- KeyBank (Mahopac, NY)
- …clients, including client management, service delivery, and other resources to maximize needs-based sales production. + Be an active member of the Branch team and ... appropriate to help develop full relationships. + Utilize a consultative sales process and assessment tools where appropriate, provide comprehensive, needs-based… more
- Capital One (Albany, NY)
- …the telecom industry, including wireless cellular and home internet, and its sales cycles and customer acquisition processes + Knowledge of telecom service ... Shopping + Leverage data and analytical methodologies to optimize and grow your book of business + Teach, support, and train agencies, industry partners, and other… more
- Capital One (Albany, NY)
- …team is looking for a highly detail-oriented individual with product, data, sales , and strategic account management experience, to help integrate and create bespoke ... partners + Leverage data and analytical methodologies to optimize and grow your book of business + Teach, support, and train agencies, industry partners, and other… more
- KeyBank (Albany, NY)
- …The RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and ... and proactive, regular contact. + Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing… more
- International Shoppes, LLC (Queens, NY)
- …on our application process: If you are shortlisted you will receive an email invitation to book into a phone /face to face interview. To ensure you don't miss out ... our clients, while working with terminal management to drive sales . Perks & Benefits: + Full Time 40 hours/week...of customer service resulting in increased productivity and achieving sales goals. + Serves as the make-up, skincare, and… more
- Aston Carter (Colonie, NY)
- Job Title: Relationship Banking Associate Book Directly here for consideration or more information! ... service channels such as online banking, mobile apps, automated phone systems, and the contact center. + Resolve member...to support overall member service. + Apply a needs-based sales approach to identify opportunities for additional products and… more
- Kestra Financial (Wappingers Falls, NY)
- …advisor position and prepare to service clients independently + Identify sales and asset retention opportunities, including viable alternatives when traditional ... establish credibility and rapport both in person and via phone /video meetings + Clearly articulate complex concepts to clients...of business objectives + Active engagement in marketing and sales efforts on behalf of the firm; not required… more
- TIAA (New York, NY)
- …+ 5+ years in a role with personal accountability and managing a book of business or equivalent experience; Required + 5+ years building long-lasting relationships ... Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales , TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management… more
- TIAA (New York, NY)
- …their financial goals. This includes managing the responsibilities for a book of assigned clients, supporting the implementation of financial plan recommendations ... Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales , TIAA Products/Services Acumen, Wealth Management **Anticipated Posting End… more
- KeyBank (Tarrytown, NY)
- …The RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and ... and proactive, regular contact. + Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing… more