- Citizens (Conshohocken, PA)
- …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 I is responsible for...capabilities through organized and effective calling activities. + Maximize customer opportunity by building total relationship and… more
- WSFS Bank (Philadelphia, PA)
- …PA Schedule: Monday - Friday Hybrid/Onsite Description: The Senior Small Business Relationship Manager will be responsible for the sales life cycle, ... financial, political, competitor, and legislative trends. The Senior Small Business Relationship Manager will assist with onboarding, coaching, and mentoring… more
- TD Bank (Willow Grove, PA)
- …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
- American Express (PA)
- …prioritize those clients, identify top client information and track opportunity development in CRM database ** Relationship management ** (10 - 20% of time) ... regulatory requirements **Knowledge, Skills, Attributes, and Experience** **Knowledge and Skills** ** Relationship management :** ▪ Strong customer … more
- RELX INC (Pittsburgh, PA)
- Field Client Manager Do you enjoy building solid customer...KPI target * Accepting orders, closing sales, and maintaining customer records on CRM * ... cross-functionally to deliver on common goals? About the Role As a Client Manager you will manage, protect, and grow revenue through the sale of LexisNexis… more
- TD Bank (King Of Prussia, PA)
- …and legal/regulatory environment affecting the industry and customer segment + Provides customer relationship management of an assigned customer ... pursuit and management of accounts across a product or customer segment + Solves complex...policy and/or credit approval + Leads all aspects of relationship management for an assigned portfolio /segment… more
- TD Bank (Doylestown, PA)
- …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 (Philadelphia, PA)
- …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