- Wolters Kluwer (Albany, NY)
- …& Relationship Manager role offers growth potential opportunities, professional development , an engaging team environment, the ability to work a remote schedule, ... **What You'll be Doing:** As a Senior Account & Relationship Executive, you will manage the most complex and...value. + Sales Strategy: Proficient in complex sales strategy development and implementation. + High-Level… more
- Grant Thornton (New York, NY)
- …and develops new business with target organizations to meet or exceed pre-agreed-upon sales goals. As a relationship -oriented sales executive, this position ... consistently use CRM system to ensure that data reporting, customer information, and sales activity/pipeline are up...and private investors. + Over 10 years of business development / sales experience in professional services and/or complex… more
- Wells Fargo (New York, NY)
- **About this role:** Wells Fargo is seeking a Senior Lead Commercial Banking Relationship Manager supporting the Brooklyn Market. Learn more about the career areas ... to highly complex client relationships through the art of relationship management, by understanding the needs and priorities of...to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in… more
- M&T Bank (Clarence, NY)
- …and/or referral goals. + Play key role in Relationship Management ( customer assessments, profiling for sales opportunities, account opening and lead-focused ... customers' needs through the bank's retail sales process to provide proactive sales solutions through customer outreach for basic and complex customer … more
- KeyBank (Tarrytown, NY)
- …transition on or off the KPB sales team. + Maintenance of the Customer Relationship Management System (Salesforce) and the ability to leverage the system for ... 660 White Plains Road - Tarrytown, New York 10591 **Job Summary** The Client Relationship Associate (CRA) supports the KPB sales team to grow, expand and… more
- Comerica (New York, NY)
- …years of experience managing a portfolio of clients + 3 years of financial sales experience Vice President, Relationship Manager IV, Technology and Life Sciences ... Job Description Relationship Manager, Technology and Life SciencesThe Relationship... Manager role will be responsible for new business development , portfolio management and underwriting to support the needs… more
- KeyBank (Tarrytown, NY)
- …on the review and analysis of personal and business financial data gathered through Relationship Reviews, the Customer Relationship Manager (CRM) system, and ... field (preferred) **Experience Qualifications** + Minimum of 7 years of demonstrated sales and business development experience with proven results required… more
- Ballston Spa National Bank (Wilton, NY)
- …to facilitate complex banking transactions, and identify opportunities to expand existing customer relationships. + Meets established branch sales goals. + ... Hourly | 52000-84000 per year Base salary plus quarterly sales incentive based on goal achievement | Full Time...Create a positive working environment with a focus on customer service and team development . + Participates… more
- JPMorgan Chase (North Bellmore, NY)
- …skills** + 1+ year of experience in Retail banking sales , Financial services sales , Consultative relationship sales role in a related industry, with ... have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase… more
- JPMorgan Chase (New York, NY)
- …and Skills** + Bachelor's degree and formal credit training preferred + Sales management, business development skills, proficiency in building and maintaining ... If you are customer -focused, enjoy building relationships, and collaborating with a...strategic financial advice to businesses, a role as a Relationship Executive might be perfect for you. As a… more