- Dickinson Financial Corporation (Moberly, MO)
- …business banking products and services to clients and prospects using direct sales techniques in and around the assigned banking center, that include handing ... about the bank's products and services. + Achieves specific sales goals on a daily, monthly, quarterly and annual...limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements; Associate Handbook policies; and… more
- City National Bank (Jefferson City, MO)
- …May coordinate the cross-selling of other product and/or services (ie, cash management, foreign exchange , investment and trust, etc.). May interface with other ... their financial needs. Conduct client/prospect needs analysis and develop proposed solutions/ sales presentations to meet their needs. Maintain current knowledge of… more
- Bank of America (Kansas City, MO)
- …market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange , and Wealth Management and facilitates client relationships ... needs + Acquires, deepens, and maintains profitable client relationships through sales , prospecting and enhancing existing relationships + Understands and interprets… more