- Fifth Third Bank, NA (Cincinnati, OH)
- …training, and developing a team of licensed retail bankers. May handle large book of clients with more complex financial profiles. Accountable for sales of full ... range of securities products and achieve targeted securities fee income goals within assigned territory. Design and customize coaching sessions to train bankers on investment strategies and product solutions. Conduct solo and joint appointments with bankers… more
- Norstella (Columbus, OH)
- …lasting client partnerships with demonstrated capability of sourcing and maintaining a book of business + Leadership and team management experience + Collaborative ... team player who is driven to win as part of a team and capable of managing fast paced activities while remaining optimistic + Operates with a sense of urgency and thrives on winning through continuous improvement + Operates with a high level of ethics and… more
- JPMorgan Chase (Columbus, OH)
- **Job Responsibilities** + Lead your assigned book of clients autonomously by delivering solutions and upholding JP Morgan Chase standards and operating principles. ... + Develop long-term client relationships. + Proactively work to determine service improvements and solicit client input and feedback to drive client satisfaction. + Conduct annual relationship reviews with clients to identify potential customer-level fraud… more
- KeyBank (Brooklyn, OH)
- …policies and procedures, as well as regulatory and legal requirements on individual book of business and assigned team. + Assumes responsibility for the timely ... resolution of Compliance-related issues on team-assigned fiduciary accounts. + Assumes accountability for all delegated work on assigned accounts **Reputation** + Meets and engages with clients, prospective clients, attorneys, accountants, consultants, and… more
- Vistra (OH)
- …energy deals for Vistra Corp. The Sales Executive I manages a book of business within a defined geographic territory and establishes customer relationships, ... negotiates contracts and closes transactions contributing to an individual sales goal. The Sales Executive also manages the customer relationship post sales by ensuring post-sales service issues and resolved by internal support teams and the customer… more
- Hubbard Broadcasting (Cincinnati, OH)
- …digital trends and opportunities. + Encourage and motivate Account Executives to book digital consultancy appointments. + Present digital offerings and strategies to ... prospective clients. + Follow up with presented clients and work with Account Executives to close new business. + Customize digital campaigns based on the client's needs and budget. + Update sales materials to reflect current offerings and provide relevant… more
- System One (Cleveland, OH)
- …merchants. + Own Your Pipeline: Generate your own leads and grow your book of business through outbound efforts and strategic networking. + Consultative Sales ... Approach: Serve as a trusted advisor to merchants, offering tailored solutions that support their business growth and operational efficiency. + Deliver Results: Represent our client with professionalism, integrity, and a strong focus on performance and… more
- HUB International (Findlay, OH)
- …goals + Partner with internal stakeholders to understand our existing client book of business and identify cross-sell opportunities across the business + Maintain ... a high-level knowledge base of all HUB products and product lines + Develop new business from existing accounts in the form of account rounding, cross-selling, upselling and referral opportunities and contribute to meeting departmental production goals +… more
- Acxiom (Columbus, OH)
- …run rate, profitability targets, and other sales related goals within named book of accounts. + Proactively identifies new revenue opportunities annually and drives ... account growth and profitability acceleration including new business, up-sell, and cross-sell opportunities. + Develops and improves client relationships by providing consultation, expertise and onsite presence: aligning client business needs to Acxiom… more
- Rock Family of Companies (OH)
- …business development initiatives and drive lead flow + Establish, develop and maintain a book of business to drive referral volume and revenue + Consult with clients ... and analyze their financial situations to determine the appropriate loan product to achieve their goals. + Advise and educate clients on the home-buying or refinance process and how to better manage their mortgage + Evaluate client financial status and… more