- JPMorgan Chase (Brooklyn, NY)
- …lifecycle management and bank loans for large institutional clients. As a Client Service Analyst within the Security Services Custody Client operations ... **Description** The Corporate Investment Banking - Client Service Analyst is a part of the broader Security Services Custody Client Operations team… more
- City National Bank (New York, NY)
- Client Service Associate - Commercial Banking/Structured Finance WHAT IS THE OPPORTUNITY? This person is responsible for the day-to-day interaction with clients ... YOU NEED TO SUCCEED? *Required Qualifications** * Minimum 3 years experience in client service , banking operations or relationship management support required. *… more
- Pioneer Bank (Waterford, NY)
- TITLE: Client Service Banker LOCATION: Waterford REPORTS TO: Branch Manager CLASSIFICATION: Full Time, Non-Exempt PAY GRADE: NE 20 ($17.00 - $25.89 per hour) ... AVAILABILITY: Monday-Wednesday 9:00am-4:00pm, Thursday-Friday 9:00am-5:00pm, Saturday 9:00am-12:00pm Position Summary: The Client Service Banker will be our… more
- Pioneer Bank (Albany, NY)
- TITLE: Client Service Supervisor LOCATION: Floating REPORTS TO: Branch Administration Officer CLASSIFICATION: Full Time, Non Exempt PAY GRADE: NE 30 ($20.00 - ... 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)
- …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 5 years of direct client service experience required. * Minimum 5… more
- Bank of America (New York, NY)
- …while receiving appropriate guidance and escalating issues as needed + Provides excellent Client Service to the bank 's clients through educating them ... at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs)....on all of the bank 's service and banking offerings + Ensures… more
- Bank of America (Utica, NY)
- …level of proficiency with computers and current technology + 1+ years of customer/ client service experience, including experience handling difficult client ... experience in the banking/financial industry + 1+ years of experience working in a client service capacity **Skills:** + Attention to Detail + Customer … 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
- 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
- UMB Bank (Albany, NY)
- …testing, and industry standards required + Good written/verbal communication, organization and client service skills required + Ability to provide unparallelled ... **RETIREMENT CLIENT ADVISOR-DALLAS-FT. WORTH METROPLEX** The Retirement Client...interdisciplinary expertise to clients when needed while partnering with bank leadership and other departments. + Completes annual E-Learning… more
- JPMorgan Chase (New York, NY)
- …in establishing a new business for JP Morgan Chase. As a Vice President focused on Client Service Training and Coaching for JP Morgan Private Client , you ... businesses - and creating a continuum between Chase Private Client and JP Morgan Private Bank . As...matter expertise in the affluent wealth market, hospitality or client service + Knowledge of affluent market… more
- TD Bank (New York, NY)
- …reconcile trades and resolve breaks. + Work on projects as directed by Sales and Client Service teams to further develop and support growth of business. + Manage ... Provide support to Westminster's Sales and Operations teams. + Respond to client inquiries via phone and e-mail communications. + Communicate with external… more
- JPMorgan Chase (Brooklyn, NY)
- …in JP Morgan Wealth Management, you will be tasked with delivering exceptional client service , operational marketing, and administrative support to our Private ... of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and...Client Advisors. Your role will encompass the efficient management… 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 (Mahopac, 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
- KeyBank (Machias, 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
- 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
- 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