- 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 Manager SAFE Act is a...+ Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities.… more
- JPMorgan Chase (Riverhead, NY)
- …relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship ... business and its owners and develop the full financial relationship + Understand the personal financial goals and needs...accounts and full suite of products and services. Leverage service team to deliver an outstanding client … 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 ... responsible for managing internal departments to address any customer service issues; + Introduces solutions to clients in building...sharing markets updates, trend and intelligence; + Assists Senior Relationship Manager or Team Leader in in… more
- Pioneer Bank (Albany, NY)
- TITLE: Business Banking Relationship Manager LOCATION: Headquarters REPORTS TO: Vice President - Business Banking Team Leader CLASSIFICATION: Full Time, Exempt ... annually) AVAILABILITY: Monday-Friday 8:30am-5:00pm Position Summary: The Business Banking Relationship Manager is primarily responsible for developing and… more
- JPMorgan Chase (New York, NY)
- The Relationship Manager is an essential member of the Financial Advisor's team. A Relationship Manager works in close partnership with the Financial ... **Responsibilities:** + Act as the primary point of contact for assigned client relationships, deepen client relationships through getting to know details… more
- Ballston Spa National Bank (Wilton, NY)
- …through balance sheet growth and client and employee satisfaction. The Relationship Manager will coach, motivate, and provide ongoing training in referrals, ... your future at BSNB! BSNB is seeking an enthusiastic Relationship Manager for our Greenfield Center and...as outlined in bank policy. ESSENTIAL DUTIES + Primary service provider and reviews client product needs,… more
- Citigroup (Brooklyn, NY)
- …but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance ... skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of...+ Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities.… more
- KeyBank (New York, NY)
- …of the Americas - New York, New York 10019 **Job Summary** Serves as the Relationship Manager and Financial Advisor to clients with complex needs, introducing a ... of core banking products, differentiated capabilities and comprehensive solutions to meet client needs and exceed customer service expectations. This role is… more
- Citigroup (Queens, NY)
- …but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager , etc.) + Organize client events to enhance ... skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of...+ Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities.… more
- NBT Bank (Williamsville, NY)
- …and analysis of personal and business financial data gathered. Delivers distinctive service by completing annual relationship reviews for clients. Brings other ... of business partners to the table to deepen the relationship . Prepares and delivers client presentations, individually...us via email at ###@nbtbank.com. The Human Resources Shared Service Center hours of operation are Monday through Friday,… more