- Huntington National Bank (Columbus, OH)
- …service needs. This is accomplished through inbound and proactive outbound phone -based client interactions. Duties and Responsibilities: + Provide prompt, courteous, ... and accurate servicing through phone -based client interactions. + Deliver an engaging client experience...High level of proactive outreach to existing NAC client book of business to find opportunities to deepen current… more
- KeyBank (Westlake, OH)
- …goals. The ARM works to identify growth opportunities in an existing book of high-net-worth clients or through dedicated internal referral channels to achieve ... individual sales goals while partnering with experienced Relationship Managers throughout...communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop,… more
- KeyBank (Sandusky, OH)
- …$50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets ... as banking related, and referring accordingly. + Utilize a consultative sales process and assessment tools where appropriate, provide comprehensive, needs-based… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …initiatives full range of Fifth Third banking products and services over the phone . The Consumer Banker III will help customers address their financial needs by ... experience by proactively building, maintaining, and growing relationships in the unassigned book of business through outbound calling efforts + Apply knowledge of… more
- KeyBank (Brooklyn, OH)
- …that encourages open expression of ideas and opinions leading to successful sales environment + Manages and promotes consistent integration of critical fiduciary ... as well as regulatory and legal requirements on individual book of business and assigned team. + Assumes responsibility...and results + Participates in KeyCorp's commitment to community ** Sales ** + Participates in the closing of new business… more
- Fifth Third Bank, NA (Norwood, OH)
- …solutions that span across the customer's lifecycle by utilizing our consultative sales and service process. Responsible and accountable for risk by openly ... customer experience by cultivating, maintaining, and enhancing relationships in a assigned book of business through proactive outreach efforts in person, over the … more
- TIAA (Cincinnati, OH)
- …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 (Toledo, OH)
- …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
- KeyBank (Canton, OH)
- …needs. 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 proactive, regular contact. + Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing… more
- Fifth Third Bank, NA (Fairfield, OH)
- …solutions that span across the customer's lifecycle by utilizing our consultative sales and service process. Responsible and accountable for risk by openly ... customer experience by cultivating, maintaining, and enhancing relationships in a assigned book of business through proactive outreach efforts in person, over the … more