- KeyBank (Dewitt, NY)
- …products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services , Private Bank, Mortgage or ... , as well as knowledge of competitive products and services to ensure meaningful in-depth financial wellness...Experience in developing current and new customer relationships, achieving sales goals and building referral sources in insurance… more
- Oracle (Albany, NY)
- …years of professional experience, with at least 5 years in a Client Partner or Consulting Services Sales role + 6+ years of experience and a proven track record ... drive services pipeline growth by attaching consulting services to software sales . Maintain a consistent...sales metrics such as pipeline, forecast, bookings, and service attach rates. + **Client Success & Reference Cultivation:**… more
- Wells Fargo (Rye Brook, NY)
- …+ State Insurance license(s) + 3+ years of experience in a licensed financial services position + Customer service focus with experience handling complex ... it here. At Wells Fargo, we're more than a financial services leader - we're a global...expectations below **Required Qualifications:** + 4+ years of customer service experience, or equivalent demonstrated through one or a… more
- NBT Bank (Webster, NY)
- …and Experience: + 4 year college degree or equivalent retail, retail banking, or financial services experience + Prior sales management experience required ... service while promoting and offering bank products and services , as they coincide with customer need. Leads, manages...Program (EAP) : Access to support and resources. + Financial and Banking Services : Various benefits… more
- NBT Bank (Poughkeepsie, NY)
- …growth. + Employee Assistance Program (EAP) : Access to support and resources. + Financial and Banking Services : Various benefits and financial planning ... and executing business plans tailored to meet and exceed sales goals and objectives. Maintains a network of outside...Program (EAP) : Access to support and resources. + Financial and Banking Services : Various benefits… more
- Amalgamated Bank (New York, NY)
- …branch networking, and community and CRA activities + Resolve customer complaints regarding sales , service or account issues. Respond to customer inquiries or ... products including but not limited to Life products and services + Meet assigned deposit and NDIP sales...accounts opened, new customer contacts, units sold, referrals to Financial Advisor, investment/ insurance revenue goal and dollar… more
- Zayo (NY)
- …+ Generate sales revenue by actively promoting Zayo products and services to targeted account patches. + Present proposals and manage customers through the ... + The successful candidate will develop customer relationships and drive sales of Connectivity, Colocation and infrastructure services to prospects… more
- Citigroup (Brooklyn, NY)
- …policies, supporting the Branch Manager + Exhibits strong sales and service skills, presenting products and services while proactively educating clients on ... and support Universal Bankers and Tellers by modeling excellent service behaviors and mentoring on sales , ...financial solutions to existing and potential clients (eg sales wall, tablet, smart phone, workbench, iPads, etc.) +… more
- World Wide Technology (New York, NY)
- …transformation strategies for Fortune 500, including leading global Banking and Financial Services institutions, and large public sector organizations, ... You will partner with WWT account teams, executive sponsors, services sales , and C-suite stakeholders to shape...strong emphasis on regulated industries such as Banking and Financial Services + Proactively identify and qualify… more
- NBT Bank (Williamsville, NY)
- …effectively refer business. Education and Experience: + Bachelor's degree and/or equivalent financial services experience. + Minimum 5 years' experience in ... by positioning and selling a broad array of appropriate financial products and services . Develops strategic relationships...on the review and analysis of personal and business financial data gathered. Delivers distinctive service by… more