- Mastercard (Harrison, NY)
- …testing updates and training initiatives. The systems to include Order Management , Sales (Saleforce.com), FinancialForce/PSA, and other new platforms implemented ... and maintain confidentiality Preferred qualifications * Experience in implementing or managing CRM / Order Management / ERP solutions. Salesforce.com is a plus.… more
- BMO Financial Group (New York, NY)
- …at the same time in different functional areas of the Bank (eg, Channels, Sales /Marketing/ CRM , Commercial Lending, Collections) + 15 years of IT experience with ... of business functional areas - deposits, cards, payments, operations, customer experience, analytics working with business and technology partners...coding + DBA, Data modellers + Project or Program Manager + Business analyst , Data analyst… 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