- 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
- KeyBank (Albany, NY)
- …lines of business, across all product lines, to deliver distinguishable advice. Lead client relationship reviews and the creation of the agenda in collaboration ... in the creation of thought leadership in their deepest area of client expertise. **ESSENTIAL JOB FUNCTIONS** Deliver consultative relationship management to… more
- S&P Global (New York, NY)
- …a preference for advanced degrees or certifications in relevant areas. + Strong client relationship management skills, with the ability to engage with senior ... overcome their complex business challenges. The team is focused on relationship management, business development, and are intellectually curious. We uniquely… 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* WHAT IS THE OPPORTUNITY? Responsible for...branch. Provides expertise in all aspects of providing exemplary client service. Successfully completes Onboarding Workshops, and all relevant… more
- UMB Bank (Albany, NY)
- …contact for Commercial Banking clients for all servicing requests related to client relationship + Manage post-closing requirements such as exception citing's, ... Manager(s) by performing daily support activities related to client relationships and keep respective Relationship Manager...related to client relationships and keep respective Relationship Manager informed when appropriate + Act as point… more
- Chemung Canal Trust Company (Elmira, NY)
- …uncovering additional sales opportunities. + Confidently uses needs-based assessment tools ( Client Relationship Worksheet) in a conversational manner to analyze ... people who thrive on delivering exceptional customer service and building lasting client relationships. Our culture is built to attract top talent, celebrate… more
- SMBC (New York, NY)
- …etc.) and presentation. + (If assigned existing clients as RM) Maintain client relationship , cultivate clients' banking needs and promote banking products ... to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The… more
- Citigroup (New York, NY)
- …portfolio. With a deep understanding of financial markets, lending practices and client relationship management, the Senior Vice President plays a pivotal ... role in driving revenue, developing relationships with prospects, enhancing client satisfaction, and ensuring the financial success of both Citi and its commercial… more
- City National Bank (New York, NY)
- …representative of CNB, promoting and attracting new colleagues and customers. * Prepares a Relationship Plan and calling schedule for each client or prospect in ... all Bank products and services in order to establish a total client banking relationship . Discusses financing opportunities and general business conditions;… more