• Bank of China Limited, New York Branch (New York, NY)
    …Financial Institutions and Global Markets lines of business. Overview The AVP, Customer Relationship Manager is responsible for soliciting and originating new ... and legacy loans. Responsibilities Include but not limited to: Business Development & Customer Relationship Maintain regular contact with customers and look for… more
    Upward (07/15/25)
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  • Global Channel Management Inc. (Jacksonville, FL)
    About the job Customer Relationship Rep Relationship Specialist/CSR needs 1-3 years customer service, customer support or inside sales experience ... to quickly learn, multi-task and to meet expectations in a customer -centric and results-driven environment. Financial/banking experience Careful attention to details… more
    Upward (07/03/25)
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  • BankNewport (Cranston, RI)
    …questions and resolves account related problems. Fully adopt and utilize the customer relationship management system and on-boarding process to provide ... This is a cross-functional team member empowered to create an exceptional customer experience from initial greeting to fulfillment. Relationship Bankers will… more
    Upward (07/07/25)
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  • Quest Diagnostics (Tampa, FL)
    …Experience working in an agile environment Written and formal communications Customer relationship management Technical leadership experience across 1-2 teams ... Job Description The Director, Business Relationship Management (BRM) is responsible for owning business...throughout the demand, planning and delivery phases of the customer journey. This position develops strategic business relationships to… more
    Upward (07/29/25)
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  • KeyBank (Tarrytown, NY)
    …on the review and analysis of personal and business financial data gathered through Relationship Reviews, the Customer Relationship Manager (CRM) system, and ... advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client...financial goals, and by coordinating with the extended KPB relationship team to execute and advise on the client's… more
    Upward (07/01/25)
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  • KeyBank (Toledo, OH)
    …on the review and analysis of personal and business financial data gathered through Relationship Reviews, the Customer Relationship Manager (CRM) system, and ... advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client...financial goals, and by coordinating with the extended KPB relationship team to execute and advise on the client's… more
    Upward (07/24/25)
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  • Bank of Hope (Dallas, TX)
    …Goals. Meet or exceed assigned Partner Referral Goals. Meet or exceed assigned New Customer Relationship Goals. Develop a and Execute a Marketing Plan to acquire ... trends Risk factors Financial Condition Develop and execute a Relationship Development Plan tailored to each customer 's...a Relationship Development Plan tailored to each customer 's needs and update it at least annually. The… more
    Upward (07/13/25)
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  • Resource Innovations (Kansas City, MO)
    … satisfaction Other duties as assigned Requirements 5+ years' experience in customer relationship building 3+ years' experience in Demand Response and/or ... utilities) Strong presentation and negotiation skills Proficiency at effectively using a Customer Relationship Management Tool (eg, Salesforce) to track and… more
    Upward (07/04/25)
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  • Regions Financial Corporation (Coral Springs, FL)
    …problem resolution Develops relationships with customers, remaining well-informed about the customer 's relationship with the bank Educates customers on standard ... multiple priorities simultaneously Ability to oversee large sums of cash Strong customer focus and relationship -building skills Position Type Full time… more
    Upward (07/23/25)
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  • Citigroup, Inc. (River Forest, IL)
    …opportunities to grow portfolio. Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. Refer ... The Wealth Relationship Manager SAFE Act is a seasoned professional...to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.) Organize client events to enhance client… more
    Upward (07/26/25)
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  • Fulton Bank (Reading, PA)
    …sales goals. Advance personal knowledge of sales techniques and utilize the CRM ( Customer Relationship Management) system and other resources to foster ... available to be scheduled around branch operation hours (no Sundays). The Relationship Banker is responsible for providing an exceptional Financial Center … more
    Upward (07/01/25)
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  • Global Payments, Inc. (Chicago, IL)
    …interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system; currently Atlas. Responsible for ... to ultimately close deals within a fast sales cycle. As a Core Payments Relationship Manager (RM) you will report to a District Manager and receive coaching from… more
    Upward (07/23/25)
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  • PGM TEK, Inc. (New York, NY)
    …Good CRE customer resource in surrounding Region. 3. Maintain good customer relationship by responding promptly, accurately and courteously to enquiries, or ... request for advice relative to new or outstanding transactions. 4. Undertake the monitoring, statistics and reporting of the front office business. 5. Fully understand of credit risk and good communication skill work with back-office department. Competencies:… more
    Upward (07/04/25)
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  • Santander (Woonsocket, RI)
    …solutions for banking, lending and investment products while delivering exceptional customer service. Relationship Bankers proactively engage with customers to ... high volume, fast paced and constantly changing environment - Required. Established relationship -building skills with a focus on customer experience and loyalty.… more
    Upward (07/30/25)
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  • Fidelity Investments (Roanoke, TX)
    …team in problem resolution. Strategic Book Management Develops a comprehensive, customer -centric relationship management strategy and business plan for each ... the position. We prefer associates to have 8+ years of Relationship Management or Client Service experience; preferably within the Retirement/401k industry.… more
    Upward (07/23/25)
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  • Merck & Co. (WY)
    …Adaptability, Analytical Problem Solving, Animal Vaccination, Cash-Handling, Client-Centric, Coaching, Customer Experience Management, Customer Relationship ... Job DescriptionThe Customer Team Leader (CTL) plays a critical role...listen to customers and understand their objectives and overall relationship with our broader organization.Leads by example by creating… more
    HireLifeScience (07/29/25)
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  • Regions Financial Corporation (Atlanta, GA)
    …to handle multiple priorities simultaneously Ability to provide excellent customer service Excellent relationship -building skills Proficiency in Microsoft ... careers section of the system. Job Description: At Regions, the Senior Consumer Relationship Banker is responsible for meeting with customers and prospects both in… more
    Upward (07/10/25)
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  • First United Bank (Gainesville, TX)
    …relationships with customers, while using their creativity to find solutions that meet customer needs. The Relationship Banker will serve as the single point ... the chance to experience this exciting career path. The Relationship Banker will be responsible for all customer... Relationship Banker will be responsible for all customer service duties, sales, and relationship management… more
    Upward (07/23/25)
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  • Everglades Equipment Group (Fort Myers, FL)
    …in activities such as sales, service, training or other related work Excellent customer relationship skills Ability to write and speak effectively to individuals ... or Corporate Parts Manager Supervises: None Purpose: Generate new business. Build customer relationships by traveling to customer locations, parts and service… more
    PostJobsNow (07/28/25)
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  • PNC Financial Services Group, Inc. (New York, NY)
    …be successful in this position. Preferred Skills Book Of Business, Client Relationship Building, Credit, Credit Products, Customer Engagement, Decision Making, ... Financial Analysis, Identifying Sales Opportunities Competencies Business Acumen, Client Relationship Management, Customer Experience Management., Decision Making… more
    Upward (07/14/25)
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