- Truist (West Chester, PA)
- …Wealth, Advisory, and/or Retail Lending experience) or one years' experience in a financial client relationship manager role. 3. Advanced knowledge of ... of America) **Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships… more
- TD Bank (Harleysville, PA)
- …Operational, Customer and Sales objectives. In the absence of any other manager , the Store Supervisor is expected to manage the Store and have the ability ... a team in acquiring, retaining and deepening relationships by reinforcing sales & advice activities that create personalized, connected experiences. **Depth &… more
- PNC (Berwyn, PA)
- …Client Relationship Building, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities **Competencies** Business Acumen, ... a regular basis. Some responsibilities may be performed remotely, at manager 's discretion. **Job Description** + Coordinates relationship management activities… more
- TD Bank (Bensalem, PA)
- …enable growth through identifying appropriate TD solutions that help Customers achieve their financial goals and optimize their relationship with TD. This role ... liaison that is integral to delivering TD's Brand promise by utilizing financial expertise and consultative advice in advising Customers regarding personal banking… more
- HUB International (Pittsburgh, PA)
- …assigned on clients, serving as HUB's primary consultant to the client. The Sales Executive has primary responsibility for client relationship management and ... client retention. The BC is viewed as a project manager and shall be principally responsible for overseeing management...and the BC also is primarily responsible for client relationship management. + Ensure Sales Executives, when… more
- Bank of America (Allentown, PA)
- …Description:** This job is responsible for managing a team comprised of Financial Center Managers and Relationship Managers. Key responsibilities include driving ... are guided by a common purpose to help make financial lives better through the power of every connection....aligned to company Great Place to Work goals. + Manager of Process & Data: Demonstrates deep process knowledge,… more
- Lincoln Financial (Radnor, PA)
- …contributor to the reporting and analysis efforts across Lincoln Funds Management team's manager of manager 's platform which includes public fixed income, public ... workflows, analyze large datasets, and provide key insights (preferred). ** Relationship Management** *Demonstrated strong relationship management skills with… more
- PNC (Philadelphia, PA)
- …and gathers deliverables to complete the implementation and provide ongoing relationship management. May maintain client-specific procedures. Provides sales or ... + Leverages knowledge of industry and PNC products/solutions to identify outside sales opportunities. Consults with clients and service partners to gather and… more
- OSL Retail Services (Philadelphia, PA)
- …on new hire training and other training activities and supports the development of our sales teams. Reporting to the Manager , Sales Enablement, the incumbent ... Oversee and maintain training material and curriculum resources with upward feedback to Manager of Sales Enablement. + Distribute training aids, such as… more
- UMB Bank (Harrisburg, PA)
- …+ Complete all of or portions of the credit packages (as agreed with the relationship manager ) for submission to credit committee for approval (new business and ... which includes direct contact with customers either through participation in joint sales calls with relationship managers or direct correspondence with clients… more