• ICG Portfolio Manager - Middle Market

    US Bank (New York, NY)
    …quality standards, company and business line policies and procedures + Strong relationship management and business development abilities, with thorough knowledge ... provides customer service, participates in joint sales calls with Relationship Manager(s) and identifies customer needs. **Basic Qualifications** +… more
    US Bank (06/07/25)
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  • Private Bank, Private Equity Lending Associate…

    Citizens (New York, NY)
    Description The Private Bank - Private Equity Lending Associate supports the Relationship Manager with their loan portfolio with extraordinary care and service. ... York, this person focuses primarily on underwriting and portfolio management , ensuring a high level of quality control from...of a team. Primary Responsibilities + Works closely with Relationship Manager and client to identify lending needs and… more
    Citizens (05/13/25)
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  • Sales Executive

    NBT Bank (Williamsville, NY)
    …exposure to allow for recommendations, suggestions and proposals ofinsurance products and risk management solutions that meet customer risk profile's and create ... education with Property & Casualty middle market insurance products and risk management solutions. + Proven relationship building skills to support business… more
    NBT Bank (06/04/25)
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  • Universal Banker

    Arrow Financial Corporation (Troy, NY)
    …opportunity may be perfect for you if you have experience in: > Excellent Customer Service and Communication Skills > Relationship Building and Sales > Excels ... skills, both written and verbal; comfortable communicating with customers, co-workers, and management > Quality customer service skills; friendliness, a helpful… more
    Arrow Financial Corporation (06/05/25)
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  • Senior Associate, Client Success - Financial…

    WTW (New York, NY)
    …issues such as system downtime, errors, or access issues are addressed promptly. ** Customer Relationship Management ** + Maintain and update client and ... retention and growth + Client Satisfaction **Top Competencies Required** + Client relationship management + Excellent written and verbal communication +… more
    WTW (04/23/25)
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  • Technician, Multimedia Lead (Full Time)

    Compass Group, North America (New York, NY)
    …preventive maintenance schedules. + Maintains the process used to create trouble tickets, customer issue resolution logs, and asset management . + Executes all ... audiovisual design, information technology design, acoustics consulting, on-site technology management and workplace data analytics. Waveguide is headquartered in… more
    Compass Group, North America (05/29/25)
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  • Associate CRM Clinical Specialist - New York City

    Medtronic (New York, NY)
    …and sales support to assist the district in meeting Cardiac Rhythm Management sales and customer service objectives. CRM seeks collaborative candidates ... who will meet our customer expectations by striving without reserve for the greatest...and holidays during the quarter, as determined by local management . Weeknight call coverage is the primary responsibility of… more
    Medtronic (06/07/25)
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  • Head of Mass Affluent Segment

    PNC (New York, NY)
    …affluent. *Strong experience in sales, digital strategy, business development and customer relationship management . *Communication strategy development ... to be successful in this position. **Preferred Skills** Business Objectives, Customer Solutions, Marketing, Product Development, Product Management , Sales… more
    PNC (03/28/25)
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  • Financial Advisor, Truist Investment Services

    Truist (New York, NY)
    …to review investment plans on a regular basis. 5. Lead overall client relationship management strategies to deepen client connections and loyalty. 6. Properly ... state health and life insurance licenses. 4. Securities sales and client relationship management experience 5. Organized and self-motivated individual, with… more
    Truist (06/03/25)
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  • Client Success Manager (CSM)

    DXC Technology (Albany, NY)
    …a technical customer -facing role. + Proficiencies in strategic planning, client relationship management , and team leadership + Experience is interaction with ... the Client within CES + Responsible for understanding the relationship between the Client's externally stated goals, internal programs...experience + 5-7 years of experience in Customer Success, Account Management , or… more
    DXC Technology (05/13/25)
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