- Citigroup (New York, NY)
- …, determining suitability, identifying product specific opportunities, portfolio advice and after sales execution (in partnership with the Banker team) + ... The Invst Counselor Sr Principal is an internally and externally recognized...advisory approach to account planning, focusing on the investment relationship in partnership with the Banker +… more
- City National Bank (New York, NY)
- * SENIOR PRODUCT MANAGER - EASI LINK* WHAT IS THE OPPORTUNITY? The Product Manager ("PM") for Treasury Management Solutions ("TMS") is responsible for a portfolio of ... vendor management, and product financials management. The TMS PM works with bank stakeholders, vendors and clients to continuously improve the product offering,… more
- Citigroup (Brooklyn, NY)
- …employee's skill set to achieve personal/branch goals + Develop and execute integrated sales , relationship , and credit strategies that are aligned with the ... The Branch Manager SAFE Act is a senior management professional responsible for providing full leadership...leadership and direction to a team of employees, grow sales and client base in coordination with the consumer… more
- M&T Bank (New York, NY)
- …business owners, and/or families. **Primary Responsibilities:** + Leads the client relationship team and has overall responsibility for assuring the client has ... the analysis. + Responsible for leading the development of sales strategies to grow client base .Promote and sell... goal.Implement and deliver specific solutions. + Leads client relationship review discussion with committee.Manage and review the … more
- JPMorgan Chase (New York, NY)
- …in the portfolio. You will be supporting assigned Subsidiary Bankers with sales and relationship management activities (marketing, execution, and general client ... in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk, and...in a team environment, you will have access to senior officers of the firm and senior … more
- City National Bank (New York, NY)
- *CLIENT SUCCESS SENIOR MANAGER AGILLINK* WHAT IS THE OPPORTUNITY? The AgilLink Client Success Consultant is responsible for all aspects of maintaining the client ... relationship after the sale. This will include consultation, planning,...value * Financial accounting experience for recording investment purchases, sales and unrealized activity (eg, stocks, bonds, alternatives, partnerships)… more
- City National Bank (New York, NY)
- …to understand their needs and provide tailored credit solutions. Participate in joint sales pitches with Relationship Manager(s). WHAT DO YOU NEED TO SUCCEED? ... Credit Management Team focused on the long-term risk-adjusted returns for the bank within the assigned business segment and/or geographic area(s). This individual… more
- NBT Bank (Albany, NY)
- …relationships with all regional banking divisions within their assigned community bank region. Market leaders are responsible for regional NBTI communication with ... our bank partners around prospects, customers, and sponsored community events....initiatives with the Regional President and the Middle Market Relationship Managers. Market leaders are also responsible for developing… more
- US Bank (New York, NY)
- …this client-facing role, you will collaborate with traders, portfolio managers, and senior sales professionals to execute FX transactions, deliver market ... At US Bank , we're on a journey to do our...Description** We are seeking a detail-oriented and driven FX Sales Analyst to join our dynamic team, supporting a… more
- City National Bank (New York, NY)
- …to understand their needs and provide tailored credit solutions. Participate in joint sales pitches with Relationship Manager(s). WHAT DO YOU NEED TO SUCCEED? ... credit management team focused on the long-term risk-adjusted returns for the bank within the assigned business segment and/or geographic area(s). This individual… more