- Deepens existing client relationships by offering basic banking and credit products (i.e., personal credit lines, mortgages)
- Partners with team members to grow the existing books' balances and Year over Year revenue
- Encourages use and adoption of digital capabilities to enhance the client and client team experience
- Builds relationships with internal and external partners and centers of influence
- Builds and expands expertise to ensure clients receive high-quality advice and services aligned to their unique needs
- Collaborates with client team members and receives coaching and development from Private Client ManagersRequired skills: Excellent ability to work in team environment Strong interpersonal and influence / partnership skills Significant knowledge of banking and credit: general understanding of investments, trust and wealth transfer 7+ years of successful experience in managing relationships with high net worth clients or equivalent financial services/business experience Series 7, 63 and 65 (or Series 7 and 66) required Unlicensed candidates may be considered if willing to obtain licenses within a standard time frame of 90 days per exam after the first working day in this position Desired Skills: MBA or Post-Graduate Degree preferred CFP, CPA, CFA, CTFA, CFM or JD a significant plus Additional Skills Used in this Role: Customer focus Relationship Building Building Rapport Client Relationship Management (CRM) System Active Listening Written Communications Oral Communication Collaboration Multi-tasking
- Shift:1st shift (United States of America)Hours Per Week: 40
-
Client Service Manager
1 week ago
Sedgwick Albany, United StatesTaking care of people is at the heart of everything we do, and we start by taking care of you, our valued colleague. A career at Sedgwick means experiencing our culture of caring. It means having flexibility and time for all the things that are important to you. It's an opportuni ...
-
Private Client Manager
1 week ago
The Bank of America Corporation Albany, United StatesAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders Manager, Client Relations, Rel ...
-
Client Relations Manager
1 week ago
The Colwell Law Group Albany, United StatesJob Description · Job DescriptionClient Relations Manager - Located on-site in Albany, NY. · Compensation - $50,000 - $90,000 annually. · Growth, growth, and more growth · Ongoing legal training for attorneys and legal support staff · A collaborative team · Summer Friday schedul ...
-
Client Relations Manager
1 week ago
The Colwell Law Group Albany, United StatesJob Description · Job DescriptionClient Relations Manager - Located on-site in Albany, NY. · Compensation - $50,000 - $90,000 annually. · Growth, growth, and more growth · Ongoing legal training for attorneys and legal support staff · A collaborative team · Summer Friday schedul ...
-
Client Relations Manager
2 days ago
The Colwell Law Group Albany, United StatesJob Description · Job DescriptionClient Relations Manager - Located on-site in Albany, NY. · Compensation - $50,000 - $90,000 annually. · Growth, growth, and more growth · Ongoing legal training for attorneys and legal support staff · A collaborative team · Summer Friday schedule ...
-
Personal Assistant/client Care Manager
1 week ago
Howard Hanna Real Estate Services Saratoga Springs, United StatesWe're recruiting a special individual who can multitask and manage client care operations and personal assistant needs. We are dedicated to providing exceptional customer service and fostering good client relations. · We are building a world-class real estate office and have posi ...
-
Environmental Services Coordinator
1 week ago
Actalent Albany, United States Full timeDescription: · Provides waste management services to clients, including coordinating shipments, completing required paperwork for pick-ups, lab packing, conducting various facility inspections as required; performs sampling, evaluates and provides waste minimization opportunitie ...
-
Environmental Services Coordinator
5 days ago
Actalent Albany, United States Full timeActalent Scientific is Hiring · Description: · Provides waste management services to clients, including coordinating shipments, completing required paperwork for pick-ups, lab packing, conducting various facility inspections as required; performs sampling, evaluates and provides ...
-
Account Manager
2 weeks ago
PharMerica Albany, United StatesOur Company: · PharMerica · Overview: · As a critical member of a dynamic, growing pharmaceutical services company, you will be vital in the company's success · The **Account Manager of Client Services** cultivates and maintains an on-going strategic relationship with their clien ...
