Senior Client Officer: Branch Leader & Cross-Sell Champion
City National Bank
City National Bank is seeking a Client Officer Senior for their 6th Avenue Branch in New York City. This position involves supervising client service and sales activities, developing colleagues, and promoting cross-selling opportunities. The ideal candidate will have at least 3 years of direct sales experience and a strong understanding of banking operations. They will work collaboratively to meet branch objectives and ensure compliance with banking policies. #J-18808-Ljbffr
- ...City National Bank in New York is seeking a Client Officer Senior to assist in the operations and client services of the 6th Avenue Branch. This role holds responsibility for supervising branch activities, supporting sales initiatives, and ensuring compliance with regulations...Senior
$24.46 - $36.69 per hour
...Client Officer Senior 6th Avenue Branch What is the opportunity? Assists the Client Manager in supervising and... ...activities including providing product and cross‑sell opportunity identification training... ...to meet all deadlines. Acts as a champion for clients and colleagues...SeniorHourly payWork at office$69k - $105k
...selected candidate resides near KeyBank office (non-branch location), they are expected to work... ...acquire, expand, and retain business clients. The position serves as the first point... ...support ongoing client needs Generate cross-sell leads and participate in regular bank...SeniorWork experience placementBank staffWork at officeFlexible hoursNight shift2 days per week$70k - $105k
...Kearny Bank in Rutherford, NJ is seeking a Client Relationship Manager to lead branch operations and team development while ensuring exceptional client... ...strong leadership skills, and proficiency in Microsoft Office. Competitive compensation ranges from $70,000 to $105,0...SeniorFull timeWork at office- ...Client Strategy Senior Lead - Media Named Ad Age Best Places to Work for 11... ...insight, media planning, and cross-channel collaboration to deliver... ...and actionable insights. Champion a test-and-learn mindset,... ..., competitors, and unique selling points. 5+ years of experience...SeniorWork experience placementLocal areaShift work
$161k - $269k
...a junior VP to lead relationships and manage portfolios for key clients in the US-based entity of Globalino. This role encompasses significant P&L responsibility and requires effective leadership of cross-functional teams. The successful candidate will require 4+ years...Senior- HSBC is seeking an AVP in Client Relationship Management to identify sales opportunities and maintain client relationships. The ideal candidate will have a background in finance and relevant experience in Prime brokerage or Equity Finance. Responsibilities include delivering...Senior
$115k - $199.8k
...services. The Firm's employees serve clients worldwide including corporations,... ...and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our... ...measurable business outcomes through cross-functional teamwork. Responsibilities...SeniorTemporary workWorldwide$148k - $233k
...KPIs/KPMs Develop coaches and champions across the enterprise by... ...technology teams within your client accounts Conduct executive‑level... ...opportunities and identify cross‑sell/up‑sell initiatives in collaboration... ...competitive positioning to senior stakeholders. Experience...SeniorRemote workWorldwide- ...Schwab is looking for an Assistant Branch Manager (ABM) to lead and grow local branch teams while focusing on client satisfaction and performance management. This role offers a path to become a Branch Manager. Ideal candidates will have a Bachelor's degree, relevant financial...SeniorLocal area
- Join Publicis Media Exchange as a Local Media Client Lead Supervisor in New York, where you'll manage local media strategies for high-profile clients. You'll engage with various media channels, lead a team, and ensure project excellence. The ideal candidate has 5+ years...SeniorLocal area
- ...A healthcare solutions provider is looking for a Senior Solution Architect who will collaborate with cross-functional teams and clients to create best-in-class business solutions. Key responsibilities include managing client conversations, defining technology solutions...SeniorRemote work
$125k - $150k
...Client Success is the front line of VTS’s retention engine. As a Senior CSM, you aren't just managing accounts—you... ...partnering with executive leaders at the most... ...hire to work from our office four days a week. ** What... ...Seamlessly orchestrate cross-functional initiatives...SeniorWork at officeWorldwideFlexible hours- Citi is looking for a Head Universal Banker in New York to lead and support the branch team while providing exceptional service to clients. This role includes executing transactions, guiding clients, and mentoring team members to drive sales and compliance. The ideal candidate...Senior
- ...Flagstar Bank is seeking a Branch Banking Client Consultant II in Ozone Park, NY. The role focuses on client management and retention, providing banking solutions to meet client financial needs. Successful candidates will engage in complex banking conversations, supporting...
