- BMO Financial Group (New York, NY)
- …coverage, fostering long-term relationships and driving client advocacy. + Lead cross- sell initiatives and sustained coverage activities to increase share of wallet ... and market penetration. + Serve as a strategic advisor to clients, interpreting their business needs and delivering customized, high-impact solutions. + Ensure client satisfaction through proactive engagement and issue resolution. **Market Leadership &… more
- Scotiabank (New York, NY)
- …income products, derivatives, energy, foreign exchange and precious & metals. We also cross- sell the full range of wholesale products and services offered by the ... Scotiabank Group. Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for our clients across industries! We work together to drive ambition for every future!… more
- Owens Realty Services (Hornell, NY)
- …the company + Treat all individuals with dignity and respect + Have pride in and sell Owens Realty Services to others + Be energetic and excited about their field of ... work and of others around them + Be able to go above and beyond what is expected of them + Be involved and enveloped in the entire business of our company Owens Realty Services is an Equal Opportunity Employer. All qualified applicants will receive… more
- Citigroup (New York, NY)
- …an excelling in risk management for the bank + Ability to cross sell commercial banking products and services (FX, Trade Financing, Deposits, etc.) + Demonstrated ... strong level of credit skills with capability to assist in deal structuring + Excellent interpersonal, communication and influencing skills (eg, negotiation, consultative skills and leadership) **Job Family Group:** Commercial and Business Sales **Job… more
- Citigroup (New York, NY)
- …responsibilities including preparing analysis of certain companies/sectors and attending sell side conferences and corporate management meetings + Interface with ... internal and external clients to support new business activities and client retention initiatives + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its… more
- Arrow Financial Corporation (Warrensburg, NY)
- …and efficiently > Support sales efforts of Company; actively participate in Cross- Sell program and make referrals as appropriate > Answer basic customer inquiries ... regarding interest rates, service charges, and account histories while complying with disclosure requirements, regulations and consumer privacy policies. > Balance cash drawer and adhere to established cash limits > Open deposit accounts for customers > Adhere… more
- Ankura (NY)
- …and converts business opportunities and collaborates with other Senior Managing Directors to sell and deliver engagements that generate $3 - $5 million+ annually + ... Driving practice-level revenue through new client relationships across industries + Collaborate with senior practitioners to develop and implement go-to-market strategies related to driving revenue growth + Help grow the Information Governance team and support… more
- Trellix (Albany, NY)
- …for increasing customer engagement, retention, loyalty, upsell and cross- sell through targeted campaigns, advocacy programs, and cross-functional collaboration ... with sales, product, and customer success teams. Strategically grow the customer community to engage and nurture customers at various stages in their journey, enabling them to realize better security outcomes. Build, mentor, and manage a high-performing team,… more
- City National Bank (New York, NY)
- …client calling efforts. Sets objectives for each relationship in terms of cross sell opportunity and revenue contribution, etc. * Calls on existing or prospective ... clients to discuss and promote all Bank products and services in order to establish a total client banking relationship. Discusses financing opportunities and general business conditions; may assist in forecasting clients' credit needs and develops solutions… more
- SMBC (New York, NY)
- …participate in the negotiation, structuring, and execution of new transactions. Cross- sell products (DCM, Financial Advisory, Ratings Advisory, etc.) + Participate ... in the due diligence of new transactions with an emphasis on understanding the basic elements of the deal, how those relate to assessing risk, and ultimately structuring the transaction to mitigate risk. + Prepare and present internal memos for new… more