- Citigroup (Miami, FL)
- …desired results.** Successful Bankers are able to develop and adapt a disciplined sales process to convert a pipeline of prospects into target market clients. In ... Client and Business Development** + Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending + Create … more
- Truist (Bal Harbour, FL)
- …and marketing new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited to, the delivery ... behaviors, support of the Truist segmentation models, full use of the automated sales process and support of referral processes and guidelines. Monitor, maintain and… more
- TD Bank (Tequesta, FL)
- …and develops a team of service and advice colleagues on services, product and sales informational conversations and/or advice-giving service strategies and ... the customer first and referring them to the right Specialist to ensure we are meeting their needs and...and Consumer lending experience required + Knowledge of Bank product lines and services as well as an understanding… more