- Truist (New York, NY)
- …Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist ... specialists and IRM partners who are designated to support client service and business development efforts (eg...met where needed + 8 or more years of sales and client management experience in Wealth… more
- Bank of America (Rochester, NY)
- …environment. * A bachelor's degree, or 1-2 years' experience working in the financial service industry and/or a sales environment where goals were met or ... we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each...be an advisor - from acquiring, building and managing client relationships to considering a client 's complex… more
- City National Bank (New York, NY)
- …segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service . Approves transactions within ... and referrals from existing customers, providing the CNB exemplary level of service , identifying and promoting solutions to customer needs, and maintaining an active… more
- S&P Global (New York, NY)
- …which will prepare you for relationship management, sales or product specialist roles. **Responsibilities:** * Monitor all client inbound requests via our ... a direct conduit for all sell-side and buy-side clientele, across all facets of client service and application support * Host client meetings to assist with… more
- M&T Bank (Bronx, NY)
- …and employee experience, digital engagement, transactions/operations, servicing, and sales . Has personal production responsibility. Consistently meets with business ... **Primary Responsibilities:** + Responsible for overall profitability by directing sales and business development, meeting operational objectives and ensuring the… more
- HSBC (New York, NY)
- …across GTS in Europe and Americas. Working in close collaboration with Coverage, Specialist Sales and Deal Structuring, the individual will need to be ... client -facing delivery environment, ideally within a global financial service organisation + Extensive global commercial banking and relationship management… more
- BMO Financial Group (New York, NY)
- … client portfolio & business needs. + Initiates contact with partners for new client sales . + Leads the deal team in executing pitches to prospective clients ... relationships with decision makers. + Acts as a client advocate to deliver exemplary service and...at a group/enterprise-wide level and serves as a senior specialist resource across BMO. + Influences how teams/groups work… more
- City National Bank (New York, NY)
- …segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service . Approves transactions within ... and referrals from existing customers, providing the CNB exemplary level of service , identifying and promoting solutions to customer needs, and maintaining an active… more
- City National Bank (New York, NY)
- …management guidelines are maintained. Presents a variety of product solutions to client needs. Provides responsive quality service . Approves transactions within ... business segment and/or geographic areas. Actively engages in the sales process of the assigned Region to ensure the...divisions, and by providing the CNB exemplary level of service , identifying and promoting solutions to customer needs, and… more
- Intuit (New York, NY)
- …Client Management lifecycle + Work well within a team of various stakeholders ( Sales Engineer, Solution Specialist , Customer Success, Sales Operations) + ... business units at Intuit. We are not your typical sales organization. Nothing is more important to us than...most important problems. The solutions we present to each client are backed by collaborative cross-functional teams. We serve… more