- M&T Bank (Farmingdale, NY)
- **Overview:** Identifies customers' needs through the bank 's retail sales process to provide proactive basic sales solutions through customer outreach for basic ... business customers. **Primary Responsibilities:** + Play key role in Relationship Management (customer assessments, profiling for sales opportunities, account… more
- JPMorgan Chase (Hauppauge, NY)
- …ownership of your career development through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking, you will take a lead role in ... Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them… more
- JPMorgan Chase (Melville, NY)
- …relationships and providing financial advice to your clients. A role as a Portfolio Banker is for you. As a Portfolio Banker on the Multinational Corporations, ... Middle Market Banking team, you will be the primary banker for a portfolio of accounts working independently and...Multinational Corporations team is part of JP Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries… more
- Bank of America (Melville, NY)
- Business Banking Senior Relationship Manager - Melville, NY Melville, New York **Job Description:** At Bank of America, we are guided by a common purpose to help ... offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and… more
- Bank of America (Smithtown, NY)
- …Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust ... insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to...prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite… more
- Bank of America (Melville, NY)
- …Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust ... insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to...the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams… more
- Bank of America (Melville, NY)
- …North Carolina;New York, New York; Boston, Massachusetts; Melville, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make ... offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and… more
- City National Bank (Melville, NY)
- …position. Follows Bank segmentation policy and collaborates with the appropriate Relationship Managers and Team Leaders at the various business units within the ... and implementation of banking services. Passes off prospects to Relationship Managers per Bank 's segmentation policy, after the deal is closed. Remains alert… more
- TD Bank (Melville, NY)
- …compliance with policies and procedures to mitigate risk and protect the Bank and Customers. This role will drive, reinforce, and demonstrate meeting Operational, ... term with low to moderate risk + Demonstrates understanding of bank operational policies, procedures and regulations and establishes expectations, delegates tasks… more
- Bank of America (Medford, NY)
- …for a minimum of seven days from the date it was posted. At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the ... through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for… more
- M&T Bank (Hauppauge, NY)
- …may be eligible to sit in other commercial locations within the M&T Bank footprint.** **Overview:** Responsible for providing support to the Sales Consultants and ... Regional Sales Managers for bank wide sales' efforts to deepen and expand customer...attend sales calls and meetings with Sales Consultants and Relationship Managers to gain knowledge around sales process and… more
- M&T Bank (Hauppauge, NY)
- …used to make new credit decisions. The position interacts with commercial banking relationship managers throughout the bank 's footprint as well as other internal ... information and related materials and complete the credit analyses for the Bank 's commercial transactions. Written analyses to include an independent credit quality… more
- TD Bank (Garden City, NY)
- …central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their ... manages all aspects of the client's relationships with TD Bank and refers to Retail and Wealth partners &...attained + Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures + Responsible… more
- M&T Bank (Hauppauge, NY)
- …business owners, and/or families. **Primary Responsibilities:** + Leads the client relationship team and has overall responsibility for assuring the client has ... to meet sales goal.Implement and deliver specific solutions. + Leads client relationship review discussion with committee.Manage and review the relationship on… more
- Catholic Health Services (Smithtown, NY)
- …to improve outcomes - to every patient, every time. Job Details The Blood Bank Supervisor, under the general direction of the laboratory director and supervision of ... Demonstrates a broad knowledge of the department, procedures and their relationship with other areas of the laboratory. Demonstrates effective leadership by… more
- Interstate Blood Bank (Melville, NY)
- …communication, research and reporting skills. **Primary Responsibilities:** + **Client Relationship Management:** Develop and maintain strong relationships with new ... and existing clients in the pharmaceutical, biotechnology, and academic sectors. + **Sales Strategy:** Implement sales strategies to achieve revenue targets and expand market presence. + **Product Knowledge:** Maintain a deep understanding of the biospecimen… more
- JPMorgan Chase (Commack, NY)
- …responsibilities** + Champion and support your teammates' success and the goals of the bank , while fostering a culture of diversity + Build a book of business and ... deliver personalized investment solutions to your clients by relying on leadership and relationship -building skills. This will be done with a consistent focus on … more
- Citigroup (Huntington, NY)
- …business supports ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments through ... our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners,...new clients with the goal of bringing in new bank and brokerage assets + Deepen relationships with existing… more
- Citigroup (Plainview, NY)
- …corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank branches ... relationships (Realtors, CPA's, Builders, etc). to drive mortgage business into the bank . + Introduce clients to segment partners when appropriate (including but not… more
- Lincoln Financial Group (Syosset, NY)
- …timely and accurate monthly and quarterly financial close process. * Understand the relationship of applicable systems and data required to account for and support ... to support these responsibilities. * Develop and maintain a strong relationship with internal/external auditors as applicable and ensure identified issues are… more