- KeyBank (Syracuse, NY)
- …Syracuse, New York 13202-1600 **Job Description Preview** **Job Summary** Serves as the Relationship Manager and Financial Advisor to clients, introducing a full ... Business Partner to clients, and functions as the Business Banking client "expert" and the primary...solving and decision making with clients to build the relationship and generate solutions + Technical Expertise: Demonstrates expertise… more
- Canandaigua National Bank & Trust (Syracuse, NY)
- …with Relationship Managers. + Actively manages client portfolio as assigned by the Business Banking Sales Manager . What makes working at CNB different? ... Business Banking Officer II Canandaigua National... Business Banking Officer II Canandaigua National Bank & Trust...Centers of Influence in our footprint to bring new business opportunities to CNB. + Assist Branch Manager… more
- KeyBank (Syracuse, NY)
- …through expert advice and personalized banking , borrowing and investment solutions. The Relationship Manager is at the center of this client promise acting ... + Acts as the primary client advisor by recommending banking , borrowing and investment solutions that will help the...personal and business financial data gathered through Relationship Reviews, the Customer Relationship Manager… more
- Bank of America (Syracuse, NY)
- …+ Client Investments Management + Client Management + Client Solutions Advisory + Relationship Building + Advisory + Business Development + Fraud Management + ... clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we… more
- KeyBank (Syracuse, NY)
- …as any other banking , lending or insurance needs + Fosters close business relationships to develop client loyalty and new business opportunities + Assesses ... of decision making + Interprets investment decisions made by portfolio manager + Displays above-average understanding of income taxation of grantor, simple,… more
- KeyBank (North Syracuse, NY)
- …product guides, fees, and policies to stay current on offerings + Support the Branch Manager in onboarding and training of new Tellers to the team + Performs other ... procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best… more