- M&T Bank (Tarrytown, NY)
- …risk and credit decisions; and service existing clients through the bank's relationship management program. Work with branch partners to effectively sell to the ... banking client base. Achieve established goals as outlined by manager . + Work with branch partners to maximize sales...$7.5MM to $20MM. + Oversee approximately 15 to 40 relationship managed clients. + Actively participate in all business… more
- BlackRock (New York, NY)
- …Director on the FIG team, you will be a leader within a client-facing relationship management team with a deep understanding of industry trends, client needs, and ... development **Qualifications:** + Minimum of 10+ years of experience in sales / relationship management, or a related field within the financial services industry +… more
- US Bank (New York, NY)
- …and operating environment but works primarily with Associate and Senior Relationship Managers within the Financial Institutions Group. Provides support with ... reporting and database management (SalesForce/nCino), pricing models and RoE calculations. Creates written communication both internal and external. Supports client meetings by preparing marketing material and providing industry and company research and… more
- JPMorgan Chase (New York, NY)
- …finance/ subscription lending industry + Excellent reviews and referrals from your current manager and peers + Knowledge of JPMC or similar bank policies and ... procedures preferred + A BS/BA degree (Business, Finance & Accounting preferred; all majors considered) + Typically a minimum of 2 years of credit analyst experience in Commercial Banking or Investment Banking; preferably focused in Real Estate JPMorganChase,… more
- Wells Fargo (New York, NY)
- …+ 10+ years of Investment Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military ... experience, education **Desired Qualifications:** + Ability to develop partnerships and collaborate with other business and functional areas + Outstanding analytical, problem solving and decision-making skills, meticulous attention to detail, and proficiency… more
- Ballston Spa National Bank (Stillwater, 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 ... in your future at BSNB! We are seeking a Relationship Banker to provide excellent service to customers and...DAY IN THE LIFE On a daily basis, the Relationship Banker II will provide service to customers completing… more
- Wolters Kluwer (Albany, NY)
- …here. (https://youtu.be/OZ2kSzAaXK4?si=sDgZ7DZUbMnBddMq)** **What We Offer: ** The Account & Relationship Manager role offers growth potential opportunities, ... and amazing benefits. **What You'll be Doing:** As a Senior Account & Relationship Executive, you will manage the most complex and high-profile accounts in the… more
- Charles Schwab (Amherst, NY)
- …the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager , both of whom you will assist ... the status quo" and transform the finance industry together._ As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer… more
- UMB Bank (Albany, NY)
- …not-for-profits, partnerships, and other business entities and individuals. The Corporate Trust Relationship Manager II role supports our Corporate Trust team by ... acting as the main point of contact for our clients and ensuring we deliver the unparalleled customer experience. This role will provide medium to complex/non-routine support to an assigned group of clients with trustee relationships. This position will… more
- BlackRock (New York, NY)
- …partner teams and assess problems and execute on solutions are welcome to apply. As a Relationship Manager in IDS you will + Partner with members of legal and ... business stakeholders to negotiate complex agreements with third-party market data providers for Aladdin + Serve as an advisor to Aladdin teams in the development of data strategies and new product offerings for clients + Collaborate with IDS's Client… more