- Truist (Northampton, PA)
- …3. Experience with sourcing and prospecting for new clients and client relationship building 4. Excellent interpersonal and communication skills, including a desire ... to interact with clients and prospects 5. Demonstrated proficiency in basic computer applications, such as Microsoft Office 6. Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role, including new or transfer of registration… more
- Wolters Kluwer (Harrisburg, PA)
- …support team + Handle add-on sales for clients + Use the customer relationship management (CRM) system Salesforce to process, track, and organize client information. ... **QUALIFICATIONS** **Education:** Bachelor's Degree or equivalent relevant experience **Experience:** 3+ years working in Account Management, Sales, or other equivalent experience + Understanding of business, financials, products & services, and the market,… more
- Citizens (Conshohocken, PA)
- …At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. ... In this role, you'll acquire and deepen client relationships by collaborating across the enterprise to deliver comprehensive solutions in areas such as credit, liquidity, interest rate management, treasury solutions, and Wealth Management. Primary… more
- Wolters Kluwer (Harrisburg, PA)
- …+ Develop effective sales approaches to target key accounts. + Engage in in-depth negotiations with higher autonomy to close deals. + Manage and nurture relationships ... **LOCATION:** Remote US (West - Preference will be given to a candidate who lives in western USA). **OVERVIEW** You will leverage your understanding of business, financials, and customer needs to increase sales within your territory. With a higher level of… more
- Wells Fargo (Conshohocken, PA)
- …retain, and grow moderately complex client relationships through the art of relationship management, by understanding the needs and priorities of clients and ... managing expectations, and soliciting feedback + Manage and develop team of relationship managers with moderate complexity and risk in Commercial Banking on the… more
- UPMC (New Castle, PA)
- …and the infant/young child together, in the home. Establishes trusting relationship that supports the parent(s)/caregiver(s) and infant/young child in their ... relationship with each other and facilitates change. Observes the...infant/young child together to understand the nature of their relationship , developmental strengths, and capacities for change. + Conducts… more
- KeyBank (Plymouth Meeting, PA)
- …than 25MM and their beneficiaries. As a member of the Family Wealth relationship management team, they proactively collaborate with team members to build insights ... revenue closer to the national schedule. + Leads the relationship development and engagement for beneficiaries and legacy relationships....may function as the lead contact on a UHNW relationship while engaging a Relationship Manager to… more
- Citizens (Conshohocken, PA)
- …coordinate and identify new prospects and calling plans by partnering with Relationship Managers and effectively evaluating client portfolios to achieve sales goals. ... effective calling activities. + Maximize customer opportunity by building total relationship and cross-sell to other lines of business. Accountable for generating… more
- Bank of America (Blue Bell, PA)
- …and growing existing revenue, seeking opportunities to deepen solutions per relationship , manage pricing & profitability, and direct phone/web-based client calling. ... fulfillment requests. The TSCO is responsible for coordinating regular relationship review meetings with the client team and will...day to day treasury sales effort for the client relationship + Build trust with the client and expand… more
- PNC (Philadelphia, PA)
- …to prioritize and allocate team resources based on team capacity and relationship or opportunity complexity while enhancing overall sales capacity. * Additional ... point of contact for all matters, to build and maintain a long-lasting relationship . Monitors client contract for compliance and participates in the negotiations of… more