- KeyBank (Albany, NY)
- …service to nonprofit, public, corporate, government, and Tribal Nation clients. The Relationship Manager (RM) leads the execution of the Institutional Advisors ... of existing clients, referrals from clients, internal partners, and COIs. The Relationship Manager drives current relationships forward, expands existing KeyBank… more
- KeyBank (Albany, NY)
- …needs through expert advice and personalized banking, borrowing, and investment solutions. The Relationship Manager is at the center of this client promise, ... on the review and analysis of personal and business financial data gathered through Relationship Reviews, the Customer Relationship Manager (CRM) system, and… more
- EverBank (Albany, NY)
- ** Relationship Manager -Corporate Asset Finance** The Relationship Manager for Corporate Asset Finance (CAF) originates and manages equipment finance ... through direct or indirect relationships. Working under limited supervision, the Relationship Manager is a member of an integrated team that provides coordinated… more
- Pioneer Bank (Albany, NY)
- TITLE: Business Banking Relationship Manager LOCATION: Headquarters REPORTS TO: Vice President - Business Banking Team Leader CLASSIFICATION: Full Time, Exempt ... annually) AVAILABILITY: Monday-Friday 8:30am-5:00pm Position Summary: The Business Banking Relationship Manager is primarily responsible for developing and… more
- Ballston Spa National Bank (Voorheesville, NY)
- …time off. Invest in your future at BSNB! BSNB is seeking an enthusiastic Relationship Manager for our Voorheesville Office. Join a nationally recognized bank and ... accountable for growing market share through customer and employee satisfaction. The Relationship Manager will coach, motivate, and provide ongoing training in… more
- Wolters Kluwer (Albany, NY)
- **Senior Account & Relationship Manager - Remote R0051782 | CP/ESG TeamMate | WK Audit & Assurance | WK Financial Services, Inc.** **About the Role:** As an ... Senior **Account & Relationship Manager ** , you will be responsible for driving growth by acquiring net new logo customers and driving upsell opportunities… more
- Wolters Kluwer (Albany, NY)
- **Permanent remote role with travel.** As a Senior Account & Relationship Manager , you will expand your client portfolio, actively identifying and developing new ... and sales tactics. + CRM Software: Proficient use of Customer Relationship Management tools. + Problem-Solving: Capability to resolve moderately complex customer… more
- UMB Bank (Albany, NY)
- …not-for-profits, partnerships, and other business entities and individuals. The Corporate Trust Relationship Manager III role supports our Corporate Trust team ... by acting as the main point of contact for our clients and ensuring we deliver the unparalleled customer experience. This role will provide highly complex support to an assigned group of the largest trustee clients with the most complex needs, resolving the… more
- Wolters Kluwer (Albany, NY)
- …**What We Offer: ** The Senior Account & Relationship Executive role offers growth potential opportunities, professional development, ... remotely, and amazing benefits. **What You'll be Doing:** As an Account & Relationship Management Executive, you will manage a portfolio of accounts, with a… more
- Cardinal Health (Albany, NY)
- …are clear, and deadlines are met + Regular reporting out of all program's activities + Solicit feedback from the activity/task owners on sub-tasks + Maintain ... Cardinal Health Sonexus (TM) Access and Patient Support helps specialty pharmaceutical manufacturers remove barriers to care so that patients can access, afford and remain on the therapy they need for a better quality of life. Our diverse expertise in pharma,… more
- UMB Bank (Albany, NY)
- …relationships with customers and internal partners. **Primary Responsibilities** + Assist Relationship Manager (s) by performing daily support activities related ... to client relationships and keep respective Relationship Manager informed when appropriate + Act as point of contact for Commercial Banking clients for all… more
- Berkshire Bank (Albany, NY)
- …both internally and externally. Key Accountabilities: Portfolio Size/Composition + Assists multiple Relationship Manager (s) (RM) with the management of a defined ... (preferred) or East Syracuse, NY Purpose/Objective: Provides support to Relationship Managers (RM) in underwriting as well as monitoring...of the RM + Provides mentorship to Commercial Portfolio Manager I and IIs and Portfolio and Administrative … more
- New York State Civil Service (Latham, NY)
- …Office Cyber Command Center, the incumbent will serve as the Senior Customer Relationship Manager responsible for leading team efforts to coordinate onboarding ... HELP No Agency Information Technology Services, Office of Title Manager Information Technology Services 2 Information Security - 9862...and continued subscriber relationship management with NYS Security Operations Center (NYSOC) subscribers.… more
- HD Supply (Albany, NY)
- …meet or exceed total sales and margin plan using a company designated customer relationship manager tool. + Focuses on new account opportunities by utilizing ... otherwise on this job posting. **Preferred Qualifications** **As a** **Field Account Manager (FAM)** **you will be responsible for selling MRO (maintenance, repair… more
- TD Bank (Latham, NY)
- …30 days of them joining the bank. This role assigns Customer to the proper TD Relationship Manager (RMLM, SB Specialist, Store Manager ) based on the results ... Money Out, Money In), Wealth + Assigns SB Customers to proper TD Relationship Manager based on customer parameters + Directly manages group of Stores loan… more
- UMB Bank (Albany, NY)
- …+ Complete all of or portions of the credit packages (as agreed with the relationship manager ) for submission to credit committee for approval (new business and ... Estate Underwriter II-Arizona Remote** This role is responsible for assisting UMB relationship managers in the assessment and underwriting of new SBCRE (Small… more
- Carrington (Albany, NY)
- …all laws. + Acts as liaison with Sellers, and internal correspondent coordinator, relationship manager , underwriting, and funding to ensure timely purchase of a ... brokers and sellers. + Establishes and continues the broker/seller relationship and ensure a steady flow of loan applications...in the most efficient manner possible. + Professional account manager 's partner with you and your brokers to add… more
- Pioneer Bank (Albany, NY)
- …services available across the organization's divisions. Additionally, serve as the primary relationship manager for select clients. + Must handle multiple ... Sales Producer LOCATION: Headquarters REPORTS TO: Vice President - Insurance Agency Manager CLASSIFICATION: Full Time, Exempt STARTING PAY: $68,000 - $85,000 base,… more
- Pioneer Bank (Albany, NY)
- …services available across the organization's divisions. Additionally, serve as the primary relationship manager for select clients. + Must handle multiple ... Sales Producer LOCATION: Headquarters REPORTS TO: Vice President - Insurance Agency Manager CLASSIFICATION: Full Time, Exempt STARTING PAY: $68,000 - $85,000 base,… more
- Cardinal Health (Albany, NY)
- …ideal candidate will proactively engage with stakeholders, collaborate with vendor relationship manager counterparts, and drive alignment across IT, procurement, ... commercial risks, collaborates with solution owners to evaluate historical vendor relationship and performance, and documents renewal strategies that maximize value… more