• Bilingual Customer Service Sr Analyst

    Citigroup (New York, NY)
    …+ Stay abreast of all CPB products, services, and processes. + Deliver wealth management services to CPB Latam clients with guidance from the Banker teams ... docs and link all client accounts to the appropriate relationship . + Proactively follow up with clients on post-sale...to establish overdraft lines & escalate to Service Team Manager . + Maintain Credit Documentation Deficiencies > 60 days… more
    Citigroup (10/04/25)
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  • National Sales Director - Digital Retail

    S&P Global (NY)
    …**Responsibilities:** S&P Global Mobility is looking for an experienced sales manager and business development leader to contribute to the revenue, margins, ... of the Digital Retail business. This position will have full relationship management responsibility for designated companies assigned by headquarters. This includes,… more
    S&P Global (09/13/25)
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  • Universal Banker - Arrow Main Office

    Arrow Financial Corporation (Glens Falls, NY)
    …have experience in: > Excellent Customer Service and Communication Skills > Relationship Building and Sales > Excels in a detail-oriented, regulatory environment > ... appropriate to co-workers and customers. > Act in Branch Manager 's absence as needed. > Able to travel, using...arrests, military status, status as a protected veteran, known relationship or association with any member of a protected… more
    Arrow Financial Corporation (10/08/25)
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  • Sales Specialist - - Approved

    S&P Global (New York, NY)
    …Intelligence and a quarterback, leveraging resources from marketing, product, sales and relationship management teams to match our solutions and services to meet ... the team, it could expand within sales or other areas like relationship management, customer success, product specialist, operations or project management. + Work… more
    S&P Global (10/02/25)
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  • Tax Solutions Sr. Client Support Specialist

    S&P Global (New York, NY)
    …success in your career. **Responsibilities:** + Serve as the primary and secondary relationship and support manager for assigned Tier 1/high value clients and ... client inquiries through application of product knowledge and client relationship /awareness. Typically includes addressing application issues, liaising across the… more
    S&P Global (09/30/25)
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  • Universal Banker

    Berkshire Bank (Latham, NY)
    Division: Retail Banking Department: Various Branch Network Reports to: Financial Center Manager Status: Non-Exempt Grade: 5 Pay Range: $18.00 - $29.50 Actual ... finances and managing relationships with such tools as the Relationship Planner and Salesforce. + Works with clients to...Works with clients to refer partnership solutions such as Wealth , Insurance, Cash Management and Mortgage. + Is proficient… more
    Berkshire Bank (10/04/25)
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  • Deposit Services Team Lead

    Arrow Financial Corporation (Glens Falls, NY)
    …support to branch network, and project assistance to Deposit and Loans Senior Manager as needed. Leads training and writes procedures within the Deposit Services ... prior convictions or arrests, military status, status as a protected veteran, known relationship or association with any member of a protected class, or any other… more
    Arrow Financial Corporation (10/08/25)
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  • Citizens Banker

    Citizens (Amherst, NY)
    …on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial ... to effectively ask questions and identify needs to improve the customer relationship + Proven success with building relationships, and recommending and referring… more
    Citizens (10/04/25)
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  • Senior Program Officer for Special Projects, OFE

    City of New York (New York, NY)
    …initiatives that support New Yorkers and communities with low incomes in building wealth and improving their financial health. OFE is the first local government ... across NYC. The individual should have demonstrated experience in relationship management, coalition or network building experience, and strong...are not limited to: - Serve as OFE project manager of its student loan initiatives by supporting and… more
    City of New York (10/03/25)
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  • Regulatory Reporting Operations Professional

    Bank of America (New York, NY)
    …their derivative products. * High level understanding of global markets and wealth management business divisions. * Strong technical and data analytical skills (ie, ... and resolve issues * Influences and delivers results through collaborative relationship with key partners and stakeholders * Works independently to prioritize… more
    Bank of America (09/19/25)
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