- City National Bank (New York, NY)
- *CLIENT SUCCESS SENIOR MANAGER AGILLINK* WHAT IS THE OPPORTUNITY? The AgilLink Client Success Consultant is responsible for all aspects of maintaining the client ... relationship after the sale. This will include consultation, planning,...Balance Sheet, Income Statement, Trial Balance, Bill Payment, Deposits, Bank Reconciliations, General Ledgers, Payroll Imports and Financial investments… more
- TD Bank (New York, NY)
- …this role. **Job Description:** We are seeking a dynamic and strategic Partnership Manager to join our Global Transaction Banking team at the Vice President level. ... our competitive position, and accelerate business growth. **Key Responsibilities** **1. Relationship Building & Onboarding** - Serve as the primary relationship… more
- Citigroup (New York, NY)
- …financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance ... business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments through… more
- Berkshire Bank (Albany, NY)
- …Albany, NY - 979 Central Ave Purpose/Objective: Assists the Financial Center Manager with growing the Bank by managing customer relationships, directing ... Division: Retail Banking Department: Various Branch Network Reports to: Financial Center Manager Status: Non-Exempt Grade: 7 Pay Range: $20.50 - $35.99 Actual… more
- Wells Fargo (New York, NY)
- …to and lead credit focused projects, partnering with Portfolio Managers, Corporate Banker Relationship Management, Analysts, and Associates. Engage with internal ... team to support Wells Fargo's growing Financial Institutions business. The Portfolio Manager will partner with Relationship Managers, Industry Coverage and Risk… more
- City National Bank (New York, NY)
- *BUSINESS CONTROLS MANAGER * WHAT IS THE OPPORTUNITY? This position will work directly with the City National Bank 's ("CNB") and Business Control Officer ("BCO") ... and Senior Business Control Manager for US Mortgage Banking and will partner with...with front line to senior leadership personnel * Excellent relationship and stakeholder management skills * Be able to… more
- Bank of America (Brooklyn, NY)
- …+ Home Service Specialist II, Lending Client Associate, Lending Client Support Manager , Lending Specialist, Senior Banker , Business Solutions Advisor or ... and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on… more
- City National Bank (New York, NY)
- …develop the middle office team. Manage and lead the associates and foster the relationship between these associates and the portfolio manager teams. * Review and ... * MANAGER OPERATIONS* WHAT IS THE OPPORTUNITY? The Operations...help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs… more
- Mizuho Corporate Bank (New York, NY)
- …target clients + Create Product Account Plans for designated clients to increase the bank 's share of wallet + Build strong relationship with clients, including ... the Global Transaction Banking Department's plans and initiatives Partner with Relationship Managers in the Americas and Japan: + Proactively manage opportunities… more
- New York State Civil Service (Albany, NY)
- …examiners, providing constructive critical analysis of their work;* May act as the relationship manager for a portfolio of large institutions;* Reviews and ... of the examination (eg, loan review, earnings, liquidity analysis, capital, Bank Secrecy Act/Anti-Money Laundering, systems and technology, loss mitigation etc.);*… more