- KeyBank (Xenia, OH)
- …We take pride in serving our clients and making them feel that no bank will fight harder for them. **Essential Functions** + Embodies a strong client experience ... and then appropriately transitions the clients either individually or to a Banker ; Provides effective and customized financial wellness recommendations to clients. +… more
- Anywhere Real Estate (Cleveland, OH)
- …message. + Stakeholder Engagement: Collaborate with internal teams, including creative, sales , and product teams, to ensure marketing initiatives meet business ... are ahead of the curve. + Own the Maintenance and Management of the Sales Rep Portal (Marq): Partner with design resources and internal stakeholders to ensure… more
- NFM Lending (Columbus, OH)
- …fast-paced customer service driven environment. + Work with Loan Originators to maintain sales contact and pipeline throughout the entire loan process. + Lock loan ... terms. + Go on sales call with Loan Originator once per month. +...docs received matches checklist. + Organize assets/income. + Mortgage banker checklists/Quality Assurance Checklists. + File turned into processing… more
- KeyBank (Independence, OH)
- …with the bank 's goals. + Identifying and pursuing opportunities to grow the bank 's sales by researching market trends, developing sales strategies, and ... trusted advisor, and partner to the people and businesses in our Key Bank communities. The Branch Manager builds, coaches, develops, leads, and motivates a team… more
- KeyBank (Chardon, OH)
- …a range of investment solutions and partnering with banking center staff. + Attain sales production and referral goals to the Bank (closed and accepted) by ... $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets… more
- KeyBank (Akron, OH)
- …clients, including client management, service delivery, and other resources to maximize needs-based sales production. + Be an active member of the Branch team and ... to identify investment referral opportunities from new clients and the existing bank client base. + Develop a complete understanding of Key Investment Services… more
- KeyBank (Brooklyn, OH)
- …**ESSENTIAL JOB FUNCTIONS** + Oversees the day-to-day management of Key's Private Bank outsourcing partners ensuring performance objectives are met + Accountable for ... matter expert and central point of contact for Private Bank outsourcing partner relationships + Coordinate all internal support...and verbal) + Ability to work as part of sales and client servicing team + Working knowledge of… more
- KeyBank (Cincinnati, OH)
- …functions as part of a relationship team and works collaboratively to support sales and credit functions of the bank . Core responsibilities include working ... for relationships less than $10 million in credit commitments. This includes sales team support, client due diligence and managing the credit approval process… more
- KeyBank (Columbus, OH)
- …results + Enterprise Mindset: Demonstrates a broad enterprise perspective and delivers the bank + Effective Sales Approach: Uses structured sales ... of experts, as well as identify cross-sell opportunities + Improves functional/technical sales and credit expertise continuously and transfers this knowledge to team… more
- The Salvation Army (Dayton, OH)
- …all income and the processing of all items creating deposits for the bank , delivering deposits to the banking institution, which shall include all necessary reports ... + Entering necessary data into the deposit folders + Bank Deposit Confirmations + Email notification for donations +...and receiving all income items from the previous day sales + The counting of all income from the… more