- City National Bank (New York, NY)
- …These plans include specific calling schedules and objectives (such as cross sell strategy, expected revenue contribution, etc.) for each relationship. * Monitors ... and analyzes relationship results and account activities. Determines client profitability. Makes a recommendation regarding accounts to be further developed or eliminated. Prepares reports for management * Monitors portfolio for quality, risk and adherence to… more
- Alpin Haus (Saratoga, NY)
- …We believe in investing in people who invest in their careers. If you're ready to sell more, earn more, and finally get paid what you're truly worth, we want to meet ... you. Mission: The RV Sales Associate is responsible for generating sales for new and used RVs and equipment, while providing customers with an outstanding customer service experience. Job Duties: + Build rapport & trust with customers + Generate and close… 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
- Publicis Groupe (New York, NY)
- …readily share the latest/winning pitch content with client leads to inspire cross sell opportunities and new growth areas + Manage, coach, and develop Growth team ... talent and direct reports + Establish strong, collaborative connections with client stakeholders including Procurement, consultants and a wide range of internal stakeholders to work seamlessly together + Build and strengthen integration between the growth… more
- City National Bank (New York, NY)
- …additional trade and supply chain solutions, as applicable. Identify potential cross sell opportunities in Capital Markets or other bank offerings (eg other types ... of credit, deposits) and engage applicable internal partners to pursue. * Sales and structuring: Structure client-suitable, appropriately priced/profitable, and market transactions. Develop pitch materials and indicative term sheets. Present strategies to… more
- City National Bank (New York, NY)
- …that clients are properly assigned. * Monitors relationships to ensure that cross- sell activities and retention efforts are maximized and that client satisfaction is ... maintained. * Staff Management * Hires, terminates, develops, coaches, and motivates team members; identifies staff development needs and provides educational/training opportunities. * Maintains appropriate staffing ratios and manages resources to optimize… more
- Atria Wealth Solutions (Corning, NY)
- …initiatives. Work with Relationship Center leaders to identify and leverage cross- sell opportunities. + Services and performs periodic reviews of existing client ... accounts and meets with clients periodically to review and update client needs ensuring investment objectives and goals are progressing according to plan. Meetings to take place either monthly, quarterly and/or yearly depending on client needs established by… more
- Publicis Groupe (New York, NY)
- …updates in Salesforce 360. . Leads strategy and looks for opportunities to cross sell and drive organic growth with clients. . Leads strategic approach for annual ... growth/innovation workshop with client leadership. . Leads meetings with cross-functional agency senior stakeholders. . Partners with delivery team to closely manage client business health (margin, etc.) . Lead and craft case study content. . Develop and… more
- University of Rochester (Rochester, NY)
- …auction ensuring that all members of the academic faculty have an opportunity to buy or sell call at a market value as determined by supply and demand. + Works with ... vendor and IT Department in implementing new scheduling system and scheduling system updates. + Engage in weekly meetings with vendor and IT Department to ensure the complexities of the schedule are translated into the new scheduling system. + Assist in the… more
- Leap (NY)
- …and brand story to enrich the client experience and empower the team to sell with confidence. Key Performance Indicators (KPIs) + Sales & Profitability: Meets and ... exceeds store sales targets, driving strong results in conversion, AOV, and UPT. + Client Engagement: Achieves high Net Promoter Scores (NPS) and client retention through personalized outreach and relationship-building. + Operational Compliance: Maintains… more