- JPMorgan Chase (Pittsford, NY)
- …ownership of your career development through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking, you will take a lead role in ... Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them… more
- JPMorgan Chase (Canandaigua, NY)
- …providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select ... as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate… more
- Citizens (Rochester, NY)
- …to effectively ask questions and identify needs to improve the customer relationship + Proven success with building relationships, and recommending and referring ... laws. Equal Employment and Opportunity Employer Citizens is a brand name of Citizens Bank , NA and each of its respective affiliates. Why Work for Us At Citizens,… more
- M&T Bank (Rochester, NY)
- …manage risk and credit decisions; and service existing clients through the bank 's relationship management program. Work with branch partners to effectively ... sell to the business customer and cross-sell other bank products. **Primary Responsibilities:** + Develop new banking relationships with business prospects. Service… more
- Bank of America (Pittsford, NY)
- …New York;Batavia, New York; Pittsford, New York; Williamsville, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make ... benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of...prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite… more
- Bank of America (Pittsford, NY)
- …Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust ... insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to...the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams… more
- M&T Bank (Rochester, NY)
- …both credit policy and loan agreements. This position interacts with Commercial Banking Relationship Managers throughout the bank 's footprint, as well as other ... information and related materials and complete ongoing credit monitoring for the Bank 's commercial transactions. Risk assessment of customers is on an ongoing basis… more
- Woodforest National Bank (Canandaigua, NY)
- …a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation.Woodforest National Bank ... * Enhance customer experience and the reputation of the Bank by warmly and sincerely greeting, engaging, and developing...execute a community engagement strategy with a Community Development Relationship Manager in order to be an engaged and… more
- Tompkins Community Bank (Pittsford, NY)
- …referrals. + Evaluate the effectiveness of financial planning software, manage the relationship with the vendor, ensure software is kept updated and manage the ... Off + 11 Holidays + Tuition Reimbursement + Free Parking throughout Tompkins Community Bank + Employee Referrals EEO Statement Tompkins is committed to a policy of… more
- Anywhere Real Estate (Rochester, NY)
- …If so, then the National Operations and Strategy Director role at Coldwell Banker Commercial ("CBC") is for you!** **Lead the Charge:** In this pivotal leadership ... commercial agents within the owned brokerage and the broader Coldwell Banker and Anywhere resources. With a strategic mentality and collaborative spirit,… more
- Anywhere Real Estate (Rochester, NY)
- …prospecting sales leads within the assigned region. Nurturing leads through relationship management and identification of business fit. Developing a competitive ... Real Estate (https://www.bhgre.com/) , Century 21(R) (https://www.century21.com/) , Coldwell Banker (R) (https://www.coldwellbanker.com/) , Coldwell Banker Commercial(R) (https://www.cbcworldwide.com/)… more
- Citizens (Rochester, NY)
- …(PCML), you will lead, coach, and develop a team of licensed Private Client Relationship Managers (PCRM) across a specified geography. Your team of PC RMs are ... partner with and support the Head of Private Banking Relationship Management to influence the Private Client strategy across...Opportunity Employer Citizens is a brand name of Citizens Bank , NA and each of its respective affiliates. Why… more
- Paychex (Webster, NY)
- …our indirect segment, including white label, wholesale and all current reseller and bank channels. This is an executive role that requires a strategic thinker with ... business acumen and deep expertise in account-based selling and relationship management. Responsibilities + Financial Accountability: Drive the financial performance… more
- Lincoln Financial Group (Rochester, NY)
- …policies, proposals, and standard operating procedures. * Demonstrated strong relationship management skills with internal clients (eg management, peers and ... ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally,… more
- Citizens (Rochester, NY)
- …ask questions and identify needs to enhance and develop a long-term customer relationship + Ability to problem solve and provide solutions to customer issues + ... laws. Equal Employment and Opportunity Employer Citizens is a brand name of Citizens Bank , NA and each of its respective affiliates. Why Work for Us At Citizens,… more
- Lincoln Financial Group (Rochester, NY)
- …with Ariba, SAP or other procurement systems. * Demonstrated strong relationship management skills with internal clients (eg management, peers and colleagues); ... ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally,… more
- Rochester Institute of Technology (Rochester, NY)
- …sign in/out procedures, collecting required documentation, allocating expenses via the bank website, and post accurate expenditure amount in each club's spreadsheet. ... multiple tasks with fluctuating and time-sensitive deadlines. + Excellent communication and relationship building skills with an ability to work well with internal… more
- Lincoln Financial Group (Rochester, NY)
- …appropriate resources and tools to drive solutions. * Demonstrates strong relationship management skills with internal clients (eg management, peers and colleagues) ... ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally,… more
- CDS Life Transitions (Webster, NY)
- …ledgers, monthly summaries, residential habilitation checklists, clothing allowance ledgers, and bank ledgers. + Attends all annual and bi-annual case reviews and ... prepared timely and completed thoroughly, including scope of work; contact and maintain relationship with vendors to obtain quotes and discounts. + Serve as liaison… more