Relationship Manager Deposits

Valley National Bank • Hauppauge, NY • 1h ago

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. 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.Valley National Bank is an Equal Opportunity / Affirmative Action Employer. All qualified applicants are encouraged to apply, and will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or other legally protected characteristics, and will not be discriminated against on the basis of disability.

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Administrative Support Assistant

Northwell Health • Smithtown, NY • 2d ago

Management & Administrative

Req Number 191647 Job Description Performs diversified clerical duties related to the operational needs of the office/department. Job Responsibility Performs diversified clerical duties which may include, but are not lim...

2d ago

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Administrative Staff Assistant

Stony Brook University • Stony Brook, NY • 2d ago

Management & Administrative

Administrative Staff Assistant Required Qualifications (as evidenced by an attached resume): Bachelor's Degree (foreign equivalent or higher). One (1) year of full time administrative experience including travel or event...

2d ago

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Field Marketing Manager

NAYA • Darien, CT • 2d ago

Management & Administrative

At NAYA, we are building something special. Our mission is to build genuine connections through Middle Eastern flavors that nourish and inspire us . Growth is more than restaurant-count - it's personal development, leade...

2d ago

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Manager, Market Logistics Operations

Sunbelt Rentals • Islip, NY • 2d ago

Management & Administrative

Join Our Team!Sunbelt Rentals strives to be the customer's first choice in the equipment rental industry. From pumps to scaffolding to general construction tools, we aim to be the only call needed to outfit a job site wi...

2d ago

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General Manager

The Honey Baked Ham Company, LLC • Levittown, NY • 2d ago

Management & Administrative

26-094 Job Description The best General Managers are the ones who think like owners... ...and that's how we treat them. We encourage creativity in hiring great associates, in marketing HoneyBaked and in community outreac...

2d ago

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