- Atria Wealth Solutions (Corning, NY)
- Through its relationship with CUSO Financial Services, L. P. (CFS) First Heritage Federal Credit Union is seeking a Financial Advisor to provide retirement and ... and program integration initiatives with credit union assigned program (includes relationship center personnel training). Provides regular feedback to the … more
- Hoselton (East Rochester, NY)
- …at individual KPI measurements for the process. + Creating meaningful notes in client 's profile in CRM for continuous relationship building + Staying current, ... complying with, and communicating all federal, state and local regulations pertaining to sales and finance operations as appropriate; and + To assist in ensuring all Hoselton guests experience exceptional customer service. **_REQUIRED COMPETENCIES_** +… more
- AON (New York, NY)
- …will require you to demonstrate solid and sustainable relationships with C-Suite client executives and will require you to build productive relationships with the ... In addition, you will be responsible for managing the on-going consulting relationship with a large insurance company. You will be leading complex consultative… more
- Canandaigua National Bank & Trust (Syracuse, NY)
- …commercial mortgage, business start-up and SBA loans. + Coordinates loan closings with Relationship Managers. + Actively manages client portfolio as assigned by ... the Business Banking Sales Manager. What makes working at CNB different? At CNB, we are Investing in You. Our strong corporate culture is based upon seven Core Values: Honesty and Integrity, Responsibility, Teamwork, Respect, Innovation, Professionalism, and… more
- MUFG (New York, NY)
- …the globe, we're 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... selected colleague will work at an MUFG office or client sites four days per week and work remotely...specifically includes: + Working with senior Aviation originators and relationship managers to originate new prospects + Engage in… more
- Prestige Employee Administrators (Melville, NY)
- Position Description: This person will manage the relationship with our clients and brokers. They will function strategically for the overall scope of the client ... will be the primary lead for benefit management and growth for the Client ; Work Site Employees; Brokers & Insurance vendors. Roles & Responsibilities + Consultative… more
- MUFG (New York, NY)
- …the globe, we're 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for our values, building ... selected colleague will work at an MUFG office or client sites four days per week and work remotely...to brief on the legal documents and support the relationship manager to ensure the completeness of the various… more
- Bank of America (Rochester, NY)
- …through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for ... be an advisor - from acquiring, building and managing client relationships to considering a client 's complex...strong referral base from across the business through our relationship with one in every two households. * Managing… more
- Truist (New York, NY)
- …solutions to high net worth clients. Participates as part of the broader client facing wealth team to expand existing relationships and capture new opportunities ... Manager as a team to provide advice and solutions which meet with client or prospect goals and objectives. Utilize other specialist where appropriate. + Proactively… more
- CBRE (Albany, NY)
- …Units within this region. Additionally, the Head of Projects supports and manages all client relationships, acting as a trusted advisor and to grow the business ... relationship and projects offering within Data Centre Solutions. Foster...existing MA portfolio and new clients outside our existing client base. The Head of Projects will ensure alignment… more