- SMBC (New York, NY)
- …to client marketing + Participate in marketing activity and client relationship building **Qualifications and Skills** + Strong financial modeling/valuation ... SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a...400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and… more
- CoStar Realty Information, Inc. (NY)
- …information services tailored specifically for commercial real estate lenders and financial institutions. + **Client Relationship Management:** Build and ... to close. + History of success in selling SaaS Solutions to banks and financial institutions. + Bachelor's degree from an accredited, not for profit University or… more
- Pioneer Bank (Delmar, NY)
- …to all policies and procedures to maintain compliance standards. + Builds relationship with clients by identifying financial needs and referring opportunities ... with our clients to both meet their current needs and achieve their financial goals. Essential Job Functions: + Provides outstanding service and solutions to our… more
- City of New York (New York, NY)
- …practices impacting New Yorkers; - Assist with the management of the Customer- Relationship Management (CRM) for public facing financial empowerment programs. - ... community outreach and the work of its offices of Financial Empowerment and Labor Policy & Standards, DCWP empowers...they need to be educated consumers and to achieve financial health and work-life balance. DCWP also conducts research… more
- The Estee Lauder Companies (New York, NY)
- …requiring frequent travel *Empowered to make decisions **Detailed Skills** *Strong relationship builder; strong business acumen and financial ability *Extensive ... Brand's main point of contact for a retailer who manages overall relationship , from strategic vision to execution, working closely with Planner and Trade… more
- PNC (New York, NY)
- … Operations, Investment Strategies, Legal Operations **Competencies** Client Relationship Management, Collateral Management, Conflict Management, Financial ... and elevates potential problem credit accounts, deteriorating collateral or financial situations, suspected fraudulent activity, or any other potential weaknesses… more
- City National Bank (New York, NY)
- …CRM projects * Minimum 7 years of experience in a related field ( financial services, CRM / customer relationship management * Salesforce.com Certifications in ... * Demonstrate a strong understanding of the wealth management space, the financial advisory market, and CNB's strategy to succeed. * Establish relationships with… more
- Citigroup (Smithtown, NY)
- …teams of Wealth Group Executives (Sales Managers) and their teams of Financial Advisors (100+ individuals), Relationship Managers (100+ individuals), and other ... key focus on hiring seasoned advisors and optimizing existing Advisor and Relationship Manager productivity. + Partner across businesses such as Retail Bank,… more
- S&P Global (New York, NY)
- …Excel, financial models and financial data. + Strong understanding of financial markets and their relationship to S&P Global products. + Excellent verbal ... learn valuable new skills. + Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with… more
- KeyBank (Syracuse, NY)
- …the branches. + Partner regularly with Business Banking and Private Bank Relationship Managers, Key Investment Services (KIS) Financial Advisors, Key Private ... The Area Retail Leader (ARL) is responsible for the sales, service, and financial leadership of multiple branches in a defined geographic area. The ARL drives… more