- KeyBank (Brewster, NY)
- …solutions to clients by offering a range of investment solutions and partnering with banking center staff. + Attain sales production and referral goals to the ... $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
- Raymond James Financial, Inc. (New York, NY)
- …expertise to act as an authority to propose a mutually agreed-upon agenda to start sales conversations that offer value to the client. Applies expertise to act as an ... to act as an authority to align the client's sales process with their organization's sales process, including the key influencers/ sales team members… more
- Citigroup (New York, NY)
- …+ 6-10 years of relevant experience required + Previous experience in banking or financial industry preferred + Sales management experience preferred ... leadership and direction to a team of employees, grow sales and client base in coordination with the consumer sales team . The overall objective of this role is… more
- Kyndryl (New York, NY)
- …disability, retirement benefits, paid leave, and paid time off. Note: If this is a sales commission eligible role, you will be eligible to participate in a sales ... commission plan in lieu of the annual discretionary bonus program. Applications will be accepted on a rolling basis. _All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender… more
- Santander US (New York, NY)
- …are done out our warehouses. + Partner closely with internal global teams across sales , banking , capital markets, and wealth management to help educate, develop, ... and advise clients on the CLO market. Prepare presentations providing overviews of the private credit financing market and highlighting Santander's capabilities and track record. Certifications: SIE, Serie 7, and Series 63 **What Else You Need To Know** **:**… more
- M&T Bank (Buffalo, NY)
- …banking relationships through outbound prospecting calling activities and develop new banking relationships through a consultative sales approach in some ... **Overview** **:** Identifies customers' needs through the bank's retail sales process to provide proactive sales solutions through customer outreach for basic… more
- Tompkins Community Bank (Medina, NY)
- …or GED. + Minimum of two (2) years' experience in a related role (customer service/ sales ); experience within the field of banking is preferred. + Proficient in ... the efficient and accurate paying and receiving function and sales and service function of the Company branch according...new business from present and prospective customers. + Provide sales information on a timely basis in order that… more
- NBT Bank (New Paltz, NY)
- …Education and Experience: + 4 year college degree or equivalent retail, retail banking , or financial services experience + Prior sales management experience ... Leads, manages and coaches their branch team to achieve sales objectives. Is responsible for the profitability, growth and...: Access to support and resources. + Financial and Banking Services : Various benefits and financial planning assistance… more
- JPMorgan Chase (New York, NY)
- …logical and quick decision-making. + **Structuring & Origination** is a hybrid group inclusive of Sales , Trading and / or Banking . The teams offer a broad range ... you will join one of four tracks within Markets: ** Sales , Trading, Structuring & Origination or Digital Markets:** +...years and today we are a leader in investment banking , consumer and small business banking , commercial… more
- Mizuho Corporate Bank (New York, NY)
- …employs approximately 3,500 professionals, and its capabilities span corporate and investment banking , capital markets, equity and fixed income sales & trading, ... General Department Description Global Transaction Banking Americas (GTBA) provides various transaction banking...channel management) and card services. Principal Duties and Responsibilities Sales : + Establish and execute a portfolio sales… more