- M&T Bank (Rochester, NY)
- …annual reviews, interim update memos, a covenant monitoring program, problem loan management , early warning indicators, and other forms of credit surveillance. + ... that may be contrary to customer's interest. + Partner proactively with relationship managers (RM) and be intimately involved throughout the deal process, from… more
- MUFG (New York, NY)
- …the globe, we're 150,000 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...develop a strong foundation in financial markets and risk management while working closely with senior controllers and traders.… more
- Highmark Health (Albany, NY)
- …+ None **SKILLS** + Strong written and oral communication skills + Strong relationship building skills + Client focused with strong business acumen + ... other departments and/or outside agencies to resolve problems. + Communicate with Management at Highmark, subsidiaries, affiliates, other third parties, etc. as to… more
- JPMorgan Chase (New York, NY)
- …Program means you will be joining a team committed to building client relationships and making meaningful contributions to our business with customized wealth ... management solutions. You'll work with a team of bankers,...investments, lending, banking, and trust and estate planning. No client has identical goals, so understanding their unique needs… more
- JPMorgan Chase (New York, NY)
- …building meaningful relationships and excel at crafting innovative solutions to meet diverse client needs, we have an exciting opportunity for you. By joining our ... to make meaningful contributions to our business with customized wealth management solutions. Your role will involve delivering highly customized and comprehensive… more
- Truist (New York, NY)
- …of America) **Please review the following job description:** Responsible for providing client relationship management and investment banking services ... teams, providing credit underwriting support, drafting information memoranda, developing management and investor presentations **Required Qualifications:** The requirements listed… more
- ASM Research, An Accenture Federal Services Company (Albany, NY)
- …problem solving and organizational skills. + Ability to foster a good working relationship and rapport with customers. + Ability to adapt to new processes or ... limited to, location, skill set, level of education, certifications, client requirements, contract-specific affordability, government clearance and investigation level,… more
- KeyBank (Tarrytown, NY)
- …65) (preferred) + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public Accountant (CPA) ... Relationship Manager is at the center of this client promise acting as the primary client ...Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of… more
- HSBC (New York, NY)
- …(primarily hedge funds but also private equity funds) and to support the Institutional Client Group (ICG) relationship management team in all credit-related ... difficult to analyze and require a high degree of analyst skill to evaluate the relevant risk factors. The...to build effective relationships across various departments - Prime, Client Management , Relationship Management… more
- US Bank (New York, NY)
- …at least 3+ years of covering insurance clients preferred + Strong relationship management and business development/sales skills + Well-developed analytical and ... **Job Description** This is an exciting VP-level role within US Bank's Institutional Client Group (ICG), which services our largest clients. The Relationship … more
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