- 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
- 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 ... clients after new accounts are opened to deepen the relationship . + Demonstrates a high level of courtesy and...regulatory procedures to ensure the safety and security of client bank assets. + Conforms to General Performance Expectations… more
- Principal Financial Group (New York, NY)
- …prospecting new sources of business while learning how to utilize Salesforce, our client relationship management tool. + Partner with internal investment teams ... Retirement, and Institutional Sales - through interactions with sales leadership, relationship managers, internal specialists, and investment partners. + Assist in… more
- Chemung Canal Trust Company (Seneca Falls, NY)
- …uncovering additional sales opportunities. + Confidently uses needs based assessment tools ( Client Relationship Worksheet) in a conversational manner to analyze ... clients after new accounts are opened to deepen the relationship . + Demonstrates a high level of courtesy and...regulatory procedures to ensure the safety and security of client bank assets. + Conforms to General Performance Expectations… more
- Chemung Canal Trust Company (Horseheads, NY)
- …uncovering additional sales opportunities. + Confidently uses needs based assessment tools ( Client Relationship Worksheet) in a conversational manner to analyze ... clients after new accounts are opened to deepen the relationship . + Demonstrates a high level of courtesy and...regulatory procedures to ensure the safety and security of client bank assets. + Assists with new staff member… 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 ... of company, industry, business and needs to assist in client calling efforts. Sets objectives for each relationship... client calling efforts. Sets objectives for each relationship in terms of cross sell opportunity and revenue… 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
- City National Bank (New York, NY)
- …to client needs. Provides responsive, quality service. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of ... 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
- 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