- BMO Financial Group (New York, NY)
- …Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. + Acts as an escalation point for complex client ... client needs. + Manages high-value client portfolios, driving cross-selling, retention , and profitability. + Implements cross-selling initiatives, driving client… more
- CDM Smith (Buffalo, NY)
- …supporting staff development, and enhancing CDM Smith's market distinction to drive sales growth and client retention . Key Responsibilities * Project Leadership: ... and accessible to project teams. * Business Development: Collaborate with sales and marketing teams to identify growth opportunities, support proposal development,… more
- Citigroup (New York, NY)
- …for senior management including business reviews, business efficiency analysis, data informed sales and client engagement and regulatory items + Partner with digital ... and specialist teams to focus on product alignment and identify...include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical,… more
- Heritage Financial Credit Union (Middletown, NY)
- …microlearning, blended learning, experiential learning) to drive engagement and retention . + Collaborate with internal and external stakeholders, including vendors ... Universal Associate model. + Build training programs that enhance service, sales , and problem-solving capabilities. + Reinforce process knowledge, product expertise,… more
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