- Paychex (West Henrietta, NY)
- …of IRS and ERISA regulations pertaining to the 401(k)/S125 products to provide optimal service and technical guidance regarding plan maintenance and to ensure ... of contact for advisors and is responsible for maintaining a positive relationship with these essential business partners. Qualifications + Bachelor's Degree -… 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) ... The Relationship Sales group within Prime Services is responsible...internal stakeholders to ensure Citi is a top 3 provider + Work in partnership with internal functional teams… more
- Ballston Spa National Bank (Latham, NY)
- …The Relationship Banker II will serve as a back-up to the Relationship Manager and maintain the ability to operate the branch independently, including ... off. Invest in your future at BSNB! We are seeking a Relationship Banker to provide excellent service to customers and identify products and solutions to meet… more
- Citizens (New York, NY)
- Description Senior Treasury Relationship Manager supporting large corporate and middle market clients across a variety of industries across the US. This is ... and growth of existing client portfolio. + Partner with Relationship Managers to position Treasury Services early and often...new leads and cross sells for existing clients. + Provide thought leadership and industry insights that support smart… more
- Bank of America (White Plains, NY)
- …(MSM) is a member of the Market Leadership Team, along with the Market Client Relationship Manager (CRM). The Market Supervision Manager (MSM) supports the ... \_25018031) **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and...offered a role with Bank of America, your hiring manager will provide you with information on… more
- BankOnBuffalo (Amherst, NY)
- …and ensure documentation and covenant compliance. + Serve as the lead relationship manager for commercial clients; build long-term partnerships and represent ... BankOnBuffalo, Commercial Office Manager Officer Amherst, NY (http://maps.google.com/maps?q=827+Hopkins+Road+Amherst+NY+USA+14221) Description Office managers are… more
- City National Bank (New York, NY)
- …with institutional and regulatory requirements. * Collaboration: Partners with Relationship Manager (s) to successfully manage credit account relationships. ... provide tailored credit solutions. Participate in joint sales pitches with Relationship Manager (s). WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** *… more
- Huntington National Bank (New York, NY)
- …be comfortable with engaging clients for both diligence and prospecting alongside the Relationship Manager . Please note: This position is open to remote work, ... Huntington's Commercial Bank. The TMT team is a leading provider of financing solutions to technology, media and telecommunications...it is seeking to add an Associate - Portfolio Manager who is capable of leading and supporting the… more
- Citizens (Melville, NY)
- …of clients/credits included in the portfolio when interacting with peers, Relationship Manager , team leader, and senior managers across departments/teams. ... to help them get there. As a Middle Market Corporate Banking Portfolio Manager II, you will be responsible for credit underwriting, monitoring, and portfolio… more
- City National Bank (New York, NY)
- …and ability to manage complex, high-profile projects end-to-end * Skilled relationship manager effective at collaborating and influencing across internal ... *SALESFORCE PRODUCT MANAGER PB* WHAT IS THE OPPORTUNITY? This position...in a related field (financial services, CRM / customer relationship management * Salesforce.com Certifications in areas appropriate to… more