- M&T Bank (Buffalo, NY)
- …from a 2nd line perspective + Communicate regularly with business line management and/or relationship managers, Portfolio Managers, Co's, SCO's, Special Assets, ... include assuming Team Leader responsibilities on occasion. Act as backup to the Team's Manager . Work with CRM Program Director in Developing and delivering 2LOD… more
- Publicis Groupe (New York, NY)
- … customer journey-from creative and experience to Commerce and CRM -through specialized practices like ConnectedCRM and Publicis Commerce. **Overview** Publicis ... model for modern marketing. With our unique expertise in consumer engagement, CRM , and commerce, Publicis Digital Experience powers brands and empowers people in… more
- KeyBank (Albany, NY)
- …of personal and business financial data gathered through Relationship Reviews, the Customer Relationship Manager ( CRM ) system, and personal meetings. ... advice and personalized banking, borrowing, and investment solutions. The Relationship Manager is at the center of...+ Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA)… more
- Capgemini (Brooklyn, NY)
- …and ensure they function** Understand how Salesforce integrates with our other CRM solutions and customer /business intelligence databases** **Life at Capgemini** ... requirements-** **5 Yrs. Salesforce project experience** **4-6 Yrs. Business Analyst experience** **4-6 Yrs. Salesforce (Functional) experience** Multiple experiences… more
- Research Foundation CUNY (New York, NY)
- …of New York, CUNY's Building Performance Laboratory is hiring qualified energy management professionals to serve as on-site consultants and fill critical staffing ... needs at the Department of Citywide Administrative Services' ("DCAS") Division of Energy Management ("DEM"). For background, DEM serves as the hub for energy … more
- SitusAMC (New York, NY)
- …various financial focused activities within our Servicing and Asset Management business. General responsibilities may include assisting with forecasting, ... of industry and/or relevant experience, typically at a Senior Analyst or Analyst level role or external...Analytically minded and results-driven + Experience with ERP and CRM systems + Strong computer skills, including advanced knowledge… more
- KeyBank (Tarrytown, NY)
- …of personal and business financial data gathered through Relationship Reviews, the Customer Relationship Manager ( CRM ) system, and personal meetings. ... advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of...+ Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA)… more
- JPMorgan Chase (New York, NY)
- …multiple lenses + Oral and written communication skills ("story telling") + Client/ customer relationship management skills to facilitate comfortably ... You'll also coordinate with multiple teams, articulating financial performance to senior management and high-profile forums. This role is a unique opportunity to… more
- Capital One (New York, NY)
- …Administration + Professional certification such as Chartered Financial Analyst (CFA) or Certified Risk Manager ( CRM ) + 3+ years of experience in ... Senior Auditor- Credit Risk Management (Hybrid) Capital One's Audit function is a...New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and… more
- Situation Group (New York, NY)
- …digital advertising landscape. You'll thrive here if you're equal parts strategist, analyst , and communicator - someone who can connect media performance to real ... years of experience in digital media planning and strategy including campaign setup, management , and optimization in Meta, Google, and LinkedIn Ad Managers, as well… more