- Citigroup (Queens, 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
- Citigroup (Bronxville, 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)
- …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
- City National Bank (New York, NY)
- …clients. Participates in client call program either independently or with Relationship Manager . Prepares call reports for management. * Provides assistance ... Officer is positioned to proactively execute on the concepts developed by the Relationship Manager with minimal supervision. Is also instrumental as a liaison… more
- Arup (New York, NY)
- …formatting are presented following branding guidelines + Assisting with winning work tasks + Client Relationship Manager (CRM) data entry + Attending project ... meetings and providing follow-up support, including preparing meeting notes, agendas, action lists, reminders, and actions items + Conducting research, collecting, and analysing data to prepare reports and documents + Performs other duties as required **Is… more
- PNC (Albany, NY)
- …opportunity to contribute to the company's success. As a Managing Director, Senior Relationship Manager within PNC's Corporate Banking organization, you will be ... certifications/licensures needed to be successful in this position. **Preferred Skills** Client Prospecting, Client Relationship Building, Credit Risk… 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 SENIOR CB* 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* WHAT IS THE OPPORTUNITY? Develops and manages relationships with business banking clients in the assigned business ... 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
- 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