- Truist (New York, NY)
- …skills 6. Advanced skills in written and oral communications, and interpersonal relationship management 7. Solid analytical and sales skills **Preferred ... review the following job description:** Responsible for providing client relationship management and investment banking services including strategic advisory… more
- Citigroup (Smithtown, NY)
- …US Wealth Management Business managing multiple teams of Wealth Group Executives ( Sales Managers) and their teams of Financial Advisors (100+ individuals), ... Relationship Managers (100+ individuals), and other functions supporting wealth advisory sales . The Wealth Regional Director is directly responsible to drive… more
- KeyBank (Albany, NY)
- …a range of investment solutions and partnering with banking center staff. + Attain sales production and referral goals to the Bank (closed and accepted) by ... investment solutions to new and existing clients while identifying full relationship opportunities. Establish a strong partnership with Retail Branch Managers,… more
- KeyBank (Brewster, NY)
- …a range of investment solutions and partnering with banking center staff. + Attain sales production and referral goals to the Bank (closed and accepted) by ... investment solutions to new and existing clients while identifying full relationship opportunities. Establish a strong partnership with Retail Branch Managers,… more
- Scotiabank (New York, NY)
- …a customer-first culture to be able to bring in new clients to the Bank , deepen existing client relationships and improve client experience + Works along with the ... - US Business Deposit Products, the Product Owner(s), the GTM and Commercialization teams, Sales teams, partner teams and the leadership team by - + Supporting and… more
- Scotiabank (New York, NY)
- …product commercialization management, such as: evaluating commercial potential, supporting the sales partners and other stakeholder teams in developing and executing ... be able to bring in new clients to the Bank , deepen existing client relationships and improve client experience...Director - US Business Deposit Products, the Product Owner(s), Sales teams, partner teams and the leadership team by… more
- Scotiabank (New York, NY)
- …customer-first culture to be able to bring in new clients to the Bank , deepen existing client relationships and improve client experience + Conceptualizes, develops, ... our competitive position + Enhance customer experience + Simplify the sales experience + Build internal efficiencies + Streamline product-related processes and… more
- Santander US (Staten Island, NY)
- …investment/insurance recommendations consistent with compliance standards to achieve sales results and long-term client satisfaction. The Financial Advisor ... by the client. **Essential** **Functions/Responsibilities:** + Identifies and pursues new sales prospects within existing or untapped markets. + Gathers market… more
- Scotiabank (New York, NY)
- …equity financing, mergers & acquisitions, corporate banking, institutional equity sales , trading and research, fixed income products, derivatives, energy, foreign ... We work together to drive ambition for every future! **Overview:** * Support relationship managers with all facets of the management and growth of the Financial… more
- KeyBank (Syracuse, NY)
- …and within the branches. + Partner regularly with Business Banking and Private Bank Relationship Managers, Key Investment Services (KIS) Financial Advisors, Key ... partner to the people and businesses in our Key Bank communities. The Area Retail Leader (ARL) is responsible...The Area Retail Leader (ARL) is responsible for the sales , service, and financial leadership of multiple branches in… more