- Wolters Kluwer (Albany, NY)
- …here. (https://youtu.be/OZ2kSzAaXK4?si=sDgZ7DZUbMnBddMq)** **What We Offer: ** The Account & Relationship Manager role offers growth potential opportunities, ... amazing benefits. **What You'll be Doing:** The Account & Relationship Executive is a quota-carrying team member responsible for...for our products and services. The Senior Account & Relationship Executive is accountable to achieve their quota for… more
- UMB Bank (Albany, NY)
- …partnerships, and other business entities and individuals. The Corporate Trust Associate Relationship Manager role supports our Corporate Trust team by ... partnering with Relationship Managers and working with clients to deliver the...to client inquiries, and providing overall assistance to the Relationship Management team including; compiling performance data, record keeping,… more
- Guardian Life (Albany, NY)
- …seeks a dynamic and knowledgeable individual to join our team as an **Annuity Relationship Manager ** . We are looking for someone with exceptional analytical and ... team goals and identifying ways to improve consumer experience. As the Annuity Relationship Manager , you're highly motivated and empowered to take ownership and… more
- Robert Half Finance & Accounting (Albany, NY)
- Description Financial planning firm in the Albany area is seeking a Relationship Manager due to growth. General responsibilities include: working directly with ... Business and 3-5+ years of experience in financial planning and relationship management. For more information or confidential consideration contact Jordon Heffler.… more
- KeyBank (Albany, NY)
- …127 Public Square - Cleveland, Ohio 44114 Job Description The Sr. Loan Workout Relationship Manager is the most senior level specialized account manager ... position. This position is responsible for managing a portfolio of accounts with high levels of complexity and will lead all workout activity for assigned accounts. Individuals at this level are fully experienced, qualified workout professionals capable of… more
- KeyBank (Albany, NY)
- …workout and recovery efforts for a portfolio of commercial clients. The Loan Workout Relationship Manager IV will handle a variety of accounts with moderate ... complexity on a routine basis. Individuals are fully experienced and qualified workout professionals able to work autonomously on assigned accounts. **ESSENTIAL JOB FUNCTIONS** + Manage a loan portfolio of commercial accounts with moderate complexity and… more
- UMB Bank (Albany, NY)
- …time that might create a change in their financial service needs. The Ag Relationship Manager leads a team of professional product specialists and they ... collectively shape solutions that will entice prospective companies to award new business to UMB. Engaging and building relationships with Business Owners, CFO's, CEO's, Controllers, and working with existing clients, you have the ability to help clients… more
- Zurich NA (Albany, NY)
- Customer Relationship & Distribution Manager (CRDM) 124656 We have an exciting opportunity for a Customer Relationship & Distribution Manager (CRDM) to ... Sales area AND + Territory or portfolio management experience + Relationship building experience across internal and external stakeholders Preferred Qualifications:… more
- Citizens (Albany, NY)
- …At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. ... In this role, you'll acquire and deepen client relationships by collaborating across the enterprise to deliver comprehensive solutions in areas such as credit, liquidity, interest rate management, treasury solutions, and Wealth Management. Primary… more
- Ballston Spa National Bank (Guilderland, NY)
- …CRA opportunities. + Provide branch coverage as needed, performing duties of the Relationship Manager . + Oversee weekly schedules for branches in assigned ... BSNB! BSNB is looking to hire an AVP, Market Manager to play a pivotal role in leveraging branch...branches. + Build a strong, successful, diverse, and effective Relationship Management team to deliver an exceptional customer experience.… more
- NBT Bank (Albany, NY)
- …provides ongoing customer service and documentation support acting as the Relationship Manager 's liaison on assigned commercial accounts, providing professional ... Office (Word, Excel, Outlook, PowerPoint, Teams). Tasks Performed: + 20% Assist Relationship Manager (s) with requests for both new and existing borrowers to the… 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
- New York State Civil Service (Albany, NY)
- …examiners, providing constructive critical analysis of their work;* May act as the relationship manager for a portfolio of large institutions;* Reviews and ... analyzes all examination report schedules, supporting comments and workpapers submitted by assisting examiners, and statements made by branch or agency employees, to identify any risks present which may impact the branch or agency;* Overseeing the completion… more
- University at Albany (Albany, NY)
- …technological innovation and be versed in business assessment and analysis. The Manager is focused on customer relationship management, work alignment, project ... at Albany is seeking applicants for a new Administrative and Business Manager . The successful candidate manages a diverse portfolio of applications and solutions… more
- NBT Bank (Albany, NY)
- Pay Range: $17.50 - $22.43 The role of the Relationship Banker is to deliver high quality customer service and responsiveness while providing quality, consultative ... of all new deposit account types and consumer lending transactions. The Relationship Banker will educate customers and refer & cross-sell the appropriate products… more
- Bank of America (Albany, NY)
- Relationship Banker - Albany, NY area Albany, New...offered a role with Bank of America, your hiring manager will provide you with information on the in-office ... Client Experience Branding * Client Management * Client Solutions Advisory * Relationship Building * Business Development * Pipeline Management * Prospecting *… more
- Pioneer Bank (Wynantskill, NY)
- TITLE: Relationship Banker LOCATION: Wynantskill REPORTS TO: Senior Branch Manager CLASSIFICATION: Full Time, Non Exempt PAY GRADE: NE 25 ($18.00 - $27.96 per ... 8:30am-5:15pm, Friday 8:30am-6:15pm, Saturday 8:30am-12:15pm Position Summary : The Relationship Banker's primary focus is to establish and deepen client… more
- Wolters Kluwer (Albany, NY)
- …that strives to build effective performance conditions. You will have a Regional Sales Manager who is a coach to help support career growth and learn emerging best ... support team + Handle add-on sales for clients + Use the customer relationship management (CRM) system Salesforce to process, track, and organize client information.… more
- Wolters Kluwer (Albany, NY)
- …usage stats must be reviewed during the monthly meetings with the Account Manager to identify renewal concerns and the need for additional training opportunities. ... Responds promptly and professionally to customer inquiries and seeks out opportunities to provide a high level of customer service. + Collaborate with marketing in account communications planning and marketing campaigns. **Additional Duties** + Assist and… more
- American Express Global Business Travel (Albany, NY)
- …inclusive and collaborative culture where your voice is valued. The M&E Account Manager - Life Sciences / Pharma will be responsible for the sophisticated strategic ... relationship management and account development strategies for Strategic Meeting...This person will lead the client strategic meetings management relationship and associated strategies. Provides comprehensive leadership to their… more