- Citigroup (New York, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.) + Organize client events...Business Partners, Relationship Manager, etc.) + Organize client events to enhance client bonding. +… more
- Citigroup (Hewlett, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.) + Organize client events...Business Partners, Relationship Manager, etc.) + Organize client events to enhance client bonding. +… more
- US Bank (New York, NY)
- …**Job Description** This is an exciting VP-level role within US Bank's Institutional Client Group (ICG), which services our largest clients. The Relationship ... least 3+ years of covering insurance clients preferred + Strong relationship management and business development/sales skills + Well-developed analytical and… more
- JPMorgan Chase (New York, NY)
- …Responsibilities:** + Preparing presentation and marketing materials for use in client meetings + Conducting industry research to create market intelligence updates ... banking/corporate finance experience) + Experience in building and maintaining positive client and internal partner relationships + Outstanding Excel and Power Point… 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
- Bank of America (New York, NY)
- …Intellectually curious and motivated to continuously improve processes + Sales and client relationship experience + Working knowledge of treasury management ... with CBK/Global TSO, leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability… more
- Public Consulting Group (Albany, NY)
- …and training documentation **Skills for Success:** . Proven success at client relationship building . Effective communication skills (presentation, facilitation, ... across the public sector. To learn more, visit www.publicconsultinggroup.com . Client Success Partners will be integral members of the EDPlan Innovations… more
- CIBC (New York, NY)
- …that impact the firm's bottom line through transaction and financing execution, client relationship support, industry and company research, and contributing to ... We're building a relationship -oriented bank for the modern world. We need...proposals, "pitchbooks" and the execution of new and existing client mandates, including overseeing Analyst work: +… more
- Pioneer Bank (Albany, NY)
- …an active part of the relationship "team" working closely with the relationship manager, the client , and client 's professional advisors in monitoring ... and loan administration to make sure the clients enjoy positive and seamless client experiences. Essential Job Functions: + Manage all aspects of a portfolio of… more
- Citigroup (Getzville, NY)
- …The candidate will need to effectively interact with the front office, operations, relationship managers and external clients. Analyst is expected to be able ... The Securities & Derivatives Associate Analyst is responsible for investigating and settling compensation...Support data collection and reporting for the OCRM and relationship managers for client visits * Participate… more