- Zurich NA (Columbus, OH)
- Customer Relationship & Distribution Manager (CRDM) 124656 We have an exciting opportunity for a Customer Relationship & Distribution Manager (CRDM) to ... business, coordinating tenders, and identifying cross-sell opportunities + Act as the customer 's first point of entry into the Zurich organization for Global… more
- Fifth Third Bank, NA (Dublin, OH)
- …Sales approach and prompt post call follow up. + Utilize the Bank's Customer Relationship Management (CRM) system for client activity tracking, call reports ... at Fifth Third Bank. GENERAL FUNCTION: Responsible for business development, relationship management and client experience of companies with annual gross sales… more
- KeyBank (Cincinnati, OH)
- …on the review and analysis of personal and business financial data gathered through Relationship Reviews, the customer relationship manager (CRM) system and ... and personalized banking, borrowing and investment solutions. The Associate Relationship Manager (ARM) is at the center of this...understanding of the importance of asset quality and exceptional customer service preferred. + Sales or customer … more
- Fifth Third Bank, NA (Columbus, OH)
- …call reporting plans to enhance the client experience. + Utilize the Bank's Customer Relationship Management (CRM) system for client activity tracking, call ... lead and coordinate with One Bank Partners to create and implement a relationship strategy for assigned clients and prospects. This position requires a strong… more
- KeyBank (Canton, OH)
- …on the review and analysis of personal and business financial data gathered through Relationship Reviews, the Customer Relationship Manager (CRM) system, and ... advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client...financial goals, and by coordinating with the extended KPB relationship team to execute and advise on the client's… more
- KeyBank (Dayton, OH)
- …on the review and analysis of personal and business financial data gathered through Relationship Reviews, the Customer Relationship Manager (CRM) system, and ... advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client...financial goals, and by coordinating with the extended KPB relationship team to execute and advise on the client's… more
- Wolters Kluwer (Columbus, OH)
- …customer support team + Handle add-on sales for clients + Use the customer relationship management (CRM) system Salesforce to process, track, and organize ... + Communicate with customers with regards to any account problems and discuss customer concerns and suggestions + Negotiate service and product terms with customers… more
- PNC (Cleveland, OH)
- …successful in this position. **Preferred Skills** Book Of Business, Client Relationship Building, Customer Engagement, Decision Making, Financial Analysis, ... to contribute to the company's success. As a Senior Relationship Strategist within the PNC Private Bank organization, you...upon that we expect our employees to be: + ** Customer Focused** - Knowledgeable of the values and practices… more
- PNC (Millersburg, OH)
- …successful in this position. **Preferred Skills** Book Of Business, Client Relationship Building, Credit, Credit Products, Customer Engagement, Decision Making, ... Financial Analysis, Identifying Sales Opportunities **Competencies** Business Acumen, Client Relationship Management, Customer Experience Management., Decision Making… more
- PNC (New Albany, OH)
- …successful in this position. **Preferred Skills** Book Of Business, Client Relationship Building, Credit, Credit Products, Customer Engagement, Decision Making, ... Financial Analysis, Identifying Sales Opportunities **Competencies** Business Acumen, Client Relationship Management, Customer Experience Management., Decision Making… more