- Canandaigua National Bank & Trust (Syracuse, NY)
- Business Banking Officer II Canandaigua National Bank & Trust Location: Syracuse, NY What does a Business Banking Officer at CNB do? A Business Banking Officer at ... Coordinates loan closings with Relationship Managers. + Actively manages client portfolio as assigned by the Business Banking Sales...institution in the Rochester area, Canandaigua National Bank & Trust is Investing in You. If you want to… more
- Chemung Canal Trust Company (Elmira, NY)
- …declination of application. + Addresses all inconsistencies with loan officer and client , if appropriate; Consults with proper sources to resolve questions. + Tracks ... file is clear to close, prepares preliminary Closing Disclosures and distributes to client ; Notifies attorney that the loan is clear to close; Schedules loan… more
- Chemung Canal Trust Company (Corning, NY)
- …additional sales opportunities. + Confidently uses needs based assessment tools ( Client Relationship Worksheet) in a conversational manner to analyze and uncover ... regulatory procedures to ensure the safety and security of client bank assets. + Assists with new staff member...our Careers page to view available benefits. Chemung Canal Trust Company/Capital Bank fosters a diverse and inclusive culture… more
- Chemung Canal Trust Company (Williamsville, NY)
- …an awareness of competitors and their programs. + Jointly establishes quantitative client service objectives with assigned supervisor on an annual basis. + Follows ... the smooth and efficient flow of information. + Provides client service information in a timely basis in order...our Careers page to view available benefits. Chemung Canal Trust Company/Capital Bank/Canal fosters a diverse and inclusive culture… more
- KeyBank (Tarrytown, NY)
- …+ Certified Wealth Strategist (CWS) (preferred) **Tactical Skills** + Ability to build trust by taking a proactive client centric approach + Demonstrated expert ... The Relationship Manager is at the center of this client promise acting as the primary client ...Leads, coordinates, and assembles the extended advisory team, including trust , investment and planning strategists, based on complexity of… more
- Wells Fargo (New York, NY)
- …Lending & Trust Center of Excellence** Wells Fargo's Banking, Lending & Trust center of excellence is a client centric, channel-agnostic center of excellence ... and families. WIM is also a leading provider of trust , investment, and fiduciary services, including personal trust...designed to: + Shorten the distance between the client request and the product or service delivery +… more
- CIBC (New York, NY)
- …You'll work in a fast- paced Contact Center where you'll have meaningful client -focused conversations. As a Client Support Specialist, you'll be the first ... to their digital banking needs. You'll deepen relationships by understanding the client 's needs and quickly resolving issues or problems. You'll proactively identify… more
- Bank of America (New York, NY)
- International Client Relationship Manager New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/International- Client -Relationship-Manager\_25033861) **Job Description:** Merrill Wealth Management is a leading… more
- Acxiom (Albany, NY)
- The Client Partner serves as the primary post-sale point of contact for clients and responsible for their ongoing growth and satisfaction. Uses in-depth knowledge of ... the client 's industry, business operating model, and has deep knowledge...in active listening, problem-solving, and the ability to build trust -based relationships with clients, and colleagues across all levels.… more
- LinkedIn (New York, NY)
- …by investing in their growth. We aspire to create a culture that's built on trust , care, inclusion, and fun - where everyone can succeed. Join us to transform the ... City or Chicago. At LinkedIn, our approach to flexible work is centered on trust and optimized for culture, connection, clarity, and the evolving needs of our… more