Inbound and outbound Client Calls.Communication with clients and coworkers through a Visual Medium.Attention to detail; documentation, appointments, client information.Time management; Keeping meetings and appointments working remotely or In-Office.High school diploma (higher education preferred but...
Client Relationship Manager’s Responsibilities and Duties. Client Relationship Manager’s Qualifications and Skills. Establish and maintain strong, long-lasting relationships with clients, acting as their trusted advisor and advocate within the company. ...
They are adding a Relationship Manager to support the firm in Westport. Sit second chair to the senior advisor in client meetings to take explicit notes, build relationships with the clients, and understand the financial planning philosophy. ...
Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc. Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment...
Proven relationship management skills with demonstrated capabilities, in managing and growing a sales pipeline, fostering COI relationships & referral sources, and developing new business relationships. The Relationship Manager is responsible for cultivating and growing a portfolio of business c...
Services customers seeking loan and/or deposit relationships of large dollar amounts and of high complexity with the Bank, interviews applicants to develop information concerning their businesses and requirements, evaluates credit information and makes relationship recommendations. May coach/mentor ...
If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of ...
This hybrid position can be based out of our Bridgeport, New Haven, Hartford or Stamford, CT locations.Originate, underwrite, negotiate, close and service commercial real estate loans of large dollar amount and high complexity.Is your CV ready If so, and you are confident this is the role for you, m...
Proven relationship management skills with demonstrated capabilities, in managing and growing a sales pipeline, fostering COI relationships & referral sources, and developing new business relationships. Candidates must have at least 7 years of relationship management/sales experience including 5...
Services customers seeking loan and/or deposit relationships of large dollar amounts and of high complexity with the Bank, interviews applicants to develop information concerning their businesses and requirements, evaluates credit information and makes relationship recommendations. May coach/mentor ...
They are adding a Relationship Manager to support the firm in Westport. Sit second chair to the senior advisor in client meetings to take explicit notes, build relationships with the clients, and understand the financial planning philosophy. ...
Proven relationship management skills with demonstrated capabilities, in managing and growing a sales pipeline, fostering COI relationships & referral sources, and developing new business relationships. The Relationship Manager is responsible for cultivating and growing a portfolio of business clien...
Market Client Relationship Manager (MCRM). The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. Division Client Relationship Executive (DCRE) ...
Reporting to the Sales & Relationship Management Managing Director – North America, the Relationship Management Senior Manager – North America is accountable for driving the go-to-market strategy and sales roadmap for North America-based clients across all asset classes, predominantly focusing on Pr...
Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc. Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment...
Manages the day-to-day operations of a branch in order to assure high service quality and safety standards, provide leadership, technical knowledge and skills to ensure compliance with safety policies, procedures and regulations. ...
Sr Client Success Manager, Global Accounts. Global Client Executive/Director and the Gartner Conference Client Success Team. Develop and implement client success plans that align with client goals and objectives. Monitor and report on the progress of client success plans, adjusting as necessary to e...
This is an opportunity for a driven Project Manager to join a bank and deliver our goals on time, within budget and to the highest quality. Track and report project costs and make sure that the project is completed in allotted budgets. Hone your existing project management skills and advance your ca...
Major Areas of Accountability:. Partners with the Inside Sales Specialist, as assigned, to ensure appropriate type and level of sales coverage for all accounts and prospects in the territory. Uses CRM daily for all lead, contact, activity, forecasting, account management and time management monitori...
Inbound and outbound Client Calls.Communication with clients and coworkers through a Visual Medium.Attention to detail; documentation, appointments, client information.Time management; Keeping meetings and appointments working remotely or In-Office.High school diploma (higher education preferred but...
Do you love to collaborate and help businesses thrive? At the Apple Store, you connect business professionals and entrepreneurs with the tools they need in order to put Apple solutions to work in their businesses.As a Business Expert, you help them learn about Apple products and explore various poss...
Are you ready to be the face of TEC? As our Project Manager / Outside Sales Representative, you'll be the hero our customers rely on. ...
Deloitte is currently seeking candidates for our Channel Sales Manager (CSM) role, focusing on digital transformations enabled by Salesforce solutions for the Consumer industry. CSMs, working closely with Sales Executives (SEs), Principals, and Managing Directors, focus on developing trusted relatio...
We are seeking a Manager of Operations to join our team in the manufacturing industry located in Westport, Connecticut. This role involves overseeing the operations and supply chain management processes, ensuring efficiency and compliance with industry regulations and standards. ...
As part of PwC's Technology Operations (IT4IT) practice, the Service Management and Operations capability helps our clients transform their business through innovative technology solutions and effective Service Management Operations. We help our clients adopt the cloud to transform Information Techn...