- M&T Bank (Medford, NY)
- …30 to 65 relationship managed clients. + Actively participate in all business banking and retail sales sprints. + Achieve call targets and other ... new banking relationships with business prospects. + Service existing business banking client base. + Achieve established goals as outlined by manager.… more
- City National Bank (Melville, NY)
- * RELATIONSHIP MANAGER SENIOR * *Long Island Branch or 400 Park Avenue Branch* WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal ... right partner in the CNB ecosystem, championing the Global Relationship Management (GRM) approach. * Interacts in an effective...be registered under the Safe Act. *Additional Qualifications* * Banking Products for Personal & Business clients… more
- M&T Bank (Commack, NY)
- …plan. + Develop understanding and knowledge of products and services offered by Business Banking . + Evaluate financing requests, recommend loan structure, and ... schedules, how to optimize/educate all types of consumer debt scenarios, Mortgage/HELOC, Business Banking products, TM and Merchant Services products) + Attend… more
- Citigroup (Smithtown, NY)
- …territory + Adhere to sales management routines, sales practices and protocols for Business Banking to ensure compliance with all policies and procedures. + ... Proactively manage portfolio of assigned high value clients. Expand business banking customer relationships by identifying needs and maximizing opportunities… more
- Citizens (Melville, NY)
- Description We are seeking a Corporate Banking Portfolio Management Team Leader who will oversee a team of Commercial banking Portfolio Managers and Credit ... + Intensively involved in credit actions (deal screens, approval of new business and amendment requests and Watchlist) on a credit-intensive portfolio. + Assures… more
- Citizens (Melville, NY)
- …and exhibit expert knowledge of your clients/credits when interacting with peers, relationship managers, your team leader, and senior managers across ... help them get there. As a Middle Market Corporate Banking Portfolio Manager II, you will be responsible for...clients/credits included in the portfolio when interacting with peers, Relationship Manager, team leader, and senior managers… more
- Citigroup (Huntington, NY)
- The Wealth Relationship Mgmt. (Branch) Sr . Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the ... (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.) + Organize client events to… more