- Fifth Third Bank, NA (New York, NY)
- …delivering tailored financial solutions. In addition to insurance portfolio client relationship management, the role includes partnering with Private Equity firms to ... will be responsible for selling the bank's suite of ancillary products. The relationship manager should be well connected to the sector having the ability to… more
- KeyBank (Tarrytown, NY)
- …to client needs or preferences. Maintains a high level of collaboration with relationship team to ensure that investment advice is integrated with all aspects of ... This position collaborates and performs as part of the relationship management team to ensure that organizational goals are...deepening client relationships to drive new revenue growth in support of individual book or market growth goals. +… more
- Travelers Insurance Company (Albany, NY)
- …understand issues, identifies cause/effect relationships and explores alternative solutions to support sound decision making. + Relationship Management (Basic): ... requests, requirements development and documentation, testing and implementation; production support /troubleshooting, maintenance of system documentation, training responding to customer… more
- City National Bank (New York, NY)
- …finance solutions for clients. Provide expert advice to clients and internal relationship managers across all lines of business about GTS products and services. ... and continue to proactively identify opportunities that increase revenues and relationship profitability, while mitigating risk for clients and delivering an… more
- Kestra Financial (Wappingers Falls, NY)
- …to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing. This position requires a strong understanding of ... the financial services industry and products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor. Essential Duties and Responsibilities + Supports Lead Advisor including managing client needs regarding service, asset… more
- Outreach Development Corporation (Brentwood, NY)
- …through the use of in house case management or peers. + Maintains relationship with appropriate outside agencies to stay informed of advances in client treatment, ... changes in the field and to represent Outreach to these agencies. + Provides direct clinical services (assessment, individual, group, family counseling, crisis intervention, toxicology testing), as needed. + Exercises due diligence in the delivery of quality… more
- M&T Bank (Buffalo, NY)
- …Estate bookings onto the system of record. + Contact attorneys, internal customers, Relationship Managers and lending staff via phone or email as required. + Ensure ... approval system commercial loan data correlates with Servicing system and legal commercial loan documentation for accurate and timely Commercial loan or Commercial Real Estate bookings. + Resolve complex Commercial loan booking issues through verifying… more
- YMCA of Central New York (Fayetteville, NY)
- …trainings, giving input on programming issues. + Develop and maintain a friendly working relationship and act as a resource/ support person for the other staff ... a catalyst in the world. We are nurturing: we support you in your journey to develop your full...player who demonstrates strong skills in class and lesson support , good organization; interpersonal, verbal and written communication; and… more
- Scotiabank (New York, NY)
- …pipeline management, the development of business with prospective companies and the relationship management with existing client accounts + Support the relevant ... analysis. They work closely with the Associates and Associate Directors to support the Directors and Managing Directors in deals' origination and execution in… more
- City National Bank (New York, NY)
- …ENERGY PROJECT FINANCE* WHAT IS THE OPPORTUNITY? Develops sales management and relationship development strategies to promote the revenue growth and profitability of ... sales, referrals, cross sales and retention efforts of the Specialty Banking Relationship Managers. Develops business opportunities by being active in the community… more