Relationship Manager- Deposits
Valley National Bank
Responsibilities include but are not limited to: Sources new COIs and acts as primary contact for new business development which focuses on the acquisition of complex and profitable commercial relationships. Responsible for client relationships, including attracting and retaining new clients and strengthening current relationships. Will focus on sourcing new low‑cost deposits, new Treasury fee income and building primary bank relationships. Activities include maximizing cross‑sales opportunities through customer profiling with the goal of cultivating interest in new bank products and services. Banker will coordinate with other product partners to win new business. Resolves and oversees customer issues surrounding advisory, new information, and Treasury services, solutions and products. Makes presentations to potential and existing clients and contributes to the achievement of sales targets. Owns the relationship as primary point of contact by working with their respective LOB RMs and leader. Use of Salesforce as a CRM tool is required. Represents the Bank in civic and community functions. Anticipates emerging customer trends as a basis for recommending products and services and expanding business for the LOB. Provide support to help clients coordinate solutions in an advisory role, manage deposit accounts, offer advice and oversee services provided. Ensures customer questions and issues are answered correctly and efficiently by documenting and identifying trends in customer service needs. This person is open to receiving coaching and mentoring as it relates to their role to onboard new primary bank relationships, sell and activate other recommended bank products and services and works closely with the manager of the LOB. The next step in the career path is a Senior Deposit Relationship Manager. Other Responsibilities: Comply with all regulations pertaining to BSA, USA PATRIOT ACT, and OFAC. Complete annual BSA training. Report suspicions of criminal activity, or any attempt to avoid BSA reporting requirements on the part of customers or employees, to the AML/BSA Compliance Department. For supervisory positions, ensure BSA training requirements are completed by staff. All other duties as assigned. #J-18808-Ljbffr Valley National Bank
- ...in Hauppauge, New York, to develop and manage client accounts within the Business Banking... ...and maintaining profitable commercial relationships while ensuring compliance with established... ...a career path towards becoming a Senior Deposit Relationship Manager. #J-18808-Ljbffr...Deposits
- ...National Bank in Hauppauge, NY is seeking a dedicated professional focused on developing new business relationships. This role involves sourcing low-cost deposits, managing client accounts, and maximizing sales opportunities through effective customer engagement. The...Deposits
- ...accounts receivable processing, reconciliations, and document management for multiple clients and related entities. The position requires... ...records, including bank statements, brokerage statements, deposits, payables, and other client documentation. Maintain accurate...DepositsWork at office
- Mohr Talent is seeking a Relationship Manager in Smithtown, NY, to support Financial Advisors and manage client relationships. The ideal candidate will be highly organized and detail-oriented, responsible for client communications and documentation. This full-time position...SuggestedFull time
$2,088 - $2,315 per week
...Registered Nurse (RN) | Case Manager Location: West Islip, NY Agency: LRS Healthcare Pay: $2,088 to $2,315 per week... ...Reimbursement ~ Generous Referral Bonus Program ~ Weekly Direct Deposit ~24/7/365 Support Ready to learn more? Apply...DepositsFull timeContract workImmediate startShift workLRS Healthcare
West Islip, NY13 days ago- ...in Commack is looking for a Premier Financial Representative to engage mass affluent members and expand their membership. You will manage a book of business and support local branches in driving revenue. This role requires a minimum of an associate degree or equivalent...Local area
$115k
Job Title: Relationship Manager Smithtown, NY $115,000 Position Overview The Relationship Manager (Client Service Associate) plays a critical role in supporting Financial Advisors and managing ongoing client relationships. This individual will be responsible for client...Full timeWork at officeLocal area- ...opportunity to work directly with the agency principal while managing and servicing an exclusive portfolio of affluent and high-net... ...individuals. A self-motivated team player who builds trusted relationships and delivers exceptional service. Someone who embraces...Full timeWork at office
Confidential
Hauppauge, NY3 days ago $75k
...ensuring accurate, timely, and compliant processing of all financial transactions. This role works closely with firm management and staff to manage deposits, payments, expenses, and receivables while maintaining strong internal controls. Compensation and Benefits...DepositsWizeHire
Brentwood, NY3 days ago- ...Private Client Account Executive to join their expanding team in Brentwood, New York. The role focuses on managing and growing high net worth clientele relationships while delivering exceptional client service in a fast-paced environment. Prospective candidates should...
$17.5 - $23 per hour
FT Customer Exp Manager/Balloons page is loaded## FT Customer Exp Manager/Balloonslocations: Commack-50 Veterans Memorial Hwytime type... ...and safety programs* Assist with cash reconciliation and bank deposits* Assist with inventory processes to include Return to Vendor (RTV...DepositsFull timePart timeLocal areaNight shiftEarly shift- Client Relationship Manager Location: Manchester Key Responsibilities Identify and liaise with key stakeholders and decision makers for existing customers and partners through business development and client referral. Maintain an online presence via platforms such as...
