251 relationship manager jobs at 149 companies in Hampton Bays, NY
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Associate Relationship Manager
Jericho, New York, United States
$61k-$107k/yrOnsiteFull Time
FlagstarNYSE: FLG: Provides personal banking, mortgage lending, and commercial financial services.
2+ YOEHigh school diploma or equivalent and 2+ years of commercial banking experience required. Requires financial products, compliance, KYC/AML, relationship management, customer service, and independent decision-making skills.
Ion Bank: Provides community-based personal and commercial banking and investment services.
3+ YOE3+ Mgmt3+ years retail banking experience with supervisory/management experience, proven sales performance, NMLS registration required, working knowledge of BSA/OFAC/Patriot Act, strong leadership and customer service skills.
TD BankToronto Stock Exchange: TD: Provide retail, commercial, and wholesale banking and financial services.
Commercial banking experience with credit knowledge, business development and relationship management skills; experience serving commercial businesses up to $250M preferred; strong communication and market insight.
Senior Relationship Manager - Annuities Distribution
Newark or Pennsylvania or Maine or Delaware or New Jersey or District of Columbia or Massachusetts or Connecticut or New York or Shelton or Fort Washington
Bachelor's degree in a related business field and extensive financial services experience in relationship management, distribution, sales, business development, or partner management; annuity or retirement product experience required.
Akron or Los Angeles or Washington or Troy or New York City or Houston or Chicago or Grand Rapids or Owings Mills or Columbia or Richmond or Memphis or Raleigh or Boston or San Jose or San Francisco or Austin or Kalamazoo or Spokane or Denver or Fort Worth or Atlanta or Orlando or Dallas or Wilmington or Phoenix or San Antonio or Milwaukee or Madison or McLean or Melville or Woodbridge or Stamford or Miami or Philadelphia or Charlotte or Greenville or West Palm Beach or Costa Mesa or St. Louis or Fort Lauderdale or Seattle or Rosemont or Pittsburgh or Tulsa or Cincinnati or Cleveland or Columbus or Cherry Hill or Tampa or Minneapolis or Anchorage or Salt Lake City or Norfolk or Jacksonville or Boulder or Nashville or Oak Brook or Las Vegas or Indianapolis or San Diego or Potomac or Omaha
$125k-$185k/yrOnsiteFull Time
BDO USA: Provides accounting, tax, and business advisory services to organizations.
6+ YOEBachelor’s degree and 6+ years of ERP industry experience, or high school diploma/GED and 7+ years; 6+ years in client relationship management or IT managed services; D365 experience required.
Microsoft Dynamics 365, Microsoft Power Platform, Power Apps, Power Automate, Power BI, Azure DevOps, Microsoft Outlook, Microsoft Teams, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, ServiceNow, Microsoft Dynamics CRM, ITSM
5+ YOEP&C insurance license, HS/GED, 5+ years client management, MS Office/Outlook proficiency, Sagitta and ImageRight preferred, strong communication and organizational skills, confidentiality and E&O avoidance.
Microsoft Office, Microsoft Outlook, Sagitta, ImageRight
5+ YOEBachelor’s degree or 3–5 years relevant experience, plus 5+ years of experience. Requires credit analysis, financial statement and tax return analysis, business banking product knowledge, sales, negotiation, and presentation skills.
Mahopac or Shelton or Stamford or Norwalk or North Haven or Darien
$72k-$120k/yrHybridFull Time
Lawley: Provides insurance brokerage, employee benefits, and risk management consulting.
6+ YOE6+ years insurance/project management experience, life accident and health license, bachelor’s degree preferred, proficiency in Microsoft Excel, strong communication and leadership skills.
Citizens Financial GroupNYSE: CFG: Provides retail, commercial, and private banking services to customers.
4+ YOEManage and grow commercial client portfolios (>$5M–$50M revenue), 4+ years business banking experience, commercial credit training, strong communication, sales and negotiation skills, community engagement.
Webster FinancialNYSE: WBS: Provides regional commercial and consumer banking and financial services.
3+ YOE3+ years of Business Banking Relationship Management sales experience; treasury management knowledge; credit experience; strong business development.
Encon Heating & AC: Provides HVAC installation, maintenance, and energy management services.
1+ YOE1+ year trade-service experience (HVAC preferred), strong customer-service and communication skills, Microsoft Office proficiency, ability to multitask, US work authorization required, post-offer drug test.
Microsoft Word, Microsoft Teams, Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint
Business Relationship Manager - Nassau North, Assistant Vice President
Huntington or Nassau County
$99k-$148k/yrOnsiteFull Time
CitiNYSE: C: Global diversified financial services holding.
5+ YOE5+ years experience with banking/business banking preferred; strong consulting, credit structuring, sales, analytical and communication skills; ability to manage credit requests up to $250K; must register as mortgage loan originator (NMLS).
Nationwide Mortgage Licensing System and Registry (Registry)
Wealth Relationship Manager - SAFE ACT - Farmingdale, NY
Farmingdale, New York, United States
$88k-$133k/yrOnsiteFull Time
CitiNYSE: C: Providing global banking, investment, and wealth management services.
5+ YOE5-8 years experience; bachelor\u0002s degree or equivalent; required FINRA registrations (SIE, Series 6/63/65 or Series 7/66) and Insurance Group 1 within 150 days; NMLS mortgage loan originator registration; strong analytical, communication, and Microsoft Office skills; familiarity with financial planning software.
Microsoft Excel, Microsoft Outlook, Microsoft Word, Money Guide Pro, NaviPlan Select
Wealth Relationship Manager - SAFE ACT - Farmingdale, NY
Farmingdale, New York, United States
$88k-$133k/yrOnsiteFull Time
CitiNYSE: C: A global financial services providing banking and credit services.
5+ YOERequires 5–8 years of experience, a bachelor's degree or equivalent, strong analytical, financial, communication, and organizational skills, Microsoft Office proficiency, and required FINRA and insurance registrations.
Microsoft Office, Microsoft Excel, Microsoft Outlook, Microsoft Word, Money Guide Pro, NaviPlan Select
Commack or Northport or Huntington or Melville or Deer Park or Woodbury
$25-$27/hrOnsiteFull Time
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
0+ YOEEngage clients in branch, educate on self-service banking, process cash transactions, manage financial center traffic, and build client relationships; high school diploma required.
New York City or Hartford or Edison or Melville or Boston
$185k-$278k/yrHybridFull Time
Grant Thornton: Provides audit, tax, and professional advisory services to businesses.
10+ YOE10+ years in business development or Audit/Tax sales with C-suite relationship experience; strong commercial acumen, pursuit leadership, negotiation, and presentation skills; Bachelor’s degree or equivalent experience required; travel up to 10%.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
1+ YOEEngage clients, educate on self-service banking, process cash transactions, manage financial center traffic, and connect clients to financial solutions; high school diploma and cash-handling experience preferred.