- Bank of America (New York, NY)
- …Treasury Sales Officers (TSOs) managing and growing Consumer and Retail (C&R) client relationships, many of which are global. + TSAs provide critical assistance ... generation, presentation development, price modeling, revenue tracking, pipeline maintenance, client meeting preparation/delivery/follow-up and ad hoc direct sales opportunities;… more
- KeyBank (Cicero, NY)
- …As a Lead Teller, you act as a resource in identifying and resolving client servicing issues, serve as the primary troubleshooter for complex problems and client ... observe and provide coaching to Tellers to enhance the client experience and operational effectiveness and are responsible for...to stay current on offerings + Support the Branch Manager in onboarding and training of new Tellers to… more
- Bank of America (New York, NY)
- …To be successful in the role, TSA's must maintain and build a strong client focus, and awareness and understanding of the bank and operational aspects of the ... the Treasury Sales Officer (TSO) in exceeding portfolio growth goals; including client /prospect research; proposal development, and other ad hoc sales support duties… more
- Bank of America (Brooklyn, NY)
- …skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client 's complex financial picture and guiding ... will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through… more
- BMO Financial Group (New York, NY)
- …platform using a sector ecosystem approach. Collaborates to generate creative, client -focused solutions to prospective and current clients. + Participates in deal ... to financial solutions and participate in their presentation to clients. + Monitors client , client industry, and regulatory agencies for potential changes that… more
- Broadridge Financial Solutions (Albany, NY)
- …this role is instrumental in building and sustaining strong, collaborative partnerships. The Client Relationship Manager (CRM) will serve as a trusted business ... a trusted partner in providing world class service delivery to our Bank and Broker client (s) for our Proxy and PostSale business. Acting as a key advocate for both… more
- Citigroup (New York, NY)
- …** Client Focus - Value Add and Driving Revenue** + Act as a senior client relationship manager for the Futures, OTC Clearing and FX Prime Brokerage (FDC) ... Sales group within Prime Services is responsible for the overall client experience. The Relationship Sales role encompasses the following primary components:… more
- Citigroup (Brooklyn, NY)
- …risk and control, driving lobby leadership, and ensuring consistent delivery of client and team experiences aligned with the bank's standards **Responsibilities** : ... the branch, providing support in complex transactions and ensuring an exceptional client experience. + Champion risk and control by monitoring day-to-day operations,… more
- BMO Financial Group (New York, NY)
- …as an integral part of a larger coverage team that maintains strong client relationships. Includes providing lending expertise for a variety of sectors, establishing ... to financial solutions and participate in their presentation to clients. + Monitors client , client industry and regulatory agencies for potential changes which… more
- IBM (Yorktown Heights, NY)
- …and Talent Acquisition operations and IBM's advanced technologies to develop compelling, client -centric solutions. You will work closely with our BoP delivery team ... advanced AI capabilities to create meaningful business impact and client value. Your ability to communicate complex ideas clearly...this work arrangement must be pre approved by your manager before any changes are made. This Job can… more