- 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
- City National Bank (New York, NY)
- …Client , Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). * Client Centricity & Relationship Management - to understand a client ... advise accordingly. * Negotiation - ability to maintain a profitable relationship , balancing bank and client needs. * Policy & Procedures - knowledge of CNB's… more
- TD Bank (New York, NY)
- …PCS I will be expected to participate in basic financial planning discussions and client relationship reviews. This role will support other team members ( ... **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist I acts as sales and relationship... Client Specialist I acts as sales and relationship support for Relationship Managers and Investment… more
- Casella Waste Systems Inc. (Clifton Park, NY)
- …in Casella's business products and services as well as customer service and client relationship management\. Can effectively manage assigned customer base, take ... 2\-3 years of progressively complex experience in the customer service and client relationship management field\. Demonstrates knowledge and competence in… more
- Storyful (New York, NY)
- …+ **Results-Oriented:** **A track record of meeting and exceeding new business and client relationship KPIs.** **Why Join Storyful?** + **Innovation at the ... Relationship Management:** **Nurture and maintain new and long-term client relationships, ensuring continued satisfaction through exceptional communication and a… more
- JPMorgan Chase (New York, NY)
- …the strengths of each business unit + Champion a unified approach to client relationship management, ensuring seamless referrals and consistent client ... Foster a culture of continuous improvement, encouraging feedback and innovation in client relationship management Qualifications + 10-15 years of management and… more
- City National Bank (New York, NY)
- … Success Senior Manager is responsible for all aspects of maintaining the client relationship after the sale. This will include consultation, planning, ... the relationship . WHAT WILL YOU DO? * Independent management of the client relationship after the sale to support client success within our SaaS products… more
- Bank of America (New York, NY)
- …multiple tasks simultaneously **Job Responsibilities:** + Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all ... Advisor Development Program Client Associate New York, New York **To proceed...help pursue the life they envision through a personal relationship with their advisory team committed to their needs.… more
- MUFG (New York, NY)
- …degree in Finance + Strong background in business strategy, financial analytics, and client relationship management. + Proven track record of driving measurable ... effectiveness across CIB products. + Support the design of client coverage and relationship management models to align with strategic priorities and regulatory… more
- NTT America, Inc. (New York, NY)
- …deliver transformation programs, and a strong track record of building trusted client partnerships. **KEY RESPONSIBILITIES** Client Relationship Management: ... apply now. We are currently seeking a Banking Consulting Client Partner to join our team in New York...as the **primary relationship owner** for senior client stakeholders (C-level and business unit leaders). + Act… more