- Tompkins Community Bank (Pittsford, NY)
- …inquiries in a timely manner and providing accurate information. + Coordinate sales and product training activities with assigned retail bank branches, visiting the ... branches, participating in joint sales calls and sales meetings and other...local Housing Counseling Agencies, real estate agents, builders, attorneys, accountants , financial planners, community organizations and other business professionals.… more
- Lowe's (Mooresville, NC)
- **Your Impact** The Manager, Indirect Tax, is responsible for leading and overseeing sales and use tax audits, as well as real property tax appeals, while ensuring ... tax calculations and in-depth research, while also reviewing the work of accountants for quality and accuracy. In addition to operational excellence, this role… more
- Live Nation (San Francisco, CA)
- …to our Global Touring team, from Ticketing and Venue Operations to Marketing and Sales we foster a fun and upbeat work culture with no shortage of opportunities. ... nightly Box Office operations (Will Call, Guest List, Ticket Sales , Ticket Scanning, etc.) + Assist and support box...responsible for sending end-of-night reports to settler and tour accountants , representatives + Fill in as needed for Box… more
- Truist (Philadelphia, PA)
- …an assigned region or territory * The role requires significant leadership, sales and relationship management, business development, presentation and sales ... leadership team, local advisory board members, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations… more
- Truist (Jenkintown, PA)
- …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
- TIAA (Dallas, TX)
- …with up to date financial guidance. + Confers with tax attorneys, accountants , etc. to determine legal consequences of investment decisions and resolve account ... Bachelor's degree + Experience managing professional staff; specifically leading sales teams + Track record of meeting or exceeding... teams + Track record of meeting or exceeding sales goals and performance metrics + Attention to Detail;… more
- TD Bank (West Palm Beach, FL)
- …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
- Truist (Mclean, VA)
- …leadership team, local advisory board members, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations ... continuing education requirements are met where needed * 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to… more
- M&T Bank (Clanton, AL)
- …markets. Establish and maintain contacts in the professional services community ( accountants , attorneys) and within industry organizations (NADA, etc). + Work with ... Sales Managers and Credit Managers to gather information and...and receive recommendations on potential customers. Works closely with Sales Managers and Credit Manager to structure and price… more
- BMO Financial Group (Mundelein, IL)
- We are currently seeking Senior Wealth Management professionals who excel in sales and relationship management, boasting a robust network of COIs, Business Owners, ... and High Net Worth clients in the area. Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client… more