- JPMorgan Chase (Brooklyn, NY)
- Join our team and make a significant impact on our client service teams in JPMorganChase. You'll have the opportunity to grow your career while leveraging your ... stakeholder influence will foster strong relationships. **Job responsibilities** + Lead the client service team in addressing client inquiries, processing… more
- Pioneer Bank (Clifton Park, NY)
- TITLE: Client Service Banker LOCATION: Clifton Park REPORTS TO: Senior Branch Manager CLASSIFICATION: Full Time, Non Exempt PAY GRADE: NE 20 ($17.00 - $25.89 ... AVAILABILITY: Monday-Thursday 8:30am-5:15pm, Friday 8:30am-6:15pm, Saturday 8:30am-12:30pm Position Summary: The Client Service Banker will be our clients'… more
- Pioneer Bank (Schenectady, NY)
- TITLE: Client Service Supervisor LOCATION: Rotterdam REPORTS TO: Branch Manager CLASSIFICATION: Full Time, Non Exempt PAY GRADE: NE 30 ($20.00 - $30.19 per hour) ... team by consistently leading by example while providing top notch customer service and quarterly achievement of sales goals. This will encompass listening,… more
- City National Bank (New York, NY)
- …all procedures have been followed and proper paperwork received, signatures, and client verifications. Verify all information has been input correctly in the system ... ad hoc projects as they relate to both the operational aspect of client accounts and department-wide process improvement. * Oversee proxy voting, corporate actions,… more
- City National Bank (New York, NY)
- …with appropriate solutions. Responsible for managing and conducting annual reviews for the internal sales/ service team. * CLIENT SERVICE * Acts as a champion ... Partners with CNB colleagues in all divisions of the bank to support client retention objectives and...SUCCEED? *Required Qualifications** * Minimum 4 years of direct client service experience required. * Minimum 4… more
- Bank of America (New York, NY)
- …is responsible for working closely with sales, portfolio managers, product specialists, and client service members to coordinate all sales and support activities ... client advocate working closely with sales, product, credit, legal, AML, compliance, client service and other operations teams to manage the end-to-end… more
- Bank of America (New York, NY)
- …to address all service needs of their clients. **Responsibilities:** + Provides excellent Client Service to the bank 's clients through educating them on ... effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial...all of the bank 's service and banking offerings + Ensures… more
- City National Bank (New York, NY)
- …Assists the Client Manager in supervising and participates in the operations, client service , and internal sales activities of the branch. * Monitors and ... * Functions as part of a cohesive unit to service client transactions and is responsible for...Partners with CNB colleagues in all divisions of the bank to support client retention objectives and… more
- City National Bank (New York, NY)
- …and personnel policies and procedures. * Responsive - Ensures an exceptional client service experience standard is met. Identifies and escalates exception ... Qualifications** * Minimum 5+ years experience in commercial/middle market banking client service , operations or relationship management support required *… more
- KeyBank (Syracuse, NY)
- …financial services and wealth management. + Demonstrated proficiency and effectiveness in client service skills (including handling client /prospect and ... will be an active member of the relationship team accountable for efficient client onboarding, proactive outreach and providing top-tier service . The CRA… more
- SMBC (New York, NY)
- …to continuous improvement initiatives aimed at enhancing operational efficiency and client service delivery. + Demonstrate strong expertise in conducting ... corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive...client transactions and maintain the integrity of the Bank 's due diligence processes. + Serve as a key… more
- JPMorgan Chase (Rochester, NY)
- …Client Investment Associate in JP Morgan Wealth Management, you will provide client service , operational marketing and administrative support to Private ... care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using… more
- City National Bank (New York, NY)
- … Bank personnel, corporate and bank clients demonstrating commitment to quality client service . * Represents the Bank by actively participating in ... of the branch. Provides expertise in all aspects of providing exemplary client service . Successfully completes Onboarding Workshops, and all relevant… more
- KeyBank (Pearl River, NY)
- …personnel to identify investment referral opportunities from new clients and the existing bank client base. + Develop a complete understanding of Key Investment ... investment product delivery within assigned Branch(es) for Mass Affluent clients, including client management, service delivery, and other resources to maximize… more
- JPMorgan Chase (Brooklyn, NY)
- …from onboarding through to successful implementation, ensuring our clients receive best-in-class service and solutions. As a Client Solutions Manager, you will ... the Securities Services organization within JP Morgan's Corporate Investment Bank . You will work with a broad range of...+ Ability to contribute to strategy for delivering excellent client implementation service + Strong ability to… more
- KeyBank (Cheektowaga, NY)
- …personnel to identify investment referral opportunities from new clients and the existing bank client base. + Coordinate all aspects of investment product ... + Attain sales production and referral goals to the Bank (closed and accepted) by working book of business,...Branch(s), including the coaching and mentoring of branch personnel, client management, service delivery and other resources… more
- KeyBank (Poughkeepsie, NY)
- …personnel to identify investment referral opportunities from new clients and the existing bank client base. + Coordinate all aspects of investment product ... + Attain sales production and referral goals to the Bank (closed and accepted) by working book of business,...the in person coaching and mentoring of branch personnel, client management, service delivery and other resources… more
- City National Bank (New York, NY)
- …to support increases in the CSAT score * Collaborate with other departments as needed to service client needs or act as SME WHAT DO YOU NEED TO SUCCEED? ... * CLIENT SUCCESS SENIOR MANAGER AGILLINK* WHAT IS THE...Balance Sheet, Income Statement, Trial Balance, Bill Payment, Deposits, Bank Reconciliations, General Ledgers, Payroll Imports and Financial investments… more
- JPMorgan Chase (New York, NY)
- …Management, Risk Management and Investor Support teams + Liaise with Operations and Client Service Specialist teams + Monitor exceptions and work with ... **Description** **International Private Bank - Private Banker - Analyst**...Brazil team, you will provide integral daily support to Client Advisors in managing client relationships. Additionally,… more
- Berkshire Bank (Delmar, NY)
- …energy and spirit to create a positive and collaborative work environment. + Excel at client service skills at all times to promote a positive brand image for ... services to meet the clients needs + Demonstrates excellent client service skills, telephone etiquette and communication...at all times to promote positive image for the Bank and build client loyalty. + Explains… more