2 customer account manager jobs found in Albany

Location: 555 Patroon Creek Boulevard, Albany New York Hours: Monday- Friday 8am-4:30pm ET Location: Qualified candidates must be able to report to the office (Albany, NY, Brooklyn, OH, or Amherst, NY) 2-4 days per week.  Job Description: As part of the Client Servicing vertical of Onboarding & Servicing Technology and Operations, Lead Specialists on this team specialize in research and adjustments and account analysis to support our clients across the team’s broad areas of responsibility. As such, the chosen candidate can expect to be required to perform tasks such as (but not limited to):  Perform basic to complex research using various bank systems Provide deposit, check, statement and report copies Research and resolution of both monetary and non-monetary differences which occur during check, credit card processing or corporate client billing Performing routine research and process transactions as requested by clients utilizing specific Enterprise...

Location: 388 Feura Bush Road - Glenmont, New York 12077 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial...