
- Bank of America (New York, NY)
- …Planning Counselor (CRPC). + Obtained your insurance licenses. **Skills:** + Account Management + Advisory + Client Experience Branding + Customer and Client ... and engages potential new clients through referrals or financial center clientele + Provides coaching and feedback to referral...Communications + Active Listening + Attention to Detail + Client Solutions Advisory + Issue Management +… more
- Bank of America (Yonkers, NY)
- …(CRPC). * Obtained your insurance licenses. * Bilingual Spanish Preferred **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and ... and engages potential new clients through referrals or financial center clientele * Provides coaching and feedback to referral... Focus * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management *… more
- KeyBank (Tarrytown, NY)
- …expert knowledge of financial products and banking regulations + Demonstrated strong client advisory skills + Demonstrated experience with and broad ... and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client promise acting as the primary client … more