- Citigroup (New York, NY)
- The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... of products, services and tools based on client profiling. + With the support of product specialists, intuitively recognize and understand a client's banking, credit… more
- Citigroup (New York, NY)
- …investment strategy, to banking, to lending and cash management we are here to support our clients comprehensively. Our goal is to deliver a premier level of service ... Client and Citigold as part of their wider Citi relationship . US Credit Card solutions are provided to Wealth...via Citi Personal Banking. This role will oversee the relationship with US Personal Banking in partnership with our… more
- Citigroup (Hewlett, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... of products, services and tools based on client profiling. + With the support of product specialists, intuitively recognize and understand a client's banking, credit… more
- JPMorgan Chase (New York, NY)
- …developing thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and Community Banking, you will help your ... net worth referral network and strong community presence + Proven trusted relationship builder with a track record of delivering an exceptional client experience… more
- TD Bank (New York, NY)
- …**Line of Business:** Personal & Commercial Banking **Job Description:** The Sr. Relationship Manager serves the needs of the community commercial banking business, ... directed by policy and/or credit approval + Leads all aspects of relationship management for an assigned portfolio /segment and/or geography + Delivers exceptional… more
- NBT Bank (Webster, NY)
- Pay Range: $19.71 - $26.27 The role of the Senior Relationship Banker is to provide quality consultative customer service to ensure customers needs are met. They ... referral and sale opportunities across all business lines. Engages in relationship management activities in accordance with established corporate objectives and… more
- M&T Bank (Nyack, NY)
- …business customers. **Primary Responsibilities:** + Play key role in Relationship Management (customer assessments, profiling for sales opportunities, account ... assess potential ways to add value to clients banking relationship and transition to needs to based discussion on...the branch for sales, service and/or referral opportunities in support of overall branch goals and activity requirements. The… more
- Charles Schwab (New York, NY)
- …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 ... local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you...Although licensing isn't required for the role, Schwab will support you to become licensed in the Series 7… more
- SMBC (New York, NY)
- …portfolio of benefits to its employees. **Role Description** The Third-Party Vendor Relationship Manager plays a role in supporting the CISO Organization by ... goals, ensuring operational efficiency and strong vendor partnerships that support the organization's cybersecurity and risk posture. **Role Objectives: Expertise**… more
- Bank of America (New Paltz, NY)
- Relationship Banker - Kingston Area Kingston, New York;New Paltz, New York; Kingston, New York **To proceed with your application, you must be at least 18 years of ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Kingston/ Relationship -Banker Kingston-Area\_25034149) **Job Description:** At Bank of America, we… more