- Citizens (MA)
- …business partners. + Provide timely updates to Relationship Managers on product enhancements, projects, and issues. + Update CRM system regularly but ... Description The Business Banking Treasury Sales Specialist II is responsible for...capabilities through organized and effective calling activities. + Maximize customer opportunity by building total relationship and… more
- TD Bank (Hyannis, MA)
- …times and life events, save time and money, and exceed their needs + Utilizes Customer Relationship Management tools to proactively play a key role in ... and could be characterized by moderate complexity/risk + Makes product recommendations based on Customer needs and...offer a solution or partner referral + Utilizes the Customer relationship management tools to… more
- TD Bank (Cambridge, MA)
- …times and life events, save time and money, and exceed their needs + Utilizes Customer relationship management tools to proactively play a key role in ... by low to moderate complexity/risk + Establishes and nurtures Customer relationships by consistently displaying product knowledge,...needs and guides customer appropriately + Understands customer preferences with banking (when and how… more
- TD Bank (Needham, MA)
- …lobby and on the frontline + Completes Customer transactions and utilizes Customer relationship management tools to engage in needs based conversations ... the overall Customer experience + Proficient in Customer relationship tools, services, products and campaigns...internally and/or externally + Under the direction of the Manager , participates in performance management activities of… more
- Santander US (Boston, MA)
- …Associate, Marketing to lead our Customer Data Platform (CDP) as both a product manager and product owner. Reporting to the Director, Vice President ... personalized, compliant, and timely marketing experiences across our consumer banking business. As the lead for our CDP, you'll...CDP strategy and Martech maturity expand. + Own the product vision and roadmap for our Customer … more