- PNC (Albany, NY)
- …certifications/licensures needed to be successful in this position. **Preferred Skills** Client Prospecting, Client Relationship Building, Credit Risk ... Building, Relationship Management **Competencies** Business Acumen, Client Relationship Management, Customer Experience Management., Decision Making… more
- City National Bank (New York, NY)
- …demonstrated sales and marketing abilities including cross selling skills. * Superior client relationship skills. * Good understanding of commercial credit ... and attracting new colleagues and customers. * Prepares a Relationship Plan and calling schedule for each client... Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business… more
- MUFG (New York, NY)
- …perspective, enabling it to offer the right products. At the center of the client relationship , the Relationship Management teams coordinate the commercial ... the globe, we're 150,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building… more
- City National Bank (New York, NY)
- …* Minimun 2 years of credit experience *Additional Qualifications* * Superior client relationship skills. * Good understanding of commercial credit policies ... all Bank products and services in order to establish a total client banking relationship . Discusses financing opportunities and general business conditions;… more
- KeyBank (Albany, NY)
- …of business, across all product lines, to deliver distinguishable advice. + Lead client relationship reviews and the creation of the agenda in collaboration ... of client expertise. **ESSENTIAL JOB FUNCTIONS** + Deliver consultative relationship management to institutional clients and deals effectively with all levels in… more
- Bank of America (New York, NY)
- …specialists/partners to address client 's needs + Manages aspects of the client relationship process, including client onboarding and resolving ... and reporting on client satisfaction + Attends client review meetings to assist with relationship ...Attends client review meetings to assist with relationship deepening conversations + Executes on the team service… more
- Citigroup (New York, NY)
- …** Client Focus - Value Add and Driving Revenue** + Act as a senior client relationship manager for the Futures, OTC Clearing and FX Prime Brokerage (FDC) ... Relationship Sales group within Prime Services is responsible for the overall client experience. The Relationship Sales role encompasses the following primary… more
- City National Bank (New York, NY)
- …services can meet their business or personal objectives. * Manages an active client relationship portfolio with an emphasis on expanding existing relationships ... * RELATIONSHIP BANKER* *Park Ave South Branch* WHAT IS...branch. Provides expertise in all aspects of providing exemplary client service. Successfully completes Onboarding Workshops, and all relevant… more
- PNC (New York, NY)
- …to be successful in this position. **Preferred Skills** Book Of Business, Client Relationship Building, Credit, Credit Products, Customer Engagement, Decision ... Making, Financial Analysis, Identifying Sales Opportunities **Competencies** Business Acumen, Client Relationship Management, Customer Experience Management., Decision… more
- Lincoln Financial (Albany, NY)
- …on! **What you'll be doing** + You will develop, maintain and execute complex client relationship management plans that ensure our clients' overall service needs ... organization. + You will serve as a resource to internal stakeholders on relationship management solutions that optimize client satisfaction and achieve business… more