- KeyBank (Tarrytown, NY)
- …growth goals which can include qualified lead development, expanding existing client relationship revenue, and contributing significantly to attaining team ... estate planning, retirement, etc.). + Provide timely feedback to the Relationship Manager and/or Client Experience Manager regarding important/critical events… more
- Fifth Third Bank, NA (New York, NY)
- …bank and delivering tailored financial solutions. In addition to insurance portfolio client relationship management, the role includes partnering with Private ... targeted client group by coordinating all aspects of the client relationship . . Develops business development strategy to generate new business. . Provides… more
- Huntington National Bank (New York, NY)
- …Banker/RMs, Portfolio Managers and other internal colleagues to support current and prospective client relationship growth. This position reports to the Head of ... collaboration with other internal team members involved with each specific client relationship + Ensure the accurate Risk Grading accuracy of assigned portfolio,… more
- Meta (New York, NY)
- **Summary:** Meta is seeking an ambitious, customer centric and relationship -obsessed Client Partner with a passion for strategic planning, operational rigor, ... and a track record of exemplary execution. The Client Partner for Meta's Global Business Group is a...Global Business Group is a strategic and vision setting relationship owner with our top advertisers where trust is… more
- Bank of America (New York, NY)
- …Year (YoY) growth + Consults within the Client Management Process (CMP) on client relationship development from growth of new client relationships to ... profitability analysis + Leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability… more
- M&T Bank (New York, NY)
- …for individuals, business owners, and/or families. **Primary Responsibilities:** + Leads the client relationship team and has overall responsibility for assuring ... sales cycle to meet sales goal.Implement and deliver specific solutions. + Leads client relationship review discussion with committee.Manage and review the … more
- UMB Bank (Albany, NY)
- …banking officers. As the primary contact, you will be a vital part of the client 's relationship to help deliver growth and opportunity by creating a trusting ... phone or email to support day-to-day servicing needs + Develop a relationship with the client proactively to identify solutions to problems and improve the … more
- WTW (New York, NY)
- …teams and producing quality deliverables on time and within budget + Strong client relationship , interpersonal and team skills with the ability to work ... Consultants and Relationship Managers + Develop a trusted advisor relationship with client contacts through effective communication, efficient high quality… more
- City National Bank (New York, NY)
- …of products, how they fit together, how strategically positioned and sold. * Client relationship support: works directly with clients in partnership with Sales ... ethically and with integrity in a manner that is consistent with the client -first values embodied in City National's outstanding relationship service culture *… more
- Truist (New York, NY)
- …help drive the business growth. 2. Leads support work, business development and/or product/ client relationship management. 3. Assists in the generation of ideas ... day-to-day work. 7. Manages highly complex financial modeling, pitch-book production development, client relationship , and deal team travel, etc. 8. Additional… more