- Citi is seeking a Head Universal Banker for its Pembroke Pines East Branch. In this leadership role, you'll provide exceptional service delivery while guiding the branch team, handling client transactions, and leading sales initiatives. With a focus on compliance and risk...Senior
- ...Commercial Operations & Cross-Sell Execution Manager We... ...to join our Commercial Office. This role is located... ...leadership, GTM Strategy, sales leaders, and business partners... ...opportunity tracking, client and revenue insights,... ...~ MBA preferred ~ Senior commercial operations /...SeniorWork at office
- ...borrowers. The ideal candidate will serve as the main contact for clients, ensuring a seamless experience throughout onboarding,... ...Salesforce CRM. This position emphasizes superior customer service and cross-functional collaboration. #J-18808-Ljbffr CCM CrossCountry Mortgage...Senior
$170k - $250k
...A prominent insurance brokerage firm based in New York is seeking a Cross Sell Officer to enhance growth across multiple business lines. The ideal candidate should have over 10 years of relevant experience and a proven background in sales leadership and cross-selling...$52k - $80k
...KeyBank is seeking a Cross Sales Senior Client Service Specialist to provide consultative sales expertise and manage client relationships. This role requires a proven track record in merchant services, along with strong analytical skills and the ability to drive revenue...SeniorFlexible hours- ...service delivery manager for their Wealth Management division. This vital role requires leading the service delivery model to enhance client experiences and drive business growth. The ideal candidate will have a strong background in wealth management with significant...Senior
- ...Commercial Operations & Cross-Sell Execution Manager to join our Commercial Office. This role is located... ...leadership, GTM Strategy, sales leaders, and business partners... ...opportunity tracking, client and revenue insights,... ...~ MBA preferred ~ Senior commercial operations /...SeniorWork at officeWorldwideFlexible hours
- ...LeoForce in New York is seeking a Senior Tax Manager to lead complex tax engagements while overseeing client relationships and mentoring teams. The role requires over 10 years of experience and a strong understanding of tax compliance and planning. This opportunity within...Senior
$85k - $125k
...SupportFinity™ is seeking a Lead Paralegal to manage attorney relationships and client communications in New York. In this role, you'll coordinate case progress and provide exceptional client experiences. Ideal candidates will have over 10 years of paralegal experience...SeniorFlexible hours$69k - $105k
...selected candidate resides near KeyBank office (non-branch location), they are expected to work... ...service requests for an assigned book of clients within Key's Commercial Banking line... ...broad product knowledge to identify cross-sell and referral opportunities, supporting...SeniorWork experience placementWork at officeWork from homeFlexible hours2 days per week$75k - $95k
100 Raymond James & Associates, Inc. is seeking a compliance exam specialist to execute risk-based branch examination programs across the country. The role involves documenting testing, providing compliance support, and ensuring clear communication of findings to management...SeniorRemote job- ...Senior sales leader driving U.S. growth for a global actuarial software and... ...insurance and financial services clients. The role partners directly... ...leadership on high-impact, cross-border opportunities and... ...acquisition, upsell, and cross-sell Drive complex consulting and...Senior
$149.52k - $175.9k
...Job Description The Senior Pod Lead is responsible for leading a cross‑functional pod within the Client Value & Lifecycle Studio... ...Marketing, Digital, Branch, and Analytics teams... .... Outcomes This Leader Is Accountable For:... ...means there's an in-office expectation of 3 or...SeniorFull timeTemporary workWork at officeLocal areaRemote workFlexible hours3 days per week- ...Mariner in New York is seeking a Senior Tax Manager to implement tax strategies, guide tax teams, and manage client relationships. The ideal candidate should have a Bachelor's degree, CPA or EA certification, and at least 8 years of tax experience in either private or...Senior
$75k - $95k
100 Raymond James & Associates, Inc. is seeking a qualified branch examiner to conduct onsite examinations of retail brokerage offices across the U.S. The role involves ensuring compliance with firm policies and federal regulations while documenting findings and communicating...SeniorRemote work
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