- Bank of America (New York, NY)
- …all aspects of a transaction, from onboarding to the ongoing client/ advisor experience. **Job Responsibilities:** * Partner with private equity/hedge fund ... * Respond to inquiries on existing funds from financial advisors and sales team * Maintain relationships with fund managers/administrators and develop financial … more
- KeyBank (Port Chester, NY)
- …- Port Chester, New York 10573 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. Personal ... in their finances. The Personal Banker is a client first, sales -driven, self-motivated, and competitive individual. Strong and effective teamwork, paired with… more
- Santander US (New York, NY)
- …You Make:** As a Relationship Banker you serve as a trusted advisor to customers, focusing on building strong, long-lasting relationships by understanding their ... You collaborate with other team members to drive branch sales targets and contribute to the overall success of...and basic math skills. + Ability to work branch hours , which can include weekends and evenings. **Certifications:** +… more
- Sodexo (New York, NY)
- …for all digital tools in our portfolio as well as a partner to our sales and operations teams to deliver desired client outcomes. Key responsibilities of the role ... Remote opportunity with candidate currently residing within 1 1/2 hours of a major airport in one of the...**What You'll Do** + Act as the primary technology advisor for internal teams and clients, guiding decisions on… more
- NBT Bank (Williamsville, NY)
- …-143,767 + commission The Private Bank Relationship Managers acts as the primary advisor and oversees the relationship for the bank's high net worth private banking ... + Minimum 5 years' experience in Private Banking. + 2 years of sales experience. + Business development and outside business sales experience required.… more
- KeyBank (Cortlandt Manor, NY)
- …- Cortlandt Manor, New York 10567 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our Key Bank communities. The ... products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business… more
- Truist (New York, NY)
- …managers, deepen our client relationships and better position Truist as a trusted advisor . + Lead deal teams and support CCB bankers in collaborative deal team ... business revenue and assist in the cultivation of cross sales opportunities + Work closely with teammates in Sponsor...regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits,… more
- CVS Health (Albany, NY)
- …support to our portfolio of clinical products and programs as well as sales and account management. Duties include support for - case management, clinical content ... and existing clients, educational support to clinical staff, account & sales teams, and other clinically-related services as assigned. **Fundamental Components &… more
- S&P Global (New York, NY)
- …growth. **Strategic Partnership & Execution:** + Serve as a trusted advisor to the Account Management leadership team, translating strategic priorities into ... point of contact for clients, ensuring seamless coordination with Sales Specialists and Product teams. + Collaborate with Revenue...welcome requests to work flexibly. For most roles, flexible hours and/or an element of remote working are usually… more
- Bank of America (Melville, NY)
- …include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, ... + Acquires, deepens, and maintains profitable client relationships through sales , prospecting, and enhancing existing relationships + Understands and interprets… more