- Pioneer Bank (Rensselaer, NY)
- … financial and business needs. + Prioritizes the delivery of exceptional client service with accuracy and operational excellence, including problem solving ... through strong client relationships and team collaboration. + Responds to service requests and inquiries from customers in a timely manner, while emphasizing… more
- JPMorgan Chase (Brooklyn, NY)
- …Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience. + Simplify clients' banking ... of our branch operations, working closely with the Branch Manager , branch employees, and our team of experts. Your...Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all… more
- GuideOne Insurance (New York, NY)
- …vendor management, and technology investments to ensure scalability without compromising financial discipline. + Multi- Client Service Model Leadership: ... development. + Build and scale multi-tenant platforms to enable servicing multiple client service business units efficiently. + Champion CI/CD automation, DevOps… more
- Neuberger Berman (New York, NY)
- … client -facing tools, including the design, enhancement, and implementation of the client portal, mobile app, and emerging self- service solutions. + Determine ... transformation leadership roles. + Proven track record overseeing digital platforms and client experience within the financial services sector. + Deep… more
- SHI (Albany, NY)
- …Cybersecurity Solutions Architect has a primary responsibility of aligning SHI client needs with security architecture, consulting, professional and managed services ... providing expert architectural advice and competitive analysis while acting as a client -facing subject matter expert. This role involves identifying client … more
- CBRE (New York, NY)
- Fire and Security Director Job ID 232501 Posted 07-Aug-2025 Service line Advisory Segment Role type Full-time Areas of Interest Property Management Location(s) New ... Work directly with security vendors to ensure contract adherence and that Client standards are maintained. Ensure quarterly security initiatives are met between CBRE… more
- US Bank (New York, NY)
- … information, conduct the needed discovery, assess investment needs, and evaluate each client 's unique needs + Determine which financial products are suitable ... of experience in a financial sales position, preferably working with the affluent client segment + FINRA Series 7 and 66 or, Series 7 and 63/65 combination and… more
- TD Bank (New York, NY)
- …of all systems, projects and technical interfaces to ensure a high level of service and support to the client and efficient system operation + Researches ... business lines: Global Trade Finance ("GTF"), Corporate Cash Management ("CCM"), Financial Institutions ("FI"), and Export and Agency Finance ("EAF"). Global… more
- Bank of America (New York, NY)
- …Customer and Client Focus * Profitability Analysis * Collaboration * Financial Forecasting and Modeling * Pipeline Management * Sales Performance Management * ... are guided by a common purpose to help make financial lives better through the power of every connection....the flawless delivery of these solutions through a high-touch advisor/ client experience. The primary mission of the Credit Product… more
- IBM (New York, NY)
- …maintain pipeline on a rolling basis, build references and case studies. Establish client value propositions that tie key strategic, financial , and operational ... maintain pipeline on a rolling basis, build references and case studies. Establish client value propositions that tie key strategic, financial , and operational… more