- Raymond James Financial, Inc. (Saratoga Springs, NY)
- …+ Reviews, assesses and responds to all corporate action items and client account alerts. + Prepares financial reports, spreadsheets and other materials for client ... + Company's working structure, policies, mission, and strategies. + Managed account platforms. + General office practices, procedures, and methods. + Investment… more
- KeyBank (Amherst, NY)
- …and lease-up requirements + Initiates financial and collateral transactions based on customer request or loan document provisions + Analyzes and facilitates rate, ... + Maintain all aspects of DDA Restricted Collateral Accounts including account opening, disbursements, reconciliations, hold level maintenance and account … more
- Cushman & Wakefield (New York, NY)
- …This individual will provide the necessary leadership and support to existing GOS Account teams with managing all aspects of the account evolution including, ... client needs, satisfaction and positive KPI results . Participate in semi-annual account reviews which will include: summary of performance, financial review, risks… more
- CTG (Buffalo, NY)
- …solutions that win business and meet strategic goals. + Develop and implement account plans, sales strategies, and win plans in collaboration with delivery and ... + Build and maintain relationships with key stakeholders across customer organizations, both within and outside of IT. +...challenges. + Ensure effective use of CRM tools for account management and forecasting. + Collaborate with channel partners… more
- United Site Services (Whitestone, NY)
- …and collaboration of our diverse team, which includes field technicians, customer care representatives, sales professionals, and functional experts. Each member of ... + Valid Driver License (CDL or non-commercial). + Excellent time management, customer service and communication skills. + Strong problem-solving and decision making… more
- Pioneer Bank (Albany, NY)
- …cross-training, they help maintain an efficient workflow, deliver excellent customer service, and ensure compliance with established policies, procedures, ... Manager and Deposit Operations Officer, focusing on verification of proper account documentation and workflows. These functions/tasks include but are not limited… more
- Stark Tech Group (Albany, NY)
- …and satisfaction are vital for a fulfilling career. We are gritty, employee, and customer focused. Here are some of the benefits we provide: + Paid Time Off ... Holidays + 401(k) with employer match + Medical/Dental/Vision insurance + Health Savings Account (HSA) and Flexible Spending Account (FSA) + HSA employer… more
- Zurich NA (Albany, NY)
- …Additional responsibilities will include: + Proactively seek renewal and new account opportunities. + Complete detailed opportunity assessment with key distributors ... the organization's appetite, balanced with sound business opportunity. + Make agent/broker/ customer and on-sight calls with a planned and well-prepared purpose. +… more
- City National Bank (New York, NY)
- …Ensures client centered experience of exceeding expectations is maintained after account opening. Provides support to the Relationship Team (RM, Credit, Treasury, ... solutions and resolve any opportunities that have an impact on the customer experience. *WHAT WILL YOU DO?* *Required Qualifications** * Oversee day-to-day client… more
- Mastercard (New York, NY)
- …close partnership with the global Enterprise Gateway team, Solutions Engineering team and Account teams in the region to identify new leads, initiate contact, and ... for this role will: * Work closely with Regional Product Specialist, Account Management and Business Development in a highly competitive consultative selling… more