- KeyBank (Pepper Pike, OH)
- …fiduciary judgment to trust matters. Client Management - Works with Investment Sales Specialitsts (ISSs) and RMs to retain and expand existing client relationships. ... of business. - Assumes accountability for all delegated work on assigned accounts. Sales - Meets or exceeds individual sales goals and contributes significantly… more
- KeyBank (Palm Beach Gardens, FL)
- …sound fiduciary judgment to trust matters. Client Management Works with Investment Sales Specialists (ISSs) and RMs to retain and expand existing client ... of business. Assumes accountabilities for all delegated work on assigned accounts. Sales Meets or exceeds individual sales goals and contributes significantly… more
- KeyBank (Toledo, OH)
- …fiduciary judgment to trust matters. **Client Management** + Works with Investment Sales Specialists (ISSs) and RMs to retain and expand existing client ... of business. + Assumes accountabilities for all delegated work on assigned accounts. ** Sales ** + Meets or exceeds individual sales goals and contributes… more
- M&T Bank (Binghamton, NY)
- …established goals as outlined by manager. + Work with branch partners to maximize sales efforts to business customers and cross sell other products and services that ... Network with centers of influence to develop business including accountants , attorneys and other referral sources. + Manage the...clients to maximize revenue and minimize risk. + Achieve sales goals with minimum expectations as follows: + Revenue… more
- Rush Enterprises (New Braunfels, TX)
- …duties at both local and national levels, including supporting compliance with property, sales , and other business taxes. This role assists in tax return preparation ... to expand our network of locations and services. Responsibilities: + Prepare monthly sales and use tax returns. + Support property tax management with data entry,… more
- Tompkins Community Bank (Fayetteville, NY)
- …loan rates, terms, and related matters, as permitted by law. + Coordinate sales and product training activities with assigned retail bank branches, visiting the ... branches, participating in joint sales calls and sales meetings and other...assigned territory, such as real estate agents, builders, attorneys, accountants , financial planners and other business professionals. Meet with… more
- Truist (Alpharetta, GA)
- …financial planning/advisory resource for clients, their attorneys and Certified Public Accountants (CPAs). 4. Meet revenue growth, profitability and retention goals ... and marketing new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited to, the delivery… more
- TD Bank (Charlotte, NC)
- …of individual prospect needs; Communicates terms and conditions of loans and finalizes sales + Sells other Company products and services as appropriate + Guides ... to goals on a regular basis and asks for assistance as needed to finalize sales , for training and for other issues as needed + Sells and originates residential… more
- Bank of America (Boston, MA)
- …from business intermediaries (eg consultants, attorneys, investment bankers, accountants , business brokers). Job expectations include designing and implementing ... appropriate sales strategies to achieve assigned production goals. **Responsibilities:** +...existing clients, centers of influence, and associates + Devises sales strategies for territory management and market analysis +… more
- US Bank (Boston, MA)
- …you excel at-all from Day One. **Job Description** Reporting to the ABF Regional Sales ABF Sales & Originations Leader, this role is responsible for asset-based ... * Develop and maintain center of influence referral sources such as accountants , attorneys, equity and mezzanine sources, peer banks, and affiliates. * Collaborating… more