- Citigroup (New York, NY)
- …but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is...skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of… more
- City National Bank (New York, NY)
- …and analytics used to support the decision are accurate and calculated correctly. * Attends client meetings at Relationship Manager , Manager , Team Lead, ... financial materials and resources. * Provides balanced and appropriate credit guidance to Relationship Manager , Team Lead, and/or Manager and collaborates in… more
- City National Bank (New York, NY)
- …and analytics used to support the decision are accurate and calculated correctly. * Attends client meetings at Relationship Manager , Team Manager , or ... financial materials and resources. * Provides balanced and appropriate credit guidance to Relationship Manager and Manager and collaborates in determining… more
- City National Bank (New York, NY)
- …loan structure, collateral analysis, pricing and adherence to Bank policies. * Attends client meetings at Relationship Manager , Team Manager ... determining appropriate credit strategy. * Provides input to the Relationship Manager and Team Manager ...based on information provided by the Relationship Manager . * Performs quarterly financial reviews of client… more
- Pioneer Bank (Albany, NY)
- …+ Becomes an active part of the relationship "team" working closely with the relationship manager , the client , and client 's professional advisors in ... TITLE: Commercial Portfolio Manager LOCATION: Headquarters REPORTS TO: Commercial Portfolio Administrator...to make sure the clients enjoy positive and seamless client experiences. Essential Job Functions: + Manage all aspects… more
- City National Bank (New York, NY)
- * RELATIONSHIP MANAGER SENIOR SPORTS FINANCE & ADVISORY* WHAT IS THE OPPORTUNITY? The Senior Relationship Manager develops new business prospects and ... Minimum 5 years of lending/credit experience required. * Minimum 5 years of Relationship Manager experience required. * Sports finance and advisory knowledge… more
- City National Bank (New York, NY)
- * RELATIONSHIP MANAGER TECHNOLOGY* WHAT IS THE OPPORTUNITY? Develops and manages relationships with commercial clients in the assigned business segment and/or ... demonstrated sales and marketing abilities including cross selling skills. * Superior client relationship skills. * Good understanding of commercial credit… more
- City National Bank (New York, NY)
- * RELATIONSHIP MANAGER BUSINESS BANKING SR* *New York, NY * WHAT IS THE OPPORTUNITY? Develops and manages relationships with business banking clients in the ... and attracting new colleagues and customers. * Prepares a Relationship Plan and calling schedule for each client... Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business… more
- City National Bank (New York, NY)
- * RELATIONSHIP MANAGER II ENT* WHAT IS...and attracting new colleagues and customers. * Prepares a Relationship Plan and calling schedule for each client ... all Bank products and services in order to establish a total client banking relationship . Discusses financing opportunities and general business conditions;… more
- AON (New York, NY)
- Aon is looking for a Relationship Manager - Equities Performance Practice - New York Metro Area, Hybrid Aon is in the business of better decisions At Aon, we ... About the Role We currently are looking for a Relationship Manager to join Aon Revenue GPS...be responsible for owning and developing a set of client relationships, delivering insights to Equities businesses across the… more