- City National Bank (New York, NY)
- *PRIVATE BANKER* WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra-high-net-worth individuals and families within a ... of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe… more
- Publicis Groupe (New York, NY)
- …for building and maintaining an effective and productive relationship with the client . The Associate Director will support our dedicated commerce team in the ... creation, optimization, and execution of client 's e-commerce initiatives. This position is both strategic and tactical in scope and requires the ability to apply… more
- Publicis Groupe (New York, NY)
- …change lives. The Account Director is responsible for managing and growing the client relationship, and expanding services/business, on one or more large client ... will have a proven record of maintaining the ultimate accountability for client satisfaction, increasing account revenue and overall growth, and experienced as a… more
- Publicis Groupe (New York, NY)
- …in the agency, with significant experience in managing internal teams, building strong client partnerships and delivering excellent work. They have a 'no task too ... based on consistent, best-in-class delivery and a strategic understanding of the client 's business * Regularly communicating with clients to keep them informed of… more
- Bank of America (Katonah, NY)
- …clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client ... mortgage loan originations must register with the federal registry system and remain in good standing. Since this position...+ Recommends banking and investments strategies that align with client financial goals and needs + Triages client… more
- Publicis Groupe (New York, NY)
- …The Vice President will also provide engagement leadership, develop senior level client relationships, and will serve as an authority and trusted advisor to ... are produced completely, correctly, and efficiently. * Set strategic principles for client social initiatives based on objectives * Develop action plans for… more
- Bank of America (New York, NY)
- …skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client 's complex financial picture and guiding ... of America's core banking, investment solutions and approach to client care. We will equip you with everything you...loan mortgage originations must register with the federal registry system and remain in good standing. Since your position… more
- Capital One (Albany, NY)
- …services; leverage results to increase AP file penetration + Learn about the client and the specific industry vertical in which they operate; understand purchasing ... behavior + Become a trusted advisor by building positive relationships, handling client needs and coordinating client appreciation activities + Resolve issues… more
- Berkshire Bank (Rome, NY)
- …opportunities, including new deposit accounts for customers. Key Accountabilities: + Client Service (Teller) Line Supervision and Operations 40% + Coordinates CSA ... complex transactions, correct errors, and in assist with difficult client requests. + Provides significant input for the preparation...eligible to be registered in the Nationwide Mortgage Licensing System & Registry for purposes of SAFE Act, if… more
- KeyBank (Stone Ridge, NY)
- …conversations to uncover needs and provide guidance and solutions to assist in client 's financial wellness both in person and through proactive calling efforts. As ... to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. The Personal Banker is a client first,… more
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