- Citigroup (Dallas, TX)
- …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
- Citigroup (Houston, TX)
- …Identify and document new business opportunities for referral to banker or product specialist . + Perform responsibilities through proficient use Citi ... and execute client transactions with respect to business and individual banking, credit and investment products. Ensure transactions are completed within audit and… more
- Truist (College Station, TX)
- …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