- KeyBank (Albany, NY)
- …Managers (BBRMs) to acquire, expand and retain business clients with moderately complex cash management needs. The RCMA will identify prospect/client needs and ... conference call and relationship reviews for clients with basic to complex cash management needs. **Responsibilities** + Identifies and closes new client cash… more
- JPMorgan Chase (Albany, NY)
- …best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive financial planning ... will be done with a consistent focus on relationship management , not portfolio management + Demonstrate a...skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated… more
- Nuveen Investments (Albany, NY)
- **Wealth Advisor ** Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their ... that help them work towards well defined financial objectives. The Wealth Advisor partners with their team to grow their collective book through client… more
- Raymond James Financial, Inc. (Albany, NY)
- …+ Support the branch's growth of the overall business + Be responsible for all cash management and money movement within practice + Assist with all marketing ... **Job Summary** We are seeking a Financial Advisor to join our team who has a...financial services firm, or upon a degree/diploma within Financial Management or Business Administration, you must have meticulous attention… more
- Robert Half Finance & Accounting (Chatham, NY)
- Description We are looking for a dedicated Relationship Advisor to join our team in Chatham, New York. This role focuses on delivering exceptional service to members ... to meet their financial needs. Responsibilities: * Handle significant volumes of cash and negotiable items while assisting with daily operational tasks, including… more
- Pep Boys (Albany, NY)
- …inspections, and service and replacement part knowledge. + Under the direction of Management , assists in various aspects of customer care, work order and register ... ordering. + Follow all policies and procedures related to cash , credit, check, refund and return policies. Works with...credit, check, refund and return policies. Works with the management team to react to customer service issues, customer… more
- Cardinal Health (Albany, NY)
- …the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & ... reporting in Business Objects for customer transparency + Partner with Account Management and Standards & Compliance teams to ensure customers are prioritized and… more
- Cardinal Health (Albany, NY)
- …and ensure functional coverage across general ledger, accounts receivable/payable, cash /bank management , master data, **product costing, inventory valuation, ... and integration with OTC, PTP,** and Vistex **.** + Design, develop, and execute testing strategies; support deployment, training and cutover activities for SAP financial solutions. + Facilitate stakeholder alignment sessions, design reviews, and solution… more
- Wolters Kluwer (Albany, NY)
- …here. (https://youtu.be/OZ2kSzAaXK4?si=sDgZ7DZUbMnBddMq) **What We Offer: ** The **Senior Content Management Analyst - Tax Compliance** role offers growth potential ... (https://www.wolterskluwer.com/en/contact-us?compositeLink=%7B8B6D9790-777E-4EA6-8A2D-49AA4867660B%7D#AnchorContactForm) **What You'll be Doing:** As a **Senior Content Management Analyst - Tax Compliance** , you'll be a… more
- KeyBank (Albany, NY)
- …Ohio COMMERCIAL PM TEAM IS GROWING **Job Summary** The VP, Portfolio Management is an individual contributor responsible for performing financial analysis and ... ancillary products) and amendments to existing exposure. Additionally, the VP, Portfolio Management is responsible for ongoing credit monitoring and risk rating for… more
- KeyBank (Troy, NY)
- …in cash operations. + Strong communication, trust-building, and relationship management skills to foster strong advisor -client relationships. + Ability to ... Ave - Troy, New York 12180 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our KeyBank communities. A Financial… more
- Capital One (Albany, NY)
- …their business, their small business or commercial card needs. As their trusted advisor , you will help optimize the rebates and benefits received from Capital One. ... clients with key focus on retention, growth and risk management + Analyze the company's total business spend to...understand purchasing needs and behavior + Become a trusted advisor by building positive relationships, handling client needs and… more
- KeyBank (Troy, NY)
- …Ave - Troy, New York 12180 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our KeyBank communities. As a ... and end-of-day debriefs. + Follows compliance, audit, and security procedures, balances cash drawer within balancing guidelines. + Manages day-to-day duties for the… more
- KeyBank (Troy, NY)
- …Ave - Troy, New York 12180 **Job Summary** Be a problem solver, trusted advisor , and partner to the people and businesses in our KeyBank communities. As a ... of day debriefs. + Follows compliance, audit and security procedures, balances cash drawer within balancing guidelines. + Review and maintain knowledge of product… more
- Capital One (Albany, NY)
- …compliance information. + Customer Engagement: Act as a trusted technical and security advisor , engaging customer security teams and IT leaders to align on their ... least 4 years in customer-facingroles, acting as a trusted advisor to senior security and IT leaders. + Deep...programs. + 3+ years experience with Third Party Risk Management programs. + Strong business acumen and the ability… more
- Copeland (Albany, NY)
- …new and existing accounts in the biogas space, striving to achieve Trusted Advisor status with customers and a strong preference for Vilter industrial gas compressor ... industry associations + Move Vilter's position as a value provider, gaining "Trusted Advisor " status with key customers + Build relationships with decision makers to… more
- Capital One (Albany, NY)
- …This Principal Relationship Manager is responsible for leading the client management efforts for our top technology partner relationships in support of ... products, services, pricing or marketing program opportunities + Serve as trusted advisor between key decision-makers across all divisions of the assigned partner… more
- Oracle (Albany, NY)
- …Finance processes related to General Ledger, Assets, Payables, Receivables, Project Portfolio Management , Cash Management , Accounting Hub, Lease ... opportunities. . Developing long-lasting client relationships, proving yourself as a trusted advisor who our clients can depend on. . Developing and coaching the… more
- Lumen (Albany, NY)
- …Lumen. The role provides strategic and operational leadership for Quote to Cash and Record to Report, including billing, collections, credit, dispute management ... enterprise financial, operational, and customer objectives. + Serve as a trusted advisor to the Chief Accounting Officer & Controller and broader executive… more
- Oracle (Albany, NY)
- …Fusion Financial modules, such as: + General Ledger + Payables/Receivables/Fixed Assets + Cash Management & Expenses + Tax Automation & Configuration + Financial ... solution blueprint, configuration, testing, and production rollouts including incident management . This consultant partners closely with stakeholders to understand… more