$85k - $105k
Client Relationship Manager - Series 65 Commack, NY | $85,000-$105,000 - Bonus - Benefits $85,000-$105,000 base salary Annual performance bonus 401(k) with company match Comprehensive benefits package Established and growing wealth management firm No business development...Full timeLocal areaMonday to Friday- ...energetic, and results-driven individuals who are eager to build relationships, develop new business, and grow within a fast-paced,... ...customer service, and account growth. This role is responsible for managing and growing assigned customer accounts, developing new...Base plus commissionFor contractorsWork at officeWorldwide
Express Technology Group
Central Islip, NY3 days ago $75k
...is vital in driving sales of Natus Brain Watch POC-EEG technology into hospital departments, focusing on building professional relationships and ensuring client satisfaction. The successful candidate should have a strong sales background, preferably in medical settings...- Sales Account Executive - Ai Solutions Sales Account Executive - Ai Solutions KnowHireMatch
- ...Sales Account Manager Our client is a leader in innovative security solutions, leveraging advanced AI technology and a highly trained... ...to drive new business development and expand strategic client relationships throughout the New York metropolitan market. Reporting...Base plus commissionRemote work
$18 - $25 per hour
...have access to: Flexible Scheduling! (Days, Evenings, Nights, and Weekends available!) Competitive Weekly Pay with Direct Deposit Dedicated Office staff & 24-hour On-call Service Positive Work Environment Medical, dental, vision, and other insurance options...DepositsHourly payWeekly payWork at officeImmediate startFlexible hoursNight shiftWeekend workAfternoon shiftFive Star Nursing
Brentwood, NY3 days ago$110k - $190k
Morgan-Stanley is seeking a skilled candidate for a product management role in Town of Islip, NY. The successful applicant will manage strategic deposit initiatives and work on enhancing banking products that meet client needs. This position requires 5-8 years of relevant...Deposits$20 per hour
...Detail-oriented and able to follow instructions Willing to share your view on products and/or services No prior experience required Payment Payments are available through: ACH / Direct Deposit PayPal Venmo Cash App Gift Cards...DepositsRemote workHAUS
Nesconset, NY18 hours ago$5,000 per month
...500 referral incentive* • Weekly settlements with free direct deposit • Strong fuel surcharge programs What's moving in Newark right... ...at the local Newark terminal • No forced dispatch • Fleet Managers who pick up the phone and know your name Apply now or call (...DepositsDaily paidLocal areaMonday to FridayContainerPort Group
Lake Grove, NY3 hours ago$30 - $35 per hour
...through ASHA, AOTA, APTA and CTLE Work with a team of professionals that care about making a difference Payment is biweekly with direct deposit Pay: 30-minute rates: $35.00 Liberty POST is an equal opportunity employer. We offer equal employment opportunities to all persons...DepositsDaily paidLocal areaImmediate startLiberty POST
Hauppauge, NY4 days ago- ...national, and international media sources. Create and maintain relationships and opportunities for coverage with travel and tourism trades... ...: Assists with special projects as assigned by executive management and/or the CEO. Assists with general office duties as needed...Seasonal workWork at officeLocal areaWeekend workAfternoon shift
- Mohr Talent is seeking a Client Relationship Manager in Commack, NY, to maintain long-term relationships and support Financial Advisors. The successful candidate will manage client records in Salesforce CRM and deliver exceptional client experiences. This full-time position...Full time
$18 - $30.2 per hour
...a Supervisor for Customer Service & E-Commerce to enhance the checkout experience and grocery delivery. Responsibilities include managing Team performance, ensuring compliance with safety regulations, and fostering a positive work environment. Successful candidates will...Hourly pay$65k - $125k
...is a huge part of why. About the role: As a Customer Success Manager , you'll own a portfolio of mid-market or enterprise customers... ...environment, and definition of success. Lead subscription and relationship management for your accounts — driving retention, mitigating...$75k
...involves ensuring accurate and compliant processing of all financial transactions. You will work closely with the firm's management and staff to manage deposits, payments, expenses, and receivables while maintaining robust internal controls. The position offers a competitive...Deposits$60k - $65k
...related reasons. Description Reporting to the Accounts Receivable Manager and Controller, the Accounts Receivable Billing Specialist will... ...reconciliations Prepare monthly bank reconciliations for deposit accounts, security deposits and escrow accounts Monitor customer...DepositsMonday to FridayShift workThe Bristal
Central Islip, NY2 days ago$75k
...ensuring accurate, timely, and compliant processing of all financial transactions. This role works closely with firm management and staff to manage deposits, payments, expenses, and receivables while maintaining strong internal controls. Compensation and Benefits...DepositsTonaLaw
Central Islip, NY2 days ago$71k - $97k
...based on specific account needs and location. Other Benefits:Company-matched 401(k) retirement savings planWeekly payroll with direct deposit or ComdataPay on the "honor system" with no waiting on bills and paperworkPaid time offPaid orientation and safety trainingPer diem...DepositsContract workJ.B. Hunt Transport, Inc.
Smithtown, NY3 days ago
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