- First Horizon Bank (New York, NY)
- …of the Treasury Management (TM) Sales Manager to achieve market sales objectives for new Treasury Management business . + Attend Relationship Manager ... Sales Environment (BSE) and provides complete and timely information to Sales Associate (SA)/Implementation Specialist (IS) to insure accurate product… more
- Raymond James Financial, Inc. (New York, NY)
- …skills obtained through education and experience to maintain and develop business relationships with assigned institutional clients and provide advanced support to ... assigned Institutional Equity Specialist . Maintains contact with Institutional Investors (clients) to, among other responsibilities, facilitate meetings, conference… more
- M&T Bank (Farmingdale, NY)
- …minimum expectations must be maintained as outlined in MTS Licensed Banker Academy document. Business Banking Specialist minimum expectations will be set by ... branch staff. + Identifies Retail and Business Banking customer needs through the M&T sales ...branch provides training for licensing within 6 months. M&T Business Banking Specialist within 18… more
- Citigroup (New York, NY)
- …the Banker teams + Manage and execute client transactions with respect to business and individual banking , credit and investment products. Ensure transactions ... document new business opportunities for referral to banker or product specialist . + Utilize internal systems to properly support CPB clients and perform… more
- Neuberger Berman (New York, NY)
- …Credit and a number of other Specialty Strategies in serving as a product specialist for the Japanese sales team **Experience & Skills Qualifications:** + 3 ... relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales … more
- Bank of America (Saratoga Springs, NY)
- …and providing products such as Auto Loans, Credit Cards and Core Banking products. Job expectations include effectively balancing sales performance, operational ... center clients through the full spectrum of borrowing and banking offerings at each stage of client's life plan...II, Lending Client Associate, Lending Client Support Manager, Lending Specialist , Senior Banker, Business Solutions Advisor or… more
- Santander US (Brooklyn, NY)
- …2+ Years Financial Services Sales Position - Required. + 2+ Years Business Banking Relationship Role - Preferred. + Effectively develops and deepens customer ... Talk to You!** **The Difference You Make:** The Sr. Specialist , Work Cafe Relationship Management serves as the primary... development activities. + Strong knowledge of Consumer and Business Banking products and services. . +… more
- Citigroup (New York, NY)
- …and 5 years of progressively responsible, post-baccalaureate experience as a Product Sales Specialist , Account Management Specialist , Client Executive, or ... and solutions for major market clients in coordination with the Institutional Banking team. Drive revenue by cross selling the Citi platform while efficiently… more
- Scotiabank (New York, NY)
- …of the Liability Management product at various seniority levels and across specialist teams. Work in conjunction with the Debt Capital Market, Equity Capital ... Markets, Derivatives, Sustainable Finance, Investment Banking and Syndicate teams, as well as the local...agency and market developments. Adapt to a constantly evolving business and market environment, constantly generating strategic advice for… more
- Bank of America (Flushing, NY)
- …first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering ... business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life...RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of… more