- KeyBank (New York, NY)
- …in the case of legacy relationships, may function as the lead contact on a UHNW relationship while engaging a Relationship Manager to ensure that a complete ... and maintained. + Responsible for retaining and deepening the relationship with a client including the next...Director and applicable Family Wealth team members on pricing, client service , compliance, and litigation issues, as… more
- Bank of America (Flushing, NY)
- …lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor ... client relationships through platform services, supporting clients with self- service or transactional activities, and providing exceptional client...(CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at… more
- TD Bank (New York, NY)
- …through proactive identification of solutions to meet customer needs. Partner with Relationship Manager 's in identifying opportunities for clients and prospects ... & Scope:** + Builds and maintains productive and collaborative relationships with the Relationship Managers and other channel sales partners + Serves as the trusted… more
- City National Bank (New York, NY)
- …consistent with the client -first values embodied in City National's outstanding relationship service culture * Provides business direction to junior Product ... of products, how they fit together, how strategically positioned and sold. * Client relationship support: works directly with clients in partnership with Sales… more
- TAIT Towers (New York, NY)
- …Beyonce, and The Olympics **Position Purpose:** The Producer is a creative leader, project manager , client relationship manager and people manager ... experience in successfully delivering production solutions, preferably in a global client - service organization at this level of responsibility + Experience… more
- BlackRock (New York, NY)
- …clients. + Support Senior Relationship Managers with ongoing business development, client service , and communication with clients and prospects. + Coordinate ... policyholders and shareholders. Role Overview The Retail Insurance Analyst supports the Relationship Management team in delivering a seamless client experience… more
- MUFG (New York, NY)
- …Observe trends and understand the business cycles. Discuss any discrepancies or deviations with relationship manager and the team leader of CMG. + For secured ... analyze position reports and mark-to-market reports. Discuss any discrepancies or deviations with relationship manager and the team leader of CMG. + Assess the… more
- Bank of America (Saratoga Springs, NY)
- …previously held the role of: + Home Service Specialist II, Lending Client Associate, Lending Client Support Manager , Lending Specialist, Senior Banker, ... products. Job expectations include effectively balancing sales performance, operational risk, and client relationship care. This position is subject to SAFE Act… more
- PNC (New York, NY)
- …to be successful in this position. **Preferred Skills** Book Of Business, Client Relationship Building, Credit, Credit Products, Customer Engagement, Decision ... Making, Financial Analysis, Identifying Sales Opportunities **Competencies** Business Acumen, Client Relationship Management, Customer Experience Management, Decision… more
- Atria Wealth Solutions (Corning, NY)
- Through its relationship with CUSO Financial Services, L. P. (CFS) First Heritage Federal Credit Union is seeking a Financial Advisor to provide retirement and ... drive and passion to deliver the highest level of service to credit union members and clientele to help...investment products and services offered. Meets regularly with Program Manager and trains, if necessary, with Program Manager… more