- Citigroup (New York, NY)
- …to identify avenues for new business opportunities; + Administrate the credit relationship of the client , coordinating and supervising the entire process, ... efforts, lead credit dialogue, proactively identify cross sell opportunities, drive client -centric solutions and achieve ambitious growth targets set for the… more
- 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
- Citigroup (New York, NY)
- The CSG Relationship Manager is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the ... and retention of clients, ensuring the appropriate "Know Your Client " (KYC) and other compliance deliverables are met; +...sharing markets updates, trend and intelligence; + Assists Senior Relationship Manager or Team Leader in in… more
- UMB Bank (Albany, NY)
- …partnerships, and other business entities and individuals. The Corporate Trust Associate Relationship Manager role supports our Corporate Trust team by ... client inquiries, and providing overall assistance to the Relationship Management team including; compiling performance data, record keeping, coordinating… more
- Wells Fargo (New York, NY)
- …from pre-revenue/seed stage through initial public offering. We are seeking an experienced Relationship Manager to join our New York technology banking team. ... . **In this role, you will:** + Develop, retain, and grow complex client relationships by understanding the needs and priorities of clients and financial decision… more
- Citigroup (New York, NY)
- …support new business development, as well as day-to-day management of existing relationship while gaining some primary client coverage responsibility. Candidate ... of client relationships and strategic initiatives + Administrate the credit relationship of the client , coordinating and supervising the entire process,… more
- Wells Fargo (New York, NY)
- …this role:** Wells Fargo is seeking a Virtual Eastern US based, Retail Auto Relationship Manager in Consumer Lending, Strategic Alliances and Relationship ... risk experience + Previous auto finance industry experience + Client account relationship development and management experience...+ Paid time off + Disability benefits + Life insurance , critical illness insurance , and accident … more
- Robert Half Finance & Accounting (New York, NY)
- …with a leading financial services firm is seeking a talented and motivated Relationship Manager (Associate Director) to join our Portfolio team. This role ... financial statement analysis and Excel-based modeling. + Excellent interpersonal and relationship management skills with a client -centric approach. + Bachelor's… more
- UMB Bank (Albany, NY)
- …time that might create a change in their financial service needs. The Ag Relationship Manager leads a team of professional product specialists and they ... and lead other team members to determine what other products and services the client might benefit from. + You will collaborate with commercial clients to better… more
- Bloomberg (New York, NY)
- …seek wider adoption and increased penetration of Bloomberg Index products in key client segments: Asset Owners, Insurance , Consultants, and Asset Managers in a ... exceptional end-to-end support from sales and implementation, through their ongoing relationship with Bloomberg. Bloomberg offers a diverse range of fixed income,… more