- BMO Financial Group (New York, NY)
- …assesses and adapts as needed to ensure quality of execution. + Acts as the daily sales contact for the client for sales related questions such as product ... implementation timeframes and requirements. + Acts as the key sales contact with the client to gather...Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. + Applies… more
- Citigroup (New York, NY)
- …and interact with clients on the bank floor to proactively identify and address client sales and service needs; appropriately convert service requests into ... (including opening accounts, credit cards, etc.) referral routines to deepen client relationships. . **Responsibilities:** + Exhibits strong sales and service… more
- BMO Financial Group (New York, NY)
- …with investors, understands their portfolio, and matches the firm services and products to client needs. + Works closely with sales , trading and research teams ... to clients around the world. #bmocapitalmarkets Provides a markets-based suite of sales and trading solutions to Institutional, Corporate, and Retail clients. Offers… more
- Bank of America (Brooklyn, NY)
- …help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by ... requirement, has previously held the role of: + Home Service Specialist II, Lending Client Associate, Lending Client Support Manager, Lending Specialist… more
- JPMorgan Chase (New York, NY)
- …asset classes (credit, rates, equity). You will join sales teams on client calls and meetings, providing specialist industry and product knowledge to ... identify and address balance sheet, capital and liquidity client problems. This client -facing role involves identifying opportunities, marketing the business,… 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 ... objectives and challenges. Applies expertise to act as an authority to align the client 's sales process with their organization's sales process, including… more
- Bank of America (New York, NY)
- …managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the coordination all sales and service ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- City National Bank (New York, NY)
- …and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated ... Prepares a Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business...minimize loss exposure. * May serve as a product specialist acting as a technical consultant to clients and… more
- Sodexo (New York, NY)
- … for all digital tools in our portfolio as well as a partner to our sales and operations teams to deliver desired client outcomes. Key responsibilities of the ... decisions on procurement, inventory, and menu management platforms. + Lead client discovery sessions to identify operational challenges and recommend tailored… more
- M&T Bank (Bronx, NY)
- …and employee experience, digital engagement, transactions/operations, servicing, and sales . Has personal production responsibility. Consistently meets with business ... **Primary Responsibilities:** + Responsible for overall profitability by directing sales and business development, meeting operational objectives and ensuring the… more