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The Commercial Banking Assistant (CBA) II supports the Relationship Manager (RM) from the initial application processing through closing and booking the transaction, including renewals and modifications along with ongoing support for the client needs.
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3+ years of experience in a sales, business development, relationship management or client support/success role within the fintech, trading and/or cryptocurrency space. Demonstrated ability to operate externally in a sales and client-facing capacity and internally to support other teams (marketing, onboarding, data/analytics.
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Through successful prospecting, relationship management and understanding of Tuuci's role in the client's business, the Regional Sales Representative will work to target areas of opportunity and growth with each client partner in the assigned territory.
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Demonstrate credibility and legitimacy with client, capable of challenging client approaches and provide new directions, allowing the customer to evolve and deepens relationship. With a global footprint and expertise in more than 30 sectors and services, we optimize client projects worldwide.
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Transaction Execution, emphasizing client and counter party management skills, ability to manage multiple teams both internally and externally and proven project management and negotiation techniques; Advanced Financial Analysis, emphasizing company valuation techniques, and financial modeling; and, Business Development, emphasizing opportunity identification, business pursuit-related process management, and relationship building techniques.
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Additionally, the Sr. Client Partner will be actively initiating and supporting pre-sales/sales efforts in pursuit of new accounts in partnership with the General Manager and Sales; as well as supporting those new clients along with supporting existing clients by focusing on the following: Customer relationship management, expansion of services within the account(s) assigned and ensuring the delivery team(s) are delivering high-quality work.
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Assist Financial Advisor in marketing activities, use MarketingCentral and maintain client relationship management database. Act as a liaison between the client, Financial Advisor, and back office.
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You have five years of client service or client relationship management experience in a fast-paced service environment. For your assigned book of business, you will understand clients' needs regarding benefits and strategically drive results to increase benefit participation, client experience, employee retention, and employee engagement.
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You will provide extensive financial and operational support on client engagements across a variety of industries and markets; utilize experience and on the job training to successfully deliver reports, models, work product and advice that helps guide the direction and decisions related to client turnaround and/or restructuring objectives.
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Your consulting experience, in-depth knowledge of Workday Financials, and client relationship management skills will contribute to the success of our projects. Support client and data conversion teams in converting legacy data into Workday.
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Proven ability to generate revenue growth through new client acquisition and cross-selling other banking services, including capital markets, treasury management, wealth managementFormal credit training and commercial banking underwriting experience.
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Role models the tenets of Client Relationship Centered Care (MSHRCC) through facilitation of the following actions including, but not limited to, Admission Welcome, Bedside shift Report, HELP (High Risk Medications, Equipment, Lines/Drains/Airway, Pain and Plan of Care) AM/PM Care, 5 Minute Sit Down, Purposeful Hourly Rounding, Medication Review, Discharge Wrap Up, and MD/RN Unit Collaboration.
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We are a full service, virtual mental health and substance abuse provider specializing in maximizing the benefits of the therapeutic relationship while increasing access to care, decreasing the administrative burden to clinicians, and focusing on mindfulness, the mind-body connection, health and wellness.
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Use Salesforce and Tableau to effectively manage client relationship through call logging, usage data monitoring, and task management. Onboard new clients and conduct training sessions, including in-person sessions, designed to meet the individual business needs of each client.
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REQUIREMENTS:Bachelor’s degree in Business Management, Marketing, Communication, or related; five years of online advertising experience, including specific experience in relationship management and customer service; knowledge of web technologies, digital media revenue ecosystem, and REST API integrations; and proficiency in working with remote global teams, maintaining, and growing client revenue through up-selling or cross-selling.
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relationship client jobs in Moonachie, NJ
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