- Citigroup (New York, NY)
- **VP Cash Management Sales Officer - Global Solution Sales (Consumer, HealthCare, and Life Sciences)** **About Citi** Citi, the leading global bank, has ... consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and… more
- HUB International (New York, NY)
- …organization. **Position Summary** The **Senior Vice President, Sales & Regional Sales Officer ** is a key member of the HUB Northeast leadership team, responsible ... as well as available HUB resources, to prospective clients **Operational & Financial Leadership** + Partner with Finance, Operations, and HR to ensure sales… more
- First Horizon Bank (New York, NY)
- …location listed in job posting **Summary:** The Commercial Treasury Management Sales Officer Sr. primary function is to perform all aspects of business development ... required, both written and verbal + Strong attention to detail and good planning and organization skills + Seize opportunities without direction + Proficient in… more
- City National Bank (New York, NY)
- …to these clients including: banking, credit, asset management, trust and estate planning , and brokerage . Manages overall relationship profitability and portfolio ... and provide tailored advice in collaboration with the client team. Utilize planning capabilities and develop solutions across investments, trust and wealth transfer,… more
- First Horizon Bank (New York, NY)
- …+ Acts as a financial advisor by educating the customer about financial strategies (eg Financial planning , investments, insurance, credit, market trends) ... team meetings between Relationship Manager, Market President, Senior Credit Officer , and Underwriter + Finalize term sheets to meet...based on customer profile and financial plan, and matching customer needs with appropriate products… more
- Citigroup (New York, NY)
- …clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and excellent discovery and profiling skills + Respond to ... + Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred + Basic understanding of investment and … more
- Citigroup (Brooklyn, NY)
- …relationships with existing clients in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills + Respond to ... + Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred + Basic understanding of investment and … more