- KeyBank (Tarrytown, NY)
- …the client's needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the Customer Relationship ... Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment… more
- JPMorgan Chase (Brooklyn, NY)
- …+ Prepare and deliver quarterly business reviews and analysis on strategic client relationship , as well as provide compelling financial and market analysis to ... C-suite level client stakeholders + Experience collaborating across multi-faceted financial institutions or similar institutions, especially with relationship … more
- JPMorgan Chase (New York, NY)
- …One Chase products work together + Works in partnership with Specialists ( Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect ... + 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success… more
- JPMorgan Chase (New York, NY)
- The Relationship Manager is an essential member of the Financial Advisor's team. A Relationship Manager works in close partnership with the Financial ... The ideal candidate has a strong understanding of the Financial Advisor role and the ability to build strong...with clients helping them and their families achieve the financial goals and objectives. **Responsibilities:** + Act as the… more
- Volunteers of America Upstate New York (Rochester, NY)
- …working relationships with funders and program staff to ensure effective, productive relationship for financial reporting. + Oversee grant budgets and compare ... direct responsibility for monitoring of metrics tied to the financial strategy; + optimization of financial systems,...to the financial strategy; + optimization of financial systems, controls and cash management; + oversight of… more
- City National Bank (New York, NY)
- …initiative to respond to past dues based on information provided by the Relationship Manager. * Performs quarterly financial reviews of client's financial ... assists the Credit Officers and Credit Analysts in research, credit structuring, financial analysis, etc. for complex accounts. * Responds to questions or inquiries… more
- Charles Schwab (Manhasset, NY)
- …of an affluent wealth management practice, providing exceptional service, advice, and relationship management. If you are a licensed financial professional with ... us "challenge the status quo" and transform the finance industry together. As a Financial Consultant Partner (FCP), you are in the heart of the action, acting as… more
- City National Bank (New York, NY)
- …Accountable - Identifies, owns and resolves complaints, problems and/or issues, to avoid financial /key relationship loss to the Bank. Takes appropriate action to ... is maintained after account opening. Provides support to the Relationship Team (RM, Credit, Treasury, etc.) as needed. This...potential problems and take appropriate action necessary to avoid financial loss to the Bank. * Respond timely and… more
- Compass Group, North America (New York, NY)
- …teams to develop comprehensive retention plans that include operational, financial , relationship , proposal, and rebid strategies. **Research&Development** : ... **Key Competencies** Strong Communication&Listening skills, Creative Thinker&effective Problem Solver, Relationship builder, Collaborates and interacts effectively across various Stakeholders,… more
- Wells Fargo (Nyack, NY)
- …looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering ... in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top...us! **About this role:** Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as… more