- NBT Bank (Williamsville, NY)
- …and analysis of personal and business financial data gathered. Delivers distinctive service by completing annual relationship reviews for clients. Brings other ... Compensation Range: $95,860 -143,767 + commission The Private Bank Relationship Managers acts as the primary advisor and oversees the relationship for the bank's… more
- M&T Bank (Southampton, NY)
- …business clients. Solicit new business, manage risk and credit decisions, and service existing clients through the bank's relationship management program. Work ... client base. + Achieve established goals as outlined by manager . + Work with branch partners to maximize sales...evaluate loan requests. Good understanding of Cash Management, Merchant Service , Trade Services products offered to Business… more
- M&T Bank (Tarrytown, NY)
- …business clients. Solicit new business; manage risk and credit decisions; and service existing clients through the bank's relationship management program. Work ... banking client base. Achieve established goals as outlined by manager . + Work with branch partners to maximize sales...evaluate loan requests. Good understanding of Cash Management, Merchant Service , Trade Services products offered to Business… more
- Citigroup (New York, NY)
- …financial management strategies that today's wealth requires. Our comprehensive services are tailored to individuals and families, including entrepreneurs and ... Our goal is to deliver a premier level of service while helping clients preserve, grow and manage their...Client and Citigold as part of their wider Citi relationship . US Credit Card solutions are provided to Wealth… more
- BlackRock (New York, NY)
- …Director on the FIG team, you will be a leader within a client-facing relationship management team with a deep understanding of industry trends, client needs, and ... trends + Oversee day-to-day delivery of BlackRock's asset management and associated services , including: + Accurate and timely client reporting + Regular and ad-hoc… more
- Citigroup (New York, NY)
- …Call on your assigned book of high valued clients, to deepen the relationship and retain their business, while owning, responding to, and proactively uncovering ... Educate and introduce clients to the appropriate products and services that fit their needs and grow both the...ensure a positive customer experience. Be accountable to client service scores. + Collaborate with Consumer and Wealth business… more
- BlackRock (New York, NY)
- …primary function is to work alongside and in support of a Senior Relationship Manager . Together they are responsible for growing relationships with BlackRock's ... the capital markets. **Primary Responsibilities** : + Work directly with a senior relationship manager providing support on client firms. + Facilitate client… more
- Wells Fargo (Nyack, NY)
- …opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs + Partner with financial ... here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to...us! **About this role:** Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as… more
- Ballston Spa National Bank (Stillwater, NY)
- …The Relationship Banker II will serve as a back-up to the Relationship Manager and maintain the ability to operate the branch independently, including ... in your future at BSNB! We are seeking a Relationship Banker to provide excellent service to...and businesses located in the greater Capital Region. Thirteen full- service banking offices provide products and services … more
- Wolters Kluwer (Albany, NY)
- …here. (https://youtu.be/OZ2kSzAaXK4?si=sDgZ7DZUbMnBddMq)** **What We Offer: ** The Account & Relationship Manager role offers growth potential opportunities, ... Wolters Kluwer is a global leader in professional information services that combines deep domain knowledge with specialized technology....**What You'll be Doing:** As a Senior Account & Relationship Executive, you will manage the most complex and… more