2 private client relationship manager jobs found in Jericho, NY

Position Title Financial Center Manager   Location Jericho, NY 11753   Job Summary The Financial Center Manager manages the daily operations of the financial center and supports Private Client Groups by servicing client needs in accordance with all applicable Bank policy and procedures.   Job Responsibilities: JOB RESPONSIBILITIES Oversees Financial Center Operations such as client service, cash flow, teller transaction processing, POD scanning. Maintains Financial Center physical location and responds to facilities issues. Manages Teller unit and other Financial Center staff, including hiring, terminations, performance reviews/management, time and attendance, scheduling, workflow management, employee relations etc. Reviews daily reports (new clients, overdrafts, general ledgers, etc.). May prove teller, vault and overall financial center on daily basis. Performs reviews and audits, prepares and submits monthly & quarterly reports in accordance with policy...

Position Title Associate Relationship Manager   Location Jericho, NY 11753   Job Summary The Associate Relationship Manager is responsible for building and maintaining client relationships ensuring the highest level of customer service and support. This is a business development role providing client support and responsible for business development activities that supports the Private Client Group. Partners with teammates and key product partners to ensure to ensure the highest level of service to clients.   Job Responsibilities: JOB RESPONSIBILITIES Responds to client inquiries and requests regarding accounts. Analyzes client issues and researches to respond accordingly; may coordinate with other departments as needed. Acts as liaison to Private Client Services (PCS) group for transaction requests. Assists with the development of client relationships: supports business development efforts for new PCG business. This role includes identifying client needs,...