- TD Bank (Brighton, MA)
- …Connects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of ... received partner/retail to retail referral leads or campaign leads, customer outreach ( outbound calls, relay SMS), setting and/or hosting appointments, and lead … more
- Santander US (Boston, MA)
- …tailored solutions. + Proactively prospect for new clients through internal and outbound interactions such as: networking, referrals, lead calling, portfolio ... financial needs of the customer to include transactional, servicing, and product . + Ensure an elevated customer experience, delivering personalized, seamless, and… more