-
Account Coordinator
1 week ago
The Mailworks Albany, United States**Position: Account Coordinator** · **Reports To**:Enterprise Service Manager · **Hours**:Monday - Friday, 8:30 am - 5:00 pm · **Compensation**: $54,000 - $62,000 (based on experience) · The Mailworks is a woman owned family business specializing in the creation and distribution ...
-
Case Manager
5 days ago
Acacia Network Albany, United StatesThe **Case Manager** ensures clients receive a coordinated range of client-centered services, linking clients with services following the Social Determinants of Health (SDoH) and the Social Determinants of Mental Health (SDoMH). This position is responsible for completing client ...
-
HRbp - Employee Relations
4 days ago
ADP Albany, United StatesApplications for this posting will be accepted until 04/26/2024. · **ADP is hiring an Employee Relations HRBP **(technical job title is **HRBP-Central Investigation II**)**.** · In this position you will be responsible for conducting and documenting a variety of HR investigations ...
-
Environmental Group/department Manager
4 days ago
Terracon Consultants, Inc. Albany, United States**Job Description**: · **Position: Environmental Group/Department Manager - Albany, NY** · **Are you an environmental consultant with a passion for exceptional client service?** · Terracon is seeking an experienced environmental practitioner, leader, and accomplished senior Proje ...
-
Project Manager
6 days ago
JLL Albany, United StatesJLL supports the Whole You, personally and professionally. · We are currently seeking a Project Manager to join our Project and Development Services team. Our team's priorities are: · Delivering strategic solutions for clients · Leveraging broad network to drive growth · Developi ...
-
Rn Admission Facilitator
5 days ago
St. Peter's Health Partners Albany, United States**Employment Type**: · Full time · **Shift**: · Day Shift · **Description**: · RN ADMISSION FACILITATOR · EDDY SKILLED NURSING FACILITIES (located at St. Peter's Hospital, Albany) · The Eddy's highly regarded Skilled Nursing Facilities have a unique opportunity for a RN to receiv ...
-
Environmental Services Coordinator
2 days ago
Heritage Environmental Services Albany, United States**Primary Purpose** · Provides onsite waste management services to clients, including coordinating shipments, completing required paperwork for pick-ups, interfacing with Heritage customer and their customers, lab packing, conducting various facility inspections as required; perf ...
-
Client Service Supervisor
1 day ago
Pioneer Savings Bank Albany, United States**TITLE**:Client Service Supervisor** · **LOCATION**:Wolf Road** · **REPORTS TO**:Branch Manager** · **CLASSIFICATION**:Full Time, Non Exempt** · **PAY GRADE**:NE 30 ($ $30.19 per hour)** · **AVAILABILITY: Monday-Friday 8:30am-5:30pm, Saturday 8:30am-12:30pm** · **Position Summar ...
-
Wmg Administrative Assistant
1 week ago
Chemung Canal Trust Com Albany, United StatesProvides administrative support to the Wealth Management Group, as well as Executive support, when needed. Prepares various transactions via the Trust and Investment Accounting Systems. Supports Relationship Manager with Trust Administration duties, client outreach and trust onbo ...
-
Project Manager-utility
2 weeks ago
The Ampere Group Albany, United StatesJoin our dynamic New York team as a Senior Project Manager or Project Manager, where your expertise in project management within the utility field will thrive. We're seeking an individual with the ability to lead and foster a culture of safety, collaboration, and efficiency, shap ...
-
Resource Schedule Manager
1 week ago
Pearson Albany, United StatesPearson VUE is on the lookout for exceptional Event and Resource Schedule Manager, B2B. If you're a dynamic proven operations performer, have experience in the B2B IT training industry and have a proactive approach for creative delivery solutions, we want you to join our team. As ...
Private Client Manager - Albany, United States - Bank of America
Description
Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us
Job Description:
This job is responsible for expanding client relationships. Key responsibilities include working with clients who have smaller, less complex books to deepen the existing relationship. Job expectations include relying upon the broader client team for more complex conversations with the client. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities: