- Amalgamated Bank (New York, NY)
- …to the Bank's CIP and customer service policies + Proactively present and cross sell Bank products, through probing questions and offer appropriate products ... branch and handing out information when necessary + Participate in off-site sales calls, branch networking, community and CRA activities + Resolve customer… more
- Atria Wealth Solutions (Corning, NY)
- …development initiatives. Work with Relationship Center leaders to identify and leverage cross - sell opportunities. + Services and performs periodic reviews of ... investment products and services offered. Meets regularly with Program Manager and trains, if necessary, with Program Manager...U-4 and Background + Two or more years of sales experience in the financial services industry, preferably in… more
- BMO Financial Group (New York, NY)
- …and anticipate customer needs. + Use financial analytics to proactively identify cross - sell opportunities. + Update financial analyses and models in accordance ... client-focused solutions for prospects and current clients. **Role Responsibilities:** + Integrate sales teams to build, present and win mandates for new business… more
- NBT Bank (Queensbury, NY)
- …lending transactions. The Relationship Banker will educate customers and refer & cross - sell the appropriate products and services that meet the customer's ... experience in related banking positions preferred + Previous customer service, sales and consumer lending experience preferred Skills and Abilities: + Proficient… more
- The Estee Lauder Companies (New York, NY)
- …counter date changes NEW LAUNCH SUPPORT + Pull and analyse new launch sell through data and collect Artists' qualitative feedback about new launches and promotional ... align stakeholders SAMPLING & PPM + Support the Marketing Manager build the sampling strategy during budget season, analysing...and feed back to forecast samples and build the cross ⁃channel plan + Lead the roll out of the… more
- Scotiabank (New York, NY)
- …income products, derivatives, energy, foreign exchange and precious & metals. We also cross - sell the full range of wholesale products and services offered by ... and manage travel-related expenses and reimbursements. + Act as Technology Office Manager overseeing desk moves and assignments, upkeep of office space, implementing… more
- Zurich NA (New York, NY)
- …planned and well-prepared purpose. + Negotiate Terms & Conditions and close deals. + Cross - Sell other lines of business to increase product density with the ... you will partner with brokers and will utilize strong sales execution mindset to write profitable business. We are...Contract Surety Senior Underwriting Officer, VP level. The hiring manager will determine the appropriate level based upon the… more
- Neuberger Berman (New York, NY)
- …and deep market insights. A successful track record of engaging with portfolio manager and senior executives is essential, as is a demonstrated ability to drive ... with the firm's culture and values. + Work effectively within cross -functional teams, leveraging diverse perspectives to enhance decision-making and drive innovation… more
- Scotiabank (New York, NY)
- …income products, derivatives, energy, foreign exchange and precious & metals. We also cross - sell the full range of wholesale products and services offered by ... **Overview** The Associate Director is responsible for working closely with the Director/ Manager and the team to assist in all aspects structuring and execution… more
- BMO Financial Group (New York, NY)
- …client needs. + Uses financial analysis to proactively identify opportunities to cross - sell . + Generates updated financial models / analyses as dictated ... portfolio and business needs. + Initiates contact with partners for new client sales . + Directly manages a diverse portfolio of private and middle market companies… more